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
$176M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119K+ 14997.98% |
$17.8M - $20.2M
|
120K
$17.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
45.9K+ 20.67% |
$6.85M - $7.77M
|
268K
$38.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
25K+ 109.71% |
$3.73M - $4.24M
|
47.8K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.7K+ 198.72% |
$3.24M - $3.68M
|
32.6K
$4.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
20.8KNew |
$3.11M - $3.53M
|
20.8K
$2.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
14.1KNew |
$2.11M - $2.4M
|
14.1K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 14.97% |
$1.82M - $2.07M
|
93.6K
$13.4M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.8K+ 122.23% |
$1.6M - $1.82M
|
19.5K
$2.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.56K+ 71.89% |
$1.28M - $1.45M
|
20.5K
$2.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.84KNew |
$573K - $651K
|
3.84K
$548K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.45KNew |
$514K - $584K
|
3.45K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.02KNew |
$450K - $511K
|
3.02K
$430K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.96K+ 147800.0% |
$441K - $501K
|
2.96K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.86K+ 1.79% |
$427K - $484K
|
163K
$23.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.81K+ 1.21% |
$420K - $477K
|
235K
$33.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.66K+ 169.73% |
$397K - $450K
|
4.22K
$603K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 22.92% |
$359K - $407K
|
12.9K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.24K+ 15.58% |
$334K - $379K
|
16.6K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2K+ 2.75% |
$299K - $339K
|
74.7K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.99K+ 20.59% |
$297K - $337K
|
11.7K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 29.08% |
$273K - $309K
|
8.11K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.82KNew |
$272K - $309K
|
1.82K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$204K - $232K
|
1.37K
$195K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.23K+ 0.85% |
$183K - $208K
|
145K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 26.85% |
$180K - $204K
|
5.7K
$813K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.1K+ 2.27% |
$164K - $187K
|
49.5K
$7.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.09K+ 0.75% |
$163K - $185K
|
147K
$21M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
971+ 44.81% |
$145K - $164K
|
3.14K
$448K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
818New |
$122K - $139K
|
818
$117K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
583+ 45.94% |
$87K - $98.8K
|
1.85K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
515New |
$76.9K - $87.2K
|
515
$73.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
447+ 4.69% |
$66.7K - $75.7K
|
9.98K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
415+ 1.82% |
$61.9K - $70.3K
|
23.3K
$3.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
406+ 50.81% |
$60.6K - $68.8K
|
1.21K
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
371+ 12.34% |
$55.4K - $62.8K
|
3.38K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
325+ 112.46% |
$48.5K - $55.1K
|
614
$87.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
295+ 5.57% |
$44K - $50K
|
5.59K
$797K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
276+ 27.68% |
$41.2K - $46.8K
|
1.27K
$182K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
232+ 6.76% |
$34.6K - $39.3K
|
3.67K
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
201+ 14.12% |
$30K - $34K
|
1.63K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 3.77% |
$28.5K - $32.4K
|
5.25K
$750K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
181+ 2.31% |
$27K - $30.7K
|
8.01K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
168+ 12.66% |
$25.1K - $28.5K
|
1.5K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
157+ 133.05% |
$23.4K - $26.6K
|
275
$39.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147+ 4.31% |
$21.9K - $24.9K
|
3.56K
$508K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
147+ 0.47% |
$21.9K - $24.9K
|
31.7K
$4.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
122+ 1.87% |
$18.2K - $20.7K
|
6.64K
$947K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
115+ 138.55% |
$17.2K - $19.5K
|
198
$28.3K
|