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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
21.3KNew |
$3.34M - $3.8M
|
21.3K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
21.1K+ 74.04% |
$3.31M - $3.77M
|
49.6K
$8.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 8.83% |
$3.27M - $3.73M
|
257K
$44.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.3K+ 50.91% |
$2.87M - $3.27M
|
54.2K
$9.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1K+ 4.35% |
$2.69M - $3.07M
|
411K
$71.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.9K+ 40.41% |
$2.34M - $2.66M
|
51.7K
$9.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
13.6KNew |
$2.13M - $2.43M
|
13.6K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.4KNew |
$2.1M - $2.39M
|
13.4K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.1K+ 9.84% |
$2.06M - $2.35M
|
147K
$25.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
11.7K+ 487.33% |
$1.83M - $2.09M
|
14K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.3KNew |
$1.78M - $2.03M
|
11.3K
$1.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
10.8K+ 39.33% |
$1.7M - $1.93M
|
38.3K
$6.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
9.87K+ 5.01% |
$1.55M - $1.77M
|
207K
$36.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
9.8K+ 63.63% |
$1.54M - $1.75M
|
25.2K
$4.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.69K+ 1.57% |
$1.52M - $1.73M
|
626K
$109M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.66K+ 9.71% |
$1.52M - $1.73M
|
109K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.46KNew |
$1.49M - $1.69M
|
9.46K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
8.33KNew |
$1.31M - $1.49M
|
8.33K
$1.46M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.07K+ 28.49% |
$1.27M - $1.44M
|
36.4K
$6.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.25K+ 4.71% |
$1.14M - $1.3M
|
161K
$28.1M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.02K+ 20.65% |
$1.1M - $1.26M
|
41K
$7.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.2K+ 0.62% |
$974K - $1.11M
|
1.01M
$176M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.63K+ 47.52% |
$884K - $1.01M
|
17.5K
$3.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.58K+ 153.98% |
$876K - $998K
|
9.2K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.37KNew |
$844K - $962K
|
5.37K
$939K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.65K+ 1.26% |
$730K - $832K
|
375K
$65.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.44K+ 8.29% |
$698K - $795K
|
58K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
4.32K+ 9.23% |
$678K - $773K
|
51.1K
$8.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.18K+ 9.18% |
$657K - $748K
|
49.7K
$8.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.09K+ 3.31% |
$642K - $731K
|
127K
$22.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.68K+ 8.67% |
$578K - $658K
|
46.1K
$8.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.58KNew |
$563K - $641K
|
3.58K
$626K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.58KNew |
$562K - $641K
|
3.58K
$625K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.45K+ 12.83% |
$541K - $617K
|
30.3K
$5.29M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
3.38KNew |
$531K - $605K
|
3.38K
$591K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.36KNew |
$528K - $602K
|
3.36K
$587K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 2.55% |
$518K - $590K
|
133K
$23.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.22KNew |
$505K - $575K
|
3.22K
$562K
|
|
|
Nov 14, 2025
Q3 2025
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
3.2KNew |
$503K - $573K
|
3.2K
$559K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14K+ 85.39% |
$493K - $562K
|
6.81K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Green Square Capital Advisors LLC
|
BUY
|
CALL |
3KNew |
$471K - $537K
|
3K
$524K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.92K+ 263.27% |
$458K - $522K
|
4.03K
$703K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.9K+ 34.19% |
$456K - $520K
|
11.4K
$1.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
2.75KNew |
$432K - $492K
|
2.75K
$481K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.72KNew |
$427K - $486K
|
2.72K
$474K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.7K+ 27.0% |
$424K - $483K
|
12.7K
$2.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.68KNew |
$421K - $479K
|
2.68K
$468K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.61K+ 35.13% |
$410K - $466K
|
10K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.53KNew |
$397K - $453K
|
2.53K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.37K+ 44.86% |
$373K - $425K
|
7.67K
$1.34M
|
|