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 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
210+ 5.03% |
$28.2K - $34.2K
|
4.38K
$751K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
209+ 7.74% |
$28.1K - $34K
|
2.91K
$498K
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
205+ 15.79% |
$27.6K - $33.4K
|
1.5K
$258K
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
204+ 13.36% |
$27.4K - $33.2K
|
1.73K
$297K
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
203+ 0.27% |
$27.3K - $33K
|
76.5K
$13.1M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
181+ 12.86% |
$24.3K - $29.5K
|
1.59K
$272K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
180+ 6.88% |
$24.2K - $29.3K
|
2.8K
$479K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180New |
$24.2K - $29.3K
|
180
$30.8K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
180+ 2.75% |
$24.2K - $29.3K
|
6.73K
$1.15M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
180+ 2.22% |
$24.2K - $29.3K
|
8.27K
$1.42M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
176New |
$23.7K - $28.6K
|
176
$30.2K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
163+ 2.1% |
$21.9K - $26.5K
|
7.94K
$1.36M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
160New |
$21.5K - $26K
|
160
$27.4K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
160+ 4.44% |
$21.5K - $26K
|
3.76K
$644K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
160New |
$21.5K - $26K
|
160
$27.4K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
159+ 9.17% |
$21.4K - $25.9K
|
1.89K
$324K
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
159+ 8.78% |
$21.4K - $25.9K
|
1.97K
$338K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
157+ 11.23% |
$21.1K - $25.5K
|
1.56K
$266K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
156+ 1.53% |
$21K - $25.4K
|
10.4K
$1.77M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
151+ 7.32% |
$20.3K - $24.6K
|
2.22K
$380K
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
145New |
$19.5K - $23.6K
|
145
$24.8K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
142+ 8.6% |
$19.1K - $23.1K
|
1.79K
$307K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
132+ 2.03% |
$17.8K - $21.5K
|
6.63K
$1.14M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
125+ 0.65% |
$16.8K - $20.3K
|
19.4K
$3.32M
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
118+ 0.39% |
$15.9K - $19.2K
|
30.5K
$5.22M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
116+ 0.11% |
$15.6K - $18.9K
|
108K
$18.6M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
116+ 0.11% |
$15.6K - $18.9K
|
108K
$18.6M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
115New |
$15.5K - $18.7K
|
115
$19.7K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
113+ 8.16% |
$15.2K - $18.4K
|
1.5K
$257K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
111+ 36.75% |
$14.9K - $18.1K
|
413
$70.8K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
110+ 0.85% |
$14.8K - $17.9K
|
13.1K
$2.25M
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
109+ 0.36% |
$14.7K - $17.7K
|
30.3K
$5.2M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
109+ 2.94% |
$14.7K - $17.7K
|
3.82K
$654K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
108+ 6.39% |
$14.5K - $17.6K
|
1.8K
$308K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
105New |
$14.1K - $17.1K
|
105
$18K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
104+ 1.06% |
$14K - $16.9K
|
9.93K
$1.7M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
103+ 2.63% |
$13.9K - $16.8K
|
4.03K
$690K
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
103New |
$13.9K - $16.8K
|
103
$17.7K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
103+ 10300.0% |
$13.9K - $16.8K
|
104
$17.8K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100+ 2000.0% |
$13.4K - $16.3K
|
105
$18K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
100New |
$13.4K - $16.3K
|
100
$17.1K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
95+ 226.19% |
$12.8K - $15.5K
|
137
$23.5K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
95New |
$12.8K - $15.5K
|
95
$16.3K
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
90+ 3.89% |
$12.1K - $14.6K
|
2.41K
$412K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90+ 0.01% |
$12.1K - $14.6K
|
655K
$112M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 2.91% |
$12.1K - $14.6K
|
3.18K
$545K
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
86New |
$11.6K - $14K
|
86
$14.7K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
85+ 170.0% |
$11.4K - $13.8K
|
135
$23.1K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
80+ 3.77% |
$10.8K - $13K
|
2.2K
$377K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
78+ 14.91% |
$10.5K - $12.7K
|
601
$103K
|