Purchases and Sales Made in Q1 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2024. 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 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-751- 27.63% |
$109K - $119K
|
1.97K
$330K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-752- 26.28% |
$109K - $119K
|
2.11K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-757- 3.74% |
$110K - $120K
|
19.5K
$3.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-769- 13.65% |
$112K - $122K
|
4.86K
$817K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-771- 4.8% |
$112K - $122K
|
15.3K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-772- 41.59% |
$112K - $123K
|
1.08K
$182K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-777- 6.89% |
$113K - $123K
|
10.5K
$1.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-777- 6.93% |
$113K - $123K
|
10.4K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-789- 17.93% |
$115K - $125K
|
3.61K
$607K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-792- 10.33% |
$115K - $126K
|
6.87K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-801- 35.77% |
$117K - $127K
|
1.44K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-805- 6.63% |
$117K - $128K
|
11.3K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-815- 0.74% |
$119K - $129K
|
109K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-862- 4.44% |
$126K - $137K
|
18.5K
$3.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-865- 4.16% |
$126K - $137K
|
19.9K
$3.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-870- 4.31% |
$127K - $138K
|
19.3K
$3.25M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-880- 8.64% |
$128K - $140K
|
9.3K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-880- 8.74% |
$128K - $140K
|
9.18K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-894- 32.57% |
$130K - $142K
|
1.85K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-910- 8.33% |
$133K - $145K
|
10K
$1.68M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-915- 9.02% |
$133K - $145K
|
9.23K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-939- 29.19% |
$137K - $149K
|
2.28K
$383K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-946- 17.93% |
$138K - $150K
|
4.33K
$727K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-988- 5.94% |
$144K - $157K
|
15.6K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-990- 10.4% |
$144K - $157K
|
8.53K
$1.43M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-994- 25.83% |
$145K - $158K
|
2.85K
$479K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 9.32% |
$146K - $159K
|
9.73K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1K- 3.15% |
$146K - $159K
|
30.9K
$5.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.04K- 36.93% |
$152K - $166K
|
1.78K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 1.74% |
$158K - $172K
|
61K
$10.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.09K- 1.75% |
$159K - $173K
|
61.2K
$10.3M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.11K- 16.38% |
$162K - $177K
|
5.68K
$954K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.14K- 11.59% |
$166K - $181K
|
8.69K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.15K- 2.94% |
$167K - $182K
|
37.9K
$6.37M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.34K- 5.4% |
$195K - $212K
|
23.4K
$3.93M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.34K- 15.67% |
$195K - $212K
|
7.19K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 44.58% |
$196K - $214K
|
1.68K
$282K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.35KClosed |
$197K - $215K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.36K- 13.82% |
$198K - $216K
|
8.47K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 8.72% |
$200K - $218K
|
14.3K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.39K- 10.31% |
$203K - $221K
|
12.1K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.4K- 5.22% |
$203K - $222K
|
25.4K
$4.26M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.4K- 27.91% |
$204K - $223K
|
3.62K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.41K- 0.86% |
$205K - $223K
|
163K
$27.4M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 12.9% |
$212K - $231K
|
9.81K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.47K- 19.56% |
$214K - $234K
|
6.05K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.48K- 1.01% |
$216K - $235K
|
146K
$24.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.51K- 17.76% |
$219K - $239K
|
6.97K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 31.27% |
$221K - $242K
|
3.34K
$561K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.53K- 14.41% |
$223K - $243K
|
9.1K
$1.53M
|