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
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
SELL
 -
-4.31K
- 4.92%
$659K - $721K
83.3K $12.9M
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-4.42K
- 49.61%
$675K - $739K
4.48K $693K
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-4.58K
Closed
$700K - $766K
0 $0
Nov 10, 2021 Q3 2021
Comerica Securities,Inc.

SELL
 -
-4.6K
Closed
$703K - $769K
0 $0
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-5.03K
Closed
$769K - $842K
0 $0
Nov 10, 2021 Q3 2021
Royce & Associates LP

SELL
 -
-5.1K
- 11.64%
$780K - $854K
38.7K $5.98M
Oct 26, 2021 Q3 2021
Sequoia Financial Advisors, LLC

SELL
 -
-5.43K
- 75.57%
$831K - $910K
1.76K $271K
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

SELL
 -
-5.81K
- 9.5%
$889K - $973K
55.4K $8.56M
Oct 27, 2021 Q3 2021
Cannon Global Investment Management, LLC

SELL
 -
-6.3K
Closed
$964K - $1.05M
0 $0
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

SELL
 -
-6.38K
- 27.28%
$975K - $1.07M
17K $2.63M
Nov 02, 2021 Q3 2021
Waldron Private Wealth LLC

SELL
 -
-7.04K
- 3.78%
$1.08M - $1.18M
179K $27.7M
Oct 12, 2021 Q3 2021
Moulton Wealth Management, Inc

SELL
 -
-7.34K
Closed
$1.12M - $1.23M
0 $0
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-7.48K
- 33.12%
$1.14M - $1.25M
15.1K $2.33M
Nov 09, 2021 Q3 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-7.5K
- 51.71%
$1.15M - $1.26M
7.01K $1.08M
Nov 12, 2021 Q3 2021
Hsbc Holdings PLC

London, X0
SELL
 -
-7.78K
- 9.16%
$1.19M - $1.3M
77.2K $11.9M
Nov 09, 2021 Q3 2021
Quantbot Technologies LP

New York, NY
SELL
 -
-8K
Closed
$1.22M - $1.34M
0 $0
Nov 09, 2021 Q3 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-8.3K
- 53.97%
$1.27M - $1.39M
7.08K $1.09M
Nov 15, 2021 Q3 2021
State Street Corp

Boston, MA
SELL
 -
-8.54K
- 69.72%
$1.31M - $1.43M
3.71K $573K
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-8.67K
Closed
$1.33M - $1.45M
0 $0
Oct 27, 2021 Q3 2021
Simon Quick Advisors, LLC

SELL
 -
-8.94K
Closed
$1.37M - $1.5M
0 $0
Oct 14, 2021 Q3 2021
Aprio Wealth Management, LLC

SELL
 -
-9.23K
- 62.73%
$1.41M - $1.55M
5.48K $848K
Nov 09, 2021 Q3 2021
Keebeck Alpha, LP

Stamford, CT
SELL
 -
-9.27K
- 62.25%
$1.42M - $1.55M
5.62K $869K
Nov 08, 2021 Q3 2021
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-9.42K
Closed
$1.44M - $1.58M
0 $0
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-10.1K
Closed
$1.54M - $1.69M
0 $0
Nov 15, 2021 Q3 2021
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-10.2K
Closed
$1.56M - $1.71M
0 $0
Nov 12, 2021 Q3 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-10.4K
- 7.39%
$1.6M - $1.75M
131K $20.2M
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-10.5K
- 32.28%
$1.61M - $1.76M
22K $3.41M
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-10.5K
- 32.28%
$1.61M - $1.76M
22K $3.41M
Nov 12, 2021 Q3 2021
Jasper Ridge Partners, L.P.

Menlo Park, CA
SELL
 -
-11.3K
- 2.95%
$1.73M - $1.89M
372K $57.5M
Nov 15, 2021 Q3 2021
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-11.9K
Closed
$1.82M - $1.99M
0 $0
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

SELL
 -
-11.9K
- 14.9%
$1.83M - $2M
68.2K $10.5M
Apr 19, 2024 Q3 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-12.2K
- 73.03%
$1.86M - $2.04M
4.5K $696K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-13.3K
- 45.45%
$2.04M - $2.23M
16K $2.47M
Oct 13, 2021 Q3 2021
Silverleafe Capital Partners, LLC

Memphis, TN
SELL
 -
-14.2K
- 91.39%
$2.17M - $2.37M
1.34K $206K
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-14.7K
- 5.37%
$2.26M - $2.47M
260K $40.2M
Oct 14, 2021 Q3 2021
Clear Creek Financial Management, LLC

SELL
 -
-14.9K
- 27.06%
$2.28M - $2.5M
40.2K $6.21M
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-16.4K
- 11.62%
$2.51M - $2.74M
125K $19.3M
Nov 15, 2021 Q3 2021
Federated Hermes, Inc.

Pittsburgh, PA
SELL
 -
-16.7K
Closed
$2.55M - $2.79M
0 $0
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

SELL
 -
-18.2K
Closed
$2.78M - $3.05M
0 $0
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

SELL
 -
-19.2K
- 14.83%
$2.94M - $3.22M
110K $17.1M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-19.3K
- 94.16%
$2.95M - $3.22M
1.2K $185K
Oct 27, 2021 Q3 2021
Aspiriant, LLC

SELL
 -
-20.1K
- 15.3%
$3.08M - $3.37M
111K $17.2M
Nov 15, 2021 Q3 2021
First Trust Advisors LP

Wheaton, IL
SELL
 -
-22.1K
- 76.51%
$3.39M - $3.71M
6.8K $1.05M
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-22.3K
Closed
$3.41M - $3.73M
0 $0
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-22.8K
- 2.2%
$3.49M - $3.81M
1.01M $156M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-25.9K
- 20.67%
$3.96M - $4.34M
99.4K $15.4M
Nov 09, 2021 Q3 2021
Alera Investment Advisors, LLC

SELL
 -
-26.7K
- 89.94%
$4.08M - $4.47M
2.99K $462K
Nov 04, 2021 Q3 2021
Transcend Capital Advisors, LLC

SELL
 -
-26.9K
- 83.59%
$4.12M - $4.51M
5.29K $817K
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-27K
- 61.45%
$4.13M - $4.52M
17K $2.62M

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