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 |
|---|---|---|---|---|---|---|---|
|
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
$1.29M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-797- 62.71% |
$104K - $125K
|
474
$82.8K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-268- 32.13% |
$35K - $42.1K
|
566
$98.9K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-154- 7.98% |
$20.1K - $24.2K
|
1.78K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-100- 0.2% |
$13.1K - $15.7K
|
50K
$8.73M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-40- 2.37% |
$5.23K - $6.28K
|
1.65K
$288K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-35- 2.26% |
$4.58K - $5.49K
|
1.51K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-34- 25.0% |
$4.45K - $5.34K
|
102
$17.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-32- 1.06% |
$4.18K - $5.02K
|
3K
$524K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-23- 13.22% |
$3.01K - $3.61K
|
151
$26.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 2.76% |
$1.57K - $1.88K
|
423
$73.9K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-20.9K- 43.72% |
$2.74M - $3.12M
|
26.9K
$4.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.6K- 16.81% |
$472K - $538K
|
17.8K
$3.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3K- 62.57% |
$394K - $449K
|
1.8K
$314K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 58.88% |
$151K - $172K
|
801
$140K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.03K- 28.34% |
$136K - $154K
|
2.61K
$456K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-648- 29.52% |
$85.1K - $97K
|
1.55K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-341- 50.07% |
$44.8K - $51K
|
340
$59.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-228- 88.72% |
$29.9K - $34.1K
|
29
$5.07K
|
|
|
Jan 29, 2025
Q4 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-168- 5.45% |
$22.1K - $25.1K
|
2.92K
$509K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-122- 16.12% |
$16K - $18.3K
|
635
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-63- 74.12% |
$8.27K - $9.43K
|
22
$3.84K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-38- 1.5% |
$4.99K - $5.69K
|
2.5K
$436K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-34- 2.84% |
$4.46K - $5.09K
|
1.16K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 15.71% |
$1.44K - $1.65K
|
59
$10.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8- 0.27% |
$1.05K - $1.2K
|
3K
$525K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
PUT |
-337K- 25.96% |
$43.4M - $53.6M
|
960K
$168M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-39.2KClosed |
$5.05M - $6.24M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-14.2K- 13.73% |
$1.83M - $2.27M
|
89.3K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.1KClosed |
$1.31M - $1.61M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-5K- 16.61% |
$645K - $797K
|
25.1K
$4.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-2.32K- 76.8% |
$299K - $369K
|
700
$122K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.22K- 2.05% |
$286K - $354K
|
106K
$18.5M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-733Closed |
$94.5K - $117K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-715- 16.95% |
$92.2K - $114K
|
3.5K
$612K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-555- 25.1% |
$71.6K - $88.5K
|
1.66K
$289K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-379- 7.55% |
$48.9K - $60.4K
|
4.64K
$811K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-334- 1.67% |
$43.1K - $53.2K
|
19.7K
$3.43M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-76- 50.0% |
$9.8K - $12.1K
|
76
$13.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-40- 0.88% |
$5.16K - $6.38K
|
4.49K
$784K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-40- 1.59% |
$5.16K - $6.38K
|
2.47K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-16- 1.01% |
$2.06K - $2.55K
|
1.57K
$275K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-11Closed |
$1.42K - $1.75K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-734K- 95.45% |
$98.7M - $119M
|
35K
$6.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-187KClosed |
$25.1M - $30.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-187KClosed |
$25.1M - $30.4M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-124KClosed |
$16.7M - $20.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-100KClosed |
$13.4M - $16.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-54.3KClosed |
$7.3M - $8.83M
|
0
$0
|
|