Latest Institutional Purchases of Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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 18, 2023 Q4 2022
Marshall & Sullivan Inc

BUY
 -
103
New
$13.5K - $15.4K
103 $17.3K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
100
+ 84.75%
$13.1K - $15K
218 $36.7K
Feb 14, 2023 Q4 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
90
+ 900.0%
$11.8K - $13.5K
100 $16.8K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
76
New
$9.98K - $11.4K
76 $12.8K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
71
New
$9.32K - $10.6K
71 $11.9K
Feb 06, 2023 Q4 2022
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
70
New
$9.19K - $10.5K
70 $11.8K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
65
New
$8.54K - $9.73K
65 $10.9K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
50
New
$6.57K - $7.48K
50 $8.41K
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
48
New
$6.3K - $7.18K
48 $8.08K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
35
New
$4.6K - $5.24K
35 $5.89K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
30
New
$3.94K - $4.49K
30 $5.05K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
28
New
$3.68K - $4.19K
28 $4.71K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
19
New
$2.5K - $2.84K
19 $3.2K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
17
New
$2.23K - $2.54K
17 $2.86K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
12
New
$1.58K - $1.8K
12 $2.02K
Feb 13, 2023 Q4 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
7
+ 0.41%
$919 - $1.05K
1.73K $291K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
5
New
$657 - $748
5 $841
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
1
+ 0.34%
$131 - $150
295 $49.6K
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
0
New
$0 - $0
0 $0
Q3 2022
Nov 14, 2022 Q3 2022
Stanley Capital Management, LLC

Houston, TX
BUY
 -
61.3K
New
$7.9M - $9.77M
61.3K $10.3M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
5.15K
+ 51.72%
$665K - $821K
15.1K $2.54M
Nov 14, 2022 Q3 2022
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
3.33K
New
$429K - $530K
3.33K $560K
Oct 24, 2022 Q3 2022
First Bancorp, Inc

BUY
 -
3K
+ 100.0%
$387K - $478K
6K $1.01M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
2.4K
+ 72.73%
$309K - $383K
5.7K $959K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
1.76K
+ 24.9%
$227K - $281K
8.83K $1.49M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.15K
New
$148K - $183K
1.15K $194K
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
570
+ 29.89%
$73.5K - $90.8K
2.48K $417K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
566
New
$73K - $90.2K
566 $95.2K
Feb 01, 2023 Q3 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
487
+ 22.95%
$62.8K - $77.6K
2.61K $439K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
347
+ 121.75%
$44.7K - $55.3K
632 $106K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
248
+ 1.63%
$32K - $39.5K
15.5K $2.6M
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
244
New
$31.5K - $38.9K
244 $41.1K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
173
+ 7.38%
$22.3K - $27.6K
2.52K $423K
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
152
+ 1381.82%
$19.6K - $24.2K
163 $27.4K
Nov 08, 2022 Q3 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
90
New
$11.6K - $14.3K
90 $15.1K
Nov 14, 2022 Q3 2022
Kenfarb & Co.

Ashland, KY
BUY
 -
64
New
$8.25K - $10.2K
64 $10.8K
Oct 27, 2022 Q3 2022
Investors Asset Management Of Georgia Inc

BUY
 -
60
+ 16.22%
$7.74K - $9.56K
430 $72.4K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
45
New
$5.8K - $7.17K
45 $7.57K
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
41
+ 58.57%
$5.29K - $6.53K
111 $18.7K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
40
New
$5.16K - $6.38K
40 $6.73K
Oct 27, 2022 Q3 2022
Dmg Group, LLC

Birmingham, AL
BUY
 -
33
+ 1.89%
$4.25K - $5.26K
1.78K $300K
Oct 20, 2022 Q3 2022
Country Trust Bank

BUY
 -
28
New
$3.61K - $4.46K
28 $4.71K
Nov 08, 2022 Q3 2022
Shelton Wealth Management, LLC

BUY
 -
23
+ 0.17%
$2.97K - $3.67K
13.5K $2.28M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
20
New
$2.58K - $3.19K
20 $3.37K
Q2 2022
Aug 15, 2022 Q2 2022
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 PUT
242K
New
$32.5M - $39.4M
242K $40.7M
Aug 15, 2022 Q2 2022
Hbk Investments L P

Dallas, TX
BUY
 PUT
168K
New
$22.6M - $27.3M
168K $28.2M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 PUT
92K
+ 61.33%
$12.4M - $15M
242K $40.7M
Aug 11, 2022 Q2 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
63.6K
New
$8.55M - $10.3M
63.6K $10.7M
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

BUY
 -
19.2K
New
$2.58M - $3.13M
19.2K $3.23M

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