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 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-612- 4.9% |
$91.4K - $104K
|
11.9K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-619- 12.3% |
$92.4K - $105K
|
4.41K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-638- 25.87% |
$95.2K - $108K
|
1.83K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-665- 26.2% |
$99.3K - $113K
|
1.87K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-674- 8.23% |
$101K - $114K
|
7.52K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-675- 27.53% |
$101K - $114K
|
1.78K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-679- 1.96% |
$101K - $115K
|
33.9K
$5.18M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-693- 1.34% |
$103K - $117K
|
51.1K
$7.81M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-695- 4.68% |
$104K - $118K
|
14.2K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-702- 4.1% |
$105K - $119K
|
16.4K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-724- 1.19% |
$108K - $123K
|
60.2K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-729- 12.18% |
$109K - $123K
|
5.26K
$804K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-730- 2.95% |
$109K - $124K
|
24K
$3.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-730- 11.77% |
$109K - $124K
|
5.47K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-741- 2.09% |
$111K - $126K
|
34.7K
$5.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-745- 33.18% |
$111K - $126K
|
1.5K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-749- 26.13% |
$112K - $127K
|
2.12K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-793- 12.08% |
$118K - $134K
|
5.77K
$883K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-795- 18.43% |
$119K - $135K
|
3.52K
$538K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-801- 33.91% |
$120K - $136K
|
1.56K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-808- 1.19% |
$121K - $137K
|
66.9K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-834- 23.71% |
$124K - $141K
|
2.68K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-841- 30.64% |
$126K - $142K
|
1.9K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-858- 0.67% |
$128K - $145K
|
126K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-897- 7.05% |
$134K - $152K
|
11.8K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-898- 17.91% |
$134K - $152K
|
4.12K
$630K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-912- 1.53% |
$136K - $154K
|
58.8K
$9M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-928- 1.42% |
$139K - $157K
|
64.4K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-930- 22.19% |
$139K - $158K
|
3.26K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-976- 6.18% |
$146K - $165K
|
14.8K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-994- 32.41% |
$148K - $168K
|
2.07K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1K- 21.81% |
$149K - $169K
|
3.59K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.01K- 2.18% |
$151K - $172K
|
45.6K
$6.98M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.03K- 32.63% |
$154K - $174K
|
2.13K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.06K- 3.13% |
$159K - $180K
|
32.9K
$5.04M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.08K- 25.84% |
$161K - $183K
|
3.1K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 11.37% |
$163K - $185K
|
8.49K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 23.79% |
$163K - $185K
|
3.5K
$536K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.09K- 6.14% |
$163K - $185K
|
16.7K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 3.24% |
$164K - $186K
|
32.7K
$5.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.1K- 7.05% |
$165K - $187K
|
14.5K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 23.74% |
$170K - $192K
|
3.65K
$558K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.14K- 17.1% |
$170K - $193K
|
5.53K
$845K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.17K- 25.66% |
$174K - $198K
|
3.39K
$518K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 1.86% |
$175K - $198K
|
61.8K
$9.46M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.21K- 42.88% |
$181K - $206K
|
1.62K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.25K- 3.56% |
$186K - $212K
|
33.8K
$5.18M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 23.37% |
$188K - $213K
|
4.12K
$631K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.32K- 72.33% |
$196K - $223K
|
503
$77K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.36K- 4.07% |
$203K - $231K
|
32.1K
$4.91M
|