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
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
316+ 11.87% |
$40.7K - $45K
|
2.98K
$476K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
312+ 1.6% |
$40.2K - $44.4K
|
19.8K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
305+ 0.47% |
$39.3K - $43.4K
|
65.5K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
277+ 0.45% |
$35.7K - $39.4K
|
62.3K
$9.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
265+ 12.52% |
$34.2K - $37.7K
|
2.38K
$381K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
BUY
|
- |
265+ 0.69% |
$34.2K - $37.7K
|
38.5K
$6.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
264+ 6.07% |
$34K - $37.6K
|
4.62K
$738K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
260New |
$33.5K - $37K
|
260
$41.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
254New |
$32.7K - $36.2K
|
254
$40.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
250+ 0.33% |
$32.2K - $35.6K
|
76.3K
$12.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
245+ 8.56% |
$31.6K - $34.9K
|
3.11K
$497K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
226+ 1.97% |
$29.1K - $32.2K
|
11.7K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
203+ 9.58% |
$26.2K - $28.9K
|
2.32K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
201+ 3.45% |
$25.9K - $28.6K
|
6.02K
$963K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
200+ 45.56% |
$25.8K - $28.5K
|
639
$102K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
180New |
$23.2K - $25.6K
|
180
$28.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
178+ 8.18% |
$22.9K - $25.3K
|
2.35K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
160New |
$20.6K - $22.8K
|
160
$25.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
160+ 4.73% |
$20.6K - $22.8K
|
3.54K
$566K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
155+ 3.73% |
$20K - $22.1K
|
4.31K
$690K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
155+ 4.73% |
$20K - $22.1K
|
3.43K
$549K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
153+ 0.52% |
$19.7K - $21.8K
|
29.6K
$4.73M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
147+ 6.62% |
$19K - $20.9K
|
2.37K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
144+ 6.69% |
$18.6K - $20.5K
|
2.3K
$367K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
133+ 7.64% |
$17.1K - $18.9K
|
1.87K
$300K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
131+ 0.5% |
$16.9K - $18.6K
|
26.5K
$4.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
121+ 3.29% |
$15.6K - $17.2K
|
3.8K
$608K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
120+ 28.92% |
$15.5K - $17.1K
|
535
$85.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
117+ 0.07% |
$15.1K - $16.7K
|
161K
$25.8M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
114+ 0.44% |
$14.7K - $16.2K
|
26K
$4.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
113+ 1412.5% |
$14.6K - $16.1K
|
121
$19.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
111+ 1.26% |
$14.3K - $15.8K
|
8.93K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
107+ 1.37% |
$13.8K - $15.2K
|
7.9K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
105+ 5.01% |
$13.5K - $14.9K
|
2.2K
$352K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
90+ 4.1% |
$11.6K - $12.8K
|
2.29K
$366K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
82+ 1.45% |
$10.6K - $11.7K
|
5.72K
$915K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
82+ 2.56% |
$10.6K - $11.7K
|
3.28K
$525K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
79+ 3.19% |
$10.2K - $11.2K
|
2.56K
$409K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 2.37% |
$9.41K - $10.4K
|
3.15K
$503K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
73+ 0.96% |
$9.41K - $10.4K
|
7.7K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
72New |
$9.28K - $10.2K
|
72
$11.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70New |
$9.03K - $9.96K
|
70
$11.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70New |
$9.03K - $9.96K
|
70
$11.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
69+ 0.72% |
$8.9K - $9.82K
|
9.66K
$1.54M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66+ 2.35% |
$8.51K - $9.39K
|
2.88K
$460K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
66+ 1.37% |
$8.51K - $9.39K
|
4.88K
$781K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
64+ 0.82% |
$8.25K - $9.11K
|
7.9K
$1.26M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
60+ 1.5% |
$7.74K - $8.54K
|
4.06K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
59+ 3.03% |
$7.61K - $8.4K
|
2.01K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
58+ 3.06% |
$7.48K - $8.26K
|
1.95K
$312K
|