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 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8- 42.11% |
$1.19K - $1.36K
|
11
$1.92K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8- 0.4% |
$1.19K - $1.36K
|
1.99K
$348K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-9- 2.62% |
$1.34K - $1.52K
|
335
$58.5K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-9- 69.23% |
$1.34K - $1.52K
|
4
$699
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 1.39% |
$1.49K - $1.69K
|
710
$124K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 0.28% |
$1.49K - $1.69K
|
3.59K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12- 0.44% |
$1.79K - $2.03K
|
2.71K
$474K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 1.66% |
$1.94K - $2.2K
|
772
$135K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-13- 0.9% |
$1.94K - $2.2K
|
1.44K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-15- 0.3% |
$2.24K - $2.54K
|
4.96K
$866K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-17- 0.93% |
$2.54K - $2.88K
|
1.81K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.12% |
$2.54K - $2.88K
|
14.4K
$2.51M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 0.29% |
$2.54K - $2.88K
|
5.91K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-18- 1.01% |
$2.69K - $3.05K
|
1.77K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.72% |
$2.99K - $3.39K
|
2.77K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20- 0.78% |
$2.99K - $3.39K
|
2.55K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 0.24% |
$2.99K - $3.39K
|
8.15K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-20- 1.27% |
$2.99K - $3.39K
|
1.56K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-23- 1.39% |
$3.43K - $3.9K
|
1.64K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-25- 1.05% |
$3.73K - $4.24K
|
2.35K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-25- 0.34% |
$3.73K - $4.24K
|
7.39K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-26- 46.43% |
$3.88K - $4.4K
|
30
$5.24K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 0.11% |
$3.88K - $4.4K
|
24K
$4.19M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-26- 1.04% |
$3.88K - $4.4K
|
2.48K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-27- 0.36% |
$4.03K - $4.57K
|
7.49K
$1.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 40.28% |
$4.33K - $4.91K
|
43
$7.51K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-30- 0.42% |
$4.48K - $5.08K
|
7.11K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-30- 2.17% |
$4.48K - $5.08K
|
1.35K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-30- 0.39% |
$4.48K - $5.08K
|
7.6K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-30- 1.43% |
$4.48K - $5.08K
|
2.07K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-30- 0.4% |
$4.48K - $5.08K
|
7.47K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.89% |
$4.63K - $5.25K
|
3.45K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-32- 1.05% |
$4.78K - $5.42K
|
3.03K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-32- 0.34% |
$4.78K - $5.42K
|
9.41K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-33- 0.95% |
$4.93K - $5.59K
|
3.44K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-33- 1.5% |
$4.93K - $5.59K
|
2.16K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-34- 0.46% |
$5.08K - $5.76K
|
7.41K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 1.15% |
$5.22K - $5.93K
|
3K
$524K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-36- 63.16% |
$5.37K - $6.1K
|
21
$3.67K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-37- 0.2% |
$5.52K - $6.27K
|
18.6K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-37- 1.1% |
$5.52K - $6.27K
|
3.34K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-38- 1.31% |
$5.67K - $6.44K
|
2.86K
$499K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-38- 2.0% |
$5.67K - $6.44K
|
1.86K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-39- 1.9% |
$5.82K - $6.61K
|
2.02K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39- 0.84% |
$5.82K - $6.61K
|
4.58K
$801K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 6.66% |
$6.12K - $6.95K
|
575
$100K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-42- 1.45% |
$6.27K - $7.11K
|
2.85K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-43- 2.21% |
$6.42K - $7.28K
|
1.91K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-45- 0.16% |
$6.72K - $7.62K
|
27.6K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-45- 16.25% |
$6.72K - $7.62K
|
232
$40.5K
|