Purchases and Sales Made in Q2 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2023. 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 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-250- 13.03% |
$32.2K - $35.6K
|
1.67K
$267K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-250- 0.77% |
$32.2K - $35.6K
|
32.2K
$5.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-255- 0.43% |
$32.9K - $36.3K
|
58.8K
$9.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-262- 15.19% |
$33.8K - $37.3K
|
1.46K
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-275- 1.36% |
$35.5K - $39.1K
|
19.9K
$3.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-275- 5.99% |
$35.5K - $39.1K
|
4.32K
$691K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-280- 7.85% |
$36.1K - $39.9K
|
3.29K
$526K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-294- 4.4% |
$37.9K - $41.8K
|
6.39K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-295- 2.3% |
$38K - $42K
|
12.5K
$2M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-300- 6.27% |
$38.7K - $42.7K
|
4.49K
$718K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-303- 7.24% |
$39.1K - $43.1K
|
3.88K
$621K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-307- 1.7% |
$39.6K - $43.7K
|
17.7K
$2.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-312- 17.17% |
$40.2K - $44.4K
|
1.51K
$241K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-313- 3.09% |
$40.4K - $44.5K
|
9.81K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-331- 16.08% |
$42.7K - $47.1K
|
1.73K
$276K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-338- 12.21% |
$43.6K - $48.1K
|
2.43K
$389K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-340- 82.13% |
$43.8K - $48.4K
|
74
$11.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-351- 3.85% |
$45.3K - $50K
|
8.78K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-356- 1.19% |
$45.9K - $50.7K
|
29.5K
$4.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-366- 12.65% |
$47.2K - $52.1K
|
2.53K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-373- 2.75% |
$48.1K - $53.1K
|
13.2K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-387- 18.24% |
$49.9K - $55.1K
|
1.74K
$278K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-403- 6.7% |
$52K - $57.4K
|
5.61K
$897K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-407- 17.48% |
$52.5K - $57.9K
|
1.92K
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-416- 15.04% |
$53.6K - $59.2K
|
2.35K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-417- 6.58% |
$53.8K - $59.4K
|
5.93K
$948K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-427- 31.63% |
$55.1K - $60.8K
|
923
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-429- 6.3% |
$55.3K - $61.1K
|
6.38K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-440- 15.73% |
$56.7K - $62.6K
|
2.36K
$377K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-440- 3.18% |
$56.7K - $62.6K
|
13.4K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-444- 4.19% |
$57.2K - $63.2K
|
10.2K
$1.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-449- 3.32% |
$57.9K - $63.9K
|
13.1K
$2.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-474- 5.07% |
$61.1K - $67.5K
|
8.87K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-475- 5.94% |
$61.2K - $67.6K
|
7.52K
$1.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-481- 4.62% |
$62K - $68.5K
|
9.93K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-488- 0.81% |
$62.9K - $69.5K
|
60.1K
$9.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-488- 2.16% |
$62.9K - $69.5K
|
22.1K
$3.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-497- 21.37% |
$64.1K - $70.7K
|
1.83K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-511- 1.42% |
$65.9K - $72.7K
|
35.4K
$5.67M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-512- 3.19% |
$66K - $72.9K
|
15.5K
$2.48M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-515- 6.28% |
$66.4K - $73.3K
|
7.68K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-528- 4.47% |
$68.1K - $75.2K
|
11.3K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-540- 35.04% |
$69.6K - $76.9K
|
1K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-545- 17.06% |
$70.3K - $77.6K
|
2.65K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-546- 28.01% |
$70.4K - $77.7K
|
1.4K
$224K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-548- 3.41% |
$70.7K - $78K
|
15.5K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-548- 5.43% |
$70.7K - $78K
|
9.55K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-564- 1.62% |
$72.7K - $80.3K
|
34.3K
$5.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-571- 7.66% |
$73.6K - $81.3K
|
6.88K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-580- 11.51% |
$74.8K - $82.6K
|
4.46K
$713K
|