Purchases and Sales Made in Q3 2021 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.14MNew |
$1.09B - $1.19B
|
7.14M
$1.27B
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.41MNew |
$215M - $235M
|
1.41M
$251M
|
|
|
Nov 09, 2021
Q3 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.19M+ 97.12% |
$182M - $199M
|
2.41M
$430M
|
|
|
Nov 12, 2021
Q3 2021
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
849KNew |
$130M - $142M
|
849K
$151M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
847KNew |
$130M - $142M
|
847K
$151M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
589K+ 7.7% |
$90M - $98.5M
|
8.23M
$1.47B
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
365KNew |
$55.9M - $61.2M
|
365K
$65.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
359K+ 46.45% |
$55M - $60.2M
|
1.13M
$202M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
335K+ 5332.66% |
$51.2M - $56M
|
341K
$60.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
186K+ 4.24% |
$28.5M - $31.2M
|
4.58M
$817M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
164K+ 4.86% |
$25.1M - $27.4M
|
3.54M
$631M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
147KNew |
$22.5M - $24.6M
|
147K
$26.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
118KNew |
$18.1M - $19.8M
|
118K
$21M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
106K+ 5.66% |
$16.3M - $17.8M
|
1.98M
$353M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
93.4K+ 25.22% |
$14.3M - $15.6M
|
464K
$82.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
87.9K+ 24.2% |
$13.4M - $14.7M
|
451K
$80.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
75.8K+ 14.96% |
$11.6M - $12.7M
|
583K
$104M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75.8KNew |
$11.6M - $12.7M
|
75.8K
$13.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
71.7K+ 6.8% |
$11M - $12M
|
1.13M
$201M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
68.5K+ 77.92% |
$10.5M - $11.5M
|
156K
$27.9M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63.5K+ 760.85% |
$9.72M - $10.6M
|
71.9K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.9K+ 88.4% |
$9.32M - $10.2M
|
130K
$23.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
45.1KNew |
$6.89M - $7.54M
|
45.1K
$8.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
44.9K+ 61.7% |
$6.86M - $7.51M
|
118K
$21M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.1K+ 2.56% |
$6.45M - $7.05M
|
1.69M
$301M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
41.1K+ 15.84% |
$6.29M - $6.88M
|
301K
$53.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
40.7KNew |
$6.23M - $6.82M
|
40.7K
$7.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
38.8K+ 178.09% |
$5.93M - $6.49M
|
60.6K
$10.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
35.5K+ 7.59% |
$5.42M - $5.94M
|
503K
$89.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31.6K+ 700.33% |
$4.83M - $5.28M
|
36.1K
$6.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
28.7K+ 70.23% |
$4.39M - $4.81M
|
69.6K
$12.4M
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.7KNew |
$4.39M - $4.8M
|
28.7K
$5.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
25.2K+ 180.77% |
$3.85M - $4.22M
|
39.1K
$6.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$3.82M - $4.19M
|
25K
$4.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
24KNew |
$3.67M - $4.02M
|
24K
$4.28M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
22.8K+ 2.82% |
$3.49M - $3.82M
|
831K
$148M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 94.23% |
$3.3M - $3.61M
|
44.4K
$7.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 3.22% |
$3.14M - $3.44M
|
659K
$117M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
20.2K+ 3.24% |
$3.09M - $3.38M
|
644K
$115M
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
19.5KNew |
$2.99M - $3.27M
|
19.5K
$3.48M
|
|
|
Oct 26, 2021
Q3 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
18.5KNew |
$2.83M - $3.1M
|
18.5K
$3.3M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.4KNew |
$2.81M - $3.07M
|
18.4K
$3.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.9K+ 3.87% |
$2.73M - $2.99M
|
480K
$85.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17.8K+ 3.44% |
$2.72M - $2.98M
|
535K
$95.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.5K+ 2.03% |
$2.68M - $2.93M
|
880K
$157M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$2.53M - $2.77M
|
16.6K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.5KNew |
$2.52M - $2.76M
|
16.5K
$2.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15.6K+ 524.01% |
$2.39M - $2.62M
|
18.6K
$3.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
15.2K+ 417.22% |
$2.33M - $2.55M
|
18.9K
$3.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.2K+ 16.43% |
$2.32M - $2.54M
|
108K
$19.2M
|