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
Apr 26, 2022 Q1 2022
Beam Wealth Advisors, Inc.

BUY
 -
649
+ 6.5%
$98.2K - $110K
10.6K $1.83M
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

BUY
 -
649
+ 12.81%
$98.2K - $110K
5.72K $986K
May 16, 2022 Q1 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
642
+ 10.76%
$97.1K - $109K
6.61K $1.14M
May 03, 2022 Q1 2022
Edge Capital Group, LLC

BUY
 -
625
+ 17.67%
$94.5K - $106K
4.16K $718K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
587
+ 7.82%
$88.8K - $99.3K
8.09K $1.4M
May 04, 2022 Q1 2022
Nbw Capital LLC

BUY
 -
587
+ 2.6%
$88.8K - $99.3K
23.2K $4M
May 16, 2022 Q1 2022
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
566
New
$85.6K - $95.8K
566 $97.6K
Apr 29, 2022 Q1 2022
Pinnacle Private Wealth, LLC

BUY
 -
561
+ 24.81%
$84.9K - $94.9K
2.82K $487K
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

BUY
 -
556
+ 2.52%
$84.1K - $94.1K
22.6K $3.9M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
527
+ 29.71%
$79.7K - $89.2K
2.3K $397K
Apr 28, 2022 Q1 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
477
+ 4.74%
$72.1K - $80.7K
10.5K $1.82M
May 03, 2022 Q1 2022
Archvest Wealth Advisors, Inc.

BUY
 -
447
+ 1.64%
$67.6K - $75.6K
27.7K $4.77M
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

BUY
 -
439
+ 1.47%
$66.4K - $74.3K
30.2K $5.21M
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
436
+ 23.44%
$65.9K - $73.8K
2.3K $396K
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
417
+ 0.82%
$63.1K - $70.6K
51.3K $8.84M
Apr 28, 2022 Q1 2022
Evensky & Katz LLC

BUY
 -
411
+ 91.33%
$62.2K - $69.5K
861 $148K
May 03, 2022 Q1 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
408
+ 1.15%
$61.7K - $69K
35.8K $6.18M
May 05, 2022 Q1 2022
Savant Capital, LLC

BUY
 -
403
+ 3.2%
$61K - $68.2K
13K $2.24M
May 16, 2022 Q1 2022
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
365
New
$55.2K - $61.8K
365 $63K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

BUY
 -
364
+ 11.31%
$55.1K - $61.6K
3.58K $618K
May 09, 2022 Q1 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
358
+ 0.1%
$54.1K - $60.6K
373K $64.3M
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
356
+ 15.29%
$53.8K - $60.2K
2.68K $463K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
320
+ 70.18%
$48.4K - $54.1K
776 $134K
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
312
+ 5.04%
$47.2K - $52.8K
6.5K $1.12M
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
309
New
$46.7K - $52.3K
309 $53.3K
May 25, 2022 Q1 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
275
+ 5.23%
$41.6K - $46.5K
5.54K $955K
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

BUY
 -
271
+ 15.51%
$41K - $45.9K
2.02K $348K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
261
+ 2.43%
$39.5K - $44.2K
11K $1.89M
May 06, 2022 Q1 2022
Grimes & Company, Inc.

BUY
 -
254
+ 1.83%
$38.4K - $43K
14.1K $2.43M
May 12, 2022 Q1 2022
Ci Investments Inc.

Toronto, A6
BUY
 -
252
+ 3.56%
$38.1K - $42.6K
7.33K $1.26M
Apr 12, 2022 Q1 2022
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
248
New
$37.5K - $42K
248 $42.8K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
246
+ 8.29%
$37.2K - $41.6K
3.21K $554K
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
242
+ 4.94%
$36.6K - $40.9K
5.14K $887K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
240
New
$36.3K - $40.6K
240 $41.4K
May 11, 2022 Q1 2022
Nvwm, LLC

BUY
 -
240
+ 571.43%
$36.3K - $40.6K
282 $48.6K
May 03, 2022 Q1 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
223
+ 4.1%
$33.7K - $37.7K
5.66K $976K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
210
+ 100.0%
$31.8K - $35.5K
420 $72.4K
Apr 12, 2022 Q1 2022
E&G Advisors, LP

BUY
 -
200
+ 2.57%
$30.3K - $33.8K
7.98K $1.38M
May 03, 2022 Q1 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
200
+ 7.53%
$30.3K - $33.8K
2.86K $492K
Apr 07, 2022 Q1 2022
Diversified Trust CO

BUY
 -
188
+ 7.03%
$28.4K - $31.8K
2.86K $494K
May 13, 2022 Q1 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
177
+ 12.33%
$26.8K - $30K
1.61K $278K
Apr 19, 2022 Q1 2022
Affinity Capital Advisors, LLC

BUY
 -
166
+ 1.77%
$25.1K - $28.1K
9.53K $1.64M
May 13, 2022 Q1 2022
West Michigan Advisors, LLC

Holland, MI
BUY
 -
148
+ 7.61%
$22.4K - $25K
2.09K $361K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
145
+ 2.73%
$21.9K - $24.5K
5.46K $941K
Apr 29, 2022 Q1 2022
Annapolis Financial Services, LLC

BUY
 -
145
+ 15.73%
$21.9K - $24.5K
1.07K $184K
May 13, 2022 Q1 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
136
+ 7.53%
$20.6K - $23K
1.94K $335K
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
133
+ 2.76%
$20.1K - $22.5K
4.95K $854K
May 06, 2022 Q1 2022
Stordahl Capital Management, Inc.

BUY
 -
127
+ 1.92%
$19.2K - $21.5K
6.74K $1.16M
May 09, 2022 Q1 2022
Morris Capital Advisors, LLC

BUY
 -
122
+ 4.03%
$18.5K - $20.6K
3.15K $544K

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