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 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-240- 18.53% |
$35.8K - $40.7K
|
1.06K
$151K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-249- 2.13% |
$37.2K - $42.2K
|
11.5K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-250- 15.06% |
$37.3K - $42.4K
|
1.41K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-252- 7.85% |
$37.6K - $42.7K
|
2.96K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-263- 1.32% |
$39.3K - $44.6K
|
19.6K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-269- 0.36% |
$40.2K - $45.6K
|
75.2K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-270- 3.28% |
$40.3K - $45.7K
|
7.97K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-272- 2.53% |
$40.6K - $46.1K
|
10.5K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-273- 6.07% |
$40.8K - $46.2K
|
4.22K
$603K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-307- 50.0% |
$45.8K - $52K
|
307
$43.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-311- 88.86% |
$46.4K - $52.7K
|
39
$5.56K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-357- 11.31% |
$53.3K - $60.5K
|
2.8K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-358- 3.77% |
$53.4K - $60.6K
|
9.15K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-361- 48.01% |
$53.9K - $61.2K
|
391
$55.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-364- 9.57% |
$54.3K - $61.7K
|
3.44K
$491K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-377- 13.09% |
$56.3K - $63.9K
|
2.5K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-403- 26.25% |
$60.2K - $68.3K
|
1.13K
$162K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-437- 6.77% |
$65.2K - $74K
|
6.02K
$859K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-444- 37.06% |
$66.3K - $75.2K
|
754
$108K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-447- 7.43% |
$66.7K - $75.7K
|
5.57K
$794K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-452- 24.74% |
$67.5K - $76.6K
|
1.38K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-543- 19.37% |
$81.1K - $92K
|
2.26K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-597- 6.58% |
$89.1K - $101K
|
8.48K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-601- 2.54% |
$89.7K - $102K
|
23.1K
$3.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-619- 12.3% |
$92.4K - $105K
|
4.41K
$630K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-638- 25.87% |
$95.2K - $108K
|
1.83K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-745- 33.18% |
$111K - $126K
|
1.5K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-897- 7.05% |
$134K - $152K
|
11.8K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-898- 17.91% |
$134K - $152K
|
4.12K
$587K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-912- 1.53% |
$136K - $154K
|
58.8K
$8.39M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.03K- 32.63% |
$154K - $174K
|
2.13K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.1K- 7.05% |
$165K - $187K
|
14.5K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.17K- 25.66% |
$174K - $198K
|
3.39K
$483K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 1.86% |
$175K - $198K
|
61.8K
$8.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.36K- 4.07% |
$203K - $231K
|
32.1K
$4.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.39K- 4.7% |
$207K - $235K
|
28.2K
$4.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.4K- 13.01% |
$209K - $237K
|
9.36K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.47K- 12.37% |
$220K - $249K
|
10.4K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.49K- 27.3% |
$222K - $252K
|
3.97K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.74K- 4.24% |
$260K - $295K
|
39.3K
$5.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 25.01% |
$287K - $326K
|
5.77K
$823K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 9.91% |
$311K - $353K
|
19K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.47K- 7.65% |
$368K - $418K
|
29.8K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 9.54% |
$409K - $464K
|
26K
$3.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.89K- 67.77% |
$581K - $659K
|
1.85K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-4.36K- 57.12% |
$651K - $739K
|
3.28K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.74K- 47.6% |
$857K - $973K
|
6.32K
$902K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.87K- 6.1% |
$876K - $994K
|
90.4K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 3.94% |
$1.55M - $1.75M
|
252K
$36M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-119K- 99.34% |
$17.8M - $20.2M
|
794
$113K
|