Purchases and Sales Made in Q1 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL2000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-47Closed |
$7.11K - $7.95K
|
0
$0
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-47- 2.88% |
$7.11K - $7.95K
|
1.58K
$273K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-48Closed |
$7.26K - $8.12K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-48- 0.67% |
$7.26K - $8.12K
|
7.09K
$1.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.76% |
$7.56K - $8.46K
|
6.52K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.65% |
$7.56K - $8.46K
|
7.66K
$1.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-51- 0.29% |
$7.71K - $8.63K
|
17.3K
$2.99M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-51- 2.74% |
$7.71K - $8.63K
|
1.81K
$312K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-55- 4.08% |
$8.32K - $9.31K
|
1.29K
$223K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-56- 0.95% |
$8.47K - $9.48K
|
5.83K
$1.01M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-57- 2.61% |
$8.62K - $9.64K
|
2.13K
$367K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-58Closed |
$8.77K - $9.81K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-58- 1.53% |
$8.77K - $9.81K
|
3.74K
$645K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-60- 4.12% |
$9.08K - $10.2K
|
1.4K
$241K
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-60- 2.01% |
$9.08K - $10.2K
|
2.92K
$503K
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-64- 1.72% |
$9.68K - $10.8K
|
3.66K
$632K
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-65- 1.17% |
$9.83K - $11K
|
5.49K
$946K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-66- 4.32% |
$9.98K - $11.2K
|
1.46K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-73- 0.6% |
$11K - $12.4K
|
12K
$2.07M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-75- 2.52% |
$11.3K - $12.7K
|
2.91K
$501K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 0.85% |
$11.3K - $12.7K
|
8.76K
$1.51M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-77- 0.64% |
$11.6K - $13K
|
12K
$2.07M
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-80- 26.06% |
$12.1K - $13.5K
|
227
$39.2K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-80- 2.62% |
$12.1K - $13.5K
|
2.98K
$514K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-81- 4.73% |
$12.3K - $13.7K
|
1.63K
$281K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-84- 0.62% |
$12.7K - $14.2K
|
13.5K
$2.33M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-86- 2.15% |
$13K - $14.6K
|
3.92K
$677K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-92- 3.06% |
$13.9K - $15.6K
|
2.92K
$503K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-93- 2.43% |
$14.1K - $15.7K
|
3.73K
$643K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-96- 0.41% |
$14.5K - $16.2K
|
23.4K
$4.03M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-97- 1.58% |
$14.7K - $16.4K
|
6.03K
$1.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-99- 1.86% |
$15K - $16.8K
|
5.22K
$900K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100Closed |
$15.1K - $16.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-100Closed |
$15.1K - $16.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-100- 0.22% |
$15.1K - $16.9K
|
45.2K
$7.8M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-101- 1.97% |
$15.3K - $17.1K
|
5.01K
$865K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-102- 0.29% |
$15.4K - $17.3K
|
35.5K
$6.12M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-103- 7.19% |
$15.6K - $17.4K
|
1.33K
$229K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-108- 3.68% |
$16.3K - $18.3K
|
2.82K
$487K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-119- 2.57% |
$18K - $20.1K
|
4.51K
$778K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-120- 3.23% |
$18.2K - $20.3K
|
3.6K
$621K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-120Closed |
$18.2K - $20.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-125- 5.65% |
$18.9K - $21.2K
|
2.09K
$360K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-125- 7.06% |
$18.9K - $21.2K
|
1.65K
$284K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-132- 0.82% |
$20K - $22.3K
|
15.9K
$2.74M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-135- 0.76% |
$20.4K - $22.8K
|
17.6K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-142- 1.07% |
$21.5K - $24K
|
13.1K
$2.27M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-144- 2.15% |
$21.8K - $24.4K
|
6.57K
$1.13M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-146- 13.72% |
$22.1K - $24.7K
|
918
$158K
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-150Closed |
$22.7K - $25.4K
|
0
$0
|