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 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.89K- 47.89% |
$422K - $459K
|
3.14K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.99K- 10.87% |
$436K - $475K
|
24.5K
$4.23M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.1K- 5.59% |
$453K - $493K
|
52.5K
$9.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.16K- 11.39% |
$461K - $502K
|
24.6K
$4.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.33K- 5.95% |
$486K - $529K
|
52.6K
$9.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.34K- 3.03% |
$487K - $531K
|
107K
$18.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.43K- 1.39% |
$501K - $545K
|
244K
$42M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-3.72K- 1.71% |
$544K - $592K
|
214K
$36.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.83K- 3.81% |
$559K - $608K
|
96.5K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.84K- 12.44% |
$561K - $611K
|
27.1K
$4.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.91K- 2.4% |
$571K - $621K
|
159K
$27.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.11K- 2.39% |
$600K - $653K
|
168K
$29M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.13K- 82.02% |
$603K - $656K
|
905
$156K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.16K- 6.66% |
$608K - $661K
|
58.3K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-4.32K- 1.78% |
$631K - $687K
|
239K
$41.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.44K- 3.22% |
$648K - $705K
|
133K
$23M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-4.52K- 6.13% |
$659K - $718K
|
69.2K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-4.61K- 38.05% |
$673K - $733K
|
7.5K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.75K- 33.1% |
$693K - $755K
|
9.6K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.19K- 17.08% |
$758K - $825K
|
25.2K
$4.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.45K- 5.19% |
$795K - $866K
|
99.5K
$17.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.45K- 2.0% |
$796K - $866K
|
267K
$46.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.54K- 5.26% |
$809K - $880K
|
99.8K
$17.2M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.6K- 24.54% |
$818K - $890K
|
17.2K
$2.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.77K- 21.64% |
$842K - $916K
|
20.9K
$3.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-6.51K- 36.4% |
$951K - $1.03M
|
11.4K
$1.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-6.56K- 5.99% |
$958K - $1.04M
|
103K
$17.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.94K- 29.02% |
$1.01M - $1.1M
|
17K
$2.93M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.97K- 36.34% |
$1.02M - $1.11M
|
12.2K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.1K- 60.41% |
$1.04M - $1.13M
|
4.65K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.19K- 7.85% |
$1.05M - $1.14M
|
84.4K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-7.21K- 14.43% |
$1.05M - $1.15M
|
42.7K
$7.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7.55K- 60.16% |
$1.1M - $1.2M
|
5K
$863K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.28K- 6.69% |
$1.21M - $1.32M
|
116K
$19.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-8.42K- 65.9% |
$1.23M - $1.34M
|
4.36K
$751K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.56K- 0.8% |
$1.4M - $1.52M
|
1.19M
$206M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-9.69K- 18.41% |
$1.42M - $1.54M
|
43K
$7.41M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.3K- 4.86% |
$1.51M - $1.64M
|
202K
$34.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-12.5K- 32.11% |
$1.82M - $1.99M
|
26.4K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.4K- 15.59% |
$2.1M - $2.28M
|
77.7K
$13.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14.5K- 36.96% |
$2.12M - $2.31M
|
24.8K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-17.6K- 18.96% |
$2.57M - $2.8M
|
75.3K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-18.8K- 20.21% |
$2.74M - $2.98M
|
74.1K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-19K- 36.86% |
$2.78M - $3.02M
|
32.6K
$5.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19.9K- 6.28% |
$2.91M - $3.17M
|
298K
$51.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-20.3K- 9.42% |
$2.96M - $3.23M
|
195K
$33.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-21.7K- 74.31% |
$3.17M - $3.45M
|
7.51K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-23.7K- 27.21% |
$3.46M - $3.76M
|
63.4K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-31.1K- 28.02% |
$4.54M - $4.94M
|
79.9K
$13.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-31.5K- 21.95% |
$4.6M - $5M
|
112K
$19.3M
|