Purchases and Sales Made in Q2 2025 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2025. 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 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
56K+ 4.53% |
$7.38M - $8.83M
|
1.29M
$214M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
35.5K+ 37.89% |
$4.68M - $5.6M
|
129K
$21.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
31.9K+ 11.91% |
$4.2M - $5.03M
|
300K
$49.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
17.9KNew |
$2.36M - $2.82M
|
17.9K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
17.8K+ 18.33% |
$2.35M - $2.81M
|
115K
$19.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
10.4KNew |
$1.37M - $1.64M
|
10.4K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.82K+ 2.73% |
$1.3M - $1.55M
|
370K
$61.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.78K+ 3.08% |
$1.03M - $1.23M
|
260K
$43.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.49K+ 330.07% |
$987K - $1.18M
|
9.75K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
6.18KNew |
$815K - $975K
|
6.18K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
5.62KNew |
$740K - $886K
|
5.62K
$930K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
5.2K+ 23.35% |
$685K - $820K
|
27.5K
$4.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.64K+ 16.62% |
$612K - $732K
|
32.6K
$5.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.31K+ 33.06% |
$437K - $523K
|
13.3K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.77K+ 45.0% |
$365K - $436K
|
8.91K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.72KNew |
$359K - $429K
|
2.72K
$451K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.64K+ 4.96% |
$348K - $417K
|
55.9K
$9.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.61KNew |
$344K - $412K
|
2.61K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.39K+ 7.72% |
$315K - $377K
|
33.4K
$5.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.1K+ 6.42% |
$277K - $332K
|
34.8K
$5.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.02KNew |
$267K - $319K
|
2.02K
$335K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2K+ 7.1% |
$263K - $315K
|
30.2K
$4.99M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.78K+ 64.86% |
$235K - $281K
|
4.53K
$750K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
1.76K+ 4.3% |
$232K - $278K
|
42.8K
$7.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.72K+ 4.93% |
$226K - $271K
|
36.5K
$6.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.67K+ 78.45% |
$220K - $264K
|
3.8K
$630K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.67K+ 20.58% |
$220K - $263K
|
9.78K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.53K+ 0.65% |
$202K - $242K
|
237K
$39.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.5K+ 5.04% |
$198K - $237K
|
31.3K
$5.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.4KNew |
$185K - $221K
|
1.4K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.3KNew |
$172K - $206K
|
1.3K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.3KNew |
$171K - $204K
|
1.3K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$170K - $203K
|
1.29K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.28KNew |
$169K - $202K
|
1.28K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.17K+ 73.67% |
$154K - $184K
|
2.75K
$456K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 12.01% |
$145K - $173K
|
10.2K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
891+ 12.06% |
$117K - $141K
|
8.28K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
886+ 58.71% |
$117K - $140K
|
2.4K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
849+ 39.92% |
$112K - $134K
|
2.98K
$493K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
827+ 6.99% |
$109K - $130K
|
12.7K
$2.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
753+ 6.57% |
$99.3K - $119K
|
12.2K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
665+ 11.05% |
$87.7K - $105K
|
6.68K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
638+ 24.93% |
$84.1K - $101K
|
3.2K
$529K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
623+ 24.18% |
$82.1K - $98.3K
|
3.2K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
564+ 3.47% |
$74.4K - $89K
|
16.8K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
459+ 3.51% |
$60.5K - $72.4K
|
13.6K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
421New |
$55.5K - $66.4K
|
421
$69.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
419+ 4.72% |
$55.2K - $66.1K
|
9.29K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
401+ 23.33% |
$52.9K - $63.3K
|
2.12K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 0.91% |
$50.2K - $60.1K
|
42.4K
$7.02M
|