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 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13- 0.05% |
$1.95K - $2.23K
|
23.9K
$3.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-13- 4.15% |
$1.95K - $2.23K
|
300
$45.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17- 0.27% |
$2.55K - $2.91K
|
6.4K
$979K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-18- 0.21% |
$2.7K - $3.08K
|
8.57K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 8.18% |
$2.7K - $3.08K
|
202
$30.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-18- 0.28% |
$2.7K - $3.08K
|
6.5K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20- 0.18% |
$3K - $3.43K
|
11.1K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-22- 0.38% |
$3.3K - $3.77K
|
5.76K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22- 1.31% |
$3.3K - $3.77K
|
1.66K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-23- 0.18% |
$3.45K - $3.94K
|
12.8K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-24- 0.5% |
$3.6K - $4.11K
|
4.81K
$736K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-25- 0.14% |
$3.75K - $4.28K
|
18.4K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-25- 0.26% |
$3.75K - $4.28K
|
9.58K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-25- 1.56% |
$3.75K - $4.28K
|
1.58K
$241K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 1.58% |
$3.9K - $4.45K
|
1.62K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-26- 0.41% |
$3.9K - $4.45K
|
6.36K
$973K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 2.8% |
$4.05K - $4.63K
|
939
$144K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 0.29% |
$4.05K - $4.63K
|
9.34K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29- 1.01% |
$4.35K - $4.97K
|
2.85K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.38% |
$4.5K - $5.14K
|
2.15K
$329K
|
|
|
Mar 05, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-30- 0.97% |
$4.5K - $5.14K
|
3.07K
$470K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-31Closed |
$4.65K - $5.31K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31- 0.12% |
$4.65K - $5.31K
|
25.7K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-32- 2.18% |
$4.8K - $5.48K
|
1.44K
$220K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-33- 0.07% |
$4.95K - $5.65K
|
47.8K
$7.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 0.45% |
$5.1K - $5.83K
|
7.5K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35- 0.54% |
$5.25K - $6K
|
6.47K
$990K
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 0.97% |
$5.25K - $6K
|
3.58K
$547K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-35- 0.49% |
$5.25K - $6K
|
7.14K
$1.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-38- 1.23% |
$5.7K - $6.51K
|
3.05K
$466K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40- 5.06% |
$6K - $6.85K
|
750
$115K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-43- 2.07% |
$6.45K - $7.37K
|
2.04K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-43- 2.04% |
$6.45K - $7.37K
|
2.07K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-43- 0.56% |
$6.45K - $7.37K
|
7.59K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-44- 2.3% |
$6.6K - $7.54K
|
1.87K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 1.32% |
$6.75K - $7.71K
|
3.36K
$514K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-48- 1.64% |
$7.2K - $8.22K
|
2.88K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-49- 1.35% |
$7.35K - $8.4K
|
3.58K
$547K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.64% |
$7.5K - $8.57K
|
7.75K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-50- 1.42% |
$7.5K - $8.57K
|
3.47K
$531K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.3% |
$7.5K - $8.57K
|
2.12K
$325K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-51- 3.72% |
$7.65K - $8.74K
|
1.32K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-54- 2.71% |
$8.1K - $9.25K
|
1.94K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-55- 8.21% |
$8.25K - $9.42K
|
615
$94.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57- 3.62% |
$8.55K - $9.77K
|
1.52K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 1.48% |
$9K - $10.3K
|
4K
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 8.44% |
$9K - $10.3K
|
651
$99.6K
|
|
|
Apr 01, 2025
Q3 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-63- 0.1% |
$9.45K - $10.8K
|
62.9K
$9.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 5.91% |
$9.6K - $11K
|
1.02K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 6.66% |
$9.75K - $11.1K
|
911
$139K
|