Purchases and Sales Made in Q3 2023 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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
Oct 02, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
2.36K
New
$316K - $357K
2.36K $407K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.3K
+ 4.05%
$308K - $348K
59.2K $10.2M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
2.3K
+ 83.81%
$308K - $348K
5.05K $871K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.3K
+ 669.68%
$307K - $347K
2.64K $455K
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
2.29K
New
$306K - $346K
2.29K $394K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.18K
+ 0.99%
$291K - $329K
222K $38.3M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
2.17K
+ 11.86%
$290K - $328K
20.5K $3.53M
Nov 14, 2024 Q3 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
2.13K
New
$285K - $322K
2.13K $367K
Oct 17, 2023 Q3 2023
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
2.13K
+ 2.79%
$284K - $321K
78.4K $13.5M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
2.09K
+ 31.56%
$280K - $316K
8.72K $1.5M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
2K
+ 56.16%
$268K - $302K
5.56K $959K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
1.99K
+ 17.77%
$267K - $301K
13.2K $2.28M
Nov 07, 2023 Q3 2023
Archvest Wealth Advisors, Inc.

BUY
 -
1.93K
+ 6.74%
$258K - $292K
30.6K $5.27M
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.92K
New
$256K - $290K
1.92K $330K
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
1.91K
+ 20.47%
$255K - $288K
11.2K $1.94M
Oct 24, 2023 Q3 2023
Eclectic Associates Inc

BUY
 -
1.9K
New
$255K - $288K
1.9K $328K
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
1.88K
+ 77.27%
$252K - $285K
4.32K $745K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
1.86K
+ 19.41%
$249K - $282K
11.5K $1.98M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
1.84K
+ 2.9%
$246K - $278K
65.3K $11.3M
Nov 01, 2023 Q3 2023
Performa LTD (Us), LLC

BUY
 -
1.78K
+ 3.24%
$238K - $269K
56.6K $9.76M
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
1.78K
New
$237K - $268K
1.78K $306K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
1.77K
+ 11.71%
$237K - $268K
16.9K $2.92M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.72K
+ 9.62%
$230K - $260K
19.6K $3.38M
Oct 10, 2023 Q3 2023
Sabal Trust CO

BUY
 -
1.65K
New
$221K - $250K
1.65K $285K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.63K
New
$218K - $247K
1.63K $281K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
1.57K
New
$210K - $237K
1.57K $271K
Oct 31, 2023 Q3 2023
Southern Capital Advisors, LLC

BUY
 -
1.57K
+ 61.13%
$210K - $237K
4.13K $713K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
1.55K
New
$207K - $234K
1.55K $267K
Oct 16, 2023 Q3 2023
Wood Trust Financial Corp

BUY
 -
1.52K
+ 1.07%
$203K - $229K
144K $24.8M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.51K
+ 52.15%
$202K - $228K
4.4K $758K
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
1.48K
New
$198K - $223K
1.48K $255K
Nov 14, 2023 Q3 2023
Kennedy Capital Management, Inc.

St Louis, MO
BUY
 -
1.48K
New
$198K - $223K
1.48K $255K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
1.42K
+ 5.96%
$191K - $215K
25.3K $4.37M
Nov 13, 2023 Q3 2023
Factorial Partners, LLC

BUY
 -
1.4K
+ 42.42%
$187K - $212K
4.7K $811K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.36K
+ 78.16%
$181K - $205K
3.09K $533K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.32K
+ 2.73%
$177K - $200K
49.8K $8.59M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.31K
+ 3.31%
$176K - $199K
41K $7.08M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.27K
+ 18.78%
$170K - $193K
8.06K $1.39M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
1.22K
+ 5.52%
$163K - $185K
23.3K $4.02M
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
1.21K
+ 0.94%
$162K - $183K
129K $22.3M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
1.12K
+ 39.25%
$149K - $169K
3.96K $682K
Nov 29, 2023 Q3 2023
Alamar Capital Management, LLC

BUY
 -
1.1K
+ 15.34%
$147K - $166K
8.23K $1.42M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.08K
+ 45.98%
$145K - $164K
3.44K $592K
Nov 14, 2023 Q3 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
1.07K
New
$143K - $162K
1.07K $185K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1.02K
New
$136K - $154K
1.02K $175K
Oct 18, 2023 Q3 2023
Marion Wealth Management

BUY
 -
987
+ 2.26%
$132K - $149K
44.7K $7.71M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
976
+ 15.29%
$131K - $148K
7.36K $1.27M
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
944
+ 1.03%
$126K - $143K
92.7K $16M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
942
+ 0.78%
$126K - $142K
122K $21M

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