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 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12.9K- 44.05% |
$1.66M - $2.06M
|
16.4K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.9K- 17.34% |
$1.66M - $2.06M
|
61.5K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13.1K- 15.14% |
$1.68M - $2.08M
|
73.2K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-13.9K- 14.3% |
$1.79M - $2.21M
|
83K
$14.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-14.2K- 13.73% |
$1.83M - $2.27M
|
89.3K
$15.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.8K- 17.69% |
$1.91M - $2.36M
|
68.8K
$11.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.9K- 10.73% |
$1.93M - $2.38M
|
124K
$21.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-15K- 17.68% |
$1.93M - $2.39M
|
69.9K
$12M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.4K- 16.99% |
$2.38M - $2.94M
|
90.1K
$15.4M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-18.6K- 7.09% |
$2.39M - $2.96M
|
243K
$41.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-18.8K- 25.28% |
$2.43M - $3M
|
55.7K
$9.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20.7K- 61.4% |
$2.67M - $3.3M
|
13K
$2.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-22.8K- 4.47% |
$2.94M - $3.63M
|
487K
$83.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-23.1K- 6.55% |
$2.98M - $3.68M
|
330K
$56.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-23.5K- 86.1% |
$3.03M - $3.75M
|
3.8K
$651K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 1.88% |
$3.44M - $4.25M
|
1.39M
$238M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 1.88% |
$3.44M - $4.25M
|
1.39M
$238M
|
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-26.8K- 46.69% |
$3.45M - $4.27M
|
30.6K
$5.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-29K- 78.97% |
$3.73M - $4.61M
|
7.71K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-31.4K- 7.44% |
$4.05M - $5.01M
|
391K
$67.1M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-35.1K- 5.27% |
$4.52M - $5.59M
|
630K
$108M
|
|
|
Nov 09, 2022
Q3 2022
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-38.5K- 69.86% |
$4.96M - $6.13M
|
16.6K
$2.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-39.2KClosed |
$5.05M - $6.24M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-40.1K- 38.67% |
$5.17M - $6.39M
|
63.6K
$10.9M
|
|
|
Oct 03, 2022
Q3 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-42K- 60.07% |
$5.41M - $6.69M
|
27.9K
$4.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.9K- 12.88% |
$5.79M - $7.16M
|
304K
$52.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-45K- 80.48% |
$5.8M - $7.17M
|
10.9K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-48.3K- 67.39% |
$6.23M - $7.7M
|
23.4K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-52.8K- 6.92% |
$6.81M - $8.41M
|
710K
$122M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-62.5K- 77.15% |
$8.06M - $9.96M
|
18.5K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-63.9K- 7.04% |
$8.24M - $10.2M
|
844K
$145M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.6K- 6.15% |
$10.1M - $12.5M
|
1.2M
$206M
|
|
|
Nov 02, 2022
Q3 2022
|
Summit Rock Advisors, LP
|
SELL
|
- |
-81.1K- 19.32% |
$10.5M - $12.9M
|
339K
$58.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-84.3KClosed |
$10.9M - $13.4M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-93.5K- 88.34% |
$12.1M - $14.9M
|
12.3K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-104K- 31.21% |
$13.5M - $16.6M
|
230K
$39.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-112K- 52.81% |
$14.4M - $17.8M
|
100K
$17.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-139K- 27.83% |
$17.9M - $22.2M
|
361K
$61.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-202K- 98.51% |
$26M - $32.1M
|
3.05K
$523K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-266K- 74.29% |
$34.3M - $42.3M
|
91.9K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-278K- 4.27% |
$35.8M - $44.3M
|
6.22M
$1.07B
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-356KClosed |
$46M - $56.8M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-627K- 8.1% |
$80.9M - $100M
|
7.11M
$1.22B
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-682K- 99.38% |
$87.9M - $109M
|
4.26K
$729K
|