Purchases and Sales Made in Q3 2021 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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
Oct 13, 2021 Q3 2021
N.E.W. Advisory Services LLC

SELL
 -
-489
- 11.57%
$74.8K - $81.9K
3.74K $674K
Oct 22, 2021 Q3 2021
Relyea Zuckerberg Hanson LLC

SELL
 -
-490
- 10.18%
$75K - $82K
4.33K $780K
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

SELL
 -
-492
- 2.97%
$75.3K - $82.4K
16.1K $2.9M
Nov 04, 2021 Q3 2021
Cullen/Frost Bankers, Inc.

SELL
 -
-493
- 4.53%
$75.4K - $82.5K
10.4K $1.88M
Oct 22, 2021 Q3 2021
Cadence Bank Na

SELL
 -
-505
- 11.42%
$77.3K - $84.6K
3.92K $706K
Nov 08, 2021 Q3 2021
Choreo, LLC

Minneapolis, MN
SELL
 -
-508
- 0.36%
$77.7K - $85.1K
139K $25M
Oct 19, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-520
- 4.7%
$79.6K - $87.1K
10.5K $1.9M
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-532
- 31.57%
$81.4K - $89.1K
1.15K $208K
Oct 26, 2021 Q3 2021
Financial Counselors Inc

SELL
 -
-534
- 2.85%
$81.7K - $89.4K
18.2K $3.29M
Oct 29, 2021 Q3 2021
Windward Private Wealth Management Inc.

SELL
 -
-552
- 2.41%
$84.5K - $92.4K
22.4K $4.04M
Aug 30, 2024 Q3 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-575
- 10.5%
$88K - $96.3K
4.9K $884K
Nov 15, 2021 Q3 2021
Cornerstone Wealth Advisors, Inc.

SELL
 -
-578
- 2.69%
$88.4K - $96.8K
20.9K $3.77M
Nov 10, 2021 Q3 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-600
- 5.9%
$91.8K - $100K
9.57K $1.73M
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
SELL
 -
-601
- 0.29%
$91.9K - $101K
204K $36.8M
Nov 12, 2021 Q3 2021
Cubic Asset Management, LLC

SELL
 -
-610
- 10.78%
$93.3K - $102K
5.05K $911K
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-620
- 10.79%
$94.9K - $104K
5.13K $924K
Oct 14, 2021 Q3 2021
Wespac Advisors So Cal, LLC

SELL
 -
-650
- 14.61%
$99.4K - $109K
3.8K $685K
Nov 15, 2021 Q3 2021
Oldfather Financial Services, LLC

SELL
 -
-653
- 3.27%
$99.9K - $109K
19.3K $3.48M
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-660
- 72.93%
$101K - $111K
245 $44.2K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

SELL
 -
-674
- 2.04%
$103K - $113K
32.3K $5.83M
Nov 12, 2021 Q3 2021
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-704
- 6.16%
$108K - $118K
10.7K $1.93M
Nov 12, 2021 Q3 2021
Trexquant Investment LP

Stamford, CT
SELL
 -
-716
- 14.2%
$110K - $120K
4.33K $780K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-734
- 29.62%
$112K - $123K
1.74K $314K
Nov 12, 2021 Q3 2021
Ci Investments Inc.

Toronto, A6
SELL
 -
-756
- 9.35%
$116K - $127K
7.33K $1.32M
Nov 15, 2021 Q3 2021
Van Den Berg Management I, Inc

Austin, TX
SELL
 -
-780
- 18.16%
$119K - $131K
3.52K $634K
Oct 28, 2021 Q3 2021
Kovitz Investment Group Partners, LLC

SELL
 -
-788
- 19.69%
$121K - $132K
3.22K $580K
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-790
- 5.1%
$121K - $132K
14.7K $2.65M
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-887
- 65.85%
$136K - $149K
460 $82.9K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-923
- 5.08%
$141K - $155K
17.2K $3.11M
Nov 09, 2021 Q3 2021
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-950
- 2.5%
$145K - $159K
37.1K $6.69M
Oct 28, 2021 Q3 2021
Pinnacle Wealth Management Group, Inc.

SELL
 -
-1K
- 20.83%
$153K - $167K
3.8K $685K
Nov 15, 2021 Q3 2021
Aristotle Capital Boston, LLC

Boston, MA
SELL
 -
-1K
- 0.6%
$153K - $168K
166K $30M
Oct 22, 2021 Q3 2021
Family Firm, Inc.

SELL
 -
-1.04K
- 10.02%
$159K - $174K
9.35K $1.69M
Oct 21, 2021 Q3 2021
Marotta Asset Management

SELL
 -
-1.04K
- 24.03%
$159K - $174K
3.3K $594K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

SELL
 -
-1.14K
- 13.48%
$175K - $191K
7.32K $1.32M
Nov 01, 2021 Q3 2021
Schnieders Capital Management LLC

SELL
 -
-1.22K
Closed
$187K - $204K
0 $0
Oct 05, 2021 Q3 2021
Professional Advisory Services Inc

SELL
 -
-1.23K
Closed
$188K - $206K
0 $0
Nov 09, 2021 Q3 2021
Interactive Financial Advisors

Chicago, IL
SELL
 -
-1.25K
- 1.94%
$192K - $210K
63.4K $11.4M
Nov 15, 2021 Q3 2021
Edgestream Partners, L.P.

Princeton, NJ
SELL
 -
-1.26K
Closed
$193K - $211K
0 $0
Oct 28, 2021 Q3 2021
Weaver Consulting Group

SELL
 -
-1.27K
Closed
$195K - $213K
0 $0
Oct 28, 2021 Q3 2021
Eukles Asset Management

SELL
 -
-1.28K
- 12.77%
$196K - $214K
8.75K $1.58M
Nov 09, 2021 Q3 2021
Rothschild & CO Asset Management Us Inc.

New York, NY
SELL
 -
-1.31K
Closed
$200K - $219K
0 $0
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-1.33K
Closed
$203K - $222K
0 $0
Oct 13, 2021 Q3 2021
Powell Investment Advisors, LLC

SELL
 -
-1.33K
- 1.61%
$203K - $222K
81.3K $14.7M
Nov 05, 2021 Q3 2021
Fort Pitt Capital Group, LLC

SELL
 -
-1.36K
Closed
$207K - $227K
0 $0
Nov 12, 2021 Q3 2021
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-1.36K
- 5.29%
$208K - $228K
24.4K $4.39M
Oct 02, 2024 Q3 2021
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-1.36K
Closed
$209K - $228K
0 $0
Oct 19, 2021 Q3 2021
Ballew Advisors, Inc

SELL
 -
-1.38K
Closed
$211K - $231K
0 $0
Nov 12, 2021 Q3 2021
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-1.38K
- 10.68%
$212K - $232K
11.6K $2.09M

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