Purchases and Sales Made in Q4 2021 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2021. 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
Feb 14, 2022 Q4 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-3.64K
- 2.78%
$572K - $643K
127K $20.8M
Feb 14, 2022 Q4 2021
State Street Corp

Boston, MA
SELL
 -
-3.71K
Closed
$584K - $656K
0 $0
Mar 15, 2022 Q4 2021
Pinnacle Wealth Management Group, Inc.

SELL
 -
-3.8K
Closed
$598K - $672K
0 $0
Feb 10, 2022 Q4 2021
Zhang Financial LLC

SELL
 -
-3.93K
- 2.77%
$618K - $695K
138K $22.6M
Feb 09, 2022 Q4 2021
Morris Capital Advisors, LLC

SELL
 -
-3.94K
- 56.51%
$620K - $697K
3.03K $497K
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-4.06K
- 12.74%
$639K - $718K
27.8K $4.56M
Jan 26, 2022 Q4 2021
Moody Lynn & Lieberson, LLC

SELL
 -
-4.12K
- 73.28%
$648K - $729K
1.5K $246K
Feb 14, 2022 Q4 2021
Trexquant Investment LP

Stamford, CT
SELL
 -
-4.33K
Closed
$681K - $765K
0 $0
Jan 21, 2022 Q4 2021
Allworth Financial LP

SELL
 -
-4.6K
- 7.55%
$723K - $813K
56.3K $9.23M
Feb 14, 2022 Q4 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-4.66K
Closed
$733K - $824K
0 $0
Feb 11, 2022 Q4 2021
Hsbc Holdings PLC

London, X0
SELL
 -
-5.03K
- 6.52%
$791K - $890K
72.1K $11.8M
Feb 07, 2022 Q4 2021
Managed Asset Portfolios, LLC

Rochester, MI
SELL
 -
-5.06K
- 72.22%
$796K - $896K
1.95K $319K
Feb 04, 2022 Q4 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-5.19K
- 42.92%
$816K - $918K
6.9K $1.13M
Feb 09, 2022 Q4 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-5.6K
- 79.96%
$881K - $991K
1.4K $230K
Feb 14, 2022 Q4 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-6K
- 72.05%
$944K - $1.06M
2.33K $382K
Feb 09, 2022 Q4 2021
Independent Family Office, LLC

SELL
 -
-6.11K
- 13.0%
$962K - $1.08M
40.9K $6.7M
Jan 18, 2022 Q4 2021
Courier Capital LLC

SELL
 -
-6.16K
- 4.19%
$969K - $1.09M
141K $23.1M
Feb 22, 2022 Q4 2021
Capital Directions Investment Advisors, LLC

SELL
 -
-6.33K
- 6.95%
$995K - $1.12M
84.7K $13.9M
Jan 20, 2022 Q4 2021
Patron Partners, LLC

SELL
 -
-6.4K
- 76.86%
$1.01M - $1.13M
1.93K $316K
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

SELL
 -
-6.5K
- 32.32%
$1.02M - $1.15M
13.6K $2.23M
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-6.69K
- 81.14%
$1.05M - $1.18M
1.55K $255K
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-7.32K
Closed
$1.15M - $1.3M
0 $0
Feb 01, 2022 Q4 2021
F Dx Advisors, Inc.

SELL
 -
-7.66K
- 59.33%
$1.2M - $1.35M
5.25K $861K
Feb 11, 2022 Q4 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-8.8K
Closed
$1.38M - $1.56M
0 $0
Feb 08, 2022 Q4 2021
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-9.29K
- 88.12%
$1.46M - $1.64M
1.25K $205K
Feb 08, 2022 Q4 2021
Cibc Private Wealth Group, LLC

SELL
 -
-9.92K
- 8.98%
$1.56M - $1.75M
100K $16.5M
Feb 09, 2022 Q4 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-10.8K
- 4.68%
$1.7M - $1.91M
220K $36M
Feb 02, 2022 Q4 2021
Waldron Private Wealth LLC

SELL
 -
-11.2K
- 6.26%
$1.76M - $1.98M
168K $27.5M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-12.6K
- 43.15%
$1.99M - $2.24M
16.7K $2.73M
Feb 14, 2022 Q4 2021
Veritable, L.P.

