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 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-55.6K- 24.45% |
$8.3M - $9.42M
|
172K
$26.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-57.7K- 95.55% |
$8.61M - $9.77M
|
2.69K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-59.9K- 58.51% |
$8.95M - $10.2M
|
42.5K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-62.6K- 47.9% |
$9.35M - $10.6M
|
68.1K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-68.9K- 11.6% |
$10.3M - $11.7M
|
525K
$80.4M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-69.7K- 89.79% |
$10.4M - $11.8M
|
7.93K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-74.6K- 36.98% |
$11.1M - $12.6M
|
127K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.7K- 7.62% |
$11.6M - $13.2M
|
942K
$144M
|
|
|
May 15, 2025
Q1 2025
|
Gendell Jeffrey L
Greenwich, CT |
SELL
|
- |
-78.4K- 64.36% |
$11.7M - $13.3M
|
43.4K
$6.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-119K- 99.34% |
$17.8M - $20.2M
|
794
$121K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-125K- 95.81% |
$18.6M - $21.1M
|
5.45K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-136K- 22.28% |
$20.4M - $23.1M
|
476K
$72.8M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-233K- 43.4% |
$34.8M - $39.5M
|
304K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-386K- 5.74% |
$57.6M - $65.3M
|
6.33M
$969M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-427K- 7.79% |
$63.8M - $72.4M
|
5.06M
$774M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-436K- 86.71% |
$65.1M - $73.9M
|
66.8K
$10.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-698K- 25.56% |
$104M - $118M
|
2.03M
$311M
|