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 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.14K+ 1.97% |
$287K - $348K
|
111K
$19M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.07KNew |
$279K - $337K
|
2.07K
$355K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.06K+ 10.61% |
$277K - $335K
|
21.5K
$3.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.05KNew |
$275K - $333K
|
2.05K
$351K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.02K+ 67.8% |
$271K - $329K
|
5K
$856K
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
1.96K+ 4.66% |
$264K - $320K
|
44.1K
$7.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.91KNew |
$256K - $310K
|
1.91K
$327K
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 16.21% |
$256K - $309K
|
13.6K
$2.34M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.89KNew |
$254K - $307K
|
1.89K
$323K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.88KNew |
$253K - $307K
|
1.88K
$323K
|
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.87K+ 9.04% |
$251K - $303K
|
22.5K
$3.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.86K+ 38.88% |
$251K - $303K
|
6.66K
$1.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.86K+ 0.8% |
$250K - $302K
|
235K
$40.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.85K+ 2.47% |
$249K - $301K
|
76.8K
$13.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.84K+ 8.05% |
$248K - $300K
|
24.7K
$4.24M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.78KNew |
$239K - $289K
|
1.78K
$305K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.77K+ 77.18% |
$238K - $288K
|
4.07K
$697K
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.77KNew |
$238K - $288K
|
1.77K
$303K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.74K+ 14.49% |
$233K - $282K
|
13.7K
$2.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.68K+ 0.83% |
$226K - $273K
|
204K
$35M
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.66KNew |
$223K - $270K
|
1.66K
$285K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.64K+ 45.33% |
$220K - $267K
|
5.26K
$900K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.64K+ 57.88% |
$220K - $267K
|
4.47K
$766K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
1.57KNew |
$211K - $256K
|
1.57K
$269K
|
|
|
Aug 15, 2022
Q2 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.4K+ 81.35% |
$188K - $228K
|
3.12K
$535K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
1.38K+ 58.32% |
$186K - $225K
|
3.75K
$642K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 53.37% |
$165K - $200K
|
3.53K
$605K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.19K+ 1.44% |
$160K - $194K
|
84.2K
$14.4M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.19K+ 2.43% |
$159K - $193K
|
50K
$8.57M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.18K+ 29.38% |
$159K - $192K
|
5.21K
$892K
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
BUY
|
- |
1.18K+ 2.65% |
$158K - $192K
|
45.6K
$7.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.14K+ 8.98% |
$154K - $186K
|
13.9K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.05K+ 3.23% |
$141K - $170K
|
33.5K
$5.73M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.02K+ 9.58% |
$137K - $166K
|
11.7K
$2M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.01K+ 8.08% |
$135K - $164K
|
13.5K
$2.31M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
991+ 11.13% |
$133K - $161K
|
9.89K
$1.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
973+ 13.53% |
$131K - $158K
|
8.16K
$1.4M
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
965+ 1.62% |
$130K - $157K
|
60.7K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
940+ 3.19% |
$126K - $153K
|
30.4K
$5.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
934+ 25.75% |
$126K - $152K
|
4.56K
$782K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
862+ 9.86% |
$116K - $140K
|
9.61K
$1.65M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
811+ 5.62% |
$109K - $132K
|
15.3K
$2.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
809+ 83.4% |
$109K - $132K
|
1.78K
$305K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
789+ 24.57% |
$106K - $128K
|
4K
$685K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
780+ 8.23% |
$105K - $127K
|
10.3K
$1.76M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
755New |
$102K - $123K
|
755
$129K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
729+ 55.56% |
$98K - $119K
|
2.04K
$350K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
707+ 13.75% |
$95.1K - $115K
|
5.85K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
690New |
$92.8K - $112K
|
690
$118K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
679+ 19.68% |
$91.3K - $110K
|
4.13K
$708K
|