Latest Institutional Purchases of Ishares Russell2000 Val ETF (IWN)
This list provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
21.2KNew |
$3.65M - $3.85M
|
21.2K
$3.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.7KNew |
$2.36M - $2.49M
|
13.7K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
10.2K+ 23.48% |
$1.77M - $1.86M
|
53.9K
$9.41M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.63K+ 57.98% |
$971K - $1.02M
|
15.3K
$2.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.26KNew |
$907K - $955K
|
5.26K
$919K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.22K+ 43.32% |
$728K - $767K
|
14K
$2.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.81KNew |
$656K - $691K
|
3.81K
$665K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
CALL |
2.5KNew |
$431K - $454K
|
2.5K
$437K
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.51KNew |
$260K - $274K
|
1.51K
$263K
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
1.43KNew |
$246K - $260K
|
1.43K
$250K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.37KNew |
$237K - $249K
|
1.37K
$240K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.24KNew |
$214K - $225K
|
1.24K
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
1.14KNew |
$196K - $206K
|
1.14K
$198K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.12KNew |
$193K - $204K
|
1.12K
$196K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.1KNew |
$190K - $200K
|
1.1K
$192K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.05KNew |
$180K - $190K
|
1.05K
$183K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
833+ 6.05% |
$144K - $151K
|
14.6K
$2.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
802+ 49.38% |
$138K - $146K
|
2.43K
$424K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
759+ 2.03% |
$131K - $138K
|
38.2K
$6.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
751+ 17.95% |
$129K - $136K
|
4.93K
$862K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
739+ 45.65% |
$127K - $134K
|
2.36K
$412K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
656New |
$113K - $119K
|
656
$115K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
577+ 3.18% |
$99.4K - $105K
|
18.7K
$3.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
532+ 38.69% |
$91.7K - $96.6K
|
1.91K
$333K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
507+ 1448.57% |
$87.4K - $92K
|
542
$94.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
392+ 4.24% |
$67.6K - $71.2K
|
9.64K
$1.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
375+ 218.02% |
$64.6K - $68.1K
|
547
$95.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
351+ 21.26% |
$60.5K - $63.7K
|
2K
$350K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
330New |
$56.9K - $59.9K
|
330
$57.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
283+ 2.89% |
$48.8K - $51.4K
|
10.1K
$1.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
247+ 9.75% |
$42.6K - $44.8K
|
2.78K
$486K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
199+ 9.24% |
$34.3K - $36.1K
|
2.35K
$411K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
185+ 0.72% |
$31.9K - $33.6K
|
25.7K
$4.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
183+ 77.87% |
$31.5K - $33.2K
|
418
$73K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
162+ 5.66% |
$27.9K - $29.4K
|
3.02K
$528K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
146New |
$25.2K - $26.5K
|
146
$25.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 14.6% |
$21.5K - $22.7K
|
981
$171K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
120New |
$20.7K - $21.8K
|
120
$21K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
85+ 2.35% |
$14.6K - $15.4K
|
3.71K
$648K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
84+ 5.92% |
$14.5K - $15.2K
|
1.5K
$262K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
78+ 0.28% |
$13.4K - $14.2K
|
28.1K
$4.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70+ 3.48% |
$12.1K - $12.7K
|
2.08K
$364K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
67+ 1.76% |
$11.5K - $12.2K
|
3.88K
$677K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
61+ 0.52% |
$10.5K - $11.1K
|
11.8K
$2.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
61+ 2.56% |
$10.5K - $11.1K
|
2.44K
$427K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
53+ 0.3% |
$9.13K - $9.62K
|
18K
$3.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
32+ 0.91% |
$5.51K - $5.81K
|
3.56K
$622K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
30+ 2.46% |
$5.17K - $5.45K
|
1.25K
$218K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
23+ 7.1% |
$3.96K - $4.17K
|
347
$60.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 1.54% |
$3.45K - $3.63K
|
1.32K
$230K
|
|