Latest Institutional Sells of Ishares Russell2000 Val ETF (IWN)
This list provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
CALL |
-279K- 49.91% |
$45.5M - $50.7M
|
280K
$47.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-182K- 12.89% |
$29.7M - $33.1M
|
1.23M
$207M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44K- 86.41% |
$7.16M - $7.98M
|
6.92K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22.2K- 49.31% |
$3.61M - $4.02M
|
22.8K
$3.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-10.4K- 74.47% |
$1.68M - $1.88M
|
3.55K
$597K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.87K- 18.55% |
$1.28M - $1.43M
|
34.6K
$5.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.7K- 47.09% |
$1.09M - $1.21M
|
7.53K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.98K- 36.65% |
$810K - $903K
|
8.61K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 26.49% |
$615K - $686K
|
10.5K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.61K- 4.57% |
$588K - $655K
|
75.5K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.49K- 1.47% |
$567K - $632K
|
233K
$39.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.84K- 99.93% |
$461K - $514K
|
2
$337
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.26K- 10.19% |
$367K - $409K
|
19.9K
$3.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.16K- 2.19% |
$351K - $391K
|
96.2K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.87K- 50.7% |
$304K - $339K
|
1.82K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.82K- 1.74% |
$297K - $331K
|
103K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.66K- 3.89% |
$270K - $301K
|
41K
$6.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.5K- 14.6% |
$245K - $273K
|
8.8K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.44K- 36.85% |
$234K - $261K
|
2.47K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-608- 11.91% |
$98.9K - $110K
|
4.5K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-601- 0.95% |
$97.8K - $109K
|
63K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-582- 6.03% |
$94.7K - $106K
|
9.07K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-571- 1.68% |
$92.9K - $104K
|
33.5K
$5.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-475- 12.15% |
$77.3K - $86.1K
|
3.43K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-452- 2.62% |
$73.5K - $82K
|
16.8K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-445- 7.73% |
$72.4K - $80.7K
|
5.31K
$894K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-355- 6.11% |
$57.8K - $64.4K
|
5.46K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-344- 0.57% |
$56K - $62.4K
|
59.7K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-338- 0.8% |
$55K - $61.3K
|
41.7K
$7.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-336- 7.5% |
$54.7K - $60.9K
|
4.15K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-300- 9.67% |
$48.8K - $54.4K
|
2.8K
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-273- 1.86% |
$44.4K - $49.5K
|
14.4K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-271- 3.4% |
$44.1K - $49.1K
|
7.69K
$1.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-231- 13.23% |
$37.6K - $41.9K
|
1.52K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-226- 4.7% |
$36.8K - $41K
|
4.58K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-221- 6.44% |
$36K - $40.1K
|
3.21K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-201- 2.99% |
$32.7K - $36.5K
|
6.51K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-167- 0.08% |
$27.2K - $30.3K
|
222K
$37.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-161- 9.37% |
$26.2K - $29.2K
|
1.56K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-145- 1.95% |
$23.6K - $26.3K
|
7.27K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-138- 29.05% |
$22.5K - $25K
|
337
$56.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-133- 1.08% |
$21.6K - $24.1K
|
12.2K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-125- 0.99% |
$20.3K - $22.7K
|
12.5K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-125- 8.48% |
$20.3K - $22.7K
|
1.35K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-124- 2.81% |
$20.2K - $22.5K
|
4.29K
$722K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-120- 1.55% |
$19.5K - $21.8K
|
7.63K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-119- 3.22% |
$19.4K - $21.6K
|
3.58K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 2.25% |
$18.9K - $21K
|
5.03K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-106- 3.07% |
$17.2K - $19.2K
|
3.34K
$563K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-105- 5.13% |
$17.1K - $19K
|
1.94K
$327K
|