Purchases and Sales Made in Q1 2022 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-333
- 8.5%
$50.4K - $56.3K
3.58K $618K
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-333
- 8.5%
$50.4K - $56.3K
3.58K $618K
Apr 18, 2022 Q1 2022
Connecticut Wealth Management, LLC

SELL
 -
-336
- 13.97%
$50.8K - $56.9K
2.07K $357K
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-340
- 4.19%
$51.4K - $57.5K
7.78K $1.34M
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-349
- 0.32%
$52.8K - $59.1K
109K $18.7M
May 16, 2022 Q1 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-355
- 1.2%
$53.7K - $60.1K
29.1K $5.02M
Apr 07, 2022 Q1 2022
Mc Adam, LLC

SELL
 -
-373
- 14.84%
$56.4K - $63.1K
2.14K $369K
Apr 18, 2022 Q1 2022
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-382
- 18.17%
$57.8K - $64.6K
1.72K $297K
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

SELL
 -
-387
- 32.99%
$58.5K - $65.5K
786 $136K
Apr 19, 2022 Q1 2022
Culbertson A N & CO Inc

SELL
 -
-390
- 8.42%
$59K - $66K
4.24K $732K
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
SELL
 -
-410
- 1.22%
$62K - $69.4K
33.3K $5.74M
May 12, 2022 Q1 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-425
- 6.49%
$64.3K - $71.9K
6.12K $1.06M
May 10, 2022 Q1 2022
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-428
- 9.8%
$64.7K - $72.4K
3.94K $679K
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

SELL
 -
-432
- 53.87%
$65.3K - $73.1K
370 $63.8K
May 10, 2022 Q1 2022
Managed Asset Portfolios, LLC

Rochester, MI
SELL
 -
-448
- 23.0%
$67.8K - $75.8K
1.5K $259K
May 02, 2022 Q1 2022
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-450
Closed
$68.1K - $76.1K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-454
Closed
$68.7K - $76.8K
0 $0
May 13, 2022 Q1 2022
Sbk Financial, Inc.

Richmond, VA
SELL
 -
-471
Closed
$71.2K - $79.7K
0 $0
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-493
- 7.32%
$74.6K - $83.4K
6.25K $1.08M
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-494
- 33.74%
$74.7K - $83.6K
970 $167K
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-517
- 1.92%
$78.2K - $87.5K
26.4K $4.56M
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-535
Closed
$80.9K - $90.5K
0 $0
Apr 18, 2022 Q1 2022
Veery Capital, LLC

SELL
 -
-546
- 6.92%
$82.6K - $92.4K
7.35K $1.27M
Apr 13, 2022 Q1 2022
Webster Bank, N. A.

SELL
 -
-562
Closed
$85K - $95.1K
0 $0
May 09, 2022 Q1 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-584
- 2.3%
$88.3K - $98.8K
24.8K $4.27M
Apr 20, 2022 Q1 2022
Stegner Investment Associates Inc.

SELL
 -
-589
- 6.85%
$89.1K - $99.7K
8.01K $1.38M
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-605
- 30.4%
$91.5K - $102K
1.39K $239K
May 16, 2022 Q1 2022
Options Solutions, LLC

Chevy Chase, MD
SELL
 -
-620
- 21.6%
$93.8K - $105K
2.25K $388K
May 09, 2022 Q1 2022
Scotia Capital Inc.

SELL
 -
-632
- 17.53%
$95.6K - $107K
2.97K $513K
May 16, 2022 Q1 2022
Wealthfront Advisers LLC

SELL
 -
-641
- 18.47%
$97K - $108K
2.83K $488K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-645
Closed
$97.6K - $109K
0 $0
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-656
- 9.1%
$99.2K - $111K
6.55K $1.13M
Feb 07, 2023 Q1 2022
Riverview Capital Advisers, LLC

Boston, MA
SELL
 -
-657
- 1.06%
$99.4K - $111K
61.2K $10.6M
May 13, 2022 Q1 2022
Dakota Wealth Management

SELL
 -
-667
- 12.39%
$101K - $113K
4.72K $814K
May 03, 2022 Q1 2022
Sierra Capital LLC

SELL
 -
-671
- 1.4%
$101K - $114K
47.4K $8.18M
May 04, 2022 Q1 2022
Waldron Private Wealth LLC

SELL
 -
-675
- 0.4%
$102K - $114K
167K $28.8M
May 16, 2022 Q1 2022
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-680
- 7.22%
$103K - $115K
8.74K $1.51M
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-742
- 14.48%
$112K - $126K
4.38K $756K
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-746
- 1.03%
$113K - $126K
71.9K $12.4M
Jun 16, 2022 Q1 2022
Hellman Jordan Management CO Inc

Quincy, MA
SELL
 -
-749
- 4.98%
$113K - $127K
14.3K $2.46M
Apr 25, 2022 Q1 2022
Dmg Group, LLC

Birmingham, AL
SELL
 -
-775
- 33.89%
$117K - $131K
1.51K $261K
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-838
- 3.12%
$127K - $142K
26K $4.49M
Apr 28, 2022 Q1 2022
Keybank National Association

SELL
 -
-840
- 1.45%
$127K - $142K
56.9K $9.82M
May 09, 2022 Q1 2022
Cullen/Frost Bankers, Inc.

SELL
 -
-841
- 8.78%
$127K - $142K
8.74K $1.51M
May 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-848
- 54.39%
$128K - $143K
711 $123K
May 05, 2022 Q1 2022
626 Financial, LLC

SELL
 -
-878
- 14.58%
$133K - $149K
5.14K $887K
May 16, 2022 Q1 2022
Wall Street Access Asset Management, LLC

New York, NY
SELL
 -
-900
- 23.36%
$136K - $152K
2.95K $509K
Apr 25, 2022 Q1 2022
Center Star Asset Management, LLC

SELL
 -
-913
Closed
$138K - $154K
0 $0
May 16, 2022 Q1 2022
Nfj Investment Group, LLC

Dallas, TX
SELL
 -
-932
Closed
$141K - $158K
0 $0

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