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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-124- 2.69% |
$18.6K - $21.2K
|
4.49K
$752K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-122- 4.9% |
$18.3K - $20.9K
|
2.37K
$396K
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-121- 95.28% |
$18.2K - $20.7K
|
6
$1K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-120- 2.46% |
$18K - $20.6K
|
4.76K
$797K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-115- 3.89% |
$17.3K - $19.7K
|
2.84K
$476K
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-110- 1.52% |
$16.5K - $18.8K
|
7.12K
$1.19M
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-107- 0.47% |
$16.1K - $18.3K
|
22.5K
$3.78M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-98- 4.0% |
$14.7K - $16.8K
|
2.35K
$394K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-97- 4.1% |
$14.6K - $16.6K
|
2.27K
$380K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-96- 6.64% |
$14.4K - $16.4K
|
1.35K
$226K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 11.59% |
$13.8K - $15.8K
|
702
$118K
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-90- 1.97% |
$13.5K - $15.4K
|
4.47K
$749K
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-88- 0.72% |
$13.2K - $15.1K
|
12.2K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.62% |
$12.9K - $14.7K
|
1.04K
$175K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-85- 3.6% |
$12.8K - $14.6K
|
2.28K
$381K
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-83- 4.13% |
$12.5K - $14.2K
|
1.93K
$322K
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-79- 2.08% |
$11.9K - $13.5K
|
3.73K
$624K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-79- 1.71% |
$11.9K - $13.5K
|
4.54K
$760K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-75- 46.88% |
$11.3K - $12.9K
|
85
$14.2K
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-71- 4.58% |
$10.7K - $12.2K
|
1.48K
$248K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-67- 0.05% |
$10.1K - $11.5K
|
147K
$24.7M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 6.66% |
$9.75K - $11.1K
|
911
$153K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 5.91% |
$9.6K - $11K
|
1.02K
$170K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57- 3.62% |
$8.55K - $9.77K
|
1.52K
$254K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-55- 8.21% |
$8.25K - $9.42K
|
615
$103K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.3% |
$7.5K - $8.57K
|
2.12K
$355K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-50- 1.42% |
$7.5K - $8.57K
|
3.47K
$581K
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-49- 1.35% |
$7.35K - $8.4K
|
3.58K
$599K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-48- 1.64% |
$7.2K - $8.22K
|
2.88K
$483K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-43- 2.04% |
$6.45K - $7.37K
|
2.07K
$347K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40- 5.06% |
$6K - $6.85K
|
750
$126K
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-35- 0.49% |
$5.25K - $6K
|
7.14K
$1.2M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35- 0.54% |
$5.25K - $6K
|
6.47K
$1.08M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 0.45% |
$5.1K - $5.83K
|
7.5K
$1.26M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-33- 0.07% |
$4.95K - $5.65K
|
47.8K
$8M
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-32- 2.18% |
$4.8K - $5.48K
|
1.44K
$241K
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-31Closed |
$4.65K - $5.31K
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.38% |
$4.5K - $5.14K
|
2.15K
$360K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 0.29% |
$4.05K - $4.63K
|
9.34K
$1.56M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 2.8% |
$4.05K - $4.63K
|
939
$157K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-25- 0.26% |
$3.75K - $4.28K
|
9.58K
$1.6M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-25- 1.56% |
$3.75K - $4.28K
|
1.58K
$264K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-23- 0.18% |
$3.45K - $3.94K
|
12.8K
$2.14M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22- 1.31% |
$3.3K - $3.77K
|
1.66K
$278K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-22- 0.38% |
$3.3K - $3.77K
|
5.76K
$964K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20- 0.18% |
$3K - $3.43K
|
11.1K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-18- 0.21% |
$2.7K - $3.08K
|
8.57K
$1.44M
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-18- 0.28% |
$2.7K - $3.08K
|
6.5K
$1.09M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17- 0.27% |
$2.55K - $2.91K
|
6.4K
$1.07M
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13- 0.05% |
$1.95K - $2.23K
|
23.9K
$4M
|