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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
4.38K+ 133.8% |
$589K - $713K
|
7.66K
$1.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.37K+ 7.82% |
$587K - $711K
|
60.2K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
4.35K+ 74.8% |
$585K - $708K
|
10.2K
$1.74M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.34K+ 58.55% |
$583K - $706K
|
11.7K
$2.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.31K+ 100.0% |
$579K - $700K
|
8.61K
$1.48M
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Investments, LLC Ma
|
BUY
|
- |
4.28K+ 19.13% |
$576K - $697K
|
26.7K
$4.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
4.23K+ 3.45% |
$569K - $689K
|
127K
$21.8M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4.18KNew |
$562K - $680K
|
4.18K
$716K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.1K+ 69.78% |
$551K - $666K
|
9.97K
$1.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.9KNew |
$524K - $634K
|
3.9K
$668K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.83K+ 178.88% |
$515K - $623K
|
5.97K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.82K+ 7.09% |
$514K - $622K
|
57.7K
$9.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.82K+ 6.61% |
$514K - $621K
|
61.6K
$10.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
3.82K+ 6.71% |
$513K - $621K
|
60.8K
$10.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.8K+ 5.48% |
$511K - $618K
|
73.2K
$12.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.62KNew |
$487K - $589K
|
3.62K
$621K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.51KNew |
$472K - $571K
|
3.51K
$602K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.48K+ 23.97% |
$468K - $566K
|
18K
$3.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.47K+ 37.41% |
$467K - $565K
|
12.8K
$2.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.44K+ 19.31% |
$463K - $560K
|
21.3K
$3.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.3KNew |
$444K - $537K
|
3.3K
$565K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.22K+ 13.38% |
$434K - $525K
|
27.3K
$4.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.21K+ 2.07% |
$432K - $522K
|
158K
$27.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.15K+ 114.97% |
$423K - $512K
|
5.89K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
3.12K+ 3.85% |
$420K - $508K
|
84.2K
$14.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.1K+ 11.84% |
$416K - $504K
|
29.2K
$5.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.02K+ 5.75% |
$405K - $491K
|
55.4K
$9.5M
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
BUY
|
- |
3KNew |
$403K - $488K
|
3K
$514K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.98KNew |
$401K - $485K
|
2.98K
$511K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.97K+ 28.18% |
$399K - $483K
|
13.5K
$2.32M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.87KNew |
$386K - $467K
|
2.87K
$492K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
2.87KNew |
$386K - $467K
|
2.87K
$492K
|
|
|
Aug 02, 2022
Q2 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
2.81K+ 62.24% |
$377K - $456K
|
7.31K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.8K+ 2.9% |
$377K - $456K
|
99.6K
$17.1M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.79K+ 10.72% |
$375K - $454K
|
28.8K
$4.93M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.71KNew |
$365K - $441K
|
2.71K
$465K
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.64KNew |
$355K - $430K
|
2.64K
$453K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.57K+ 69.81% |
$345K - $417K
|
6.24K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.54K+ 2.9% |
$342K - $413K
|
90.1K
$15.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
2.53K+ 40.76% |
$341K - $412K
|
8.75K
$1.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
2.5K+ 39.51% |
$336K - $407K
|
8.83K
$1.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$314K - $380K
|
2.34K
$401K
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.33KNew |
$314K - $379K
|
2.33K
$400K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$304K - $368K
|
2.26K
$387K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.24K+ 32.07% |
$301K - $364K
|
9.21K
$1.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.21KNew |
$298K - $360K
|
2.21K
$379K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.21K+ 24.47% |
$297K - $360K
|
11.3K
$1.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.21KNew |
$297K - $360K
|
2.21K
$379K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.15K+ 0.67% |
$289K - $349K
|
324K
$55.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.14K+ 7.81% |
$288K - $348K
|
29.5K
$5.06M
|