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 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
35New |
$4.51K - $5.58K
|
35
$6K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 1.89% |
$4.25K - $5.26K
|
1.78K
$305K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
31+ 2.1% |
$4K - $4.94K
|
1.51K
$258K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
30+ 1.69% |
$3.87K - $4.78K
|
1.81K
$310K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.65% |
$3.74K - $4.62K
|
4.5K
$771K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
29+ 0.27% |
$3.74K - $4.62K
|
10.6K
$1.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
28New |
$3.61K - $4.46K
|
28
$4.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
27+ 0.49% |
$3.48K - $4.3K
|
5.59K
$958K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
27+ 0.66% |
$3.48K - $4.3K
|
4.1K
$702K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
26+ 30.59% |
$3.35K - $4.14K
|
111
$19K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
26+ 0.11% |
$3.35K - $4.14K
|
23.2K
$3.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
26+ 0.7% |
$3.35K - $4.14K
|
3.75K
$642K
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
25+ 0.67% |
$3.22K - $3.98K
|
3.78K
$648K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
23+ 0.17% |
$2.97K - $3.67K
|
13.5K
$2.32M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21+ 0.5% |
$2.71K - $3.35K
|
4.24K
$727K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
20New |
$2.58K - $3.19K
|
20
$3.43K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
20+ 0.06% |
$2.58K - $3.19K
|
32.7K
$5.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.8% |
$2.58K - $3.19K
|
2.51K
$430K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
20+ 1.11% |
$2.58K - $3.19K
|
1.82K
$311K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19+ 0.44% |
$2.45K - $3.03K
|
4.33K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 13.01% |
$2.45K - $3.03K
|
165
$28.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18+ 0.69% |
$2.32K - $2.87K
|
2.61K
$447K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18+ 0.86% |
$2.32K - $2.87K
|
2.11K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
18+ 1.16% |
$2.32K - $2.87K
|
1.57K
$270K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
14+ 13.46% |
$1.81K - $2.23K
|
118
$20.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 0.04% |
$1.81K - $2.23K
|
35.2K
$6.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.28% |
$1.81K - $2.23K
|
4.93K
$844K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
12+ 0.09% |
$1.55K - $1.91K
|
12.7K
$2.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 0.39% |
$1.42K - $1.75K
|
2.83K
$485K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 36.67% |
$1.42K - $1.75K
|
41
$7.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.63% |
$1.42K - $1.75K
|
1.75K
$301K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10New |
$1.29K - $1.59K
|
10
$1.71K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.53% |
$1.03K - $1.28K
|
1.51K
$259K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8+ 0.36% |
$1.03K - $1.28K
|
2.22K
$381K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$1.03K - $1.28K
|
3.01K
$516K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$1.03K - $1.28K
|
8
$1.37K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8+ 0.08% |
$1.03K - $1.28K
|
10.4K
$1.78M
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.21% |
$645 - $797
|
2.36K
$404K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 1.14% |
$645 - $797
|
442
$75.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.07% |
$387 - $478
|
4.33K
$742K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 3.8% |
$387 - $478
|
82
$14.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.67% |
$258 - $319
|
300
$51.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.47% |
$129 - $159
|
214
$36.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$129 - $159
|
7.62K
$1.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$129 - $159
|
10.4K
$1.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$129 - $159
|
3.01K
$515K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.26% |
$129 - $159
|
391
$67K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.31% |
$129 - $159
|
326
$55.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.98% |
$129 - $159
|
103
$17.7K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|