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 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$146 - $159
|
2.55K
$425K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
4.35K
$726K
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.08% |
$146 - $159
|
1.27K
$212K
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
4.07K
$679K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.87% |
$146 - $159
|
116
$19.4K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.88% |
$146 - $159
|
114
$19K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$146 - $159
|
295
$49.3K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.3% |
$146 - $159
|
330
$55.1K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 1.45% |
$146 - $159
|
70
$11.7K
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.06% |
$146 - $159
|
1.55K
$259K
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$146 - $159
|
7.06K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.06% |
$146 - $159
|
1.81K
$302K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.24% |
$146 - $159
|
414
$69.1K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.48% |
$291 - $318
|
419
$70K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2- 0.04% |
$291 - $318
|
4.8K
$801K
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-4- 0.01% |
$582 - $635
|
46.4K
$7.75M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5- 0.02% |
$728 - $794
|
22.6K
$3.76M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.38% |
$728 - $794
|
1.3K
$217K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5- 0.18% |
$728 - $794
|
2.83K
$473K
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-5- 0.16% |
$728 - $794
|
3.21K
$535K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-6- 0.08% |
$874 - $953
|
7.68K
$1.28M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6- 0.58% |
$874 - $953
|
1.02K
$170K
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-6- 0.19% |
$874 - $953
|
3.13K
$523K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6- 0.45% |
$874 - $953
|
1.32K
$220K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7- 0.97% |
$1.02K - $1.11K
|
715
$119K
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-9- 0.2% |
$1.31K - $1.43K
|
4.49K
$749K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 52.94% |
$1.31K - $1.43K
|
8
$1.34K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.11% |
$1.31K - $1.43K
|
7.83K
$1.31M
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-9- 3.54% |
$1.31K - $1.43K
|
245
$40.9K
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-11- 0.58% |
$1.6K - $1.75K
|
1.9K
$317K
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-11- -0.0% |
$1.6K - $1.75K
|
387K
$64.6M
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$1.75K - $1.91K
|
2.51K
$419K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-14- 0.52% |
$2.04K - $2.22K
|
2.68K
$448K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.64% |
$2.04K - $2.22K
|
2.17K
$363K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14- 0.16% |
$2.04K - $2.22K
|
8.74K
$1.46M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-15- 0.27% |
$2.18K - $2.38K
|
5.5K
$917K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19- 67.86% |
$2.77K - $3.02K
|
9
$1.5K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-19- 3.28% |
$2.77K - $3.02K
|
560
$93.5K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 0.46% |
$2.91K - $3.18K
|
4.35K
$727K
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-20- 0.46% |
$2.91K - $3.18K
|
4.37K
$729K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-21- 0.62% |
$3.06K - $3.34K
|
3.35K
$559K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21- 0.24% |
$3.06K - $3.34K
|
8.87K
$1.48M
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-22- 0.62% |
$3.2K - $3.49K
|
3.53K
$590K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22- 9.32% |
$3.2K - $3.49K
|
214
$35.7K
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-23- 0.3% |
$3.35K - $3.65K
|
7.6K
$1.27M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 9.88% |
$3.64K - $3.97K
|
228
$38.1K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.23% |
$3.64K - $3.97K
|
11K
$1.83M
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-26- 1.29% |
$3.79K - $4.13K
|
1.99K
$332K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-26- 1.15% |
$3.79K - $4.13K
|
2.23K
$373K
|