Purchases and Sales Made in Q3 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2023. 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 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-28.6K- 85.59% |
$3.82M - $4.32M
|
4.81K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35K- 2.48% |
$4.68M - $5.29M
|
1.37M
$237M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-35K- 3.82% |
$4.68M - $5.29M
|
882K
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35.5K- 64.69% |
$4.74M - $5.36M
|
19.4K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.6K- 3.39% |
$4.9M - $5.54M
|
1.05M
$180M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.3K- 54.92% |
$4.99M - $5.64M
|
30.6K
$5.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-40.8K- 26.77% |
$5.46M - $6.17M
|
112K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-41.3K- 4.79% |
$5.52M - $6.24M
|
821K
$142M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-44K- 23.6% |
$5.89M - $6.65M
|
142K
$24.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47.6K- 19.26% |
$6.36M - $7.19M
|
199K
$34.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53K- 57.95% |
$7.1M - $8.02M
|
38.5K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56.4K- 38.18% |
$7.55M - $8.53M
|
91.3K
$15.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-57.8K- 98.97% |
$7.73M - $8.74M
|
599
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.3K- 11.9% |
$8.34M - $9.43M
|
461K
$79.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-62.4K- 20.07% |
$8.35M - $9.44M
|
249K
$42.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-68.7K- 97.03% |
$9.19M - $10.4M
|
2.1K
$362K
|
|
|
Oct 10, 2023
Q3 2023
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-70.5K- 68.38% |
$9.43M - $10.7M
|
32.6K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-77.5K- 93.91% |
$10.4M - $11.7M
|
5.02K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-87.1K- 59.03% |
$11.7M - $13.2M
|
60.5K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-139K- 92.55% |
$18.6M - $21M
|
11.2K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-150K- 64.25% |
$20.1M - $22.7M
|
83.5K
$14.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-193K- 96.44% |
$25.9M - $29.2M
|
7.15K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-337K- 35.47% |
$45.1M - $51M
|
613K
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-350K- 24.18% |
$46.8M - $52.9M
|
1.1M
$189M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-359K- 87.01% |
$48.1M - $54.3M
|
53.6K
$9.25M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-381K- 25.76% |
$50.9M - $57.6M
|
1.1M
$189M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-546K- 90.73% |
$73M - $82.5M
|
55.7K
$9.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-618KClosed |
$82.7M - $93.5M
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-647K- 9.19% |
$86.6M - $97.9M
|
6.4M
$1.1B
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-798K- 90.99% |
$107M - $121M
|
79K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-6.44MClosed |
$861M - $973M
|
0
$0
|