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 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
154+ 3.85% |
$19.9K - $24.5K
|
4.15K
$712K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
152+ 1381.82% |
$19.6K - $24.2K
|
163
$27.9K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
151+ 151.0% |
$19.5K - $24.1K
|
251
$43K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
150+ 6.72% |
$19.3K - $23.9K
|
2.38K
$408K
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
143+ 0.58% |
$18.4K - $22.8K
|
24.8K
$4.26M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
143+ 2.52% |
$18.4K - $22.8K
|
5.81K
$996K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
140+ 9.82% |
$18.1K - $22.3K
|
1.57K
$268K
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
129+ 1.65% |
$16.6K - $20.6K
|
7.96K
$1.36M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
118+ 6.21% |
$15.2K - $18.8K
|
2.02K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
116+ 7.76% |
$15K - $18.5K
|
1.61K
$276K
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
110+ 1.69% |
$14.2K - $17.5K
|
6.63K
$1.14M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
108+ 0.09% |
$13.9K - $17.2K
|
127K
$21.7M
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
106+ 2.03% |
$13.7K - $16.9K
|
5.33K
$912K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103+ 302.94% |
$13.3K - $16.4K
|
137
$23.5K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
103+ 6.88% |
$13.3K - $16.4K
|
1.6K
$274K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
96+ 3.73% |
$12.4K - $15.3K
|
2.67K
$458K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
91+ 0.76% |
$11.7K - $14.5K
|
12K
$2.06M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
90New |
$11.6K - $14.3K
|
90
$15.4K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
88+ 3.19% |
$11.3K - $14K
|
2.85K
$488K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
86+ 4.78% |
$11.1K - $13.7K
|
1.89K
$323K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78+ 1.89% |
$10.1K - $12.4K
|
4.21K
$721K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
77+ 0.83% |
$9.93K - $12.3K
|
9.36K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
77+ 1.54% |
$9.93K - $12.3K
|
5.07K
$869K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
75+ 0.02% |
$9.67K - $12K
|
318K
$54.5M
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
74+ 2.8% |
$9.54K - $11.8K
|
2.72K
$465K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
70+ 33.02% |
$9.03K - $11.2K
|
282
$48.3K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
70New |
$9.03K - $11.2K
|
70
$12K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68+ 59.13% |
$8.77K - $10.8K
|
183
$31.4K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
68+ 7.67% |
$8.77K - $10.8K
|
954
$163K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
68+ 4.37% |
$8.77K - $10.8K
|
1.62K
$278K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
67+ 0.74% |
$8.64K - $10.7K
|
9.13K
$1.57M
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
65+ 1.53% |
$8.38K - $10.4K
|
4.31K
$738K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
64New |
$8.25K - $10.2K
|
64
$11K
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
63+ 5.97% |
$8.12K - $10K
|
1.12K
$192K
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
63+ 0.49% |
$8.12K - $10K
|
12.9K
$2.22M
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
62+ 0.03% |
$7.99K - $9.88K
|
197K
$33.8M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
60+ 1.5% |
$7.74K - $9.56K
|
4.06K
$696K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60+ 16.22% |
$7.74K - $9.56K
|
430
$73.7K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
59+ 1.58% |
$7.61K - $9.4K
|
3.8K
$651K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
59+ 536.36% |
$7.61K - $9.4K
|
70
$12K
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
57+ 1.56% |
$7.35K - $9.08K
|
3.72K
$637K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 3.18% |
$6.19K - $7.65K
|
1.56K
$267K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
48New |
$6.19K - $7.65K
|
48
$8.23K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
45+ 4.79% |
$5.8K - $7.17K
|
985
$169K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
45New |
$5.8K - $7.17K
|
45
$7.71K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
41+ 58.57% |
$5.29K - $6.53K
|
111
$19K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$5.16K - $6.38K
|
40
$6.85K
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
38+ 1.52% |
$4.9K - $6.06K
|
2.53K
$434K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37+ 1.58% |
$4.77K - $5.9K
|
2.38K
$408K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
36New |
$4.64K - $5.74K
|
36
$6.17K
|