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
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-11- 0.41% |
$1.65K - $1.88K
|
2.66K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6- 0.05% |
$900 - $1.03K
|
12.6K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 0.37% |
$750 - $857
|
1.33K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4- 0.82% |
$600 - $685
|
482
$80.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4- 0.01% |
$600 - $685
|
33.6K
$5.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4- 0.27% |
$600 - $685
|
1.46K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3- 0.11% |
$450 - $514
|
2.74K
$459K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3- 0.16% |
$450 - $514
|
1.82K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.05% |
$450 - $514
|
6.05K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 8.7% |
$300 - $343
|
21
$3.52K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.52% |
$300 - $343
|
383
$64.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.76% |
$150 - $171
|
131
$21.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.02% |
$150 - $171
|
6.57K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- 0.07% |
$150 - $171
|
1.44K
$241K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-40.1K- 10.38% |
$5.86M - $6.38M
|
347K
$58M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-31.5K- 21.95% |
$4.6M - $5M
|
112K
$18.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.6K- 49.03% |
$379K - $413K
|
2.7K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.95K- 48.63% |
$285K - $310K
|
2.06K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.6K- 51.61% |
$234K - $254K
|
1.5K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 2.91% |
$195K - $212K
|
44.5K
$7.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.17K- 32.25% |
$170K - $185K
|
2.45K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-678- 27.08% |
$99K - $108K
|
1.83K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-649- 18.37% |
$94.8K - $103K
|
2.88K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-457- 21.03% |
$66.7K - $72.6K
|
1.72K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-353- 34.88% |
$51.5K - $56.1K
|
659
$110K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-311- 25.16% |
$45.4K - $49.4K
|
925
$155K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-296- 39.21% |
$43.2K - $47K
|
459
$76.9K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-272- 14.11% |
$39.7K - $43.2K
|
1.66K
$277K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-254- 8.29% |
$37.1K - $40.4K
|
2.81K
$471K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.69% |
$36.8K - $40.1K
|
6.57K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-252- 14.68% |
$36.8K - $40.1K
|
1.47K
$245K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-240- 7.22% |
$35K - $38.1K
|
3.08K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-200- 10.67% |
$29.2K - $31.8K
|
1.67K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-178- 17.02% |
$26K - $28.3K
|
868
$145K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-151- 7.55% |
$22.1K - $24K
|
1.85K
$309K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-140- 6.37% |
$20.4K - $22.3K
|
2.06K
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-129- 6.2% |
$18.8K - $20.5K
|
1.95K
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.34% |
$14.6K - $15.9K
|
1.26K
$212K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 15.65% |
$14.6K - $15.9K
|
539
$90.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-75- 4.98% |
$11K - $11.9K
|
1.43K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-68- 1.41% |
$9.93K - $10.8K
|
4.76K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-67- 2.12% |
$9.78K - $10.6K
|
3.09K
$518K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-57- 44.53% |
$8.32K - $9.06K
|
71
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-45- 1.27% |
$6.57K - $7.15K
|
3.5K
$585K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 61.9% |
$5.7K - $6.2K
|
24
$4.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-37- 16.67% |
$5.4K - $5.88K
|
185
$31K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-37- 2.18% |
$5.4K - $5.88K
|
1.66K
$278K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-35- 74.47% |
$5.11K - $5.56K
|
12
$2.01K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 4.03% |
$4.82K - $5.24K
|
785
$131K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29- 1.46% |
$4.23K - $4.61K
|
1.96K
$328K
|
|