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 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.57K- 74.06% |
$682K - $774K
|
1.6K
$279K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.59K- 1.95% |
$684K - $777K
|
231K
$40.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.85K- 72.37% |
$725K - $822K
|
1.85K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.87K- 4.64% |
$727K - $825K
|
100K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.13K- 21.35% |
$765K - $868K
|
18.9K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.14K- 10.66% |
$767K - $870K
|
43.1K
$7.52M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.19K- 75.05% |
$775K - $880K
|
1.73K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.45K- 8.86% |
$813K - $923K
|
56K
$9.79M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.52K- 27.92% |
$824K - $936K
|
14.3K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.74K- 47.6% |
$857K - $973K
|
6.32K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-5.79K- 12.47% |
$864K - $980K
|
40.6K
$7.09M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.79K- 22.28% |
$864K - $980K
|
20.2K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.87K- 6.1% |
$876K - $994K
|
90.4K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.96K- 3.97% |
$890K - $1.01M
|
144K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.19K- 29.53% |
$924K - $1.05M
|
14.8K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.36K- 7.06% |
$950K - $1.08M
|
83.7K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.69K- 0.98% |
$999K - $1.13M
|
673K
$118M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.72K- 3.55% |
$1M - $1.14M
|
182K
$31.8M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.78K- 53.97% |
$1.01M - $1.15M
|
5.79K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7.02K- 7.54% |
$1.05M - $1.19M
|
86.2K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.14K- 52.03% |
$1.07M - $1.21M
|
6.59K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.15K- 13.41% |
$1.07M - $1.21M
|
46.1K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-7.23K- 45.99% |
$1.08M - $1.22M
|
8.49K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-7.28K- 61.49% |
$1.09M - $1.23M
|
4.56K
$796K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.29K- 63.65% |
$1.09M - $1.23M
|
4.16K
$727K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.85K- 21.76% |
$1.17M - $1.33M
|
28.2K
$4.93M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.86K- 84.81% |
$1.17M - $1.33M
|
1.41K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.96K- 2.05% |
$1.19M - $1.35M
|
380K
$66.4M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-8.05K- 20.42% |
$1.2M - $1.36M
|
31.4K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.5K- 0.85% |
$1.27M - $1.44M
|
986K
$172M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.62K- 1.39% |
$1.29M - $1.46M
|
611K
$107M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.55K- 3.85% |
$1.43M - $1.62M
|
238K
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.88K- 10.32% |
$1.47M - $1.67M
|
85.8K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 3.94% |
$1.55M - $1.75M
|
252K
$44.1M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11K- 4.72% |
$1.64M - $1.86M
|
222K
$38.8M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-11.4K- 3.94% |
$1.7M - $1.93M
|
278K
$48.6M
|
|
|
May 14, 2025
Q1 2025
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-11.8K- 59.34% |
$1.76M - $1.99M
|
8.07K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-12.4K- 45.12% |
$1.85M - $2.1M
|
15.1K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.7K- 4.11% |
$2.19M - $2.49M
|
343K
$59.9M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-15.9K- 49.63% |
$2.37M - $2.69M
|
16.1K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 7.6% |
$2.64M - $3M
|
215K
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.6K- 10.65% |
$2.78M - $3.15M
|
156K
$27.3M
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-20.2K- 76.71% |
$3.02M - $3.43M
|
6.15K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-20.2K- 76.71% |
$3.02M - $3.43M
|
6.15K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.6K- 1.69% |
$3.07M - $3.48M
|
1.2M
$209M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21.3K- 6.96% |
$3.18M - $3.61M
|
285K
$49.7M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-24.4K- 44.03% |
$3.64M - $4.13M
|
31K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25.2K- 26.27% |
$3.76M - $4.27M
|
70.7K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-29K- 11.21% |
$4.33M - $4.92M
|
230K
$40.2M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-29.6K- 32.51% |
$4.42M - $5.01M
|
61.4K
$10.7M
|