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 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 6.34% |
$1.75K - $2.12K
|
218
$37.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
12+ 0.59% |
$1.61K - $1.95K
|
2.05K
$352K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.17% |
$1.48K - $1.79K
|
6.58K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
9+ 0.24% |
$1.21K - $1.46K
|
3.84K
$658K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 1.86% |
$1.21K - $1.46K
|
492
$84.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8+ 0.3% |
$1.08K - $1.3K
|
2.72K
$465K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
8+ 0.16% |
$1.08K - $1.3K
|
5.02K
$861K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$1.08K - $1.3K
|
8
$1.37K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 28.0% |
$941 - $1.14K
|
32
$5.48K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
7+ 0.4% |
$941 - $1.14K
|
1.78K
$304K
|
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
7+ 0.16% |
$941 - $1.14K
|
4.46K
$764K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6+ 28.57% |
$807 - $976
|
27
$4.63K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.35% |
$807 - $976
|
1.74K
$299K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6+ 0.29% |
$807 - $976
|
2.1K
$359K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.12% |
$672 - $814
|
4.33K
$741K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
5New |
$672 - $814
|
5
$857
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
5New |
$672 - $814
|
5
$857
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4+ 0.24% |
$538 - $651
|
1.67K
$286K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.18% |
$538 - $651
|
2.19K
$376K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.11% |
$403 - $488
|
2.76K
$473K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.24% |
$403 - $488
|
1.25K
$215K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.41% |
$403 - $488
|
726
$124K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3+ 0.09% |
$403 - $488
|
3.42K
$586K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.35% |
$403 - $488
|
858
$147K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$403 - $488
|
3
$514
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.04% |
$269 - $325
|
5.22K
$894K
|
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.09% |
$269 - $325
|
2.35K
$403K
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.47% |
$134 - $163
|
213
$36.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
1+ 0.01% |
$134 - $163
|
6.81K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.05% |
$134 - $163
|
2.07K
$355K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.18% |
$134 - $163
|
553
$94.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.99% |
$134 - $163
|
102
$17.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$134 - $163
|
366
$62.7K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$134 - $163
|
1
$171
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.06% |
$134 - $163
|
95
$16.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$134 - $163
|
3.05K
$523K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.06% |
$134 - $163
|
1.61K
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- -0.0% |
$134 - $163
|
130K
$22.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-2Closed |
$269 - $325
|
0
$0
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2- 0.05% |
$269 - $325
|
3.7K
$635K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4- 0.24% |
$538 - $651
|
1.67K
$286K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 0.8% |
$538 - $651
|
499
$85.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4- 0.15% |
$538 - $651
|
2.68K
$459K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 0.15% |
$672 - $814
|
3.22K
$552K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6Closed |
$807 - $976
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-6- 0.06% |
$807 - $976
|
10.5K
$1.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 0.25% |
$941 - $1.14K
|
2.82K
$483K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-7- 0.1% |
$941 - $1.14K
|
7.21K
$1.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7- 0.13% |
$941 - $1.14K
|
5.5K
$942K
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-10- 0.19% |
$1.34K - $1.63K
|
5.16K
$884K
|