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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
24.6K+ 1542.42% |
$3.22M - $3.86M
|
26.2K
$4.39M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
19.7KNew |
$2.58M - $3.1M
|
19.7K
$3.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.11KNew |
$407K - $488K
|
3.11K
$521K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.89KNew |
$247K - $296K
|
1.89K
$316K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.8KNew |
$235K - $283K
|
1.8K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.75KNew |
$229K - $275K
|
1.75K
$293K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.6KNew |
$209K - $251K
|
1.6K
$268K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.5KNew |
$196K - $236K
|
1.5K
$251K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
556New |
$72.7K - $87.3K
|
556
$93.1K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
222New |
$29K - $34.8K
|
222
$37.2K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
143New |
$18.7K - $22.4K
|
143
$23.9K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
136+ 0.29% |
$17.8K - $21.3K
|
47.6K
$7.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
99New |
$12.9K - $15.5K
|
99
$16.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.16% |
$9.81K - $11.8K
|
3.55K
$595K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
40New |
$5.23K - $6.28K
|
40
$6.7K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27New |
$3.53K - $4.24K
|
27
$4.52K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
27New |
$3.53K - $4.24K
|
27
$4.52K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
19+ 0.5% |
$2.48K - $2.98K
|
3.79K
$635K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
17New |
$2.22K - $2.67K
|
17
$2.85K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
17+ 0.31% |
$2.22K - $2.67K
|
5.44K
$910K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
94KNew |
$12.3M - $14.1M
|
94K
$15.7M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
83.6KNew |
$11M - $12.5M
|
83.6K
$14M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
83.6KNew |
$11M - $12.5M
|
83.6K
$14M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
37.1KNew |
$4.87M - $5.55M
|
37.1K
$6.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
26.2KNew |
$3.44M - $3.92M
|
26.2K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
26.1KNew |
$3.43M - $3.91M
|
26.1K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
17.5KNew |
$2.3M - $2.62M
|
17.5K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
16.8KNew |
$2.21M - $2.51M
|
16.8K
$2.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.2K+ 759.92% |
$1.99M - $2.27M
|
17.2K
$2.87M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
14.7KNew |
$1.93M - $2.2M
|
14.7K
$2.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14.4K+ 71825.0% |
$1.89M - $2.15M
|
14.4K
$2.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$1.72M - $1.96M
|
13.1K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.8KNew |
$1.68M - $1.91M
|
12.8K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.4KNew |
$1.49M - $1.7M
|
11.4K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
9.1KNew |
$1.2M - $1.36M
|
9.1K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7.5KNew |
$985K - $1.12M
|
7.5K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
7.5KNew |
$985K - $1.12M
|
7.5K
$1.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
6.39K+ 1.89% |
$839K - $956K
|
345K
$57.8M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.67KNew |
$613K - $698K
|
4.67K
$781K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.67KNew |
$613K - $698K
|
4.67K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.26KNew |
$427K - $487K
|
3.26K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.05KNew |
$400K - $456K
|
3.05K
$510K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.02K+ 10.66% |
$397K - $452K
|
31.4K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
2.92KNew |
$384K - $437K
|
2.92K
$489K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.75KNew |
$361K - $412K
|
2.75K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.51KNew |
$329K - $375K
|
2.51K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.39KNew |
$314K - $358K
|
2.39K
$401K
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2.19KNew |
$288K - $328K
|
2.19K
$367K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$253K - $288K
|
1.93K
$322K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.91KNew |
$251K - $286K
|
1.91K
$320K
|
|