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 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
78+ 0.2% |
$10.5K - $12.7K
|
38.9K
$6.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
78New |
$10.5K - $12.7K
|
78
$13.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
BUY
|
- |
74+ 2.59% |
$9.95K - $12K
|
2.93K
$503K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 8.91% |
$9.41K - $11.4K
|
856
$147K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
70+ 4.59% |
$9.41K - $11.4K
|
1.6K
$273K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
70New |
$9.41K - $11.4K
|
70
$12K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
68+ 0.42% |
$9.14K - $11.1K
|
16.2K
$2.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62+ 0.28% |
$8.34K - $10.1K
|
22.4K
$3.83M
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
62+ 17.17% |
$8.34K - $10.1K
|
423
$72.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
61New |
$8.2K - $9.93K
|
61
$10.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
58+ 34.94% |
$7.8K - $9.44K
|
224
$38.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54+ 0.46% |
$7.26K - $8.79K
|
11.9K
$2.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
53+ 3.64% |
$7.13K - $8.62K
|
1.51K
$259K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53+ 5.77% |
$7.13K - $8.62K
|
971
$166K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
53+ 1.86% |
$7.13K - $8.62K
|
2.91K
$498K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
52+ 2.43% |
$6.99K - $8.46K
|
2.19K
$375K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
52+ 2.43% |
$6.99K - $8.46K
|
2.19K
$376K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 2.11% |
$6.72K - $8.14K
|
2.42K
$415K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
49+ 2.37% |
$6.59K - $7.97K
|
2.12K
$363K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
45+ 1.26% |
$6.05K - $7.32K
|
3.63K
$622K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
45+ 1.26% |
$6.05K - $7.32K
|
3.63K
$622K
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
44+ 0.41% |
$5.92K - $7.16K
|
10.9K
$1.86M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
44+ 0.57% |
$5.92K - $7.16K
|
7.82K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
42+ 0.08% |
$5.65K - $6.83K
|
50.3K
$8.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
41+ 1.13% |
$5.51K - $6.67K
|
3.66K
$627K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
40+ 1.62% |
$5.38K - $6.51K
|
2.51K
$430K
|
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 0.3% |
$5.38K - $6.51K
|
13.3K
$2.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
40+ 7.01% |
$5.38K - $6.51K
|
611
$105K
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
36+ 0.43% |
$4.84K - $5.86K
|
8.34K
$1.43M
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
34+ 1.05% |
$4.57K - $5.53K
|
3.28K
$562K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
34+ 1.47% |
$4.57K - $5.53K
|
2.34K
$401K
|
|
|
Jul 27, 2022
Q2 2022
|
Appleton Group, LLC
|
BUY
|
- |
33+ 0.8% |
$4.44K - $5.37K
|
4.15K
$711K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
31+ 1.41% |
$4.17K - $5.04K
|
2.23K
$382K
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
28+ 0.1% |
$3.77K - $4.56K
|
27.7K
$4.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
25+ 0.05% |
$3.36K - $4.07K
|
47.4K
$8.13M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25+ 6.07% |
$3.36K - $4.07K
|
437
$74.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
22+ 0.11% |
$2.96K - $3.58K
|
20K
$3.43M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22+ 0.35% |
$2.96K - $3.58K
|
6.23K
$1.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22+ 0.23% |
$2.96K - $3.58K
|
9.48K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
19+ 1.06% |
$2.55K - $3.09K
|
1.8K
$309K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18+ 0.36% |
$2.42K - $2.93K
|
4.97K
$851K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18+ 0.77% |
$2.42K - $2.93K
|
2.34K
$402K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18+ 0.4% |
$2.42K - $2.93K
|
4.47K
$766K
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
17+ 0.19% |
$2.29K - $2.77K
|
8.84K
$1.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
15+ 0.28% |
$2.02K - $2.44K
|
5.3K
$907K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15+ 0.41% |
$2.02K - $2.44K
|
3.66K
$627K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
15+ 0.4% |
$2.02K - $2.44K
|
3.72K
$638K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15New |
$2.02K - $2.44K
|
15
$2.57K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.42% |
$1.88K - $2.28K
|
3.36K
$576K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.39% |
$1.88K - $2.28K
|
3.64K
$623K
|