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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-288- 1.75% |
$36.1K - $45.6K
|
16.1K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-96- 6.48% |
$12K - $15.2K
|
1.39K
$242K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-92- 4.16% |
$11.5K - $14.6K
|
2.12K
$370K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-78- 30.0% |
$9.79K - $12.3K
|
182
$31.8K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-33- 0.71% |
$4.14K - $5.22K
|
4.6K
$804K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-30- 0.66% |
$3.77K - $4.75K
|
4.51K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-23- 1.51% |
$2.89K - $3.64K
|
1.5K
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.86% |
$1.88K - $2.37K
|
1.73K
$302K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-618KClosed |
$82.7M - $93.5M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.6K- 11.04% |
$2.09M - $2.36M
|
126K
$22M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-8.59K- 24.64% |
$1.15M - $1.3M
|
26.3K
$4.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.5K- 36.0% |
$602K - $681K
|
8K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.94K- 86.13% |
$259K - $293K
|
312
$54.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-525- 9.67% |
$70.2K - $79.4K
|
4.9K
$856K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-483- 22.83% |
$64.6K - $73K
|
1.63K
$285K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-153- 5.68% |
$20.5K - $23.1K
|
2.54K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-134- 69.79% |
$17.9K - $20.3K
|
58
$10.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-126- 0.62% |
$16.9K - $19.1K
|
20.3K
$3.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 0.5% |
$13.4K - $15.1K
|
20.1K
$3.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 4.77% |
$11.8K - $13.3K
|
1.76K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7- 0.33% |
$937 - $1.06K
|
2.12K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5- 0.28% |
$669 - $756
|
1.81K
$315K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 15.38% |
$268 - $302
|
11
$1.92K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-452K- 94.9% |
$58.3M - $64.4M
|
24.3K
$4.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-225K- 8.26% |
$29M - $32M
|
2.5M
$436M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-6.1K- 41.65% |
$786K - $868K
|
8.55K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
PUT |
-4.5K- 75.0% |
$580K - $640K
|
1.5K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.2K- 90.57% |
$413K - $455K
|
333
$58.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.23K- 50.0% |
$287K - $317K
|
2.23K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 31.37% |
$227K - $251K
|
3.85K
$673K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.33K- 2.89% |
$171K - $189K
|
44.5K
$7.78M
|
|
|
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
$282K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-725- 26.08% |
$93.5K - $103K
|
2.06K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-649- 0.29% |
$83.7K - $92.4K
|
222K
$38.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-440- 15.73% |
$56.7K - $62.6K
|
2.36K
$412K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-275- 5.99% |
$35.5K - $39.1K
|
4.32K
$754K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-262- 15.19% |
$33.8K - $37.3K
|
1.46K
$256K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-204- 7.3% |
$26.3K - $29K
|
2.59K
$452K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-200- 95.69% |
$25.8K - $28.5K
|
9
$1.57K
|
|
|
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
$23.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 16.22% |
$3.87K - $4.27K
|
155
$27.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-20- 25.0% |
$2.58K - $2.85K
|
60
$10.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-20- 23.53% |
$2.58K - $2.85K
|
65
$11.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 5.23% |
$2.06K - $2.28K
|
290
$50.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-2- 0.14% |
$258 - $285
|
1.48K
$258K
|
|
| 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
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.62K- 27.45% |
$1.13M - $1.35M
|
22.8K
$3.98M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.83K- 50.76% |
$1.02M - $1.23M
|
7.6K
$1.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.8K- 33.06% |
$366K - $439K
|
5.67K
$990K
|
|