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 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$1.48K - $1.79K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-12Closed |
$1.61K - $1.95K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-13Closed |
$1.75K - $2.12K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14- 0.66% |
$1.88K - $2.28K
|
2.12K
$363K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-15- 1.04% |
$2.02K - $2.44K
|
1.43K
$244K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-16- 0.7% |
$2.15K - $2.6K
|
2.27K
$389K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 11.03% |
$2.15K - $2.6K
|
129
$22.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-19- 0.67% |
$2.55K - $3.09K
|
2.8K
$480K
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-20- 0.15% |
$2.69K - $3.25K
|
13.1K
$2.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-23- 2.39% |
$3.09K - $3.74K
|
940
$161K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 14.29% |
$3.36K - $4.07K
|
150
$25.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25- 1.16% |
$3.36K - $4.07K
|
2.13K
$366K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-26Closed |
$3.5K - $4.23K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-28- 0.09% |
$3.77K - $4.56K
|
32.7K
$5.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-28- 1.41% |
$3.77K - $4.56K
|
1.96K
$335K
|
|
|
Jul 06, 2022
Q2 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-29- 0.04% |
$3.9K - $4.72K
|
69.9K
$12M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-32- 0.52% |
$4.3K - $5.21K
|
6.09K
$1.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-33- 4.69% |
$4.44K - $5.37K
|
671
$115K
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-33- 1.12% |
$4.44K - $5.37K
|
2.92K
$500K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-36- 78.26% |
$4.84K - $5.86K
|
10
$1.71K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-36- 0.75% |
$4.84K - $5.86K
|
4.74K
$812K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-39- 78.0% |
$5.24K - $6.35K
|
11
$1.88K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 0.54% |
$5.51K - $6.67K
|
7.62K
$1.31M
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
SELL
|
- |
-42- 0.82% |
$5.65K - $6.83K
|
5.1K
$874K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-43Closed |
$5.78K - $7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-44- 0.41% |
$5.92K - $7.16K
|
10.6K
$1.82M
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-44- 0.19% |
$5.92K - $7.16K
|
22.6K
$3.88M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-51- 7.45% |
$6.86K - $8.3K
|
634
$109K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-52- 2.49% |
$6.99K - $8.46K
|
2.04K
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-55- 3.37% |
$7.4K - $8.95K
|
1.58K
$270K
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-59- 0.58% |
$7.93K - $9.6K
|
10.1K
$1.73M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-61- 2.3% |
$8.2K - $9.93K
|
2.59K
$444K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-62- 1.37% |
$8.34K - $10.1K
|
4.45K
$763K
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-63- 0.66% |
$8.47K - $10.3K
|
9.47K
$1.62M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-65- 1.86% |
$8.74K - $10.6K
|
3.43K
$587K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-66- 3.36% |
$8.88K - $10.7K
|
1.9K
$325K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-67- 31.46% |
$9.01K - $10.9K
|
146
$25K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-69- 0.28% |
$9.28K - $11.2K
|
24.7K
$4.23M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-69- 2.61% |
$9.28K - $11.2K
|
2.58K
$442K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-69- 4.41% |
$9.28K - $11.2K
|
1.49K
$256K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-73- 1.21% |
$9.82K - $11.9K
|
5.97K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-75- 2.63% |
$10.1K - $12.2K
|
2.77K
$475K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-75- 1.85% |
$10.1K - $12.2K
|
3.99K
$683K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-76- 33.33% |
$10.2K - $12.4K
|
152
$26K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-78- 1.16% |
$10.5K - $12.7K
|
6.66K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-78- 0.71% |
$10.5K - $12.7K
|
10.9K
$1.87M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-84- 5.19% |
$11.3K - $13.7K
|
1.53K
$263K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-85- 2.92% |
$11.4K - $13.8K
|
2.82K
$484K
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-85Closed |
$11.4K - $13.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-90- 0.51% |
$12.1K - $14.6K
|
17.5K
$3M
|