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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-255- 5.51% |
$32.9K - $40.6K
|
4.38K
$750K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-273- 5.46% |
$35.2K - $43.5K
|
4.73K
$811K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-277- 4.54% |
$35.7K - $44.1K
|
5.83K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-285- 0.41% |
$36.7K - $45.4K
|
69.3K
$11.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-287- 12.84% |
$37K - $45.7K
|
1.95K
$334K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-295- 1.8% |
$38K - $47K
|
16.1K
$2.75M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-295- 1.8% |
$38K - $47K
|
16.1K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-299- 80.16% |
$38.6K - $47.7K
|
74
$12.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-306- 2.4% |
$39.5K - $48.8K
|
12.4K
$2.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-318- 5.1% |
$41K - $50.7K
|
5.92K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-318- 3.61% |
$41K - $50.7K
|
8.49K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-326- 5.36% |
$42K - $52K
|
5.76K
$987K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-328- 2.45% |
$42.3K - $52.3K
|
13.1K
$2.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-328- 5.63% |
$42.3K - $52.3K
|
5.5K
$942K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-328- 28.28% |
$42.3K - $52.3K
|
832
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-328- 1.32% |
$42.3K - $52.3K
|
24.6K
$4.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-334- 1.67% |
$43.1K - $53.2K
|
19.7K
$3.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-346- 4.66% |
$44.6K - $55.1K
|
7.09K
$1.21M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-347- 3.68% |
$44.7K - $55.3K
|
9.09K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-350- 9.82% |
$45.1K - $55.8K
|
3.22K
$551K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-374- 10.82% |
$48.2K - $59.6K
|
3.08K
$528K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-375- 0.19% |
$48.3K - $59.8K
|
201K
$34.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-379- 7.55% |
$48.9K - $60.4K
|
4.64K
$796K
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-396- 2.9% |
$51.1K - $63.1K
|
13.2K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-405- 48.56% |
$52.2K - $64.5K
|
429
$73.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-423- 4.2% |
$54.5K - $67.4K
|
9.65K
$1.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-426- 2.21% |
$54.9K - $67.9K
|
18.9K
$3.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-472- 0.43% |
$60.9K - $75.2K
|
110K
$18.8M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-488- 2.79% |
$62.9K - $77.8K
|
17K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-499- 0.4% |
$64.3K - $79.5K
|
125K
$21.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-501- 21.17% |
$64.6K - $79.8K
|
1.87K
$320K
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-516- 15.82% |
$66.5K - $82.2K
|
2.75K
$470K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-525- 6.67% |
$67.7K - $83.7K
|
7.35K
$1.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-536- 22.96% |
$69.1K - $85.4K
|
1.8K
$308K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-555- 25.1% |
$71.6K - $88.5K
|
1.66K
$284K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-562- 1.48% |
$72.5K - $89.6K
|
37.3K
$6.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-568- 20.31% |
$73.2K - $90.5K
|
2.23K
$382K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-571- 4.79% |
$73.6K - $91K
|
11.3K
$1.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-579- 12.48% |
$74.7K - $92.3K
|
4.06K
$696K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-584- 47.71% |
$75.3K - $93.1K
|
640
$110K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-645- 12.14% |
$83.2K - $103K
|
4.67K
$800K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-652- 12.7% |
$84.1K - $104K
|
4.48K
$768K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-685- 8.76% |
$88.3K - $109K
|
7.14K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-715- 16.95% |
$92.2K - $114K
|
3.5K
$600K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-733Closed |
$94.5K - $117K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-749- 0.57% |
$96.6K - $119K
|
130K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-788- 3.99% |
$102K - $126K
|
19K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-790- 19.62% |
$102K - $126K
|
3.24K
$555K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-791- 11.62% |
$102K - $126K
|
6.01K
$1.03M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-831- 4.56% |
$107K - $132K
|
17.4K
$2.98M
|