Purchases and Sales Made in Q2 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2024. 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 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-678- 27.08% |
$99K - $108K
|
1.83K
$306K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-681- 10.68% |
$99.4K - $108K
|
5.7K
$954K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-682- 1.05% |
$99.6K - $108K
|
64.5K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-720- 2.39% |
$105K - $114K
|
29.4K
$4.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-725- 18.16% |
$106K - $115K
|
3.27K
$547K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-740- 1.99% |
$108K - $118K
|
36.4K
$6.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-747- 7.46% |
$109K - $119K
|
9.27K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-760- 10.59% |
$111K - $121K
|
6.41K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-771- 1.21% |
$113K - $123K
|
62.9K
$10.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-776- 1.09% |
$113K - $123K
|
70.5K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-784- 0.85% |
$114K - $125K
|
91K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-836- 1.37% |
$122K - $133K
|
60.4K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-840- 10.72% |
$123K - $134K
|
6.99K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-878- 3.75% |
$128K - $140K
|
22.5K
$3.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-884- 38.81% |
$129K - $140K
|
1.39K
$233K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-885- 2.47% |
$129K - $141K
|
34.9K
$5.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-920- 5.9% |
$134K - $146K
|
14.7K
$2.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-944- 21.05% |
$138K - $150K
|
3.54K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-959- 0.53% |
$140K - $152K
|
182K
$30.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-990- 6.36% |
$145K - $157K
|
14.6K
$2.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.02K- 4.71% |
$149K - $162K
|
20.7K
$3.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.03K- 11.04% |
$150K - $163K
|
8.26K
$1.38M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.09K- 42.44% |
$159K - $174K
|
1.48K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.1K- 15.3% |
$161K - $175K
|
6.09K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.17K- 5.93% |
$170K - $185K
|
18.5K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.17K- 32.25% |
$170K - $185K
|
2.45K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.23K- 3.51% |
$180K - $196K
|
33.9K
$5.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.26K- 18.97% |
$184K - $201K
|
5.39K
$903K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.28K- 10.35% |
$187K - $204K
|
11.1K
$1.86M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 0.6% |
$195K - $212K
|
222K
$37.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 2.91% |
$195K - $212K
|
44.5K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.39K- 50.83% |
$202K - $220K
|
1.34K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.44K- 31.47% |
$210K - $228K
|
3.13K
$524K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.52K- 0.49% |
$223K - $242K
|
311K
$52.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.54KClosed |
$225K - $244K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.57K- 4.52% |
$230K - $250K
|
33.2K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.6K- 51.61% |
$234K - $254K
|
1.5K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.6K- 17.08% |
$234K - $255K
|
7.78K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 2.71% |
$241K - $262K
|
59.3K
$9.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.84K- 0.52% |
$268K - $292K
|
352K
$58.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.85K- 35.16% |
$271K - $294K
|
3.42K
$572K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.86K- 1.58% |
$272K - $296K
|
115K
$19.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.93K- 9.67% |
$282K - $306K
|
18K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.95K- 48.63% |
$285K - $310K
|
2.06K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.99K- 21.84% |
$290K - $316K
|
7.12K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.15K- 18.69% |
$314K - $342K
|
9.37K
$1.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.21K- 2.42% |
$323K - $352K
|
89.2K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.25K- 2.01% |
$328K - $357K
|
110K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-2.31K- 40.14% |
$337K - $367K
|
3.44K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.44K- 4.86% |
$357K - $388K
|
47.8K
$8M
|