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 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-99- 2.51% |
$12.8K - $14.1K
|
3.84K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-100- 1.18% |
$12.9K - $14.2K
|
8.39K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-101- 42.44% |
$13K - $14.4K
|
137
$21.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-106- 15.52% |
$13.7K - $15.1K
|
577
$92.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-107- 3.29% |
$13.8K - $15.2K
|
3.15K
$503K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-109- 28.68% |
$14.1K - $15.5K
|
271
$43.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-110- 1.28% |
$14.2K - $15.7K
|
8.51K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-115- 4.61% |
$14.8K - $16.4K
|
2.38K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-117- 6.09% |
$15.1K - $16.7K
|
1.81K
$289K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-118- 3.44% |
$15.2K - $16.8K
|
3.32K
$530K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-119- 1.41% |
$15.3K - $16.9K
|
8.31K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-120- 3.42% |
$15.5K - $17.1K
|
3.39K
$543K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-121- 7.65% |
$15.6K - $17.2K
|
1.46K
$234K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-128- 1.58% |
$16.5K - $18.2K
|
7.96K
$1.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-129- 0.98% |
$16.6K - $18.4K
|
13K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-132- 2.88% |
$17K - $18.8K
|
4.45K
$711K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-137- 0.43% |
$17.7K - $19.5K
|
31.5K
$5.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-140- 1.8% |
$18.1K - $19.9K
|
7.65K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-146- 3.76% |
$18.8K - $20.8K
|
3.73K
$597K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-146- 1.66% |
$18.8K - $20.8K
|
8.66K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-150- 3.04% |
$19.3K - $21.3K
|
4.78K
$765K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-151Closed |
$19.5K - $21.5K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-153- 0.93% |
$19.7K - $21.8K
|
16.2K
$2.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-162- 0.59% |
$20.9K - $23.1K
|
27.5K
$4.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-165- 1.17% |
$21.3K - $23.5K
|
13.9K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-179- 1.52% |
$23.1K - $25.5K
|
11.6K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-185- 4.73% |
$23.9K - $26.3K
|
3.73K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-187- 12.78% |
$24.1K - $26.6K
|
1.28K
$204K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-188- 4.75% |
$24.2K - $26.8K
|
3.77K
$603K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-193- 4.96% |
$24.9K - $27.5K
|
3.7K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-193- 4.56% |
$24.9K - $27.5K
|
4.04K
$646K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-200- 95.69% |
$25.8K - $28.5K
|
9
$1.44K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-204- 7.3% |
$26.3K - $29K
|
2.59K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-213- 7.86% |
$27.5K - $30.3K
|
2.5K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-215- 2.3% |
$27.7K - $30.6K
|
9.14K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-215- 0.71% |
$27.7K - $30.6K
|
30K
$4.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-219- 5.69% |
$28.2K - $31.2K
|
3.63K
$581K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-220- 4.32% |
$28.4K - $31.3K
|
4.88K
$780K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-220- 61.62% |
$28.4K - $31.3K
|
137
$21.9K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-222- 0.6% |
$28.6K - $31.6K
|
36.6K
$5.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-222- 0.6% |
$28.6K - $31.6K
|
36.6K
$5.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-223- 11.25% |
$28.8K - $31.7K
|
1.76K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-225- 88.58% |
$29K - $32K
|
29
$4.64K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-225- 0.94% |
$29K - $32K
|
23.8K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-227- 10.73% |
$29.3K - $32.3K
|
1.89K
$302K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-232- 2.5% |
$29.9K - $33K
|
9.03K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-237- 5.15% |
$30.6K - $33.7K
|
4.37K
$698K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-239- 48.78% |
$30.8K - $34K
|
251
$40.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-250- 9.49% |
$32.2K - $35.6K
|
2.38K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 7.33% |
$32.2K - $35.6K
|
3.16K
$505K
|