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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 1.41% |
$2.29M - $2.51M
|
1.08M
$185M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.6KNew |
$2.24M - $2.45M
|
14.6K
$2.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.3K+ 10.28% |
$2.03M - $2.22M
|
142K
$24.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
13K+ 247.48% |
$2M - $2.18M
|
18.3K
$3.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.7K+ 64.17% |
$1.94M - $2.13M
|
32.5K
$5.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
12.3K+ 16.4% |
$1.88M - $2.06M
|
87.3K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$1.88M - $2.06M
|
12.3K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 1.98% |
$1.79M - $1.96M
|
602K
$104M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
10.5KNew |
$1.61M - $1.76M
|
10.5K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.4K+ 6.17% |
$1.58M - $1.73M
|
178K
$30.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
10.1K+ 5.27% |
$1.54M - $1.69M
|
202K
$34.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
9.94K+ 6.76% |
$1.52M - $1.66M
|
157K
$27.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
9.81K+ 16.89% |
$1.5M - $1.64M
|
67.9K
$11.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.79K+ 94.77% |
$1.5M - $1.64M
|
20.1K
$3.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.28K+ 29.27% |
$1.27M - $1.39M
|
36.6K
$6.31M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
7.12K+ 2.98% |
$1.09M - $1.19M
|
246K
$42.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
7.06K+ 152.91% |
$1.08M - $1.18M
|
11.7K
$2.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.05K+ 2.8% |
$1.08M - $1.18M
|
259K
$44.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.69K+ 32.2% |
$1.02M - $1.12M
|
27.5K
$4.74M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
6.1KNew |
$934K - $1.02M
|
6.1K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
6.05KNew |
$926K - $1.01M
|
6.05K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.03KNew |
$923K - $1.01M
|
6.03K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.01K+ 48.98% |
$919K - $1.01M
|
18.3K
$3.15M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
5.99K+ 6.97% |
$916K - $1M
|
91.8K
$15.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.93K+ 14.91% |
$907K - $993K
|
45.7K
$7.88M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.9K+ 2.89% |
$903K - $988K
|
210K
$36.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.87K+ 1275.0% |
$897K - $982K
|
6.33K
$1.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
5.75K+ 17.65% |
$879K - $962K
|
38.3K
$6.61M
|
|
|
Oct 26, 2021
Q3 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.62KNew |
$860K - $941K
|
5.62K
$970K
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
5.43K+ 5.09% |
$830K - $909K
|
112K
$19.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.38K+ 3.8% |
$823K - $900K
|
147K
$25.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.21K+ 2.59% |
$796K - $872K
|
206K
$35.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.17K+ 45.26% |
$790K - $865K
|
16.6K
$2.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
5.16K+ 2.02% |
$789K - $864K
|
261K
$45M
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5.13K+ 44.93% |
$785K - $859K
|
16.6K
$2.85M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.11K+ 36.62% |
$781K - $855K
|
19.1K
$3.29M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.8K+ 4.77% |
$734K - $804K
|
105K
$18.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.72K+ 28.51% |
$722K - $790K
|
21.3K
$3.67M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.66KNew |
$713K - $780K
|
4.66K
$804K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.37K+ 10.05% |
$669K - $732K
|
47.9K
$8.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.22K+ 15.28% |
$646K - $707K
|
31.9K
$5.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.2K+ 6.38% |
$642K - $703K
|
70K
$12.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.07K+ 3.33% |
$623K - $682K
|
127K
$21.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.86KNew |
$591K - $647K
|
3.86K
$666K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.76K+ 36.41% |
$575K - $630K
|
14.1K
$2.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.76K+ 7.82% |
$575K - $629K
|
51.8K
$8.94M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.71K+ 127.81% |
$568K - $622K
|
6.62K
$1.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
3.69K+ 2.89% |
$564K - $617K
|
131K
$22.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.63K+ 42.89% |
$555K - $608K
|
12.1K
$2.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.61KNew |
$552K - $604K
|
3.61K
$622K
|