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 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
674+ 1.6% |
$90.6K - $110K
|
42.7K
$7.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
655+ 232.27% |
$88.1K - $107K
|
937
$161K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
640New |
$86.1K - $104K
|
640
$110K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
638+ 2.87% |
$85.8K - $104K
|
22.9K
$3.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
620+ 27.56% |
$83.4K - $101K
|
2.87K
$492K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
620+ 0.27% |
$83.4K - $101K
|
232K
$39.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
611+ 1.71% |
$82.2K - $99.4K
|
36.4K
$6.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
606+ 8.25% |
$81.5K - $98.6K
|
7.95K
$1.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
595New |
$80K - $96.8K
|
595
$102K
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
589New |
$79.2K - $95.8K
|
589
$101K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
585+ 7.76% |
$78.7K - $95.2K
|
8.13K
$1.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
578+ 2.01% |
$77.7K - $94K
|
29.4K
$5.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
562+ 43.94% |
$75.6K - $91.4K
|
1.84K
$315K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
545+ 2.81% |
$73.3K - $88.7K
|
19.9K
$3.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
532New |
$71.5K - $86.6K
|
532
$91.2K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
517+ 9.14% |
$69.5K - $84.1K
|
6.17K
$1.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
478+ 12.16% |
$64.3K - $77.8K
|
4.41K
$755K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
473+ 36.61% |
$63.6K - $77K
|
1.77K
$302K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
450New |
$60.5K - $73.2K
|
450
$77.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
445+ 1.55% |
$59.8K - $72.4K
|
29.2K
$5.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
438New |
$58.9K - $71.3K
|
438
$75.1K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
426+ 6.38% |
$57.3K - $69.3K
|
7.1K
$1.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
426+ 7.53% |
$57.3K - $69.3K
|
6.08K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
418+ 4.98% |
$56.2K - $68K
|
8.81K
$1.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
410+ 32.8% |
$55.1K - $66.7K
|
1.66K
$284K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
374+ 5.0% |
$50.3K - $60.9K
|
7.85K
$1.34M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
373+ 6.4% |
$50.2K - $60.7K
|
6.2K
$1.06M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
370New |
$49.8K - $60.2K
|
370
$63.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
366+ 530.43% |
$49.2K - $59.6K
|
435
$74.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
359+ 6.56% |
$48.3K - $58.4K
|
5.83K
$999K
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
350+ 10.89% |
$47.1K - $56.9K
|
3.57K
$611K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
337+ 3.86% |
$45.3K - $54.8K
|
9.08K
$1.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
317New |
$42.6K - $51.6K
|
317
$54.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
300+ 0.21% |
$40.3K - $48.8K
|
141K
$24.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
299+ 404.05% |
$40.2K - $48.7K
|
373
$63.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
290+ 8.09% |
$39K - $47.2K
|
3.87K
$664K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
284+ 43.69% |
$38.2K - $46.2K
|
934
$160K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
283+ 18.12% |
$38.1K - $46K
|
1.85K
$316K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
266+ 15.56% |
$35.8K - $43.3K
|
1.98K
$339K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
265+ 3.03% |
$35.6K - $43.1K
|
9.03K
$1.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
260+ 11.22% |
$35K - $42.3K
|
2.58K
$442K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
258+ 2580.0% |
$34.7K - $42K
|
268
$45.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
252+ 3.44% |
$33.9K - $41K
|
7.58K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
247+ 2.68% |
$33.2K - $40.2K
|
9.48K
$1.62M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
237+ 0.43% |
$31.9K - $38.6K
|
55.8K
$9.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
235+ 15.54% |
$31.6K - $38.2K
|
1.75K
$299K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
227+ 21.27% |
$30.5K - $36.9K
|
1.29K
$222K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
225+ 4.76% |
$30.3K - $36.6K
|
4.95K
$849K
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
225+ 4.07% |
$30.3K - $36.6K
|
5.76K
$987K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
225+ 1.94% |
$30.3K - $36.6K
|
11.8K
$2.03M
|