Purchases and Sales Made in Q2 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
19.2KNew |
$2.58M - $3.13M
|
19.2K
$3.29M
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
18.3K+ 48.61% |
$2.46M - $2.98M
|
56K
$9.6M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.8K+ 19.67% |
$2.4M - $2.9M
|
109K
$18.6M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
16.2K+ 3.41% |
$2.18M - $2.64M
|
492K
$84.3M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.2K+ 809.8% |
$2.18M - $2.64M
|
18.2K
$3.12M
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
15.1KNew |
$2.03M - $2.45M
|
15.1K
$2.58M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.4K+ 19.98% |
$1.93M - $2.34M
|
86.2K
$14.8M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 36.94% |
$1.83M - $2.22M
|
50.5K
$8.66M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.4K+ 5.04% |
$1.81M - $2.19M
|
280K
$48M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 7.83% |
$1.76M - $2.13M
|
180K
$30.8M
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
12.9KNew |
$1.74M - $2.11M
|
12.9K
$2.22M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.7KNew |
$1.71M - $2.07M
|
12.7K
$2.18M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 10.12% |
$1.67M - $2.03M
|
136K
$23.2M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$1.64M - $1.99M
|
12.2K
$2.09M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12K+ 1.97% |
$1.61M - $1.95M
|
622K
$107M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 1915.54% |
$1.61M - $1.94M
|
12.6K
$2.16M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11.8K+ 67.28% |
$1.58M - $1.92M
|
29.3K
$5.02M
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.6K+ 9.14% |
$1.56M - $1.89M
|
139K
$23.8M
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11.1KNew |
$1.49M - $1.8M
|
11.1K
$1.9M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7KNew |
$1.44M - $1.75M
|
10.7K
$1.84M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
10.2K+ 4.81% |
$1.38M - $1.66M
|
223K
$38.2M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
9.54KNew |
$1.28M - $1.55M
|
9.54K
$1.63M
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
9K+ 64.25% |
$1.21M - $1.46M
|
23K
$3.94M
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
8.79KNew |
$1.18M - $1.43M
|
8.79K
$1.51M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.75K+ 83.0% |
$1.18M - $1.42M
|
19.3K
$3.3M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.69K+ 6.64% |
$1.17M - $1.41M
|
140K
$23.9M
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.43K+ 118.06% |
$1.13M - $1.37M
|
15.6K
$2.67M
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
8.28K+ 50.73% |
$1.11M - $1.35M
|
24.6K
$4.22M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
7.59K+ 20.4% |
$1.02M - $1.23M
|
44.8K
$7.68M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.59KNew |
$1.02M - $1.23M
|
7.59K
$1.3M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
7.08K+ 656.31% |
$951K - $1.15M
|
8.15K
$1.4M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.93K+ 1.97% |
$932K - $1.13M
|
359K
$61.6M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.92K+ 23.11% |
$930K - $1.13M
|
36.8K
$6.31M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.47K+ 14.04% |
$870K - $1.05M
|
52.5K
$9M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.4K+ 10.51% |
$860K - $1.04M
|
67.2K
$11.5M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.37K+ 12.37% |
$857K - $1.04M
|
57.9K
$9.92M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.24K+ 405.13% |
$838K - $1.01M
|
7.77K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.17KNew |
$829K - $1M
|
6.17K
$1.06M
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
6.11K+ 140.38% |
$821K - $993K
|
10.5K
$1.79M
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.07K+ 14.86% |
$816K - $988K
|
46.9K
$8.04M
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
6.05K+ 151.25% |
$814K - $984K
|
10.1K
$1.72M
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.51K+ 3.67% |
$741K - $896K
|
155K
$26.6M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.4K+ 94.49% |
$726K - $879K
|
11.1K
$1.91M
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
5.39K+ 5.89% |
$725K - $877K
|
96.9K
$16.6M
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
5.13KNew |
$690K - $835K
|
5.13K
$880K
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.07KNew |
$681K - $825K
|
5.07K
$868K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5KNew |
$672K - $813K
|
5K
$856K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.87K+ 28.09% |
$655K - $793K
|
22.2K
$3.81M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
4.69K+ 10.26% |
$631K - $764K
|
50.4K
$8.64M
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.55K+ 60.11% |
$612K - $741K
|
12.1K
$2.08M
|