Newtown Square, PA
SELL
 -
-12.7K
- 6.22%
$2M - $2.25M
191K $31.3M
Feb 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-13.1K
- 22.31%
$2.06M - $2.32M
45.7K $7.49M
Feb 14, 2022 Q4 2021
Commerce Bank

Kansas City, MO
SELL
 -
-13.7K
- 2.54%
$2.15M - $2.42M
524K $85.9M
Feb 07, 2022 Q4 2021
Sg Americas Securities, LLC

SELL
 -
-14.2K
- 13.23%
$2.24M - $2.52M
93.4K $15.3M
Jan 20, 2022 Q4 2021
Regal Wealth Group, Inc.

SELL
 -
-15.2K
- 33.33%
$2.39M - $2.68M
30.3K $4.97M
Feb 18, 2022 Q4 2021
Castle Ark Alternatives, LLC

Chicago, IL
SELL
 -
-16.6K
Closed
$2.61M - $2.93M
0 $0
Feb 15, 2022 Q4 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-17.8K
- 35.29%
$2.8M - $3.15M
32.7K $5.36M
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-18K
- 55.66%
$2.83M - $3.18M
14.3K $2.35M
Feb 11, 2022 Q4 2021
Wellington Management Group LLP

Boston, MA
SELL
 -
-18.1K
- 46.3%
$2.85M - $3.2M
21K $3.44M
Jan 04, 2022 Q4 2021
Stephens Group Asset Management, LLC

SELL
 -
-18.6K
- 8.46%
$2.92M - $3.28M
201K $32.9M
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-21.1K
- 3.28%
$3.32M - $3.74M
623K $102M
Jan 28, 2022 Q4 2021
James Investment Research Inc

SELL
 -
-24.9K
- 34.53%
$3.91M - $4.4M
47.2K $7.73M
Feb 14, 2022 Q4 2021
Credit Suisse Ag

Zurich, V8
SELL
 -
-27.6K
- 45.57%
$4.34M - $4.88M
33K $5.4M
Feb 09, 2022 Q4 2021
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-30.9K
Closed
$4.86M - $5.47M
0 $0
Feb 03, 2022 Q4 2021
Wespac Advisors So Cal, LLC

SELL
 -
-31.3K
- 90.19%
$4.93M - $5.54M
3.41K $559K
Feb 14, 2022 Q4 2021
Chicago Wealth Management, Inc.

Chicago, IL
SELL
 -
-31.6K
- 57.43%
$4.98M - $5.59M
23.4K $3.84M
Jan 21, 2022 Q4 2021
Clear Creek Financial Management, LLC

SELL
 -
-33.6K
- 83.65%
$5.29M - $5.95M
6.57K $1.08M
Feb 11, 2022 Q4 2021
Nicholas Company, Inc.

SELL
 -
-35.2K
Closed
$5.53M - $6.22M
0 $0
Feb 07, 2022 Q4 2021
Victory Capital Management Inc

SELL
 -
-35.3K
- 6.05%
$5.55M - $6.24M
547K $89.7M
Feb 11, 2022 Q4 2021
Advisory Research Inc

Chicago, IL
SELL
 -
-36.6K
- 89.76%
$5.75M - $6.47M
4.17K $684K

Track Institutional and Insider Activities on IWN

Follow ISHARES RUSSELL2000 VAL ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWN shares.

Notify only if

Insider Trading

Get notified when an Ishares Russell2000 Val ETF insider buys or sells IWN shares.

Notify only if

News

Receive news related to ISHARES RUSSELL2000 VAL ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IWN