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
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170+ 1.92% |
$25.4K - $28.8K
|
9.04K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
168+ 12.66% |
$25.1K - $28.5K
|
1.5K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
168+ 10.58% |
$25.1K - $28.5K
|
1.76K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
158+ 0.41% |
$23.6K - $26.8K
|
38.6K
$5.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
157+ 133.05% |
$23.4K - $26.6K
|
275
$42.1K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$22.4K - $25.4K
|
150
$23K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
147+ 0.47% |
$21.9K - $24.9K
|
31.7K
$4.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147+ 4.31% |
$21.9K - $24.9K
|
3.56K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 166.67% |
$20.2K - $22.9K
|
216
$33.1K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
125+ 4.97% |
$18.7K - $21.2K
|
2.64K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
123+ 6.04% |
$18.4K - $20.8K
|
2.16K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
122+ 1.87% |
$18.2K - $20.7K
|
6.64K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
116+ 2.7% |
$17.3K - $19.7K
|
4.41K
$674K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
115+ 138.55% |
$17.2K - $19.5K
|
198
$30.3K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
107New |
$16K - $18.1K
|
107
$16.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
107+ 3.57% |
$16K - $18.1K
|
3.11K
$476K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
105+ 5.41% |
$15.7K - $17.8K
|
2.05K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
105+ 0.47% |
$15.7K - $17.8K
|
22.3K
$3.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100+ 0.09% |
$14.9K - $16.9K
|
108K
$16.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
99+ 6.35% |
$14.8K - $16.8K
|
1.66K
$254K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
99+ 0.16% |
$14.8K - $16.8K
|
62.4K
$9.54M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
95+ 5.33% |
$14.2K - $16.1K
|
1.88K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
94+ 15.09% |
$14K - $15.9K
|
717
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
89+ 3.21% |
$13.3K - $15.1K
|
2.86K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
89+ 4.63% |
$13.3K - $15.1K
|
2.01K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
86+ 0.95% |
$12.8K - $14.6K
|
9.1K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85+ 67.46% |
$12.7K - $14.4K
|
211
$32.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
83+ 4.31% |
$12.4K - $14.1K
|
2.01K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
78+ 162.5% |
$11.6K - $13.2K
|
126
$19.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 2.05% |
$11.5K - $13K
|
3.83K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
75+ 4.0% |
$11.2K - $12.7K
|
1.95K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
75+ 0.52% |
$11.2K - $12.7K
|
14.4K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
75+ 3.01% |
$11.2K - $12.7K
|
2.57K
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
66+ 7.87% |
$9.85K - $11.2K
|
905
$138K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
65+ 1.72% |
$9.7K - $11K
|
3.85K
$589K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
62+ 2.61% |
$9.25K - $10.5K
|
2.43K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
62+ 2.48% |
$9.25K - $10.5K
|
2.56K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
58+ 4.46% |
$8.66K - $9.83K
|
1.36K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
53+ 0.47% |
$7.91K - $8.98K
|
11.2K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
50New |
$7.46K - $8.47K
|
50
$7.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 79.37% |
$7.46K - $8.47K
|
113
$17.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
50+ 0.4% |
$7.46K - $8.47K
|
12.7K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 1.47% |
$7.31K - $8.3K
|
3.39K
$519K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
48New |
$7.16K - $8.13K
|
48
$7.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
48+ 1.5% |
$7.16K - $8.13K
|
3.24K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 0.24% |
$7.02K - $7.96K
|
20K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$6.89K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 1.92% |
$6.72K - $7.62K
|
2.39K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$6.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
45+ 2.73% |
$6.72K - $7.62K
|
1.69K
$259K
|