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 09, 2021
Q3 2021
|
Td Asset Management Inc
|
BUY
|
- |
1.27K+ 4.0% |
$194K - $212K
|
32.9K
$5.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.27K+ 12.52% |
$194K - $212K
|
11.4K
$1.96M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.26KNew |
$193K - $211K
|
1.26K
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21K+ 4.44% |
$186K - $203K
|
28.6K
$4.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 15.79% |
$184K - $201K
|
8.8K
$1.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.14K+ 50.64% |
$175K - $191K
|
3.39K
$585K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
1.14K+ 60.63% |
$174K - $190K
|
3.01K
$519K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 6.09% |
$169K - $185K
|
19.2K
$3.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$162K - $178K
|
1.06K
$183K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 35.77% |
$162K - $177K
|
4.01K
$692K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.03K+ 4.05% |
$158K - $173K
|
26.6K
$4.59M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.02K+ 10.53% |
$157K - $171K
|
10.7K
$1.85M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.02K+ 19.95% |
$156K - $171K
|
6.13K
$1.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
998+ 4.0% |
$153K - $167K
|
25.9K
$4.48M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
992New |
$152K - $166K
|
992
$171K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
959+ 8.54% |
$147K - $161K
|
12.2K
$2.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
943+ 42.23% |
$144K - $158K
|
3.18K
$548K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
909+ 4.55% |
$139K - $152K
|
20.9K
$3.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
894+ 0.17% |
$137K - $150K
|
540K
$93.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
884+ 47.35% |
$135K - $148K
|
2.75K
$474K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
856+ 2.05% |
$131K - $143K
|
42.7K
$7.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
804+ 116.86% |
$123K - $135K
|
1.49K
$257K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
751+ 8.8% |
$115K - $126K
|
9.29K
$1.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
725+ 9.54% |
$111K - $121K
|
8.33K
$1.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
714+ 2.7% |
$109K - $120K
|
27.1K
$4.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
708+ 0.59% |
$108K - $119K
|
121K
$20.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
707+ 18.49% |
$108K - $118K
|
4.53K
$781K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
692+ 9.17% |
$106K - $116K
|
8.24K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
689+ 0.24% |
$105K - $115K
|
293K
$50.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
680+ 0.31% |
$104K - $114K
|
219K
$37.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
610+ 12.08% |
$93.3K - $102K
|
5.66K
$976K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
597+ 15.18% |
$91.3K - $100K
|
4.53K
$781K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
573+ 26.45% |
$87.7K - $95.9K
|
2.74K
$472K
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
553+ 43.41% |
$84.6K - $92.6K
|
1.83K
$315K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
552New |
$84.5K - $92.4K
|
552
$95.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
551+ 0.64% |
$84.3K - $92.3K
|
87.3K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
484+ 8.19% |
$74K - $81K
|
6.39K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
470+ 32.1% |
$71.9K - $78.7K
|
1.93K
$334K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
460+ 21.7% |
$70.4K - $77K
|
2.58K
$445K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
459+ 9.56% |
$70.2K - $76.9K
|
5.26K
$907K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
455+ 18.35% |
$69.6K - $76.2K
|
2.93K
$506K
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
439+ 0.8% |
$67.2K - $73.5K
|
55.1K
$9.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
435+ 1.22% |
$66.6K - $72.8K
|
36.2K
$6.24M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
432New |
$66.1K - $72.3K
|
432
$74.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
426+ 2.37% |
$65.2K - $71.3K
|
18.4K
$3.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
413New |
$63.2K - $69.1K
|
413
$71.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
401+ 9.44% |
$61.3K - $67.1K
|
4.65K
$802K
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
373+ 0.42% |
$57.1K - $62.5K
|
90K
$15.5M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
365+ 2.91% |
$55.8K - $61.1K
|
12.9K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
361+ 2.31% |
$55.2K - $60.4K
|
16K
$2.76M
|