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 29, 2021 Q3 2021
Parkside Financial Bank & Trust

SELL
 -
-1.41K
- 3.45%
$215K - $236K
39.4K $7.03M
Nov 15, 2021 Q3 2021
J.Safra Asset Management Corp

SELL
 -
-1.44K
Closed
$220K - $240K
0 $0
Nov 12, 2021 Q3 2021
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-1.47K
- 7.96%
$225K - $246K
17K $3.02M
Nov 04, 2021 Q3 2021
Investment Management Of Virginia LLC

SELL
 -
-1.5K
Closed
$229K - $251K
0 $0
Oct 19, 2021 Q3 2021
South Shore Capital Advisors

SELL
 -
-1.5K
Closed
$229K - $251K
0 $0
Oct 14, 2021 Q3 2021
Procyon Advisors, LLC

SELL
 -
-1.5K
- 42.43%
$229K - $251K
2.04K $363K
Oct 13, 2021 Q3 2021
Leo Brokerage, LLC

SELL
 -
-1.54K
Closed
$235K - $257K
0 $0
Nov 08, 2021 Q3 2021
Main Street Investment Advisors LLC

SELL
 -
-1.54K
Closed
$235K - $258K
0 $0
Oct 19, 2021 Q3 2021
Jordan Park Group LLC

SELL
 -
-1.54K
- 2.4%
$236K - $258K
62.7K $11.2M
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-1.56K
- 33.61%
$239K - $261K
3.08K $549K
Nov 16, 2021 Q3 2021
Advisor Resource Council

SELL
 -
-1.61K
Closed
$246K - $269K
0 $0
Nov 15, 2021 Q3 2021
Institute For Wealth Management, Llc.

SELL
 -
-1.61K
Closed
$246K - $270K
0 $0
Nov 02, 2021 Q3 2021
Allworth Financial LP

SELL
 -
-1.67K
- 2.67%
$255K - $279K
60.9K $10.9M
Nov 10, 2021 Q3 2021
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-1.7K
Closed
$259K - $284K
0 $0
Oct 20, 2021 Q3 2021
Royal Fund Management, LLC

SELL
 -
-1.72K
Closed
$263K - $287K
0 $0
Oct 13, 2021 Q3 2021
Investment Partners, Ltd.

SELL
 -
-1.72K
- 8.97%
$263K - $288K
17.4K $3.11M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

SELL
 -
-1.76K
- 10.68%
$269K - $295K
14.7K $2.62M
Oct 18, 2021 Q3 2021
Umb Bank, N.A.

SELL
 -
-1.77K
- 6.68%
$270K - $296K
24.7K $4.4M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
SELL
 -
-1.78K
- 35.24%
$273K - $298K
3.28K $584K
Nov 08, 2021 Q3 2021
Capital Directions Investment Advisors, LLC

SELL
 -
-1.86K
- 2.0%
$284K - $311K
91K $16.2M
Nov 12, 2021 Q3 2021
Verdence Capital Advisors LLC

Hunt Valley, MD
SELL
 -
-1.87K
- 47.66%
$287K - $314K
2.06K $367K
Nov 01, 2021 Q3 2021
Qcm Cayman, Ltd.

SELL
 -
-1.93K
Closed
$295K - $323K
0 $0
Nov 15, 2021 Q3 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-2.12K
- 6.56%
$324K - $355K
30.2K $5.38M
Oct 14, 2021 Q3 2021
Courier Capital LLC

SELL
 -
-2.17K
- 1.45%
$332K - $363K
147K $26.2M
Oct 29, 2021 Q3 2021
Benedict Financial Advisors Inc

SELL
 -
-2.22K
Closed
$339K - $372K
0 $0
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

SELL
 -
-2.53K
- 1.06%
$386K - $423K
237K $42.2M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.64K
- 7.95%
$403K - $442K
30.5K $5.44M
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-2.67K
- 8.31%
$409K - $447K
29.5K $5.26M
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-2.71K
- 23.31%
$414K - $453K
8.91K $1.59M
Nov 15, 2021 Q3 2021
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-2.78K
Closed
$425K - $465K
0 $0
Nov 15, 2021 Q3 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-2.81K
- 4.6%
$430K - $471K
58.4K $10.4M
Nov 03, 2021 Q3 2021
Van Eck Associates Corp

SELL
 -
-2.87K
- 21.73%
$439K - $481K
10.3K $1.84M
Nov 15, 2021 Q3 2021
Walleye Trading LLC

Plymouth, MN
SELL
 -
-2.9K
Closed
$444K - $485K
0 $0
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-3.1K
- 0.37%
$474K - $519K
835K $149M
Nov 02, 2021 Q3 2021
Capital Wealth Alliance, LLC

SELL
 -
-3.26K
Closed
$499K - $546K
0 $0
Oct 20, 2021 Q3 2021
Zhang Financial LLC

SELL
 -
-3.31K
- 2.28%
$507K - $555K
142K $25.3M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-3.4K
- 10.78%
$519K - $568K
28.1K $5.01M
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

SELL
 -
-3.43K
- 3.02%
$524K - $573K
110K $19.6M
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

SELL
 -
-3.43K
- 3.02%
$524K - $573K
110K $19.6M
Oct 27, 2021 Q3 2021
Stephens Inc

SELL
 -
-3.59K
- 2.15%
$549K - $600K
163K $29.1M
Nov 12, 2021 Q3 2021
Tiedemann Advisors, LLC

SELL
 -
-3.59K
Closed
$550K - $602K
0 $0
Nov 12, 2021 Q3 2021
Covenant Partners, LLC

SELL
 -
-3.63K
- 4.51%
$555K - $607K
76.8K $13.7M
Nov 02, 2021 Q3 2021
Gw Henssler & Associates LTD

SELL
 -
-3.77K
- 0.87%
$577K - $632K
432K $77M
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
SELL
 -
-3.87K
- 10.14%
$592K - $648K
34.3K $6.12M
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-4.07K
Closed
$622K - $681K
0 $0
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-4.18K
- 49.87%
$639K - $699K
4.2K $748K
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-4.26K
Closed
$652K - $714K
0 $0
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
SELL
 -
-4.31K
- 4.92%
$659K - $721K
83.3K $14.8M
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-4.42K
- 49.61%
$675K - $739K
4.48K $799K

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