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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
658New |
$98.2K - $111K
|
658
$115K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
657New |
$98.1K - $111K
|
657
$115K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
630+ 15.12% |
$94K - $107K
|
4.8K
$838K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
583+ 45.94% |
$87K - $98.8K
|
1.85K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
537+ 29.42% |
$80.2K - $91K
|
2.36K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
515New |
$76.9K - $87.2K
|
515
$90K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
346New |
$51.6K - $58.6K
|
346
$60.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 57.36% |
$44.8K - $50.8K
|
823
$144K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$29.9K - $33.9K
|
200
$34.9K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170+ 1.92% |
$25.4K - $28.8K
|
9.04K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
157+ 133.05% |
$23.4K - $26.6K
|
275
$48K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$22.4K - $25.4K
|
150
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
107New |
$16K - $18.1K
|
107
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
83+ 4.31% |
$12.4K - $14.1K
|
2.01K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
78+ 162.5% |
$11.6K - $13.2K
|
126
$22K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
75+ 4.0% |
$11.2K - $12.7K
|
1.95K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 79.37% |
$7.46K - $8.47K
|
113
$19.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
50+ 0.4% |
$7.46K - $8.47K
|
12.7K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
50New |
$7.46K - $8.47K
|
50
$8.73K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$7.86K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$6.99K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$6.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
36New |
$5.37K - $6.1K
|
36
$6.29K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
29+ 2.23% |
$4.33K - $4.91K
|
1.33K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
25New |
$3.73K - $4.24K
|
25
$4.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16+ 40.0% |
$2.39K - $2.71K
|
56
$9.78K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15+ 150.0% |
$2.24K - $2.54K
|
25
$4.37K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
13New |
$1.94K - $2.2K
|
13
$2.27K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 12.63% |
$1.79K - $2.03K
|
107
$18.7K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.3% |
$1.34K - $1.52K
|
3.01K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4+ 0.28% |
$597 - $678
|
1.45K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2+ 0.1% |
$299 - $339
|
2.02K
$354K
|
|
| Q4 2024 | |||||||
|
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
$23.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
113KNew |
$18.4M - $20.5M
|
113K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lhm, Inc.
Sandy, UT |
BUY
|
- |
95.8KNew |
$15.6M - $17.4M
|
95.8K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
92.3KNew |
$15M - $16.7M
|
92.3K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52.7KNew |
$8.57M - $9.55M
|
52.7K
$9.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
28.8K+ 116.05% |
$4.68M - $5.21M
|
53.5K
$9.35M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
22.3KNew |
$3.63M - $4.05M
|
22.3K
$3.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
15.3K+ 125.25% |
$2.49M - $2.77M
|
27.5K
$4.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
14.1KNew |
$2.3M - $2.56M
|
14.1K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$2.1M - $2.34M
|
12.9K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.9K+ 78.84% |
$1.94M - $2.16M
|
27K
$4.72M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6K+ 101.85% |
$1.88M - $2.1M
|
23K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Towle & CO
Denver, CO |
BUY
|
- |
11KNew |
$1.79M - $1.99M
|
11K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
7.8KNew |
$1.27M - $1.41M
|
7.8K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.34KNew |
$1.19M - $1.33M
|
7.34K
$1.28M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
6KNew |
$976K - $1.09M
|
6K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.47KNew |
$727K - $811K
|
4.47K
$781K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.44KNew |
$722K - $805K
|
4.44K
$775K
|
|