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 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.34KNew |
$706K - $787K
|
4.34K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.1KNew |
$667K - $744K
|
4.1K
$716K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.07KNew |
$662K - $738K
|
4.07K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$522K - $582K
|
3.21K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3KNew |
$488K - $544K
|
3K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.84KNew |
$462K - $515K
|
2.84K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.8KNew |
$456K - $508K
|
2.8K
$489K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.5KNew |
$407K - $454K
|
2.5K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.39KNew |
$389K - $433K
|
2.39K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.33KNew |
$379K - $423K
|
2.33K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.31KNew |
$375K - $418K
|
2.31K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.79KNew |
$292K - $325K
|
1.79K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.71KNew |
$279K - $311K
|
1.71K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.68K+ 47.13% |
$273K - $304K
|
5.24K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$261K - $291K
|
1.6K
$280K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.37KNew |
$223K - $249K
|
1.37K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.36KNew |
$221K - $246K
|
1.36K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
1.33KNew |
$216K - $241K
|
1.33K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
1.25K+ 83.33% |
$203K - $227K
|
2.75K
$480K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.23KNew |
$201K - $224K
|
1.23K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$200K - $223K
|
1.23K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
840+ 33.15% |
$137K - $152K
|
3.37K
$589K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
810New |
$132K - $147K
|
810
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
655New |
$107K - $119K
|
655
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
592+ 32.76% |
$96.3K - $107K
|
2.4K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
475New |
$77.3K - $86.1K
|
475
$83K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
460New |
$74.8K - $83.4K
|
460
$80.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
436+ 7.52% |
$70.9K - $79.1K
|
6.23K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
397New |
$64.6K - $72K
|
397
$69.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
300+ 0.58% |
$48.8K - $54.4K
|
51.6K
$9.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
300New |
$48.8K - $54.4K
|
300
$52.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
290+ 3.11% |
$47.2K - $52.6K
|
9.63K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
280New |
$45.6K - $50.8K
|
280
$48.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
274New |
$44.6K - $49.7K
|
274
$47.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
273+ 19.73% |
$44.4K - $49.5K
|
1.66K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
254+ 154.88% |
$41.3K - $46.1K
|
418
$73K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
226+ 131.4% |
$36.8K - $41K
|
398
$69.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
216New |
$35.1K - $39.2K
|
216
$37.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
216+ 11.99% |
$35.1K - $39.2K
|
2.02K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
213+ 15.24% |
$34.7K - $38.6K
|
1.61K
$281K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
204New |
$33.2K - $37K
|
204
$35.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
180New |
$29.3K - $32.6K
|
180
$31.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
162New |
$26.4K - $29.4K
|
162
$28.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
158New |
$25.7K - $28.7K
|
158
$27.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
147New |
$23.9K - $26.7K
|
147
$25.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
139New |
$22.6K - $25.2K
|
139
$24.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
106+ 6.85% |
$17.2K - $19.2K
|
1.65K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
104New |
$16.9K - $18.9K
|
104
$18.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
89New |
$14.5K - $16.1K
|
89
$15.5K
|
|