Purchases and Sales Made in Q1 2025 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2025. 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 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.18M+ 2207.19% |
$176M - $200M
|
1.23M
$189M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.17M+ 94.9% |
$175M - $198M
|
2.4M
$368M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
512KNew |
$76.5M - $86.8M
|
512K
$78.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
191K+ 605.85% |
$28.5M - $32.4M
|
223K
$34.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
145K+ 40.64% |
$21.6M - $24.5M
|
501K
$76.7M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
125KNew |
$18.7M - $21.2M
|
125K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
123KNew |
$18.3M - $20.8M
|
123K
$18.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119K+ 14997.98% |
$17.8M - $20.2M
|
120K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
117K+ 12.18% |
$17.5M - $19.9M
|
1.08M
$165M
|
|
|
Apr 28, 2025
Q1 2025
|
Leeward Investments, LLC Ma
|
BUY
|
- |
110K+ 423.22% |
$16.4M - $18.7M
|
136K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
106K+ 3.86% |
$15.8M - $17.9M
|
2.84M
$435M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
103K+ 74.7% |
$15.4M - $17.5M
|
241K
$36.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
99.9KNew |
$14.9M - $16.9M
|
99.9K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
77.2K+ 49.88% |
$11.5M - $13.1M
|
232K
$35.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
68.4K+ 50.57% |
$10.2M - $11.6M
|
204K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
61.1KNew |
$9.12M - $10.3M
|
61.1K
$9.35M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
54.4K+ 5.03% |
$8.12M - $9.21M
|
1.13M
$174M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
50KNew |
$7.46M - $8.46M
|
50K
$7.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
45.9K+ 20.67% |
$6.85M - $7.77M
|
268K
$41M
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
44.5K+ 86.76% |
$6.65M - $7.54M
|
95.8K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
41.6K+ 72.35% |
$6.21M - $7.05M
|
99.1K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
40.8KNew |
$6.09M - $6.91M
|
40.8K
$6.24M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.8K+ 259.38% |
$5.8M - $6.58M
|
53.8K
$8.23M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37K+ 27.09% |
$5.53M - $6.28M
|
174K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.8K+ 120.79% |
$5.2M - $5.9M
|
63.7K
$9.74M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
30.5K+ 39.35% |
$4.55M - $5.16M
|
108K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
29.7K+ 27.41% |
$4.43M - $5.03M
|
138K
$21.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.5K+ 1.4% |
$4.25M - $4.83M
|
2.06M
$315M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
25K+ 109.71% |
$3.73M - $4.24M
|
47.8K
$7.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 1.2% |
$3.68M - $4.18M
|
2.09M
$320M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 2.5% |
$3.43M - $3.89M
|
943K
$144M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.7K+ 198.72% |
$3.24M - $3.68M
|
32.6K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
21.5K+ 40.11% |
$3.21M - $3.65M
|
75.2K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.1K+ 133.15% |
$3.16M - $3.58M
|
37K
$5.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
20.8KNew |
$3.11M - $3.53M
|
20.8K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
17.3KNew |
$2.58M - $2.93M
|
17.3K
$2.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
14.1KNew |
$2.11M - $2.4M
|
14.1K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
12.4K+ 82.23% |
$1.85M - $2.1M
|
27.4K
$4.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 14.97% |
$1.82M - $2.07M
|
93.6K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.8K+ 16.52% |
$1.62M - $1.84M
|
76.4K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.8K+ 122.23% |
$1.6M - $1.82M
|
19.5K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 1.97% |
$1.57M - $1.78M
|
546K
$83.5M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10.4KNew |
$1.56M - $1.77M
|
10.4K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10.3K+ 17.62% |
$1.54M - $1.75M
|
69K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.99KNew |
$1.49M - $1.69M
|
9.99K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.67KNew |
$1.44M - $1.64M
|
9.67K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.66K+ 51.67% |
$1.44M - $1.64M
|
28.4K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.56K+ 71.89% |
$1.28M - $1.45M
|
20.5K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.52K+ 15.27% |
$1.27M - $1.44M
|
64.3K
$9.84M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.5K+ 7.69% |
$1.27M - $1.44M
|
119K
$18.2M
|