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 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$7.86K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$6.72K - $7.62K
|
45
$7.86K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 1.92% |
$6.72K - $7.62K
|
2.39K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
43+ 1.29% |
$6.42K - $7.28K
|
3.39K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
43+ 0.28% |
$6.42K - $7.28K
|
15.3K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$6.99K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40New |
$5.97K - $6.78K
|
40
$6.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
40+ 3.1% |
$5.97K - $6.78K
|
1.33K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
36New |
$5.37K - $6.1K
|
36
$6.29K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
35+ 13.31% |
$5.22K - $5.93K
|
298
$52.1K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
34+ 0.29% |
$5.08K - $5.76K
|
11.9K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 81.08% |
$4.48K - $5.08K
|
67
$11.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
30+ 0.03% |
$4.48K - $5.08K
|
103K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
29+ 2.23% |
$4.33K - $4.91K
|
1.33K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
27+ 1.02% |
$4.03K - $4.57K
|
2.67K
$465K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
26+ 0.23% |
$3.88K - $4.4K
|
11.2K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
25New |
$3.73K - $4.24K
|
25
$4.37K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$3.73K - $4.24K
|
8.31K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21+ 0.32% |
$3.13K - $3.56K
|
6.58K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
21+ 0.87% |
$3.13K - $3.56K
|
2.44K
$426K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.66% |
$2.99K - $3.39K
|
3.04K
$531K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 1.02% |
$2.69K - $3.05K
|
1.78K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
18+ 0.35% |
$2.69K - $3.05K
|
5.17K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
18+ 1.22% |
$2.69K - $3.05K
|
1.5K
$261K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
17+ 21.79% |
$2.54K - $2.88K
|
95
$16.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16+ 40.0% |
$2.39K - $2.71K
|
56
$9.78K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
16+ 0.02% |
$2.39K - $2.71K
|
85.9K
$15M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15+ 1.07% |
$2.24K - $2.54K
|
1.42K
$248K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
15+ 150.0% |
$2.24K - $2.54K
|
25
$4.37K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13+ 0.87% |
$1.94K - $2.2K
|
1.51K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
13New |
$1.94K - $2.2K
|
13
$2.27K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$1.94K - $2.2K
|
4.58K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12+ 0.32% |
$1.79K - $2.03K
|
3.72K
$650K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 12.63% |
$1.79K - $2.03K
|
107
$18.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.8% |
$1.79K - $2.03K
|
1.51K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
12+ 0.25% |
$1.79K - $2.03K
|
4.8K
$838K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
12+ 0.3% |
$1.79K - $2.03K
|
3.99K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.43% |
$1.79K - $2.03K
|
2.83K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.32% |
$1.64K - $1.86K
|
3.49K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.23% |
$1.64K - $1.86K
|
4.77K
$833K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 2.73% |
$1.64K - $1.86K
|
414
$72.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.16% |
$1.49K - $1.69K
|
6.44K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.08% |
$1.49K - $1.69K
|
12.2K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9+ 0.19% |
$1.34K - $1.52K
|
4.64K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.3% |
$1.34K - $1.52K
|
3.01K
$525K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.51% |
$1.19K - $1.36K
|
1.57K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
8+ 0.21% |
$1.19K - $1.36K
|
3.76K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
8+ 0.27% |
$1.19K - $1.36K
|
2.96K
$517K
|
|
|
Oct 30, 2025
Q1 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
7+ 0.3% |
$1.04K - $1.19K
|
2.36K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7+ 0.31% |
$1.04K - $1.19K
|
2.24K
$391K
|