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 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 31.41% |
$514K - $586K
|
7.48K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.45K- 5.35% |
$517K - $590K
|
61K
$9.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.48K- 5.03% |
$522K - $596K
|
65.7K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.56K- 24.87% |
$534K - $610K
|
10.8K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.57K- 2.1% |
$536K - $612K
|
167K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.69K- 17.93% |
$553K - $632K
|
16.9K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.74K- 15.36% |
$561K - $641K
|
20.6K
$3.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.77K- 33.61% |
$566K - $646K
|
7.45K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.9K- 3.37% |
$585K - $668K
|
112K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.92K- 74.12% |
$588K - $671K
|
1.37K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.96K- 2.02% |
$594K - $678K
|
192K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.02K- 99.09% |
$604K - $689K
|
37
$5.66K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-4.1K- 48.05% |
$615K - $702K
|
4.43K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.15K- 5.93% |
$622K - $710K
|
65.8K
$10.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.64K- 33.54% |
$697K - $796K
|
9.2K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.73K- 47.47% |
$710K - $810K
|
5.24K
$801K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.91K- 5.5% |
$736K - $841K
|
84.3K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.91K- 3.09% |
$737K - $842K
|
154K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.24K- 9.75% |
$786K - $898K
|
48.5K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.41K- 52.83% |
$811K - $926K
|
4.83K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-5.59K- 76.66% |
$838K - $957K
|
1.7K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.79K- 56.82% |
$869K - $993K
|
4.4K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.98K- 3.3% |
$898K - $1.02M
|
176K
$26.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.39K- 2.39% |
$958K - $1.09M
|
261K
$39.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-6.55K- 6.37% |
$983K - $1.12M
|
96.4K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.85K- 74.66% |
$1.03M - $1.17M
|
2.32K
$355K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.92K- 40.19% |
$1.04M - $1.19M
|
10.3K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.04K- 30.23% |
$1.06M - $1.21M
|
16.2K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.38K- 3.03% |
$1.11M - $1.26M
|
236K
$36.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.76K- 2.49% |
$1.16M - $1.33M
|
303K
$46.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.78K- 82.55% |
$1.17M - $1.33M
|
1.65K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.08K- 9.48% |
$1.21M - $1.38M
|
77.1K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.16K- 39.1% |
$1.23M - $1.4M
|
12.7K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.67K- 23.74% |
$1.3M - $1.49M
|
27.8K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-8.8K- 23.14% |
$1.32M - $1.51M
|
29.2K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-8.85K- 75.97% |
$1.33M - $1.52M
|
2.8K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-9.78K- 38.82% |
$1.47M - $1.68M
|
15.4K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-10K- 16.05% |
$1.5M - $1.71M
|
52.3K
$8M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11K- 2.92% |
$1.65M - $1.88M
|
365K
$55.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-11.1K- 19.04% |
$1.66M - $1.9M
|
47.1K
$7.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.5K- 6.32% |
$1.72M - $1.97M
|
170K
$26M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-12K- 77.08% |
$1.8M - $2.05M
|
3.56K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.9K- 6.86% |
$2.08M - $2.37M
|
188K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-13.9K- 10.2% |
$2.08M - $2.37M
|
122K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.3K- 1.51% |
$2.3M - $2.63M
|
1M
$153M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 87.78% |
$2.32M - $2.65M
|
2.16K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-16.2K- 25.64% |
$2.43M - $2.78M
|
47K
$7.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.9K- 6.08% |
$2.53M - $2.89M
|
261K
$39.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.2K- 2.72% |
$2.58M - $2.94M
|
614K
$93.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.2K- 44.46% |
$2.59M - $2.95M
|
21.5K
$3.29M
|