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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42+ 40.0% |
$6.13K - $6.68K
|
147
$26.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
41New |
$5.99K - $6.52K
|
41
$7.31K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
41+ 38.32% |
$5.99K - $6.52K
|
148
$26.4K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
40+ 0.37% |
$5.84K - $6.36K
|
10.9K
$1.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
39+ 1.31% |
$5.7K - $6.2K
|
3.01K
$537K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
39New |
$5.7K - $6.2K
|
39
$6.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
38+ 1.89% |
$5.55K - $6.04K
|
2.05K
$365K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
37New |
$5.4K - $5.88K
|
37
$6.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
36+ 0.45% |
$5.26K - $5.72K
|
8.02K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
35+ 1.96% |
$5.11K - $5.56K
|
1.82K
$325K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
35New |
$5.11K - $5.56K
|
35
$6.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
30+ 1.68% |
$4.38K - $4.77K
|
1.82K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30New |
$4.38K - $4.77K
|
30
$5.35K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
30+ 0.68% |
$4.38K - $4.77K
|
4.44K
$791K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
28New |
$4.09K - $4.45K
|
28
$4.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28+ 28.0% |
$4.09K - $4.45K
|
128
$22.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
26+ 0.47% |
$3.8K - $4.13K
|
5.52K
$984K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
26+ 2.74% |
$3.8K - $4.13K
|
976
$174K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
25+ 0.69% |
$3.65K - $3.97K
|
3.63K
$646K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
25+ 1.59% |
$3.65K - $3.97K
|
1.6K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
24+ 1.24% |
$3.5K - $3.81K
|
1.96K
$349K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
24+ 0.73% |
$3.5K - $3.81K
|
3.31K
$590K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21New |
$3.07K - $3.34K
|
21
$3.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20New |
$2.92K - $3.18K
|
20
$3.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
19+ 0.37% |
$2.77K - $3.02K
|
5.16K
$920K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
18+ 0.32% |
$2.63K - $2.86K
|
5.67K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18+ 1.37% |
$2.63K - $2.86K
|
1.33K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 8.91% |
$2.63K - $2.86K
|
220
$39.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16+ 0.44% |
$2.34K - $2.54K
|
3.63K
$647K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
16+ 0.98% |
$2.34K - $2.54K
|
1.65K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.45% |
$2.19K - $2.38K
|
3.35K
$596K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.44% |
$2.19K - $2.38K
|
3.44K
$613K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.12% |
$2.19K - $2.38K
|
12.3K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 46.88% |
$2.19K - $2.38K
|
47
$8.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
14+ 0.27% |
$2.04K - $2.23K
|
5.21K
$929K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13+ 0.69% |
$1.9K - $2.07K
|
1.88K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.39% |
$1.9K - $2.07K
|
3.36K
$599K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13New |
$1.9K - $2.07K
|
13
$2.32K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.38% |
$1.9K - $2.07K
|
3.4K
$607K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 0.04% |
$1.9K - $2.07K
|
29.3K
$5.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.2% |
$1.9K - $2.07K
|
6.57K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
12+ 0.21% |
$1.75K - $1.91K
|
5.7K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.45% |
$1.75K - $1.91K
|
2.69K
$480K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
12+ 0.01% |
$1.75K - $1.91K
|
109K
$19.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.73% |
$1.61K - $1.75K
|
1.52K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
11+ 0.47% |
$1.61K - $1.75K
|
2.34K
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10+ 0.45% |
$1.46K - $1.59K
|
2.21K
$394K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.68% |
$1.46K - $1.59K
|
1.47K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10+ 0.27% |
$1.46K - $1.59K
|
3.78K
$674K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.26% |
$1.17K - $1.27K
|
3.11K
$554K
|