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 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
258+ 4.21% |
$38.7K - $44.2K
|
6.39K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
252+ 0.76% |
$37.8K - $43.2K
|
33.5K
$5.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
235+ 2.39% |
$35.3K - $40.3K
|
10.1K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 6.59% |
$33.6K - $38.4K
|
3.63K
$610K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
202+ 4.25% |
$30.3K - $34.6K
|
4.96K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
201+ 157.03% |
$30.2K - $34.4K
|
329
$55.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
194+ 4.0% |
$29.1K - $33.2K
|
5.04K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
191+ 1.86% |
$28.7K - $32.7K
|
10.5K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
191New |
$28.7K - $32.7K
|
191
$32.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
188+ 1.43% |
$28.2K - $32.2K
|
13.3K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
175New |
$26.3K - $30K
|
175
$29.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
173+ 7.39% |
$26K - $29.6K
|
2.51K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
172New |
$25.8K - $29.5K
|
172
$28.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
164New |
$24.6K - $28.1K
|
164
$27.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
161+ 10.43% |
$24.2K - $27.6K
|
1.71K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
158+ 17.97% |
$23.7K - $27.1K
|
1.04K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
152+ 1.71% |
$22.8K - $26K
|
9.02K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
150New |
$22.5K - $25.7K
|
150
$25.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150+ 375.0% |
$22.5K - $25.7K
|
190
$32K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
148+ 7.34% |
$22.2K - $25.4K
|
2.16K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 4.44% |
$22.1K - $25.2K
|
3.46K
$582K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
139+ 0.52% |
$20.9K - $23.8K
|
27K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
134+ 3.17% |
$20.1K - $23K
|
4.36K
$733K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
132+ 1.22% |
$19.8K - $22.6K
|
11K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
130+ 0.65% |
$19.5K - $22.3K
|
20K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
128+ 0.21% |
$19.2K - $21.9K
|
62.5K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
120+ 6.13% |
$18K - $20.6K
|
2.08K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
120New |
$18K - $20.6K
|
120
$20.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
108+ 3.88% |
$16.2K - $18.5K
|
2.89K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106+ 2.2% |
$15.9K - $18.2K
|
4.92K
$828K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
105+ 7.53% |
$15.8K - $18K
|
1.5K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
100+ 7.46% |
$15K - $17.1K
|
1.44K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
100New |
$15K - $17.1K
|
100
$16.8K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
92+ 13.12% |
$13.8K - $15.8K
|
793
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
90+ 4.6% |
$13.5K - $15.4K
|
2.05K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
90+ 5.11% |
$13.5K - $15.4K
|
1.85K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
86+ 0.48% |
$12.9K - $14.7K
|
18.1K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75New |
$11.3K - $12.9K
|
75
$12.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
70New |
$10.5K - $12K
|
70
$11.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
70+ 1.24% |
$10.5K - $12K
|
5.71K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
67New |
$10.1K - $11.5K
|
67
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
66+ 0.52% |
$9.9K - $11.3K
|
12.8K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
64+ 67.37% |
$9.6K - $11K
|
159
$26.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 4.23% |
$8.25K - $9.42K
|
1.35K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
53+ 0.38% |
$7.95K - $9.08K
|
14K
$2.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
51+ 2.6% |
$7.65K - $8.74K
|
2.01K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45+ 0.41% |
$6.75K - $7.71K
|
11K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
40New |
$6K - $6.85K
|
40
$6.73K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.29% |
$6K - $6.85K
|
3.15K
$530K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.72% |
$6K - $6.85K
|
5.56K
$936K
|