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 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-157- 1.82% |
$23.4K - $26.6K
|
8.45K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-162- 4.81% |
$24.2K - $27.4K
|
3.2K
$490K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-167- 0.8% |
$24.9K - $28.3K
|
20.6K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-168- 0.95% |
$25.1K - $28.5K
|
17.5K
$2.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-169- 2.28% |
$25.2K - $28.6K
|
7.24K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-175- 5.56% |
$26.1K - $29.6K
|
2.97K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-183- 6.1% |
$27.3K - $31K
|
2.82K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.03% |
$28.1K - $31.8K
|
9.09K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-195- 1.17% |
$29.1K - $33K
|
16.4K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-196- 0.82% |
$29.3K - $33.2K
|
23.9K
$3.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-197- 2.77% |
$29.4K - $33.4K
|
6.92K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-198- 1.65% |
$29.6K - $33.5K
|
11.8K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-200- 3.68% |
$29.9K - $33.9K
|
5.23K
$801K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-202- 4.37% |
$30.2K - $34.2K
|
4.42K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-204- 0.58% |
$30.5K - $34.6K
|
35.3K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-205- 4.32% |
$30.6K - $34.7K
|
4.54K
$695K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-205- 4.47% |
$30.6K - $34.7K
|
4.38K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-208- 12.12% |
$31K - $35.2K
|
1.51K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-209- 9.48% |
$31.2K - $35.4K
|
2K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-210- 12.7% |
$31.3K - $35.6K
|
1.44K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-211- 4.92% |
$31.5K - $35.7K
|
4.08K
$624K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 11.75% |
$31.8K - $36.1K
|
1.6K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-221- 1.36% |
$33K - $37.4K
|
16K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-224- 2.14% |
$33.4K - $37.9K
|
10.2K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-233- 1.27% |
$34.8K - $39.5K
|
18.2K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-238- 6.71% |
$35.5K - $40.3K
|
3.31K
$506K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-240- 18.53% |
$35.8K - $40.7K
|
1.06K
$161K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-249- 2.13% |
$37.2K - $42.2K
|
11.5K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-250- 6.16% |
$37.3K - $42.4K
|
3.81K
$583K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-250- 15.06% |
$37.3K - $42.4K
|
1.41K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-251- 2.84% |
$37.5K - $42.5K
|
8.59K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-251- 12.74% |
$37.5K - $42.5K
|
1.72K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-252- 7.85% |
$37.6K - $42.7K
|
2.96K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.84% |
$37.6K - $42.7K
|
6.32K
$967K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-253- 3.23% |
$37.8K - $42.9K
|
7.59K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-263- 1.32% |
$39.3K - $44.6K
|
19.6K
$3M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-269- 0.36% |
$40.2K - $45.6K
|
75.2K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-270- 9.11% |
$40.3K - $45.7K
|
2.69K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-270- 3.28% |
$40.3K - $45.7K
|
7.97K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-272- 2.53% |
$40.6K - $46.1K
|
10.5K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-273- 6.07% |
$40.8K - $46.2K
|
4.22K
$646K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-276- 5.8% |
$41.2K - $46.8K
|
4.48K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-293- 46.73% |
$43.7K - $49.6K
|
334
$51.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-297- 1.38% |
$44.3K - $50.3K
|
21.2K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-299- 10.26% |
$44.6K - $50.7K
|
2.62K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-300- 6.32% |
$44.8K - $50.8K
|
4.45K
$681K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-305- 3.41% |
$45.5K - $51.7K
|
8.63K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-306- 2.84% |
$45.7K - $51.8K
|
10.5K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-307- 50.0% |
$45.8K - $52K
|
307
$47K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-311- 88.86% |
$46.4K - $52.7K
|
39
$5.97K
|