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 09, 2022 Q1 2022
Leeward Investments, LLC Ma

BUY
 -
22.4K
New
$3.39M - $3.79M
22.4K $3.99M
May 09, 2022 Q1 2022
Lake Street Financial LLC

BUY
 -
22.2K
New
$3.36M - $3.76M
22.2K $3.96M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
21.9K
+ 73.85%
$3.31M - $3.7M
51.5K $9.19M
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

BUY
 -
21.2K
+ 12.19%
$3.2M - $3.58M
195K $34.7M
May 10, 2022 Q1 2022
Price Capital Management, Inc.

Lafayette, LA
BUY
 -
20.9K
+ 514.55%
$3.17M - $3.54M
25K $4.46M
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
20.9K
+ 6.58%
$3.16M - $3.54M
339K $60.4M
May 09, 2022 Q1 2022
Brooklyn Fi, LLC

New York, NY
BUY
 -
20.8K
+ 50.52%
$3.14M - $3.52M
61.9K $11M
Apr 13, 2022 Q1 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
20.2K
+ 0.53%
$3.06M - $3.43M
3.83M $682M
May 06, 2022 Q1 2022
Summit Rock Advisors, LP

BUY
 -
19.4K
+ 6.84%
$2.93M - $3.28M
303K $54M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
18K
New
$2.72M - $3.04M
18K $3.21M
May 10, 2022 Q1 2022
Evoke Wealth, LLC

BUY
 -
17.6K
+ 2803.51%
$2.66M - $2.97M
18.2K $3.25M
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

BUY
 -
17.5K
+ 168.03%
$2.64M - $2.96M
27.9K $4.97M
May 13, 2022 Q1 2022
Ergoteles LLC

New York, NY
BUY
 -
15.7K
New
$2.37M - $2.65M
15.7K $2.79M
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
15.4K
+ 8.25%
$2.34M - $2.61M
203K $36.1M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
14.5K
+ 64.68%
$2.2M - $2.46M
37K $6.6M
May 10, 2022 Q1 2022
Amg National Trust Bank

BUY
 -
14.4K
+ 5.68%
$2.18M - $2.44M
268K $47.8M
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
14.4K
+ 100.27%
$2.17M - $2.43M
28.7K $5.12M
May 04, 2022 Q1 2022
Windsor Group LTD

BUY
 -
13.8K
+ 10.67%
$2.09M - $2.34M
143K $25.5M
May 16, 2022 Q1 2022
Two Sigma Investments, LP

New York, NY
BUY
 -
13.6K
New
$2.06M - $2.3M
13.6K $2.42M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
13.6K
+ 6.18%
$2.05M - $2.3M
233K $41.6M
May 03, 2022 Q1 2022
Flaharty Asset Management, LLC

BUY
 -
13.1K
+ 11.5%
$1.98M - $2.22M
127K $22.7M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
13.1K
New
$1.98M - $2.21M
13.1K $2.33M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
13.1K
+ 24.78%
$1.97M - $2.21M
65.7K $11.7M
May 11, 2022 Q1 2022
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
12.7K
New
$1.92M - $2.15M
12.7K $2.27M
Apr 27, 2022 Q1 2022
Virginia National Bank

BUY
 -
12.1K
New
$1.82M - $2.04M
12.1K $2.15M
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
12K
New
$1.81M - $2.03M
12K $2.14M
May 16, 2022 Q1 2022
Diametric Capital, LP

Boston, MA
BUY
 -
11.3K
New
$1.71M - $1.91M
11.3K $2.01M
Apr 11, 2022 Q1 2022
Stone Asset Management Inc.

BUY
 -
10.8K
New
$1.64M - $1.83M
10.8K $1.93M
May 13, 2022 Q1 2022
First Western Trust Bank

Denver, CO
BUY
 -
10.7K
New
$1.62M - $1.81M
10.7K $1.91M
May 10, 2022 Q1 2022
Shelton Wealth Management, LLC

BUY
 -
10.5K
New
$1.59M - $1.78M
10.5K $1.88M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
10.5K
+ 29.97%
$1.59M - $1.78M
45.5K $8.11M
May 10, 2022 Q1 2022
Td Asset Management Inc

BUY
 -
10.3K
+ 30.3%
$1.56M - $1.75M
44.4K $7.91M
Nov 13, 2023 Q1 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
10.3K
+ 26.8%
$1.56M - $1.75M
48.8K $8.7M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
10.2K
+ 2.98%
$1.54M - $1.73M
353K $62.8M
May 10, 2022 Q1 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
10.2K
New
$1.54M - $1.72M
10.2K $1.81M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
9.77K
+ 10.45%
$1.48M - $1.65M
103K $18.4M
Apr 18, 2022 Q1 2022
Sky Oak Wealth, LLC

BUY
 -
9.37K
New
$1.42M - $1.59M
9.37K $1.67M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
9.28K
New
$1.4M - $1.57M
9.28K $1.65M
May 12, 2022 Q1 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
9.26K
New
$1.4M - $1.57M
9.26K $1.65M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.8K
+ 5.57%
$1.33M - $1.49M
167K $29.7M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
8.71K
New
$1.32M - $1.47M
8.71K $1.55M
Apr 25, 2022 Q1 2022
Wesbanco Bank Inc

BUY
 -
8.63K
+ 23.24%
$1.3M - $1.46M
45.7K $8.16M
May 16, 2022 Q1 2022
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
8.18K
+ 65.64%
$1.24M - $1.38M
20.6K $3.68M
May 19, 2022 Q1 2022
Financial Guidance Group, Inc.

BUY
 -
8.09K
New
$1.22M - $1.37M
8.09K $1.44M
May 09, 2022 Q1 2022
Powell Investment Advisors, LLC

BUY
 -
8.04K
+ 9.64%
$1.22M - $1.36M
91.5K $16.3M
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

BUY
 -
7.79K
+ 131.32%
$1.18M - $1.32M
13.7K $2.44M
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
7.78K
+ 3.8%
$1.18M - $1.32M
212K $37.9M
May 13, 2022 Q1 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
7.58K
New
$1.15M - $1.28M
7.58K $1.35M
May 16, 2022 Q1 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
7.54K
+ 19.57%
$1.14M - $1.28M
46.1K $8.21M

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