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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.5KNew |
$198K - $237K
|
1.5K
$262K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$196K - $234K
|
1.48K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.44K+ 34.22% |
$190K - $227K
|
5.66K
$988K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.4KNew |
$185K - $221K
|
1.4K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.3KNew |
$171K - $205K
|
1.3K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.3KNew |
$171K - $204K
|
1.3K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$170K - $203K
|
1.29K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.28KNew |
$169K - $202K
|
1.28K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.28KNew |
$169K - $202K
|
1.28K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.19K+ 59650.0% |
$157K - $188K
|
1.2K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
849+ 39.92% |
$112K - $134K
|
2.98K
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
705+ 292.53% |
$92.9K - $111K
|
946
$165K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
678+ 14.58% |
$89.4K - $107K
|
5.33K
$930K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
647New |
$85.3K - $102K
|
647
$113K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
615New |
$81.1K - $97K
|
615
$107K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
593+ 15.07% |
$78.2K - $93.6K
|
4.53K
$791K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
525New |
$69.2K - $82.8K
|
525
$91.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$56.2K - $67.2K
|
426
$74.4K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
348+ 31.64% |
$45.9K - $54.9K
|
1.45K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
311+ 797.44% |
$41K - $49.1K
|
350
$61.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
290+ 9.69% |
$38.2K - $45.8K
|
3.28K
$574K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
233New |
$30.7K - $36.8K
|
233
$40.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
194+ 43.89% |
$25.6K - $30.6K
|
636
$111K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
176New |
$23.2K - $27.8K
|
176
$30.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
165+ 73.01% |
$21.8K - $26K
|
391
$68.3K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
165New |
$21.8K - $26K
|
165
$28.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
150New |
$19.8K - $23.7K
|
150
$26.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
136+ 6.71% |
$17.9K - $21.5K
|
2.16K
$378K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
100+ 2.77% |
$13.2K - $15.8K
|
3.72K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
91New |
$12K - $14.4K
|
91
$15.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
BUY
|
- |
60+ 1.1% |
$7.91K - $9.47K
|
5.53K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
53New |
$6.99K - $8.36K
|
53
$9.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
45New |
$5.93K - $7.1K
|
45
$7.86K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
35+ 3.87% |
$4.61K - $5.52K
|
940
$164K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.14% |
$4.61K - $5.52K
|
1.67K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33+ 825.0% |
$4.35K - $5.21K
|
37
$6.46K
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
31+ 0.81% |
$4.09K - $4.89K
|
3.86K
$675K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
30New |
$3.96K - $4.73K
|
30
$5.24K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
30New |
$3.96K - $4.73K
|
30
$5.24K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25New |
$3.3K - $3.94K
|
25
$4.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.66% |
$2.64K - $3.16K
|
3.06K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 46.15% |
$2.37K - $2.84K
|
57
$9.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10+ 0.45% |
$1.32K - $1.58K
|
2.25K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 1.96% |
$1.32K - $1.58K
|
519
$90.7K
|
|