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 12, 2022
Q2 2022
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
2.5K+ 39.51% |
$336K - $407K
|
8.83K
$1.54M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$314K - $380K
|
2.34K
$408K
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.33KNew |
$314K - $379K
|
2.33K
$407K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.21KNew |
$298K - $360K
|
2.21K
$387K
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
965+ 1.62% |
$130K - $157K
|
60.7K
$10.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
640New |
$86.1K - $104K
|
640
$112K
|
|
|
Aug 09, 2022
Q2 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
562+ 43.94% |
$75.6K - $91.4K
|
1.84K
$322K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
532New |
$71.5K - $86.6K
|
532
$92.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
450New |
$60.5K - $73.2K
|
450
$78.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
176New |
$23.7K - $28.6K
|
176
$30.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
159+ 9.17% |
$21.4K - $25.9K
|
1.89K
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
157+ 11.23% |
$21.1K - $25.5K
|
1.56K
$272K
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
145New |
$19.5K - $23.6K
|
145
$25.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
105New |
$14.1K - $17.1K
|
105
$18.3K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
100New |
$13.4K - $16.3K
|
100
$17.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100+ 2000.0% |
$13.4K - $16.3K
|
105
$18.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
95New |
$12.8K - $15.5K
|
95
$16.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
86New |
$11.6K - $14K
|
86
$15K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
85+ 170.0% |
$11.4K - $13.8K
|
135
$23.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
78New |
$10.5K - $12.7K
|
78
$13.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
70New |
$9.41K - $11.4K
|
70
$12.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
61New |
$8.2K - $9.93K
|
61
$10.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 2.11% |
$6.72K - $8.14K
|
2.42K
$423K
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
44+ 0.41% |
$5.92K - $7.16K
|
10.9K
$1.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15New |
$2.02K - $2.44K
|
15
$2.62K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 6.34% |
$1.75K - $2.12K
|
218
$38.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$1.08K - $1.3K
|
8
$1.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
5New |
$672 - $814
|
5
$873
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
5New |
$672 - $814
|
5
$873
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$403 - $488
|
3
$524
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
456KNew |
$68.9M - $77.1M
|
456K
$79.6M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
141KNew |
$21.3M - $23.8M
|
141K
$24.6M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100KNew |
$15.1M - $16.9M
|
100K
$17.5M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
28.6KNew |
$4.33M - $4.84M
|
28.6K
$5M
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
811New |
$123K - $137K
|
811
$142K
|
|
|
May 09, 2022
Q1 2022
|
Morris Capital Advisors, LLC
|
BUY
|
- |
122+ 4.03% |
$18.5K - $20.6K
|
3.15K
$551K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
44+ 1.34% |
$6.66K - $7.45K
|
3.33K
$582K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18New |
$2.72K - $3.05K
|
18
$3.14K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3+ 0.13% |
$454 - $508
|
2.26K
$394K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
147KNew |
$23.1M - $26M
|
147K
$25.7M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
6KNew |
$944K - $1.06M
|
6K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$787K - $884K
|
5K
$873K
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.27K+ 90.82% |
$199K - $224K
|
2.66K
$465K
|
|
|
Jan 24, 2022
Q4 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
610New |
$96K - $108K
|
610
$107K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
222New |
$34.9K - $39.3K
|
222
$38.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
182New |
$28.6K - $32.2K
|
182
$31.8K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
45New |
$7.08K - $7.96K
|
45
$7.86K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10New |
$1.57K - $1.77K
|
10
$1.75K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16.6KNew |
$2.53M - $2.77M
|
16.6K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
2.26KNew |
$346K - $379K
|
2.26K
$395K
|
|