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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.38KClosed |
$206K - $234K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 49.13% |
$207K - $235K
|
1.44K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.39K- 4.7% |
$207K - $235K
|
28.2K
$4.31M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.39K- 18.51% |
$208K - $236K
|
6.13K
$939K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.4K- 13.01% |
$209K - $237K
|
9.36K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.45K- 1.36% |
$216K - $245K
|
105K
$16.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.47K- 12.37% |
$220K - $249K
|
10.4K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.49K- 27.3% |
$222K - $252K
|
3.97K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 15.21% |
$224K - $254K
|
8.36K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 29.01% |
$225K - $256K
|
3.7K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.57K- 29.92% |
$234K - $265K
|
3.67K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.58K- 0.61% |
$236K - $268K
|
257K
$39.3M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-1.71K- 66.63% |
$255K - $289K
|
855
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.74K- 4.24% |
$260K - $295K
|
39.3K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.78K- 4.15% |
$266K - $302K
|
41.1K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.84K- 1.95% |
$275K - $312K
|
92.3K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.88K- 6.97% |
$280K - $318K
|
25K
$3.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 25.01% |
$287K - $326K
|
5.77K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.03K- 3.23% |
$303K - $344K
|
60.9K
$9.32M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.05K- 15.79% |
$306K - $347K
|
10.9K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 9.91% |
$311K - $353K
|
19K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.24K- 9.41% |
$334K - $379K
|
21.5K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.28K- 10.26% |
$340K - $385K
|
19.9K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 35.36% |
$344K - $390K
|
4.21K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.36K- 2.59% |
$352K - $399K
|
88.5K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.43K- 34.78% |
$362K - $411K
|
4.55K
$696K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.47K- 7.65% |
$368K - $418K
|
29.8K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-2.62K- 11.48% |
$390K - $443K
|
20.2K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.66K- 4.33% |
$397K - $451K
|
58.8K
$9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 9.54% |
$409K - $464K
|
26K
$3.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.8K- 16.29% |
$418K - $474K
|
14.4K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.82K- 6.47% |
$421K - $478K
|
40.8K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.91K- 22.85% |
$434K - $493K
|
9.82K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.1K- 66.21% |
$463K - $526K
|
1.58K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.21K- 1.74% |
$480K - $544K
|
181K
$27.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 7.59% |
$518K - $588K
|
42.3K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.55K- 9.69% |
$530K - $602K
|
33.1K
$5.06M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.65K- 17.09% |
$545K - $618K
|
17.7K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 4.05% |
$554K - $629K
|
87.9K
$13.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.89K- 67.77% |
$581K - $659K
|
1.85K
$283K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 3.17% |
$642K - $728K
|
131K
$20.1M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 13.09% |
$647K - $735K
|
28.8K
$4.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-4.36K- 57.12% |
$651K - $739K
|
3.28K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.39K- 44.88% |
$655K - $743K
|
5.39K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.57K- 74.06% |
$682K - $774K
|
1.6K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.59K- 1.95% |
$684K - $777K
|
231K
$35.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.85K- 72.37% |
$725K - $822K
|
1.85K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.87K- 4.64% |
$727K - $825K
|
100K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.13K- 21.35% |
$765K - $868K
|
18.9K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.14K- 10.66% |
$767K - $870K
|
43.1K
$6.59M
|