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 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-597- 47.16% |
$77K - $85K
|
669
$113K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-612- 2.57% |
$78.9K - $87.1K
|
23.2K
$3.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-628- 2.82% |
$81K - $89.4K
|
21.7K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-641- 87.33% |
$82.6K - $91.2K
|
93
$15.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-649- 0.29% |
$83.7K - $92.4K
|
222K
$37.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-660- 16.32% |
$85.1K - $93.9K
|
3.39K
$570K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-686- 2.19% |
$88.4K - $97.6K
|
30.6K
$5.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-691- 5.9% |
$89.1K - $98.4K
|
11K
$1.85M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-691- 5.9% |
$89.1K - $98.4K
|
11K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-699- 2.03% |
$90.1K - $99.5K
|
33.8K
$5.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-700- 12.02% |
$90.3K - $99.6K
|
5.13K
$862K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-725- 26.08% |
$93.5K - $103K
|
2.06K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-728- 0.05% |
$93.9K - $104K
|
1.41M
$237M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-742- 32.9% |
$95.7K - $106K
|
1.51K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-750- 5.66% |
$96.7K - $107K
|
12.5K
$2.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-755- 28.14% |
$97.3K - $107K
|
1.93K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-780- 69.15% |
$101K - $111K
|
348
$58.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-781- 9.19% |
$101K - $111K
|
7.71K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-800- 6.87% |
$103K - $114K
|
10.8K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-806- 8.72% |
$104K - $115K
|
8.44K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-847- 14.14% |
$109K - $121K
|
5.14K
$865K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-865- 31.68% |
$112K - $123K
|
1.87K
$314K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-907- 0.9% |
$117K - $129K
|
100K
$16.9M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-920- 6.15% |
$119K - $131K
|
14K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-950- 10.85% |
$122K - $135K
|
7.81K
$1.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-952- 12.33% |
$123K - $135K
|
6.77K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
SELL
|
- |
-960- 37.28% |
$124K - $137K
|
1.62K
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-968- 0.34% |
$125K - $138K
|
284K
$47.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-981- 4.04% |
$126K - $140K
|
23.3K
$3.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-992- 7.84% |
$128K - $141K
|
11.7K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1K- 6.02% |
$129K - $142K
|
15.6K
$2.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.01K- 0.86% |
$130K - $144K
|
117K
$19.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.04K- 43.09% |
$134K - $148K
|
1.38K
$232K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.05K- 6.03% |
$136K - $150K
|
16.4K
$2.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.06K- 5.09% |
$137K - $151K
|
19.8K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.06% |
$137K - $152K
|
9.53K
$1.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 14.58% |
$138K - $152K
|
6.27K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.1K- 8.48% |
$142K - $156K
|
11.8K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.11K- 14.39% |
$144K - $159K
|
6.63K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.15K- 9.55% |
$148K - $163K
|
10.9K
$1.83M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.21K- 86.07% |
$155K - $172K
|
195
$32.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.26K- 32.58% |
$162K - $179K
|
2.6K
$438K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.29K- 5.63% |
$166K - $183K
|
21.5K
$3.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.3K- 21.56% |
$168K - $185K
|
4.74K
$798K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.33K- 2.89% |
$171K - $189K
|
44.5K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.38K- 2.67% |
$178K - $197K
|
50.5K
$8.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.49K- 41.2% |
$192K - $212K
|
2.13K
$359K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.52K- 21.52% |
$196K - $217K
|
5.56K
$935K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.61K- 14.35% |
$207K - $229K
|
9.6K
$1.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.62K- 43.29% |
$209K - $231K
|
2.13K
$358K
|