Purchases and Sales Made in Q1 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2023. 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 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.35K- 1.74% |
$177K - $212K
|
76K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.37K- 11.6% |
$180K - $216K
|
10.5K
$1.87M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 18.06% |
$180K - $216K
|
6.24K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.4K- 11.66% |
$183K - $220K
|
10.6K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.47K- 41.21% |
$192K - $231K
|
2.1K
$374K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.54K- 21.45% |
$202K - $242K
|
5.65K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.59K- 12.95% |
$207K - $249K
|
10.7K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.6K- 2.02% |
$209K - $251K
|
77.4K
$13.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.64K- 4.8% |
$214K - $257K
|
32.5K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.65K- 8.89% |
$216K - $259K
|
16.9K
$3.01M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.7K- 99.82% |
$222K - $267K
|
3
$535
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.82K- 18.56% |
$238K - $285K
|
7.97K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.87K- 27.47% |
$244K - $293K
|
4.93K
$879K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.96K- 0.89% |
$257K - $308K
|
218K
$38.8M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.98KClosed |
$259K - $311K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2K- 43.85% |
$262K - $314K
|
2.56K
$457K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.16K- 6.72% |
$283K - $339K
|
30K
$5.35M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.32K- 18.58% |
$303K - $364K
|
10.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.42K- 3.14% |
$317K - $380K
|
74.7K
$13.3M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.47K- 29.0% |
$323K - $388K
|
6.05K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.53K- 52.51% |
$331K - $397K
|
2.29K
$408K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.57K- 4.0% |
$336K - $403K
|
61.6K
$11M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.66K- 49.0% |
$348K - $417K
|
2.77K
$493K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.72K- 8.35% |
$356K - $427K
|
29.9K
$5.32M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.74K- 3.07% |
$358K - $430K
|
86.5K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.75K- 36.21% |
$360K - $432K
|
4.85K
$864K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.77K- 2.16% |
$362K - $434K
|
125K
$22.3M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.77K- 7.9% |
$362K - $435K
|
32.3K
$5.76M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 1.24% |
$364K - $437K
|
222K
$39.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.8K- 33.06% |
$366K - $439K
|
5.67K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.82K- 13.61% |
$369K - $443K
|
17.9K
$3.19M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.88K- 3.36% |
$377K - $453K
|
82.8K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-2.9K- 6.68% |
$379K - $455K
|
40.5K
$7.22M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.98K- 1.75% |
$389K - $467K
|
167K
$29.7M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3K- 1.33% |
$392K - $470K
|
223K
$39.7M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3KClosed |
$392K - $471K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Nixon Capital, LLC
Austin, TX |
SELL
|
- |
-3K- 37.5% |
$392K - $471K
|
5K
$891K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-3.03K- 1.18% |
$396K - $476K
|
254K
$45.2M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-3.05K- 14.89% |
$399K - $479K
|
17.4K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.08K- 1.88% |
$403K - $484K
|
161K
$28.8M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.14K- 6.72% |
$410K - $492K
|
43.5K
$7.76M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-3.19K- 2.43% |
$418K - $501K
|
128K
$22.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.24K- 67.23% |
$424K - $509K
|
1.58K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.25K- 3.2% |
$425K - $510K
|
98.3K
$17.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.53K- 4.98% |
$462K - $555K
|
67.4K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-3.62K- 34.72% |
$474K - $569K
|
6.81K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.76K- 1.96% |
$491K - $590K
|
188K
$33.5M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.89K- 8.18% |
$509K - $610K
|
43.7K
$7.78M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.95K- 2.12% |
$516K - $619K
|
182K
$32.4M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.97K- 19.81% |
$519K - $623K
|
16.1K
$2.86M
|