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 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-60- 0.62% |
$8.03K - $9.07K
|
9.58K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-60- 2.33% |
$8.03K - $9.07K
|
2.51K
$447K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-63- 0.45% |
$8.43K - $9.53K
|
13.9K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-64- 5.72% |
$8.56K - $9.68K
|
1.06K
$188K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-66- 2.08% |
$8.83K - $9.98K
|
3.11K
$555K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-67- 1.02% |
$8.96K - $10.1K
|
6.52K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-67- 4.36% |
$8.96K - $10.1K
|
1.47K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-68- 11.79% |
$9.1K - $10.3K
|
509
$90.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-71- 1.46% |
$9.5K - $10.7K
|
4.81K
$857K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-72- 1.38% |
$9.63K - $10.9K
|
5.13K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 0.15% |
$9.63K - $10.9K
|
47.2K
$8.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-72- 2.17% |
$9.63K - $10.9K
|
3.24K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-74- 0.7% |
$9.9K - $11.2K
|
10.6K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-74- 0.31% |
$9.9K - $11.2K
|
23.7K
$4.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-75- 0.58% |
$10K - $11.3K
|
12.9K
$2.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-75- 0.69% |
$10K - $11.3K
|
10.8K
$1.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-76- 36.71% |
$10.2K - $11.5K
|
131
$23.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-76- 1.7% |
$10.2K - $11.5K
|
4.38K
$782K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-80- 3.24% |
$10.7K - $12.1K
|
2.39K
$426K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-82- 0.42% |
$11K - $12.4K
|
19.4K
$3.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 4.77% |
$11.8K - $13.3K
|
1.76K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-89- 8.89% |
$11.9K - $13.5K
|
912
$163K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-90- 2.88% |
$12K - $13.6K
|
3.04K
$541K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-98- 2.7% |
$13.1K - $14.8K
|
3.53K
$630K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-100- 6.08% |
$13.4K - $15.1K
|
1.55K
$276K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100- 7.73% |
$13.4K - $15.1K
|
1.19K
$213K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-103- 38.01% |
$13.8K - $15.6K
|
168
$29.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-103- 1.02% |
$13.8K - $15.6K
|
10K
$1.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-105- 5.8% |
$14K - $15.9K
|
1.71K
$304K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-106- 0.58% |
$14.2K - $16K
|
18.2K
$3.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-108- 3.47% |
$14.5K - $16.3K
|
3K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-113- 3.39% |
$15.1K - $17.1K
|
3.22K
$574K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-115- 6.09% |
$15.4K - $17.4K
|
1.77K
$316K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-116- 5.11% |
$15.5K - $17.5K
|
2.16K
$384K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-121- 0.73% |
$16.2K - $18.3K
|
16.4K
$2.93M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-121- 0.2% |
$16.2K - $18.3K
|
61.4K
$10.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-121- 0.73% |
$16.2K - $18.3K
|
16.4K
$2.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-124- 4.29% |
$16.6K - $18.8K
|
2.76K
$493K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-125- 2.23% |
$16.7K - $18.9K
|
5.48K
$977K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-126- 0.62% |
$16.9K - $19.1K
|
20.3K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-127- 2.86% |
$17K - $19.2K
|
4.32K
$770K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-130- 3.42% |
$17.4K - $19.7K
|
3.67K
$654K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-133- 1.5% |
$17.8K - $20.1K
|
8.74K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-134- 69.79% |
$17.9K - $20.3K
|
58
$10.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-140- 1.31% |
$18.7K - $21.2K
|
10.5K
$1.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-140- 14.06% |
$18.7K - $21.2K
|
856
$153K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-150- 4.03% |
$20.1K - $22.7K
|
3.57K
$637K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-153- 5.68% |
$20.5K - $23.1K
|
2.54K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-157- 0.96% |
$21K - $23.7K
|
16.2K
$2.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-168- 4.18% |
$22.5K - $25.4K
|
3.85K
$687K
|