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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.1% |
$291 - $318
|
1.98K
$276K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.88% |
$146 - $159
|
114
$15.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 1.45% |
$146 - $159
|
70
$9.75K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.08% |
$146 - $159
|
1.27K
$177K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.24% |
$146 - $159
|
414
$57.7K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$146 - $159
|
2.55K
$355K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$146 - $159
|
7.06K
$983K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.06% |
$146 - $159
|
1.55K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
4.07K
$567K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.08% |
$146 - $159
|
1.27K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.06% |
$146 - $159
|
1.81K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$146 - $159
|
295
$41.1K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.87% |
$146 - $159
|
116
$16.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.3% |
$146 - $159
|
330
$46K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.05% |
$146 - $159
|
1.91K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
4.35K
$606K
|
|
|
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
$58.4K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2- 0.04% |
$291 - $318
|
4.8K
$669K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-4- 0.01% |
$582 - $635
|
46.4K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5- 0.18% |
$728 - $794
|
2.83K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-5- 0.16% |
$728 - $794
|
3.21K
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5- 0.02% |
$728 - $794
|
22.6K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.38% |
$728 - $794
|
1.3K
$181K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-6- 0.08% |
$874 - $953
|
7.68K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6- 0.45% |
$874 - $953
|
1.32K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-6- 0.19% |
$874 - $953
|
3.13K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6- 0.58% |
$874 - $953
|
1.02K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7- 0.97% |
$1.02K - $1.11K
|
715
$99.6K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.11% |
$1.31K - $1.43K
|
7.83K
$1.09M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 52.94% |
$1.31K - $1.43K
|
8
$1.11K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-9- 0.2% |
$1.31K - $1.43K
|
4.49K
$625K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-9- 3.54% |
$1.31K - $1.43K
|
245
$34.1K
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-11- -0.0% |
$1.6K - $1.75K
|
387K
$53.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-11- 0.58% |
$1.6K - $1.75K
|
1.9K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$1.75K - $1.91K
|
2.51K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.64% |
$2.04K - $2.22K
|
2.17K
$303K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-14- 0.52% |
$2.04K - $2.22K
|
2.68K
$374K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14- 0.16% |
$2.04K - $2.22K
|
8.74K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-15- 0.27% |
$2.18K - $2.38K
|
5.5K
$766K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-19- 3.28% |
$2.77K - $3.02K
|
560
$78K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19- 67.86% |
$2.77K - $3.02K
|
9
$1.25K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 0.46% |
$2.91K - $3.18K
|
4.35K
$606K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-20- 0.46% |
$2.91K - $3.18K
|
4.37K
$608K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21- 0.24% |
$3.06K - $3.34K
|
8.87K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-21- 0.62% |
$3.06K - $3.34K
|
3.35K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-22- 0.62% |
$3.2K - $3.49K
|
3.53K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22- 9.32% |
$3.2K - $3.49K
|
214
$29.8K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-23- 0.3% |
$3.35K - $3.65K
|
7.6K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 9.88% |
$3.64K - $3.97K
|
228
$31.8K
|