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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
91New |
$12K - $14.4K
|
91
$15.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
BUY
|
- |
60+ 1.1% |
$7.91K - $9.47K
|
5.53K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
53New |
$6.99K - $8.36K
|
53
$9.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
45New |
$5.93K - $7.1K
|
45
$7.86K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
35+ 3.87% |
$4.61K - $5.52K
|
940
$164K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.14% |
$4.61K - $5.52K
|
1.67K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
30New |
$3.96K - $4.73K
|
30
$5.24K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
30New |
$3.96K - $4.73K
|
30
$5.24K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25New |
$3.3K - $3.94K
|
25
$4.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.66% |
$2.64K - $3.16K
|
3.06K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 46.15% |
$2.37K - $2.84K
|
57
$9.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10+ 0.45% |
$1.32K - $1.58K
|
2.25K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 1.96% |
$1.32K - $1.58K
|
519
$90.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9+ 18.75% |
$1.19K - $1.42K
|
57
$9.96K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8+ 0.05% |
$1.05K - $1.26K
|
16.1K
$2.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6+ 120.0% |
$791 - $947
|
11
$1.92K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
4New |
$527 - $631
|
4
$699
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$396 - $473
|
3
$524
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3New |
$396 - $473
|
3
$524
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$396 - $473
|
713
$125K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.4% |
$264 - $316
|
498
$87K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1+ 0.03% |
$132 - $158
|
3.99K
$696K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.18% |
$132 - $158
|
86
$15K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 3.03% |
$132 - $158
|
34
$5.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.17M+ 94.9% |
$175M - $198M
|
2.4M
$420M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
125KNew |
$18.7M - $21.2M
|
125K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
123KNew |
$18.3M - $20.8M
|
123K
$21.4M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55KNew |
$8.2M - $9.31M
|
55K
$9.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
CALL |
50.6KNew |
$7.55M - $8.57M
|
50.6K
$8.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
20.8KNew |
$3.11M - $3.53M
|
20.8K
$3.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
14.1KNew |
$2.11M - $2.4M
|
14.1K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.66K+ 51.67% |
$1.44M - $1.64M
|
28.4K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.67KNew |
$1.15M - $1.3M
|
7.67K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
4.55KNew |
$679K - $770K
|
4.55K
$794K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.02KNew |
$450K - $511K
|
3.02K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 53.9% |
$433K - $491K
|
8.28K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
2.8KNew |
$418K - $474K
|
2.8K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.7K+ 43.96% |
$403K - $457K
|
8.84K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.51K+ 43.99% |
$375K - $425K
|
8.22K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.24K+ 15.58% |
$334K - $379K
|
16.6K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.82KNew |
$272K - $309K
|
1.82K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.46KNew |
$217K - $247K
|
1.46K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.43KNew |
$214K - $243K
|
1.43K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.38K+ 16.0% |
$207K - $234K
|
10K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.16KNew |
$173K - $196K
|
1.16K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04KNew |
$156K - $177K
|
1.04K
$182K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.03K+ 13.28% |
$154K - $175K
|
8.81K
$1.54M
|
|