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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.84K+ 2.25% |
$300K - $334K
|
83.7K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.79KNew |
$292K - $325K
|
1.79K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.78K+ 36.24% |
$290K - $324K
|
6.71K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.78KNew |
$290K - $323K
|
1.78K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.77K+ 41.43% |
$288K - $322K
|
6.05K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.73K+ 5.13% |
$282K - $314K
|
35.5K
$4.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 1.88% |
$281K - $313K
|
93.5K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.71KNew |
$279K - $311K
|
1.71K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69K+ 30.47% |
$275K - $306K
|
7.24K
$1.01M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.68K+ 0.64% |
$273K - $304K
|
263K
$36.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.68K+ 47.13% |
$273K - $304K
|
5.24K
$730K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.68KNew |
$273K - $304K
|
1.68K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.66K+ 137.25% |
$270K - $301K
|
2.87K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.64KNew |
$266K - $297K
|
1.64K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 5.18% |
$266K - $296K
|
33.1K
$4.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.63K+ 8.39% |
$265K - $295K
|
21.1K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.62K+ 14.58% |
$264K - $294K
|
12.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$261K - $291K
|
1.6K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.6K+ 8.42% |
$259K - $289K
|
20.5K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.58K+ 11.97% |
$257K - $287K
|
14.8K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.58KNew |
$256K - $286K
|
1.58K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.57KNew |
$256K - $285K
|
1.57K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.56K+ 1.86% |
$254K - $284K
|
85.8K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.55KNew |
$252K - $281K
|
1.55K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$248K - $277K
|
1.53K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.45K+ 102.61% |
$236K - $263K
|
2.87K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.45KNew |
$236K - $263K
|
1.45K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.43KNew |
$233K - $260K
|
1.43K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.43K+ 52.27% |
$233K - $259K
|
4.17K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 5.21% |
$228K - $254K
|
28.3K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.38K+ 114.67% |
$224K - $250K
|
2.58K
$359K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.37KNew |
$223K - $249K
|
1.37K
$191K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.36K+ 56.74% |
$221K - $247K
|
3.76K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.36KNew |
$221K - $246K
|
1.36K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
1.33KNew |
$216K - $241K
|
1.33K
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.33KNew |
$216K - $241K
|
1.33K
$185K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.3KNew |
$211K - $235K
|
1.3K
$180K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$180K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$180K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.26KNew |
$205K - $229K
|
1.26K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
1.25K+ 83.33% |
$203K - $227K
|
2.75K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.25KNew |
$203K - $227K
|
1.25K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.25KNew |
$203K - $226K
|
1.25K
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 18.07% |
$202K - $225K
|
8.12K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$200K - $223K
|
1.23K
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.22K+ 87.57% |
$198K - $221K
|
2.61K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.16K+ 0.81% |
$189K - $211K
|
144K
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.12K+ 9.69% |
$183K - $204K
|
12.7K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.11K+ 7.6% |
$180K - $200K
|
15.6K
$2.18M
|