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 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
90New |
$13.8K - $15.1K
|
90
$16K
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
89+ 145.9% |
$13.6K - $14.9K
|
150
$26.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
89+ 1.68% |
$13.6K - $14.9K
|
5.39K
$960K
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82+ 3.3% |
$12.5K - $13.7K
|
2.57K
$458K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
80+ 1000.0% |
$12.2K - $13.4K
|
88
$15.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
79+ 15.8% |
$12.1K - $13.2K
|
579
$103K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
77+ 1.3% |
$11.8K - $12.9K
|
6.02K
$1.07M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
73+ 3.76% |
$11.2K - $12.2K
|
2.02K
$360K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
71New |
$10.9K - $11.9K
|
71
$12.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
71+ 0.63% |
$10.9K - $11.9K
|
11.4K
$2.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70+ 41.67% |
$10.7K - $11.7K
|
238
$42.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
70+ 0.96% |
$10.7K - $11.7K
|
7.34K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 1.22% |
$10.3K - $11.2K
|
5.58K
$995K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
67+ 1.98% |
$10.3K - $11.2K
|
3.44K
$614K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 4.08% |
$9.94K - $10.9K
|
1.66K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
62+ 1.38% |
$9.49K - $10.4K
|
4.55K
$811K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
61+ 4.38% |
$9.33K - $10.2K
|
1.45K
$259K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
60+ 0.92% |
$9.18K - $10K
|
6.56K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 0.22% |
$9.18K - $10K
|
27.4K
$4.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
60+ 1.92% |
$9.18K - $10K
|
3.19K
$568K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
60+ 3.44% |
$9.18K - $10K
|
1.8K
$321K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
54+ 1350.0% |
$8.26K - $9.04K
|
58
$10.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
53+ 2.83% |
$8.11K - $8.87K
|
1.93K
$343K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
52+ 3.43% |
$7.96K - $8.71K
|
1.57K
$280K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
52+ 1.4% |
$7.96K - $8.71K
|
3.76K
$670K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
52+ 3.11% |
$7.96K - $8.71K
|
1.72K
$307K
|
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
51+ 1.33% |
$7.8K - $8.54K
|
3.88K
$691K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
50+ 0.43% |
$7.65K - $8.37K
|
11.8K
$2.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 4.02% |
$7.5K - $8.2K
|
1.27K
$226K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48+ 0.72% |
$7.34K - $8.04K
|
6.73K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46+ 0.7% |
$7.04K - $7.7K
|
6.66K
$1.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
43+ 0.68% |
$6.58K - $7.2K
|
6.4K
$1.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
43+ 0.09% |
$6.58K - $7.2K
|
48K
$8.56M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
36+ 0.79% |
$5.51K - $6.03K
|
4.6K
$821K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36+ 92.31% |
$5.51K - $6.03K
|
75
$13.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35+ 51.47% |
$5.35K - $5.86K
|
103
$18.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
35+ 0.83% |
$5.35K - $5.86K
|
4.27K
$762K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
34+ 0.25% |
$5.2K - $5.69K
|
13.8K
$2.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
34+ 0.06% |
$5.2K - $5.69K
|
56.3K
$10M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
31+ 0.39% |
$4.74K - $5.19K
|
7.98K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
BUY
|
- |
31+ 0.59% |
$4.74K - $5.19K
|
5.32K
$949K
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
30+ 0.06% |
$4.59K - $5.02K
|
48.1K
$8.57M
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
22+ 1.39% |
$3.37K - $3.68K
|
1.6K
$286K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
22+ 0.45% |
$3.37K - $3.68K
|
4.86K
$866K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
18+ 0.48% |
$2.75K - $3.01K
|
3.77K
$672K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18New |
$2.75K - $3.01K
|
18
$3.21K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 0.44% |
$2.29K - $2.51K
|
3.45K
$614K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
14+ 0.44% |
$2.14K - $2.34K
|
3.2K
$571K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.25% |
$1.99K - $2.18K
|
5.31K
$946K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 1.49% |
$1.99K - $2.18K
|
886
$158K
|