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 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-73- 14.57% |
$9.41K - $11.6K
|
428
$73.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-74- 0.78% |
$9.54K - $11.8K
|
9.4K
$1.61M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-76- 50.0% |
$9.8K - $12.1K
|
76
$13K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-82- 1.13% |
$10.6K - $13.1K
|
7.15K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-82- 4.55% |
$10.6K - $13.1K
|
1.72K
$295K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-88- 1.4% |
$11.3K - $14K
|
6.22K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-90- 0.51% |
$11.6K - $14.3K
|
17.5K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-91- 1.17% |
$11.7K - $14.5K
|
7.67K
$1.31M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-91- 0.32% |
$11.7K - $14.5K
|
28.7K
$4.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-92- 1.04% |
$11.9K - $14.7K
|
8.75K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-94- 0.29% |
$12.1K - $15K
|
32.8K
$5.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-100- 0.75% |
$12.9K - $15.9K
|
13.2K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-101- 2.69% |
$13K - $16.1K
|
3.66K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-120- 1.34% |
$15.5K - $19.1K
|
8.84K
$1.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-123- 6.29% |
$15.9K - $19.6K
|
1.83K
$314K
|
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-129- 0.27% |
$16.6K - $20.6K
|
46.8K
$8.02M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-132- 5.81% |
$17K - $21K
|
2.14K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-135- 4.59% |
$17.4K - $21.5K
|
2.8K
$480K
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-141- 2.98% |
$18.2K - $22.5K
|
4.6K
$788K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-142- 63.39% |
$18.3K - $22.6K
|
82
$14.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-145- 5.17% |
$18.7K - $23.1K
|
2.66K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-147- 2.9% |
$19K - $23.4K
|
4.92K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-159- 38.5% |
$20.5K - $25.3K
|
254
$43.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-160- 4.41% |
$20.6K - $25.5K
|
3.47K
$594K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-160- 4.41% |
$20.6K - $25.5K
|
3.47K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-166- 5.22% |
$21.4K - $26.5K
|
3.01K
$516K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-175- 0.47% |
$22.6K - $27.9K
|
37.3K
$6.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-175- 1.5% |
$22.6K - $27.9K
|
11.5K
$1.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-191- 0.73% |
$24.6K - $30.4K
|
25.9K
$4.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-192- 0.38% |
$24.8K - $30.6K
|
50K
$8.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-193- 1.47% |
$24.9K - $30.8K
|
13K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-193- 10.85% |
$24.9K - $30.8K
|
1.59K
$272K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-193- 2.46% |
$24.9K - $30.8K
|
7.66K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-198- 2.97% |
$25.5K - $31.6K
|
6.46K
$1.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-205- 1.56% |
$26.4K - $32.7K
|
12.9K
$2.21M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-208- 10.56% |
$26.8K - $33.2K
|
1.76K
$302K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-210- 0.81% |
$27.1K - $33.5K
|
25.8K
$4.42M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-215- 2.38% |
$27.7K - $34.3K
|
8.81K
$1.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-225- 2.23% |
$29K - $35.9K
|
9.87K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-228- 1.49% |
$29.4K - $36.3K
|
15K
$2.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-233- 1.85% |
$30K - $37.1K
|
12.3K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-237- 1.99% |
$30.6K - $37.8K
|
11.7K
$2M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-238- 2.53% |
$30.7K - $37.9K
|
9.16K
$1.57M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-242- 11.05% |
$31.2K - $38.6K
|
1.95K
$334K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-243- 11.09% |
$31.3K - $38.7K
|
1.95K
$334K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-244- 9.1% |
$31.5K - $38.9K
|
2.44K
$417K
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-244- 1.41% |
$31.5K - $38.9K
|
17K
$2.92M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-247- 11.27% |
$31.8K - $39.4K
|
1.95K
$333K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-251- 4.7% |
$32.4K - $40K
|
5.1K
$873K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.32% |
$32.5K - $40.2K
|
7.33K
$1.26M
|