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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-316- 2.2% |
$47.2K - $53.5K
|
14K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-323- 1.41% |
$48.2K - $54.7K
|
22.7K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-329- 4.99% |
$49.1K - $55.7K
|
6.26K
$958K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-330- 3.74% |
$49.3K - $55.9K
|
8.49K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-336- 23.46% |
$50.2K - $56.9K
|
1.1K
$168K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-344- 11.13% |
$51.3K - $58.3K
|
2.75K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-346- 2.96% |
$51.6K - $58.6K
|
11.3K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-357- 11.31% |
$53.3K - $60.5K
|
2.8K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-358- 3.77% |
$53.4K - $60.6K
|
9.15K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-359- 3.25% |
$53.6K - $60.8K
|
10.7K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-360- 3.15% |
$53.7K - $61K
|
11.1K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-361- 48.01% |
$53.9K - $61.2K
|
391
$59.8K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-361- 3.83% |
$53.9K - $61.2K
|
9.06K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-364- 9.57% |
$54.3K - $61.7K
|
3.44K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-365- 2.76% |
$54.5K - $61.8K
|
12.9K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-375- 1.2% |
$56K - $63.5K
|
31K
$4.74M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-376- 0.18% |
$56.1K - $63.7K
|
204K
$31.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-377- 13.09% |
$56.3K - $63.9K
|
2.5K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-389- 5.12% |
$58.1K - $65.9K
|
7.21K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 10.0% |
$59.7K - $67.8K
|
3.6K
$551K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-403- 26.25% |
$60.2K - $68.3K
|
1.13K
$173K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-403- 4.58% |
$60.2K - $68.3K
|
8.4K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-433- 30.17% |
$64.6K - $73.4K
|
1K
$153K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-436- 10.4% |
$65.1K - $73.9K
|
3.76K
$575K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-437- 6.77% |
$65.2K - $74K
|
6.02K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-439- 16.64% |
$65.5K - $74.4K
|
2.2K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-440- 18.06% |
$65.7K - $74.5K
|
2K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-444- 37.06% |
$66.3K - $75.2K
|
754
$115K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-447- 21.14% |
$66.7K - $75.7K
|
1.67K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-447- 7.43% |
$66.7K - $75.7K
|
5.57K
$852K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-452- 2.7% |
$67.5K - $76.6K
|
16.3K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-452- 24.74% |
$67.5K - $76.6K
|
1.38K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-473- 24.26% |
$70.6K - $80.1K
|
1.48K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-478- 5.54% |
$71.4K - $81K
|
8.15K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-484- 3.32% |
$72.2K - $82K
|
14.1K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-515- 11.65% |
$76.9K - $87.2K
|
3.91K
$598K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-519- 68.83% |
$77.5K - $87.9K
|
235
$36K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-522- 2.52% |
$77.9K - $88.4K
|
20.2K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-524- 0.97% |
$78.2K - $88.8K
|
53.3K
$8.16M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-524- 31.26% |
$78.2K - $88.8K
|
1.15K
$176K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-529- 2.22% |
$79K - $89.6K
|
23.3K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-536- 12.27% |
$80K - $90.8K
|
3.83K
$586K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-543- 19.37% |
$81.1K - $92K
|
2.26K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-570- 2.18% |
$85.1K - $96.6K
|
25.6K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-577- 29.83% |
$86.1K - $97.7K
|
1.36K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Gator Capital Management, LLC
|
SELL
|
- |
-580- 16.6% |
$86.6K - $98.3K
|
2.92K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-587- 12.2% |
$87.6K - $99.4K
|
4.23K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-588- 3.49% |
$87.8K - $99.6K
|
16.2K
$2.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-597- 6.58% |
$89.1K - $101K
|
8.48K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-601- 2.54% |
$89.7K - $102K
|
23.1K
$3.53M
|