Purchases and Sales Made in Q3 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2022. 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 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.48M+ 135.27% |
$191M - $236M
|
2.57M
$441M
|
|
|
Nov 14, 2022
Q3 2022
|
Starboard Value LP
New York, NY |
BUY
|
- |
600KNew |
$77.4M - $95.6M
|
600K
$103M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
424KNew |
$54.6M - $67.5M
|
424K
$72.6M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
424KNew |
$54.6M - $67.5M
|
424K
$72.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
220KNew |
$28.3M - $35M
|
220K
$37.6M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
212KNew |
$27.4M - $33.9M
|
212K
$36.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
132K+ 18.42% |
$17M - $21M
|
847K
$145M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
102K+ 121.3% |
$13.2M - $16.3M
|
187K
$32M
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
102K+ 15.16% |
$13.1M - $16.2M
|
774K
$133M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92.2K+ 8.03% |
$11.9M - $14.7M
|
1.24M
$213M
|
|
|
Oct 24, 2022
Q3 2022
|
Leeward Investments, LLC Ma
|
BUY
|
- |
88K+ 329.92% |
$11.3M - $14M
|
115K
$19.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
75.3KNew |
$9.71M - $12M
|
75.3K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.9K+ 6.26% |
$9.27M - $11.5M
|
1.22M
$209M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.3K+ 27.56% |
$8.03M - $9.93M
|
288K
$49.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
61.3KNew |
$7.9M - $9.77M
|
61.3K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.9K+ 11.03% |
$7.47M - $9.23M
|
583K
$99.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
54K+ 738.51% |
$6.96M - $8.61M
|
61.3K
$10.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
53.9K+ 36.93% |
$6.95M - $8.59M
|
200K
$34.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
52.7K+ 164.58% |
$6.8M - $8.41M
|
84.8K
$14.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
52.1K+ 57.78% |
$6.71M - $8.3M
|
142K
$24.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
46.3K+ 9.41% |
$5.97M - $7.38M
|
538K
$92.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
45.8K+ 19.46% |
$5.91M - $7.3M
|
281K
$48.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
42.9K+ 1794.73% |
$5.53M - $6.84M
|
45.3K
$7.77M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
39.7KNew |
$5.12M - $6.34M
|
39.7K
$6.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.1K+ 1.68% |
$4.14M - $5.12M
|
1.94M
$333M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
31.9K+ 16.4% |
$4.12M - $5.09M
|
227K
$38.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30.9K+ 12967.65% |
$3.98M - $4.92M
|
31.1K
$5.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
30.7KNew |
$3.96M - $4.89M
|
30.7K
$5.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
30K+ 187.95% |
$3.87M - $4.78M
|
46K
$7.88M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
29.3KNew |
$3.78M - $4.67M
|
29.3K
$5.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
29.2K+ 20.92% |
$3.76M - $4.65M
|
169K
$28.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
27.2K+ 9.12% |
$3.51M - $4.34M
|
326K
$55.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
26.7K+ 6.03% |
$3.45M - $4.26M
|
470K
$80.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
26.5K+ 60.78% |
$3.42M - $4.22M
|
70.1K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
24.6K+ 1.91% |
$3.17M - $3.92M
|
1.31M
$225M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.9K+ 3.85% |
$3.09M - $3.82M
|
646K
$111M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.6K+ 27.26% |
$2.66M - $3.29M
|
96.3K
$16.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
20.5K+ 0.74% |
$2.64M - $3.26M
|
2.8M
$479M
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
20KNew |
$2.58M - $3.19M
|
20K
$3.43M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
18.7K+ 2.07% |
$2.41M - $2.98M
|
920K
$158M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.8K+ 10.96% |
$2.29M - $2.83M
|
180K
$30.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 12.88% |
$2.25M - $2.78M
|
153K
$26.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
16.8K+ 84.57% |
$2.17M - $2.69M
|
36.8K
$6.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
14.4K+ 6.44% |
$1.85M - $2.29M
|
237K
$40.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 9.3% |
$1.79M - $2.21M
|
163K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 7.55% |
$1.75M - $2.16M
|
194K
$33.2M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
13.4K+ 85.4% |
$1.73M - $2.14M
|
29.1K
$4.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 1.19% |
$1.68M - $2.07M
|
1.11M
$190M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.9K+ 4.59% |
$1.66M - $2.05M
|
293K
$50.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.9K+ 19.69% |
$1.66M - $2.05M
|
78.1K
$13.4M
|