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 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-141- 7.44% |
$21.6K - $23.6K
|
1.75K
$313K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
SELL
|
- |
-149- 1.92% |
$22.8K - $24.9K
|
7.59K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-149- 1.42% |
$22.8K - $24.9K
|
10.4K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-156- 0.97% |
$23.9K - $26.1K
|
15.9K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-160- 3.3% |
$24.5K - $26.8K
|
4.69K
$836K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-179- 1.81% |
$27.4K - $30K
|
9.7K
$1.73M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-180- 1.48% |
$27.5K - $30.1K
|
12K
$2.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-182- 1.39% |
$27.8K - $30.5K
|
12.9K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-189- 0.32% |
$28.9K - $31.6K
|
59K
$10.5M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-190- 1.05% |
$29.1K - $31.8K
|
17.8K
$3.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-196- 55.06% |
$30K - $32.8K
|
160
$28.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-200- 12.01% |
$30.6K - $33.5K
|
1.47K
$261K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-202- 1.51% |
$30.9K - $33.8K
|
13.2K
$2.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-204- 3.7% |
$31.2K - $34.2K
|
5.31K
$947K
|
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-205- 3.57% |
$31.4K - $34.3K
|
5.54K
$988K
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-215- 5.48% |
$32.9K - $36K
|
3.71K
$661K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-219- 3.74% |
$33.5K - $36.7K
|
5.64K
$1.01M
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-225- 10.1% |
$34.4K - $37.7K
|
2K
$357K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-226- 0.48% |
$34.6K - $37.8K
|
47K
$8.38M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-243- 12.54% |
$37.2K - $40.7K
|
1.7K
$302K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-243Closed |
$37.2K - $40.7K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-250- 13.46% |
$38.2K - $41.9K
|
1.61K
$287K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-252- 12.07% |
$38.6K - $42.2K
|
1.84K
$327K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-255Closed |
$39K - $42.7K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-257- 2.48% |
$39.3K - $43K
|
10.1K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-263Closed |
$40.2K - $44K
|
0
$0
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-271- 0.76% |
$41.5K - $45.4K
|
35.3K
$6.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-280Closed |
$42.8K - $46.9K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-283- 1.86% |
$43.3K - $47.4K
|
14.9K
$2.65M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-297- 0.49% |
$45.4K - $49.7K
|
60K
$10.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-305- 14.46% |
$46.7K - $51.1K
|
1.8K
$322K
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-326- 3.35% |
$49.9K - $54.6K
|
9.42K
$1.68M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-338- 21.41% |
$51.7K - $56.6K
|
1.24K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-341- 18.36% |
$52.2K - $57.1K
|
1.52K
$270K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-343- 0.79% |
$52.5K - $57.4K
|
43.2K
$7.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-344- 17.91% |
$52.6K - $57.6K
|
1.58K
$281K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-348- 0.9% |
$53.2K - $58.3K
|
38.4K
$6.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-355- 6.32% |
$54.3K - $59.4K
|
5.26K
$938K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-357- 1.44% |
$54.6K - $59.8K
|
24.4K
$4.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-364- 3.74% |
$55.7K - $60.9K
|
9.37K
$1.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-378- 4.5% |
$57.8K - $63.3K
|
8.03K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-390- 0.96% |
$59.7K - $65.3K
|
40.1K
$7.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-398- 2.07% |
$60.9K - $66.6K
|
18.9K
$3.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-405- 5.91% |
$62K - $67.8K
|
6.45K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-405- 13.66% |
$62K - $67.8K
|
2.56K
$456K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-423- 8.31% |
$64.7K - $70.8K
|
4.67K
$832K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-432- 7.17% |
$66.1K - $72.3K
|
5.59K
$997K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-442- 7.86% |
$67.6K - $74K
|
5.18K
$924K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-450- 19.37% |
$68.8K - $75.3K
|
1.87K
$334K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-460- 1.78% |
$70.4K - $77K
|
25.3K
$4.51M
|