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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
202KNew |
$32.8M - $36.6M
|
202K
$33.8M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
133KNew |
$21.6M - $24M
|
133K
$22.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
113KNew |
$18.4M - $20.5M
|
113K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
92.3KNew |
$15M - $16.7M
|
92.3K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
90.8K+ 34.19% |
$14.8M - $16.5M
|
357K
$59.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52.7KNew |
$8.57M - $9.55M
|
52.7K
$8.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
49.8K+ 3653.89% |
$8.11M - $9.04M
|
51.2K
$8.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
39.4KNew |
$6.42M - $7.15M
|
39.4K
$6.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
31.6KNew |
$5.13M - $5.72M
|
31.6K
$5.28M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
30.3K+ 2.88% |
$4.92M - $5.49M
|
1.08M
$181M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
28KNew |
$4.56M - $5.08M
|
28K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
18KNew |
$2.92M - $3.26M
|
18K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
16.6KNew |
$2.7M - $3.01M
|
16.6K
$2.78M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
15.3K+ 125.25% |
$2.49M - $2.77M
|
27.5K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$2.34M - $2.6M
|
14.4K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 20.21% |
$2.23M - $2.48M
|
81.4K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.6KNew |
$2.04M - $2.28M
|
12.6K
$2.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6K+ 101.85% |
$1.88M - $2.1M
|
23K
$3.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 1.73% |
$1.67M - $1.86M
|
603K
$101M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.34KNew |
$1.19M - $1.33M
|
7.34K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.96K+ 3.05% |
$1.13M - $1.26M
|
236K
$39.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.65K+ 34.39% |
$1.08M - $1.21M
|
26K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.38K+ 6.82% |
$1.04M - $1.16M
|
100K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.04KNew |
$982K - $1.09M
|
6.04K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.84K+ 334.44% |
$787K - $877K
|
6.28K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.78K+ 77.68% |
$777K - $866K
|
10.9K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.71K+ 8.72% |
$766K - $853K
|
58.7K
$9.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.69KNew |
$763K - $850K
|
4.69K
$785K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.37K+ 319.59% |
$711K - $793K
|
5.74K
$961K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.34KNew |
$706K - $787K
|
4.34K
$726K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.13K+ 13.91% |
$672K - $749K
|
33.8K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.72KNew |
$605K - $674K
|
3.72K
$622K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.54K+ 5.71% |
$576K - $643K
|
65.6K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.43K+ 38.91% |
$558K - $622K
|
12.3K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.26K+ 9.43% |
$530K - $591K
|
37.8K
$6.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3.18K+ 8.02% |
$517K - $576K
|
42.8K
$7.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3KNew |
$488K - $544K
|
3K
$502K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.33KNew |
$379K - $423K
|
2.33K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.32K+ 39.55% |
$377K - $421K
|
8.18K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.14K+ 175.7% |
$348K - $388K
|
3.36K
$562K
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
2.08KNew |
$338K - $376K
|
2.08K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.94KNew |
$315K - $351K
|
1.94K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.78K+ 36.24% |
$290K - $324K
|
6.71K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 1.88% |
$281K - $313K
|
93.5K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.63K+ 8.39% |
$265K - $295K
|
21.1K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.57KNew |
$256K - $285K
|
1.57K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.56K+ 1.86% |
$254K - $284K
|
85.8K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.55KNew |
$252K - $281K
|
1.55K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$248K - $277K
|
1.53K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.45K+ 102.61% |
$236K - $263K
|
2.87K
$480K
|