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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
280+ 2.89% |
$44K - $50.1K
|
9.97K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
276+ 1.78% |
$43.4K - $49.4K
|
15.8K
$2.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
260New |
$40.8K - $46.5K
|
260
$45.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
257+ 19.8% |
$40.4K - $46K
|
1.56K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
236+ 2.64% |
$37.1K - $42.2K
|
9.18K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
222+ 9.7% |
$34.9K - $39.7K
|
2.51K
$439K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
216+ 222.68% |
$33.9K - $38.7K
|
313
$54.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
202+ 4.82% |
$31.7K - $36.1K
|
4.39K
$767K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
196+ 3.34% |
$30.8K - $35.1K
|
6.06K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
188+ 5.72% |
$29.5K - $33.6K
|
3.48K
$607K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
185+ 4.96% |
$29.1K - $33.1K
|
3.91K
$683K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
179+ 2.39% |
$28.1K - $32K
|
7.66K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
175+ 4.25% |
$27.5K - $31.3K
|
4.29K
$749K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
162+ 8.42% |
$25.5K - $29K
|
2.09K
$365K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
159+ 10.28% |
$25K - $28.5K
|
1.71K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
146+ 1.39% |
$22.9K - $26.1K
|
10.7K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
141+ 0.45% |
$22.2K - $25.2K
|
31.2K
$5.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
137New |
$21.5K - $24.5K
|
137
$23.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
131+ 4.1% |
$20.6K - $23.4K
|
3.33K
$581K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
129+ 1.57% |
$20.3K - $23.1K
|
8.34K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
126+ 6.66% |
$19.8K - $22.5K
|
2.02K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
126+ 4.91% |
$19.8K - $22.5K
|
2.69K
$470K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
120+ 7.43% |
$18.9K - $21.5K
|
1.73K
$303K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
120New |
$18.9K - $21.5K
|
120
$21K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
116+ 5.26% |
$18.2K - $20.8K
|
2.32K
$405K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
116+ 0.38% |
$18.2K - $20.8K
|
30.4K
$5.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
115+ 3.15% |
$18.1K - $20.6K
|
3.76K
$657K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
114+ 5.03% |
$17.9K - $20.4K
|
2.38K
$416K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
106+ 3.47% |
$16.7K - $19K
|
3.16K
$552K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
104+ 3.01% |
$16.3K - $18.6K
|
3.55K
$621K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
104+ 0.31% |
$16.3K - $18.6K
|
33.3K
$5.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103+ 9.68% |
$16.2K - $18.4K
|
1.17K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
101+ 0.93% |
$15.9K - $18.1K
|
11K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$15.7K - $17.9K
|
100
$17.5K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
100New |
$15.7K - $17.9K
|
100
$17.5K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
98+ 3.35% |
$15.4K - $17.5K
|
3.02K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
96+ 1.8% |
$15.1K - $17.2K
|
5.44K
$951K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
92+ 4.54% |
$14.5K - $16.5K
|
2.12K
$370K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
86New |
$13.5K - $15.4K
|
86
$15K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
80+ 2.48% |
$12.6K - $14.3K
|
3.31K
$577K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
77+ 3.83% |
$12.1K - $13.8K
|
2.09K
$365K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
76+ 4.4% |
$11.9K - $13.6K
|
1.8K
$315K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75+ 0.54% |
$11.8K - $13.4K
|
13.9K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
66New |
$10.4K - $11.8K
|
66
$11.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
62+ 0.67% |
$9.74K - $11.1K
|
9.32K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
61+ 0.87% |
$9.58K - $10.9K
|
7.03K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
61+ 0.76% |
$9.58K - $10.9K
|
8.06K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
60+ 4.15% |
$9.43K - $10.7K
|
1.51K
$263K
|
|