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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2KNew |
$258K - $285K
|
2K
$320K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.98KNew |
$255K - $282K
|
1.98K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.97K+ 39.92% |
$254K - $280K
|
6.9K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
1.95K+ 1.7% |
$251K - $277K
|
116K
$18.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.93KNew |
$248K - $274K
|
1.93K
$308K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.83KNew |
$236K - $260K
|
1.83K
$292K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1.77K+ 2.82% |
$228K - $252K
|
64.5K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.75K+ 26.62% |
$226K - $250K
|
8.34K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.73KNew |
$224K - $247K
|
1.73K
$277K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 17.42% |
$215K - $238K
|
11.3K
$1.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.67K+ 4.11% |
$215K - $237K
|
42.2K
$6.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.66K+ 0.96% |
$214K - $236K
|
175K
$28M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.65KNew |
$213K - $235K
|
1.65K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.63K+ 6.7% |
$210K - $231K
|
25.9K
$4.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
1.63K+ 3.86% |
$210K - $231K
|
43.7K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.56KNew |
$201K - $222K
|
1.56K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.53K+ 2.95% |
$198K - $218K
|
53.5K
$8.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.52KNew |
$196K - $217K
|
1.52K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.52KNew |
$196K - $216K
|
1.52K
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$194K - $214K
|
1.5K
$240K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$193K - $213K
|
1.5K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.49KNew |
$192K - $212K
|
1.49K
$239K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.46KNew |
$188K - $207K
|
1.46K
$233K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.45KNew |
$186K - $206K
|
1.45K
$231K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.44KNew |
$185K - $205K
|
1.44K
$230K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.43KNew |
$185K - $204K
|
1.43K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.43K+ 3.53% |
$184K - $204K
|
41.9K
$6.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.43K+ 4.91% |
$184K - $204K
|
30.5K
$4.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.43KNew |
$184K - $203K
|
1.43K
$228K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.38KNew |
$177K - $196K
|
1.38K
$220K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.32KNew |
$170K - $188K
|
1.32K
$211K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.3K+ 27.08% |
$168K - $185K
|
6.1K
$976K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.24K+ 82.72% |
$160K - $176K
|
2.74K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.21KNew |
$156K - $172K
|
1.21K
$193K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.2K+ 3.15% |
$155K - $171K
|
39.3K
$6.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.2K+ 0.85% |
$155K - $171K
|
143K
$22.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.18K+ 1.23% |
$153K - $169K
|
97.4K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.16K+ 10.07% |
$149K - $165K
|
12.6K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.15K+ 15.77% |
$149K - $164K
|
8.46K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.14K+ 3.8% |
$147K - $163K
|
31.3K
$5M
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.09K+ 18.02% |
$141K - $155K
|
7.14K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 10.33% |
$139K - $154K
|
11.5K
$1.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.08K+ 12.15% |
$139K - $154K
|
9.97K
$1.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05K+ 16.13% |
$136K - $150K
|
7.57K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.04K+ 57.77% |
$134K - $148K
|
2.83K
$453K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 16.15% |
$130K - $143K
|
7.24K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1K+ 39.05% |
$129K - $142K
|
3.56K
$570K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
982+ 11.71% |
$127K - $140K
|
9.37K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
980+ 5.0% |
$126K - $139K
|
20.6K
$3.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
932+ 147.0% |
$120K - $133K
|
1.57K
$250K
|