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 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
940New |
$148K - $168K
|
940
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
938+ 10.19% |
$147K - $168K
|
10.1K
$1.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
842+ 1.97% |
$132K - $151K
|
43.6K
$7.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
829+ 0.57% |
$130K - $148K
|
145K
$25.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
824New |
$129K - $147K
|
824
$144K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
815+ 4.53% |
$128K - $146K
|
18.8K
$3.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
811+ 51.59% |
$127K - $145K
|
2.38K
$416K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
792+ 0.94% |
$124K - $142K
|
84.7K
$14.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
782New |
$123K - $140K
|
782
$137K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
716New |
$112K - $128K
|
716
$125K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
716+ 0.96% |
$112K - $128K
|
75.6K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
688+ 7.4% |
$108K - $123K
|
9.98K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
641+ 18.33% |
$101K - $115K
|
4.14K
$723K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
616+ 0.64% |
$96.8K - $110K
|
96.6K
$16.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
601+ 5.41% |
$94.4K - $108K
|
11.7K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
580+ 43.51% |
$91.1K - $104K
|
1.91K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
546+ 3.32% |
$85.8K - $97.7K
|
17K
$2.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
530+ 6.08% |
$83.3K - $94.8K
|
9.25K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
482New |
$75.7K - $86.2K
|
482
$84.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
481+ 21.69% |
$75.6K - $86.1K
|
2.7K
$471K
|
|
|
Nov 14, 2025
Q3 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
477+ 1.66% |
$74.9K - $85.4K
|
29.1K
$5.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
477+ 28.91% |
$74.9K - $85.4K
|
2.13K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
474+ 3.39% |
$74.5K - $84.8K
|
14.5K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
473+ 5.42% |
$74.3K - $84.6K
|
9.2K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
469+ 7.59% |
$73.7K - $83.9K
|
6.65K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
447+ 1.76% |
$70.2K - $80K
|
25.8K
$4.51M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
435+ 3.94% |
$68.3K - $77.8K
|
11.5K
$2M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
427+ 0.7% |
$67.1K - $76.4K
|
61.1K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
422+ 12.08% |
$66.3K - $75.5K
|
3.91K
$684K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
412+ 1.33% |
$64.7K - $73.7K
|
31.4K
$5.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
410New |
$64.4K - $73.4K
|
410
$71.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
384New |
$60.3K - $68.7K
|
384
$67.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
370+ 8.04% |
$58.1K - $66.2K
|
4.97K
$869K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
366+ 0.92% |
$57.5K - $65.5K
|
40K
$7M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
366+ 15.94% |
$57.5K - $65.5K
|
2.66K
$465K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
357+ 0.12% |
$56.1K - $63.9K
|
308K
$53.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
353New |
$55.5K - $63.2K
|
353
$61.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
352+ 13.59% |
$55.3K - $63K
|
2.94K
$514K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
333+ 13.75% |
$52.3K - $59.6K
|
2.76K
$481K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
325+ 0.63% |
$51.1K - $58.2K
|
52K
$9.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
323+ 2.75% |
$50.7K - $57.8K
|
12.1K
$2.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
316+ 27.79% |
$49.6K - $56.5K
|
1.45K
$254K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
314+ 22.74% |
$49.3K - $56.2K
|
1.7K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Independent Family Office, LLC
|
BUY
|
- |
312+ 0.91% |
$49K - $55.8K
|
34.6K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
308New |
$48.4K - $55.1K
|
308
$53.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
305+ 7.1% |
$47.9K - $54.6K
|
4.6K
$803K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
302New |
$47.4K - $54K
|
302
$52.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
293+ 2.06% |
$46K - $52.4K
|
14.5K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
287+ 1.21% |
$45.1K - $51.4K
|
23.9K
$4.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
284+ 1.64% |
$44.6K - $50.8K
|
17.6K
$3.07M
|
|