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 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8+ 0.17% |
$1.17K - $1.27K
|
4.61K
$794K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8+ 0.47% |
$1.17K - $1.27K
|
1.69K
$292K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8+ 0.03% |
$1.17K - $1.27K
|
31.9K
$5.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8+ 0.38% |
$1.17K - $1.27K
|
2.11K
$364K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.07% |
$1.17K - $1.27K
|
11.8K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
8+ 0.4% |
$1.17K - $1.27K
|
1.99K
$342K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.4% |
$1.02K - $1.11K
|
1.76K
$304K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.21K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.28% |
$876 - $954
|
2.12K
$366K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 5.26% |
$876 - $954
|
120
$20.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6+ 0.3% |
$876 - $954
|
2.01K
$347K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.23% |
$730 - $795
|
2.22K
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.19% |
$730 - $795
|
2.67K
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.1% |
$730 - $795
|
5.14K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.17% |
$584 - $636
|
2.39K
$412K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.09% |
$584 - $636
|
4.35K
$751K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.39% |
$584 - $636
|
1.03K
$177K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
4+ 0.2% |
$584 - $636
|
1.96K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.08% |
$584 - $636
|
4.8K
$828K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4+ 0.17% |
$584 - $636
|
2.42K
$417K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$438 - $477
|
7.01K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$438 - $477
|
4.52K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.19% |
$438 - $477
|
1.6K
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.48% |
$438 - $477
|
634
$109K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.44% |
$438 - $477
|
683
$118K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.05% |
$292 - $318
|
3.88K
$669K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2+ 0.1% |
$292 - $318
|
1.91K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
4.48K
$772K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.76% |
$146 - $159
|
132
$22.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.45% |
$146 - $159
|
222
$38.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $159
|
6.43K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$146 - $159
|
2.83K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 0.15% |
$146 - $159
|
670
$116K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.08% |
$146 - $159
|
94
$16.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.94% |
$146 - $159
|
107
$18.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1- 0.01% |
$146 - $159
|
17.6K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 0.18% |
$292 - $318
|
1.12K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.18% |
$292 - $318
|
1.08K
$187K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.28% |
$292 - $318
|
713
$123K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$438 - $477
|
3.08K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-7- 0.34% |
$1.02K - $1.11K
|
2.02K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.16% |
$1.02K - $1.11K
|
4.35K
$749K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.48% |
$1.17K - $1.27K
|
1.66K
$286K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-9- 0.12% |
$1.31K - $1.43K
|
7.63K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-11- 0.71% |
$1.61K - $1.75K
|
1.55K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-11- 0.33% |
$1.61K - $1.75K
|
3.31K
$570K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13- 0.68% |
$1.9K - $2.07K
|
1.89K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13- 0.68% |
$1.9K - $2.07K
|
1.89K
$326K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-14- 0.2% |
$2.04K - $2.23K
|
6.82K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-15- 0.07% |
$2.19K - $2.38K
|
22.5K
$3.89M
|