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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.8KNew |
$9.87M - $11.2M
|
62.8K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
58.7K+ 41.01% |
$9.22M - $10.5M
|
202K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
57.3K+ 76.38% |
$9.01M - $10.3M
|
132K
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
53.2KNew |
$8.35M - $9.52M
|
53.2K
$9.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
48.4K+ 62.32% |
$7.61M - $8.66M
|
126K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44K+ 54.3% |
$6.91M - $7.87M
|
125K
$21.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 232.87% |
$5.68M - $6.47M
|
51.7K
$9.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
35.6K+ 142.08% |
$5.6M - $6.38M
|
60.7K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.6K+ 2.67% |
$4.97M - $5.66M
|
1.22M
$212M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
25.9K+ 246.87% |
$4.06M - $4.63M
|
36.3K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.7K+ 11.22% |
$3.88M - $4.41M
|
245K
$42.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 109.46% |
$3.69M - $4.2M
|
45K
$7.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
21.4KNew |
$3.36M - $3.83M
|
21.4K
$3.74M
|
|
|
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
|
|
|
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 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
|
|