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
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.18K+ 0.76% |
$152K - $188K
|
157K
$26.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
1.17K+ 3.07% |
$151K - $186K
|
39.2K
$6.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.15KNew |
$148K - $183K
|
1.15K
$197K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.11K+ 11.59% |
$142K - $176K
|
10.6K
$1.82M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 15.85% |
$139K - $172K
|
7.89K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06K+ 23.98% |
$136K - $168K
|
5.47K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.05K+ 0.51% |
$135K - $167K
|
205K
$35.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.04K+ 109.59% |
$134K - $166K
|
1.99K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.03K+ 64.39% |
$132K - $164K
|
2.62K
$449K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.02KNew |
$132K - $163K
|
1.02K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
998+ 15.68% |
$129K - $159K
|
7.36K
$1.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
956+ 23.98% |
$123K - $152K
|
4.94K
$847K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
950+ 289.63% |
$122K - $151K
|
1.28K
$219K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
945+ 2.59% |
$122K - $151K
|
37.4K
$6.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
888+ 1.43% |
$114K - $142K
|
63K
$10.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
869+ 3.51% |
$112K - $139K
|
25.6K
$4.39M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
843+ 13.5% |
$109K - $134K
|
7.09K
$1.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
832+ 38.39% |
$107K - $133K
|
3K
$514K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
807+ 11.72% |
$104K - $129K
|
7.69K
$1.32M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
800+ 47.45% |
$103K - $128K
|
2.49K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
750+ 0.48% |
$96.7K - $120K
|
158K
$27.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
722+ 7.04% |
$93.1K - $115K
|
11K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
714+ 6.1% |
$92.1K - $114K
|
12.4K
$2.13M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
698+ 2.3% |
$90K - $111K
|
31.1K
$5.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
691+ 6910.0% |
$89.1K - $110K
|
701
$120K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
690New |
$89K - $110K
|
690
$118K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
688+ 2.35% |
$88.7K - $110K
|
29.9K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
670+ 5.96% |
$86.4K - $107K
|
11.9K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
637+ 4.86% |
$82.1K - $102K
|
13.8K
$2.36M
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
624+ 18.23% |
$80.5K - $99.5K
|
4.05K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
619+ 7.19% |
$79.8K - $98.7K
|
9.23K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
613+ 4.55% |
$79K - $97.7K
|
14.1K
$2.41M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
608+ 11.68% |
$78.4K - $96.9K
|
5.81K
$996K
|
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
595+ 19.06% |
$76.7K - $94.8K
|
3.72K
$637K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
589+ 4.25% |
$75.9K - $93.9K
|
14.4K
$2.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
570+ 29.89% |
$73.5K - $90.8K
|
2.48K
$424K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
566New |
$73K - $90.2K
|
566
$97K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
566+ 20.42% |
$73K - $90.2K
|
3.34K
$572K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
560+ 27.0% |
$72.2K - $89.3K
|
2.63K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
559+ 12.56% |
$72.1K - $89.1K
|
5.01K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
536+ 10.79% |
$69.1K - $85.4K
|
5.5K
$943K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
528+ 2.31% |
$68.1K - $84.2K
|
23.4K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
502+ 9.93% |
$64.7K - $80K
|
5.56K
$952K
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
487+ 22.95% |
$62.8K - $77.6K
|
2.61K
$447K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
487+ 22.95% |
$62.8K - $77.6K
|
2.61K
$447K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
487+ 3.87% |
$62.8K - $77.6K
|
13.1K
$2.24M
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
478+ 5.53% |
$61.6K - $76.2K
|
9.11K
$1.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
476+ 1.18% |
$61.4K - $75.9K
|
41K
$7.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
473+ 4.99% |
$61K - $75.4K
|
9.95K
$1.71M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
472+ 7.91% |
$60.9K - $75.2K
|
6.44K
$1.1M
|