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 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-70- 1.44% |
$9.15K - $11K
|
4.79K
$863K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-74- 2.61% |
$9.68K - $11.6K
|
2.77K
$499K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-75- 2.7% |
$9.81K - $11.8K
|
2.71K
$488K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-76- 2.89% |
$9.94K - $11.9K
|
2.55K
$460K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-79- 1.61% |
$10.3K - $12.4K
|
4.83K
$872K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-80- 0.87% |
$10.5K - $12.6K
|
9.14K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-80- 0.33% |
$10.5K - $12.6K
|
24.3K
$4.38M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-84- 0.89% |
$11K - $13.2K
|
9.36K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-89- 0.13% |
$11.6K - $14K
|
70.5K
$12.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-92- 4.02% |
$12K - $14.4K
|
2.2K
$396K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-95- 1.21% |
$12.4K - $14.9K
|
7.74K
$1.4M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-99- 34.86% |
$12.9K - $15.5K
|
185
$33.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-99- 2.45% |
$12.9K - $15.5K
|
3.94K
$710K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-101- 29.79% |
$13.2K - $15.9K
|
238
$42.9K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-101- 1.39% |
$13.2K - $15.9K
|
7.19K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-104- 5.76% |
$13.6K - $16.3K
|
1.7K
$307K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-105- 6.64% |
$13.7K - $16.5K
|
1.48K
$266K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-109- 1.22% |
$14.3K - $17.1K
|
8.81K
$1.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-115- 1.12% |
$15K - $18.1K
|
10.2K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-115- 0.89% |
$15K - $18.1K
|
12.8K
$2.31M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-115- 2.67% |
$15K - $18.1K
|
4.19K
$755K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-116- 5.21% |
$15.2K - $18.2K
|
2.11K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-120- 13.95% |
$15.7K - $18.8K
|
740
$133K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-124- 6.06% |
$16.2K - $19.5K
|
1.92K
$347K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-125- 2.65% |
$16.3K - $19.6K
|
4.59K
$828K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-130- 4.98% |
$17K - $20.4K
|
2.48K
$447K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-133- 4.08% |
$17.4K - $20.9K
|
3.13K
$564K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-134- 4.68% |
$17.5K - $21K
|
2.73K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-139- 1.83% |
$18.2K - $21.8K
|
7.46K
$1.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-143- 1.79% |
$18.7K - $22.4K
|
7.83K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-147- 16.33% |
$19.2K - $23.1K
|
753
$136K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-152- 1.16% |
$19.9K - $23.9K
|
12.9K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-152- 5.31% |
$19.9K - $23.9K
|
2.71K
$489K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-153- 1.19% |
$20K - $24K
|
12.7K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-154- 7.98% |
$20.1K - $24.2K
|
1.78K
$320K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-155- 1.47% |
$20.3K - $24.3K
|
10.4K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-175- 1.06% |
$22.9K - $27.5K
|
16.3K
$2.93M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-181- 3.02% |
$23.7K - $28.4K
|
5.81K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-185- 0.32% |
$24.2K - $29K
|
57.3K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-190- 6.18% |
$24.8K - $29.8K
|
2.89K
$520K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-200- 3.51% |
$26.2K - $31.4K
|
5.49K
$990K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-210- 8.52% |
$27.5K - $33K
|
2.26K
$407K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-212- 3.59% |
$27.7K - $33.3K
|
5.7K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-218- 2.64% |
$28.5K - $34.2K
|
8.04K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-220- 14.48% |
$28.8K - $34.5K
|
1.3K
$234K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-222- 0.58% |
$29K - $34.8K
|
38.1K
$6.86M
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-222- 2.05% |
$29K - $34.8K
|
10.6K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-227- 11.63% |
$29.7K - $35.6K
|
1.73K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-244- 14.29% |
$31.9K - $38.3K
|
1.46K
$264K
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-250- 0.62% |
$32.7K - $39.2K
|
39.9K
$7.19M
|