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 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.06% |
$129 - $159
|
1.69K
$289K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 1.67% |
$129 - $159
|
59
$10.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.34% |
$129 - $159
|
294
$50.4K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 0.07% |
$516 - $638
|
5.64K
$966K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4- 0.26% |
$516 - $638
|
1.53K
$262K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5- 0.24% |
$645 - $797
|
2.11K
$362K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6- 0.28% |
$774 - $956
|
2.11K
$362K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.17% |
$774 - $956
|
3.63K
$622K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-7- 0.21% |
$903 - $1.12K
|
3.27K
$561K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.2% |
$903 - $1.12K
|
3.52K
$604K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-8- 0.85% |
$1.03K - $1.28K
|
929
$159K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-10- 10.53% |
$1.29K - $1.59K
|
85
$14.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11- 0.4% |
$1.42K - $1.75K
|
2.77K
$475K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 20.37% |
$1.42K - $1.75K
|
43
$7.37K
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-11- 0.13% |
$1.42K - $1.75K
|
8.33K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12- 0.56% |
$1.55K - $1.91K
|
2.12K
$363K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-15- 0.54% |
$1.93K - $2.39K
|
2.77K
$474K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15- 0.28% |
$1.93K - $2.39K
|
5.28K
$905K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-16- 1.01% |
$2.06K - $2.55K
|
1.57K
$269K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-16- 0.16% |
$2.06K - $2.55K
|
9.91K
$1.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-19- 0.26% |
$2.45K - $3.03K
|
7.19K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-20- 0.69% |
$2.58K - $3.19K
|
2.89K
$495K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-21- 14.09% |
$2.71K - $3.35K
|
128
$21.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-22- 0.74% |
$2.84K - $3.51K
|
2.95K
$506K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.38% |
$3.22K - $3.98K
|
6.59K
$1.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-27- 0.45% |
$3.48K - $4.3K
|
5.94K
$1.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-29- 0.27% |
$3.74K - $4.62K
|
10.6K
$1.81M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-32- 0.49% |
$4.13K - $5.1K
|
6.55K
$1.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-32- 1.65% |
$4.13K - $5.1K
|
1.91K
$327K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-34- 0.04% |
$4.38K - $5.42K
|
86.4K
$14.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-34- 1.17% |
$4.38K - $5.42K
|
2.87K
$492K
|
|
|
Oct 27, 2022
Q3 2022
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-35- 2.13% |
$4.51K - $5.58K
|
1.61K
$275K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-35- 0.52% |
$4.51K - $5.58K
|
6.72K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-40- 0.88% |
$5.16K - $6.38K
|
4.49K
$769K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-40- 1.59% |
$5.16K - $6.38K
|
2.47K
$423K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41- 0.04% |
$5.29K - $6.53K
|
99.8K
$17.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-44- 1.5% |
$5.67K - $7.01K
|
2.89K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-45- 2.2% |
$5.8K - $7.17K
|
2K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 2.31% |
$6.06K - $7.49K
|
1.99K
$341K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-48- 1.83% |
$6.19K - $7.65K
|
2.57K
$441K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-49- 0.79% |
$6.32K - $7.81K
|
6.15K
$1.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-53- 1.46% |
$6.83K - $8.45K
|
3.57K
$612K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-55Closed |
$7.09K - $8.77K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-57- 4.91% |
$7.35K - $9.08K
|
1.1K
$189K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-58- 0.66% |
$7.48K - $9.24K
|
8.79K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59- 0.54% |
$7.61K - $9.4K
|
10.8K
$1.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-61- 6.28% |
$7.86K - $9.72K
|
910
$156K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-64- 2.83% |
$8.25K - $10.2K
|
2.2K
$376K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-68- 1.27% |
$8.77K - $10.8K
|
5.27K
$903K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-69- 3.91% |
$8.9K - $11K
|
1.7K
$291K
|