Purchases and Sales Made in Q3 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2024. 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 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-378- 17.81% |
$56.7K - $64.8K
|
1.74K
$267K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-405- 3.71% |
$60.8K - $69.4K
|
10.5K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-410- 5.14% |
$61.5K - $70.2K
|
7.57K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-415- 2.55% |
$62.3K - $71.1K
|
15.9K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-416- 20.78% |
$62.4K - $71.3K
|
1.59K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-417- 12.61% |
$62.6K - $71.4K
|
2.89K
$442K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-422- 8.36% |
$63.3K - $72.3K
|
4.62K
$707K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-425- 4.27% |
$63.8K - $72.8K
|
9.53K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-425- 19.26% |
$63.8K - $72.8K
|
1.78K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-425- 14.05% |
$63.8K - $72.8K
|
2.6K
$398K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-427- 3.35% |
$64.1K - $73.2K
|
12.3K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-428- 2.8% |
$64.2K - $73.3K
|
14.9K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-436- 0.8% |
$65.4K - $74.7K
|
54K
$8.26M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-436- 13.87% |
$65.4K - $74.7K
|
2.71K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-438- 26.27% |
$65.7K - $75K
|
1.23K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-450- 3.59% |
$67.5K - $77.1K
|
12.1K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-465- 24.33% |
$69.8K - $79.7K
|
1.45K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-478- 3.04% |
$71.7K - $81.9K
|
15.2K
$2.33M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-490- 4.05% |
$73.5K - $84K
|
11.6K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-493- 15.94% |
$74K - $84.5K
|
2.6K
$398K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-499- 7.72% |
$74.9K - $85.5K
|
5.96K
$912K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-504- 8.28% |
$75.6K - $86.4K
|
5.59K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-505- 0.79% |
$75.8K - $86.5K
|
63.6K
$9.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-510- 1.14% |
$76.5K - $87.4K
|
44.4K
$6.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-511- 6.55% |
$76.7K - $87.6K
|
7.29K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-514- 9.8% |
$77.1K - $88.1K
|
4.73K
$724K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-514- 1.99% |
$77.1K - $88.1K
|
25.3K
$3.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-523- 10.18% |
$78.5K - $89.6K
|
4.61K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-532- 1.01% |
$79.8K - $91.2K
|
52.1K
$7.97M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-552- 10.29% |
$82.8K - $94.6K
|
4.81K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-568- 5.61% |
$85.2K - $97.3K
|
9.55K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-580- 2.65% |
$87K - $99.4K
|
21.3K
$3.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-594- 2.42% |
$89.1K - $102K
|
24K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-596- 4.77% |
$89.4K - $102K
|
11.9K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-603- 12.09% |
$90.5K - $103K
|
4.39K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-644- 0.71% |
$96.6K - $110K
|
90.4K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-659- 35.85% |
$98.9K - $113K
|
1.18K
$180K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-715- 24.69% |
$107K - $123K
|
2.18K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-723- 15.98% |
$108K - $124K
|
3.8K
$581K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-739- 0.33% |
$111K - $127K
|
222K
$33.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-800- 8.55% |
$120K - $137K
|
8.56K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-804- 3.51% |
$121K - $138K
|
22.1K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-842- 1.19% |
$126K - $144K
|
69.7K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-874- 1.04% |
$131K - $150K
|
83.5K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-889- 87.59% |
$133K - $152K
|
126
$19.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-909- 2.6% |
$136K - $156K
|
34K
$5.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-918- 20.93% |
$138K - $157K
|
3.47K
$531K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-938- 10.09% |
$141K - $161K
|
8.36K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-954- 3.44% |
$143K - $163K
|
26.8K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-977- 13.02% |
$147K - $167K
|
6.53K
$999K
|