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 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
910+ 29.12% |
$117K - $130K
|
4.04K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
880+ 8.51% |
$113K - $125K
|
11.2K
$1.79M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
834+ 1.8% |
$108K - $119K
|
47.3K
$7.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
818+ 4.03% |
$105K - $116K
|
21.1K
$3.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
818+ 8.97% |
$105K - $116K
|
9.94K
$1.59M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
818+ 33.16% |
$105K - $116K
|
3.29K
$525K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
803+ 1.9% |
$104K - $114K
|
43.1K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
785+ 1.39% |
$101K - $112K
|
57.1K
$9.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
780+ 12.06% |
$101K - $111K
|
7.25K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
715+ 13.59% |
$92.2K - $102K
|
5.98K
$956K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
710+ 3.43% |
$91.5K - $101K
|
21.4K
$3.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
701New |
$90.4K - $99.8K
|
701
$112K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
693+ 0.47% |
$89.3K - $98.6K
|
148K
$23.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
690+ 2.11% |
$89K - $98.2K
|
33.4K
$5.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
683+ 11.63% |
$88.1K - $97.2K
|
6.55K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
653+ 9.99% |
$84.2K - $92.9K
|
7.19K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
638+ 8.76% |
$82.3K - $90.8K
|
7.92K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
630+ 0.49% |
$81.2K - $89.7K
|
130K
$20.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
603+ 11.81% |
$77.7K - $85.8K
|
5.71K
$913K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
582+ 2.11% |
$75K - $82.8K
|
28.1K
$4.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
579+ 0.84% |
$74.7K - $82.4K
|
69.2K
$11.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
573New |
$73.9K - $81.6K
|
573
$91.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
572+ 26.06% |
$73.7K - $81.4K
|
2.77K
$443K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
570+ 14.54% |
$73.5K - $81.1K
|
4.49K
$718K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
567+ 3.55% |
$73.1K - $80.7K
|
16.6K
$2.65M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
567+ 3.55% |
$73.1K - $80.7K
|
16.6K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
551+ 2.64% |
$71K - $78.4K
|
21.4K
$3.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
550+ 14.75% |
$70.9K - $78.3K
|
4.28K
$685K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
523+ 1.86% |
$67.4K - $74.4K
|
28.6K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
516+ 33.53% |
$66.5K - $73.4K
|
2.06K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
500New |
$64.5K - $71.2K
|
500
$80K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
493+ 9.28% |
$63.6K - $70.2K
|
5.81K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
465+ 3.71% |
$60K - $66.2K
|
13K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
461+ 5.04% |
$59.4K - $65.6K
|
9.6K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
436+ 2.43% |
$56.2K - $62.1K
|
18.3K
$2.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
429+ 26.53% |
$55.3K - $61.1K
|
2.05K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
426+ 0.57% |
$54.9K - $60.6K
|
75.1K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
424+ 5.57% |
$54.7K - $60.3K
|
8.04K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
414+ 14.35% |
$53.4K - $58.9K
|
3.3K
$528K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
409+ 3.97% |
$52.7K - $58.2K
|
10.7K
$1.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
408+ 6.4% |
$52.6K - $58.1K
|
6.78K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
400+ 0.63% |
$51.6K - $56.9K
|
64.3K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
386+ 4.79% |
$49.8K - $54.9K
|
8.45K
$1.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
382+ 4.56% |
$49.3K - $54.4K
|
8.76K
$1.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
356+ 4.28% |
$45.9K - $50.7K
|
8.68K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
353+ 7.28% |
$45.5K - $50.2K
|
5.2K
$832K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
344+ 15.49% |
$44.4K - $49K
|
2.57K
$410K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
340+ 17.21% |
$43.8K - $48.4K
|
2.32K
$370K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
333+ 2.63% |
$42.9K - $47.4K
|
13K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
330+ 0.14% |
$42.5K - $47K
|
233K
$37.3M
|