Purchases and Sales Made in Q3 2025 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2025. 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 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.67M+ 62.53% |
$263M - $299M
|
4.34M
$759M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
114K+ 7566.67% |
$17.8M - $20.3M
|
115K
$20.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 5.13% |
$16.5M - $18.8M
|
2.15M
$375M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
67.9K+ 51.11% |
$10.7M - $12.2M
|
201K
$35.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
63.3KNew |
$9.94M - $11.3M
|
63.3K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.8KNew |
$9.87M - $11.2M
|
62.8K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
58.7K+ 41.01% |
$9.22M - $10.5M
|
202K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
57.3K+ 76.38% |
$9.01M - $10.3M
|
132K
$23.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
53.2K+ 1500.48% |
$8.36M - $9.52M
|
56.8K
$9.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
53.2KNew |
$8.35M - $9.52M
|
53.2K
$9.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
48.4K+ 62.32% |
$7.61M - $8.66M
|
126K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44K+ 54.3% |
$6.91M - $7.87M
|
125K
$21.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 232.87% |
$5.68M - $6.47M
|
51.7K
$9.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
35.6K+ 142.08% |
$5.6M - $6.38M
|
60.7K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.6K+ 2.67% |
$4.97M - $5.66M
|
1.22M
$212M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
25.9K+ 246.87% |
$4.06M - $4.63M
|
36.3K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.7K+ 11.22% |
$3.88M - $4.41M
|
245K
$42.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 109.46% |
$3.69M - $4.2M
|
45K
$7.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
21.4KNew |
$3.36M - $3.83M
|
21.4K
$3.74M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
21.3KNew |
$3.34M - $3.8M
|
21.3K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
21.1K+ 74.04% |
$3.31M - $3.77M
|
49.6K
$8.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 8.83% |
$3.27M - $3.73M
|
257K
$44.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.3K+ 50.91% |
$2.87M - $3.27M
|
54.2K
$9.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.1K+ 4.35% |
$2.69M - $3.07M
|
411K
$71.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.9K+ 40.41% |
$2.34M - $2.66M
|
51.7K
$9.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
13.6KNew |
$2.13M - $2.43M
|
13.6K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.4KNew |
$2.1M - $2.39M
|
13.4K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.1K+ 9.84% |
$2.06M - $2.35M
|
147K
$25.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
11.7K+ 487.33% |
$1.83M - $2.09M
|
14K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.3KNew |
$1.78M - $2.03M
|
11.3K
$1.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
10.8K+ 39.33% |
$1.7M - $1.93M
|
38.3K
$6.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
9.87K+ 5.01% |
$1.55M - $1.77M
|
207K
$36.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
9.8K+ 63.63% |
$1.54M - $1.75M
|
25.2K
$4.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.69K+ 1.57% |
$1.52M - $1.73M
|
626K
$109M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.66K+ 9.71% |
$1.52M - $1.73M
|
109K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.46KNew |
$1.49M - $1.69M
|
9.46K
$1.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.94K+ 324.9% |
$1.4M - $1.6M
|
11.7K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
8.33KNew |
$1.31M - $1.49M
|
8.33K
$1.46M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.07K+ 28.49% |
$1.27M - $1.44M
|
36.4K
$6.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.25K+ 4.71% |
$1.14M - $1.3M
|
161K
$28.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.2K+ 0.62% |
$974K - $1.11M
|
1.01M
$176M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.63K+ 47.52% |
$884K - $1.01M
|
17.5K
$3.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.58K+ 153.98% |
$876K - $998K
|
9.2K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.37KNew |
$844K - $962K
|
5.37K
$939K
|
|
|
Nov 14, 2025
Q3 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
5.13KNew |
$806K - $918K
|
5.13K
$896K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.65K+ 1.26% |
$730K - $832K
|
375K
$65.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.44K+ 8.29% |
$698K - $795K
|
58K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
4.32K+ 9.23% |
$678K - $773K
|
51.1K
$8.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.18K+ 9.18% |
$657K - $748K
|
49.7K
$8.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.09K+ 3.31% |
$642K - $731K
|
127K
$22.3M
|