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 14, 2025
Q3 2025
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.02% |
$786 - $895
|
22.5K
$3.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.12% |
$786 - $895
|
4.24K
$740K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.3% |
$786 - $895
|
1.67K
$291K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.16% |
$786 - $895
|
3.14K
$549K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.18% |
$786 - $895
|
2.74K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.23% |
$786 - $895
|
2.17K
$379K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.14% |
$786 - $895
|
3.59K
$627K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.27% |
$786 - $895
|
1.86K
$324K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.44% |
$628 - $716
|
912
$159K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.1% |
$471 - $537
|
3.14K
$549K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 5.0% |
$471 - $537
|
63
$11K
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$471 - $537
|
12K
$2.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.21% |
$471 - $537
|
1.43K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.5% |
$471 - $537
|
607
$106K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 5.26% |
$471 - $537
|
60
$10.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$471 - $537
|
1.71K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.16% |
$314 - $358
|
1.24K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1+ 0.01% |
$157 - $179
|
7.84K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$157 - $179
|
7.02K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$157 - $179
|
6.47K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1+ 0.03% |
$157 - $179
|
3.99K
$696K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.33% |
$157 - $179
|
308
$53.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.49% |
$157 - $179
|
68
$11.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$157 - $179
|
2.99K
$522K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 1.41% |
$157 - $179
|
72
$12.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1+ 0.0% |
$157 - $179
|
24.6K
$4.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.25% |
$157 - $179
|
394
$68.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1+ 0.05% |
$157 - $179
|
2.03K
$354K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
43.7KNew |
$5.75M - $6.89M
|
43.7K
$7.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.6K+ 55.1% |
$2.85M - $3.42M
|
60.9K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
20.7K+ 363.16% |
$2.73M - $3.27M
|
26.4K
$4.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
17.9KNew |
$2.36M - $2.82M
|
17.9K
$3.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 44.83% |
$1.67M - $2M
|
40.9K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.83K+ 571.94% |
$1.16M - $1.39M
|
10.4K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
7.95KNew |
$1.05M - $1.25M
|
7.95K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.9KNew |
$910K - $1.09M
|
6.9K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.98K+ 12.84% |
$788K - $943K
|
52.5K
$9.17M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.66K+ 1.04% |
$746K - $893K
|
551K
$96.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.84KNew |
$639K - $764K
|
4.84K
$846K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.8KNew |
$633K - $758K
|
4.8K
$839K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.59K+ 249.93% |
$474K - $567K
|
5.03K
$879K
|
|
|
Jan 08, 2026
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
3.54K+ 13.42% |
$466K - $558K
|
29.9K
$5.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.01KNew |
$397K - $475K
|
3.01K
$525K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.72KNew |
$359K - $429K
|
2.72K
$475K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.61KNew |
$344K - $412K
|
2.61K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.42KNew |
$319K - $382K
|
2.42K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.19K+ 655.39% |
$289K - $345K
|
2.52K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.73KNew |
$228K - $273K
|
1.73K
$302K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.52KNew |
$200K - $239K
|
1.52K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.5KNew |
$198K - $237K
|
1.5K
$262K
|
|