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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-8.59K- 24.64% |
$1.15M - $1.3M
|
26.3K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.5K- 36.0% |
$602K - $681K
|
8K
$1.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.94K- 86.13% |
$259K - $293K
|
312
$52.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-525- 9.67% |
$70.2K - $79.4K
|
4.9K
$825K
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-500- 24.68% |
$66.9K - $75.6K
|
1.53K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-483- 22.83% |
$64.6K - $73K
|
1.63K
$275K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-153- 5.68% |
$20.5K - $23.1K
|
2.54K
$428K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-140- 14.06% |
$18.7K - $21.2K
|
856
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-134- 69.79% |
$17.9K - $20.3K
|
58
$9.76K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-126- 0.62% |
$16.9K - $19.1K
|
20.3K
$3.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 0.5% |
$13.4K - $15.1K
|
20.1K
$3.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 4.77% |
$11.8K - $13.3K
|
1.76K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-68- 11.79% |
$9.1K - $10.3K
|
509
$85.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7- 0.33% |
$937 - $1.06K
|
2.12K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5- 0.28% |
$669 - $756
|
1.81K
$304K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 15.38% |
$268 - $302
|
11
$1.85K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-452K- 94.9% |
$58.3M - $64.4M
|
24.3K
$4.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-225K- 8.26% |
$29M - $32M
|
2.5M
$420M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-6.1K- 41.65% |
$786K - $868K
|
8.55K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
PUT |
-4.5K- 75.0% |
$580K - $640K
|
1.5K
$252K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.2K- 90.57% |
$413K - $455K
|
333
$56K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.58K- 54.85% |
$332K - $367K
|
2.12K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.23K- 50.0% |
$287K - $317K
|
2.23K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 31.37% |
$227K - $251K
|
3.85K
$649K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.33K- 2.89% |
$171K - $189K
|
44.5K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
SELL
|
- |
-960- 37.28% |
$124K - $137K
|
1.62K
$272K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-865- 31.68% |
$112K - $123K
|
1.87K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-725- 26.08% |
$93.5K - $103K
|
2.06K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-649- 0.29% |
$83.7K - $92.4K
|
222K
$37.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-440- 15.73% |
$56.7K - $62.6K
|
2.36K
$397K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-275- 5.99% |
$35.5K - $39.1K
|
4.32K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-262- 15.19% |
$33.8K - $37.3K
|
1.46K
$246K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-220- 61.62% |
$28.4K - $31.3K
|
137
$23.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-204- 7.3% |
$26.3K - $29K
|
2.59K
$436K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-200- 95.69% |
$25.8K - $28.5K
|
9
$1.51K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-151Closed |
$19.5K - $21.5K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-101- 42.44% |
$13K - $14.4K
|
137
$23.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 16.22% |
$3.87K - $4.27K
|
155
$26.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-20- 25.0% |
$2.58K - $2.85K
|
60
$10.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-20- 23.53% |
$2.58K - $2.85K
|
65
$10.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 5.23% |
$2.06K - $2.28K
|
290
$48.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-2- 0.14% |
$258 - $285
|
1.48K
$248K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.1K- 61.77% |
$1.71M - $2.06M
|
8.11K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.62K- 27.45% |
$1.13M - $1.35M
|
22.8K
$3.84M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.83K- 50.76% |
$1.02M - $1.23M
|
7.6K
$1.28M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.8K- 33.06% |
$366K - $439K
|
5.67K
$954K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.98KClosed |
$259K - $311K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-904- 10.93% |
$118K - $142K
|
7.37K
$1.24M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-797- 62.71% |
$104K - $125K
|
474
$79.8K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-268- 32.13% |
$35K - $42.1K
|
566
$95.2K
|
|