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
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-937
- 5.48%
$142K - $159K
16.2K $2.79M
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-944
- 48.68%
$143K - $160K
995 $172K
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

SELL
 -
-957
- 0.17%
$145K - $162K
575K $99.2M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-986
- 4.24%
$149K - $167K
22.3K $3.84M
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-997
- 37.33%
$151K - $169K
1.67K $289K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-998
- 7.77%
$151K - $169K
11.8K $2.04M
May 16, 2022 Q1 2022
Quantbot Technologies LP

New York, NY
SELL
 -
-1K
- 12.5%
$151K - $169K
7K $1.21M
May 05, 2022 Q1 2022
Pinnacle Associates LTD

SELL
 -
-1K
- 8.44%
$151K - $169K
10.8K $1.87M
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

SELL
 -
-1.02K
- 15.51%
$154K - $172K
5.55K $958K
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-1.1K
- 0.18%
$167K - $187K
622K $107M
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

SELL
 -
-1.1K
- 1.01%
$167K - $187K
108K $18.7M
Jan 25, 2023 Q1 2022
Etfidea, LLC

Syracuse, NY
SELL
 -
-1.15K
- 40.11%
$173K - $194K
1.71K $295K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

SELL
 -
-1.15K
- 74.45%
$175K - $195K
396 $68.3K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

SELL
 -
-1.17K
- 5.72%
$177K - $198K
19.3K $3.34M
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-1.17K
- 5.72%
$177K - $198K
19.3K $3.34M
May 03, 2022 Q1 2022
Appleton Group, LLC

SELL
 -
-1.2K
- 22.59%
$182K - $203K
4.12K $710K
May 16, 2022 Q1 2022
Integrated Investment Consultants, LLC

SELL
 -
-1.22K
- 3.64%
$184K - $206K
32.2K $5.55M
Apr 27, 2022 Q1 2022
Schnieders Capital Management LLC

SELL
 -
-1.22K
Closed
$185K - $206K
0 $0
Nov 17, 2023 Q1 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-1.22K
Closed
$185K - $207K
0 $0
Apr 18, 2022 Q1 2022
Professional Advisory Services Inc

SELL
 -
-1.23K
Closed
$186K - $208K
0 $0
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-1.25K
Closed
$190K - $212K
0 $0
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-1.29K
- 16.14%
$195K - $218K
6.68K $1.15M
May 12, 2022 Q1 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-1.29K
- 1.02%
$195K - $219K
126K $21.7M
May 16, 2022 Q1 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-1.31K
Closed
$198K - $221K
0 $0
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1.31K
- 54.52%
$198K - $221K
1.09K $188K
May 16, 2022 Q1 2022
V Wealth Advisors LLC

SELL
 -
-1.31K
Closed
$198K - $222K
0 $0
Apr 21, 2022 Q1 2022
Zhang Financial LLC

SELL
 -
-1.32K
- 0.96%
$200K - $224K
137K $23.6M
Apr 05, 2022 Q1 2022
Silverleafe Capital Partners, LLC

Memphis, TN
SELL
 -
-1.34K
Closed
$202K - $226K
0 $0
May 12, 2022 Q1 2022
Legacy Wealth Asset Management, LLC

SELL
 -
-1.35K
Closed
$204K - $228K
0 $0
May 09, 2022 Q1 2022
Brown Advisory Securities, LLC

SELL
 -
-1.36K
Closed
$205K - $229K
0 $0
Apr 12, 2022 Q1 2022
Crestwood Advisors Group LLC

SELL
 -
-1.36K
Closed
$206K - $231K
0 $0
May 11, 2022 Q1 2022
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-1.4K
Closed
$212K - $238K
0 $0
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

SELL
 -
-1.44K
- 5.91%
$217K - $243K
22.9K $3.95M
Apr 06, 2023 Q1 2022
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-1.46K
Closed
$221K - $247K
0 $0
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.49K
- 46.96%
$226K - $253K
1.69K $291K
Apr 28, 2022 Q1 2022
Comerica Securities,Inc.

SELL
 -
-1.53K
Closed
$231K - $258K
0 $0
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
SELL
 -
-1.54K
- 1.43%
$233K - $261K
106K $18.3M
Apr 20, 2022 Q1 2022
Paces Ferry Wealth Advisors, LLC

SELL
 -
-1.55K
- 51.98%
$234K - $262K
1.43K $247K
May 06, 2022 Q1 2022
Maltin Wealth Management, Inc.

SELL
 -
-1.6K
- 8.15%
$242K - $271K
18K $3.11M
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-1.61K
Closed
$243K - $272K
0 $0
May 02, 2022 Q1 2022
Greenspring Advisors, LLC

SELL
 -
-1.62K
- 83.83%
$245K - $274K
312 $53.8K
May 05, 2022 Q1 2022
Signature Securities Group Corporation

SELL
 -
-1.65K
Closed
$249K - $278K
0 $0
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1.7K
- 44.44%
$257K - $287K
2.12K $366K
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-1.72K
Closed
$260K - $291K
0 $0
May 12, 2022 Q1 2022
Hancock Whitney Corp

SELL
 -
-1.77K
- 4.3%
$267K - $299K
39.3K $6.78M
May 16, 2022 Q1 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-1.83K
- 2.54%
$277K - $310K
70.3K $12.1M
May 09, 2022 Q1 2022
Commerce Bank

Kansas City, MO
SELL
 -
-1.86K
- 0.36%
$281K - $315K
522K $90.1M
May 13, 2022 Q1 2022
Rothschild & CO Asset Management Us Inc.

New York, NY
SELL
 -
-1.9K
- 59.79%
$288K - $322K
1.28K $221K
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-1.92K
- 20.66%
$291K - $326K
7.39K $1.27M

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