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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
254+ 21.51% |
$41.3K - $46.1K
|
1.44K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
243+ 32.23% |
$39.5K - $44.1K
|
997
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
239+ 5.34% |
$38.9K - $43.3K
|
4.72K
$790K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
216+ 11.99% |
$35.1K - $39.2K
|
2.02K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
213+ 11.2% |
$34.7K - $38.6K
|
2.11K
$354K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
204New |
$33.2K - $37K
|
204
$34.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
194+ 5.5% |
$31.6K - $35.2K
|
3.72K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
180New |
$29.3K - $32.6K
|
180
$30.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
161New |
$26.2K - $29.2K
|
161
$27K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
158New |
$25.7K - $28.7K
|
158
$26.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
152+ 5.34% |
$24.7K - $27.6K
|
3K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$24.4K - $27.2K
|
150
$25.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
147New |
$23.9K - $26.7K
|
147
$24.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
141+ 0.52% |
$22.9K - $25.6K
|
27.1K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
135+ 0.8% |
$22K - $24.5K
|
16.9K
$2.83M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
132+ 19.94% |
$21.5K - $23.9K
|
794
$133K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
128+ 1.76% |
$20.8K - $23.2K
|
7.41K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
124New |
$20.2K - $22.5K
|
124
$20.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
118New |
$19.2K - $21.4K
|
118
$19.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
110+ 1.51% |
$17.9K - $19.9K
|
7.41K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
109+ 4.32% |
$17.7K - $19.8K
|
2.64K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
106+ 6.85% |
$17.2K - $19.2K
|
1.65K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
91+ 2.58% |
$14.8K - $16.5K
|
3.62K
$607K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
89New |
$14.5K - $16.1K
|
89
$14.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
83New |
$13.5K - $15.1K
|
83
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
81+ 4.74% |
$13.2K - $14.7K
|
1.79K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
81+ 1.08% |
$13.2K - $14.7K
|
7.6K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
68+ 3.9% |
$11.1K - $12.3K
|
1.81K
$303K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
61+ 2.99% |
$9.92K - $11.1K
|
2.1K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
60+ 18.13% |
$9.76K - $10.9K
|
391
$65.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
60New |
$9.76K - $10.9K
|
60
$10K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 8.92% |
$8.3K - $9.25K
|
623
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
50New |
$8.13K - $9.07K
|
50
$8.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44New |
$7.16K - $7.98K
|
44
$7.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42+ 3.42% |
$6.83K - $7.62K
|
1.27K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
40+ 0.81% |
$6.51K - $7.25K
|
5.01K
$838K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39+ 0.02% |
$6.34K - $7.07K
|
205K
$34.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
39+ 0.86% |
$6.34K - $7.07K
|
4.56K
$763K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 50.67% |
$6.18K - $6.89K
|
113
$18.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38+ 0.83% |
$6.18K - $6.89K
|
4.62K
$774K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
37+ 0.35% |
$6.02K - $6.71K
|
10.5K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$5.69K - $6.35K
|
35
$5.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.96% |
$5.37K - $5.98K
|
3.48K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
31New |
$5.04K - $5.62K
|
31
$5.19K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
30+ 0.16% |
$4.88K - $5.44K
|
18.5K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
30+ 0.11% |
$4.88K - $5.44K
|
27.3K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
28+ 0.08% |
$4.56K - $5.08K
|
33.9K
$5.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 1.07% |
$4.39K - $4.9K
|
2.54K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
22+ 0.42% |
$3.58K - $3.99K
|
5.21K
$872K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21New |
$3.42K - $3.81K
|
21
$3.52K
|