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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
11.6K+ 8.61% |
$1.52M - $1.83M
|
147K
$26.5M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.3K+ 24.49% |
$1.47M - $1.77M
|
57.3K
$10.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.8KNew |
$1.41M - $1.69M
|
10.8K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.7K+ 165.22% |
$1.39M - $1.67M
|
17.1K
$3.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 3.2% |
$1.39M - $1.66M
|
342K
$61.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
10.4K+ 33.76% |
$1.36M - $1.63M
|
41.2K
$7.42M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
9.71K+ 13.03% |
$1.27M - $1.52M
|
84.2K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.2KNew |
$1.2M - $1.44M
|
9.2K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.15K+ 42.03% |
$1.07M - $1.28M
|
27.5K
$4.96M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.01K+ 13.21% |
$1.05M - $1.26M
|
68.7K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8KNew |
$1.05M - $1.26M
|
8K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.34KNew |
$960K - $1.15M
|
7.34K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.04K+ 4.04% |
$921K - $1.11M
|
181K
$32.7M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.01K+ 6.31% |
$916K - $1.1M
|
118K
$21.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
6.83KNew |
$894K - $1.07M
|
6.83K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
6.81K+ 6810.0% |
$891K - $1.07M
|
6.91K
$1.25M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
6.51K+ 7.23% |
$851K - $1.02M
|
96.5K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
6.5K+ 31.1% |
$850K - $1.02M
|
27.4K
$4.94M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.06K+ 33.29% |
$793K - $951K
|
24.3K
$4.38M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.82KNew |
$761K - $914K
|
5.82K
$1.05M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.71K+ 24.37% |
$747K - $897K
|
29.2K
$5.26M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.17K+ 34.33% |
$676K - $812K
|
20.2K
$3.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5.05K+ 120.59% |
$661K - $793K
|
9.25K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.8K+ 14.46% |
$628K - $753K
|
38K
$6.85M
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
BUY
|
- |
4.8K+ 10.37% |
$628K - $753K
|
51.1K
$9.21M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.78K+ 30.95% |
$625K - $750K
|
20.2K
$3.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.69K+ 186.55% |
$613K - $736K
|
7.2K
$1.3M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.69K+ 45.61% |
$613K - $736K
|
15K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.64KNew |
$607K - $729K
|
4.64K
$837K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.24K+ 5.81% |
$554K - $665K
|
77.1K
$13.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.18K+ 1.3% |
$547K - $656K
|
325K
$58.7M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.15KNew |
$542K - $651K
|
4.15K
$747K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
4.11KNew |
$538K - $645K
|
4.11K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.94K+ 167.83% |
$515K - $618K
|
6.29K
$1.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.92KNew |
$513K - $615K
|
3.92K
$707K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.89K+ 122.22% |
$509K - $610K
|
7.07K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.86KNew |
$505K - $606K
|
3.86K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.62KNew |
$474K - $569K
|
3.62K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.43KNew |
$449K - $539K
|
3.43K
$619K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.36K+ 0.51% |
$440K - $528K
|
660K
$119M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3.33K+ 2.71% |
$435K - $522K
|
126K
$22.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
3.27K+ 7.67% |
$427K - $513K
|
45.9K
$8.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
3.22K+ 19.77% |
$422K - $506K
|
19.5K
$3.52M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.19K+ 11.34% |
$417K - $500K
|
31.3K
$5.64M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.17K+ 451.57% |
$415K - $498K
|
3.87K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.12KNew |
$408K - $489K
|
3.12K
$562K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.11KNew |
$407K - $488K
|
3.11K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.05K+ 2043.62% |
$398K - $478K
|
3.19K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3K+ 12.48% |
$392K - $470K
|
27K
$4.87M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
2.98K+ 22.8% |
$389K - $467K
|
16K
$2.89M
|