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 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.42% |
$2.48K - $2.7K
|
4.08K
$668K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16+ 0.31% |
$2.33K - $2.54K
|
5.14K
$843K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$2.33K - $2.54K
|
16
$2.62K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16+ 1.19% |
$2.33K - $2.54K
|
1.36K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
15+ 0.28% |
$2.18K - $2.38K
|
5.3K
$868K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.44% |
$2.18K - $2.38K
|
3.41K
$559K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$2.18K - $2.38K
|
15
$2.46K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
14+ 0.04% |
$2.04K - $2.22K
|
35.1K
$5.76M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
13+ 0.26% |
$1.89K - $2.06K
|
5.01K
$821K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 0.1% |
$1.75K - $1.91K
|
12.3K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12+ 0.18% |
$1.75K - $1.91K
|
6.58K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
12+ 0.36% |
$1.75K - $1.91K
|
3.33K
$546K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
12+ 0.35% |
$1.75K - $1.91K
|
3.43K
$562K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.17% |
$1.6K - $1.75K
|
6.56K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.23% |
$1.6K - $1.75K
|
4.74K
$777K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.37% |
$1.46K - $1.59K
|
2.7K
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10+ 0.34% |
$1.46K - $1.59K
|
2.96K
$485K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.48K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
9+ 0.21% |
$1.31K - $1.43K
|
4.37K
$717K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.48K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9New |
$1.31K - $1.43K
|
9
$1.48K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
9+ 0.33% |
$1.31K - $1.43K
|
2.76K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.35% |
$1.16K - $1.27K
|
2.32K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.52% |
$1.16K - $1.27K
|
1.54K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.08% |
$1.16K - $1.27K
|
10.6K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8+ 0.37% |
$1.16K - $1.27K
|
2.2K
$360K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
8+ 0.21% |
$1.16K - $1.27K
|
3.77K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7+ 0.02% |
$1.02K - $1.11K
|
31.9K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.2% |
$1.02K - $1.11K
|
3.57K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.15K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.15% |
$1.02K - $1.11K
|
4.6K
$754K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.15K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6+ 0.36% |
$874 - $953
|
1.69K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5New |
$728 - $794
|
5
$820
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
5+ 0.1% |
$728 - $794
|
5.15K
$843K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5+ 0.1% |
$728 - $794
|
4.87K
$798K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.21% |
$582 - $635
|
1.93K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.15% |
$582 - $635
|
2.66K
$437K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$437 - $476
|
1.58K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.13% |
$437 - $476
|
2.39K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3+ 0.13% |
$437 - $476
|
2.33K
$382K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.01% |
$437 - $476
|
27.8K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.36% |
$437 - $476
|
840
$138K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$437 - $476
|
9.28K
$1.52M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.08% |
$291 - $318
|
2.41K
$396K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.29% |
$291 - $318
|
680
$111K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.11% |
$291 - $318
|
1.75K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.1% |
$291 - $318
|
1.98K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$291 - $318
|
1.13K
$184K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.05% |
$146 - $159
|
1.91K
$313K
|