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 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
115+ 138.55% |
$17.2K - $19.5K
|
198
$28.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
107+ 3.57% |
$16K - $18.1K
|
3.11K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
105+ 0.47% |
$15.7K - $17.8K
|
22.3K
$3.18M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
105+ 5.41% |
$15.7K - $17.8K
|
2.05K
$292K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
99+ 0.16% |
$14.8K - $16.8K
|
62.4K
$8.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
99+ 6.35% |
$14.8K - $16.8K
|
1.66K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
94+ 15.09% |
$14K - $15.9K
|
717
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
89+ 4.63% |
$13.3K - $15.1K
|
2.01K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85+ 67.46% |
$12.7K - $14.4K
|
211
$30.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
78+ 162.5% |
$11.6K - $13.2K
|
126
$18K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
66+ 7.87% |
$9.85K - $11.2K
|
905
$129K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
65+ 1.72% |
$9.7K - $11K
|
3.85K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
62+ 2.48% |
$9.25K - $10.5K
|
2.56K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
58+ 4.46% |
$8.66K - $9.83K
|
1.36K
$194K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
50New |
$7.46K - $8.47K
|
50
$7.13K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
50+ 0.4% |
$7.46K - $8.47K
|
12.7K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 79.37% |
$7.46K - $8.47K
|
113
$16.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
48+ 1.5% |
$7.16K - $8.13K
|
3.24K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
45+ 2.73% |
$6.72K - $7.62K
|
1.69K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$6.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
40+ 3.1% |
$5.97K - $6.78K
|
1.33K
$190K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
36New |
$5.37K - $6.1K
|
36
$5.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 81.08% |
$4.48K - $5.08K
|
67
$9.56K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
30+ 0.03% |
$4.48K - $5.08K
|
103K
$14.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
29+ 2.23% |
$4.33K - $4.91K
|
1.33K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
25New |
$3.73K - $4.24K
|
25
$3.57K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 1.02% |
$2.69K - $3.05K
|
1.78K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
18+ 1.22% |
$2.69K - $3.05K
|
1.5K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
16+ 0.02% |
$2.39K - $2.71K
|
85.9K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15+ 1.07% |
$2.24K - $2.54K
|
1.42K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
13New |
$1.94K - $2.2K
|
13
$1.85K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13+ 0.87% |
$1.94K - $2.2K
|
1.51K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.8% |
$1.79K - $2.03K
|
1.51K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.23% |
$1.64K - $1.86K
|
4.77K
$681K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.32% |
$1.64K - $1.86K
|
3.49K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.16% |
$1.49K - $1.69K
|
6.44K
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9+ 0.19% |
$1.34K - $1.52K
|
4.64K
$662K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.35% |
$1.04K - $1.19K
|
2.01K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.23% |
$896 - $1.02K
|
2.64K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
6+ 0.02% |
$896 - $1.02K
|
28K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.33% |
$746 - $847
|
1.54K
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.09% |
$746 - $847
|
5.32K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4+ 0.28% |
$597 - $678
|
1.45K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4+ 0.24% |
$597 - $678
|
1.67K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.29% |
$448 - $508
|
1.04K
$148K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2+ 0.1% |
$299 - $339
|
2.02K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.02% |
$299 - $339
|
8.19K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.04% |
$149 - $169
|
2.27K
$324K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.26% |
$149 - $169
|
392
$55.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.15% |
$149 - $169
|
660
$94.2K
|