Purchases and Sales Made in Q4 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
57+ 0.62% |
$7.49K - $8.53K
|
9.22K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
52+ 0.54% |
$6.83K - $7.78K
|
9.61K
$1.45M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
51+ 3.74% |
$6.7K - $7.63K
|
1.41K
$214K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
51+ 0.23% |
$6.7K - $7.63K
|
22.2K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50New |
$6.57K - $7.48K
|
50
$7.56K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
48+ 0.37% |
$6.3K - $7.18K
|
13.1K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48New |
$6.3K - $7.18K
|
48
$7.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.61% |
$6.17K - $7.03K
|
7.7K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
BUY
|
- |
47+ 1.2% |
$6.17K - $7.03K
|
3.97K
$600K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
45+ 1.34% |
$5.91K - $6.73K
|
3.4K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
42+ 0.75% |
$5.52K - $6.28K
|
5.65K
$854K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
40New |
$5.25K - $5.99K
|
40
$6.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37+ 1.37% |
$4.86K - $5.54K
|
2.74K
$414K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
37+ 0.85% |
$4.86K - $5.54K
|
4.37K
$660K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$4.6K - $5.24K
|
35
$5.29K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
34+ 33.33% |
$4.46K - $5.09K
|
136
$20.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.28% |
$4.33K - $4.94K
|
12K
$1.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
32+ 1.07% |
$4.2K - $4.79K
|
3.03K
$458K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
31+ 15.5% |
$4.07K - $4.64K
|
231
$34.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
31+ 0.69% |
$4.07K - $4.64K
|
4.53K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
30+ 1.69% |
$3.94K - $4.49K
|
1.81K
$273K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.71% |
$3.94K - $4.49K
|
4.27K
$646K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
30New |
$3.94K - $4.49K
|
30
$4.54K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.94% |
$3.94K - $4.49K
|
3.21K
$485K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
29New |
$3.81K - $4.34K
|
29
$4.39K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
29+ 0.76% |
$3.81K - $4.34K
|
3.87K
$585K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
29+ 0.3% |
$3.81K - $4.34K
|
9.67K
$1.46M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
28New |
$3.68K - $4.19K
|
28
$4.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
27+ 1.38% |
$3.55K - $4.04K
|
1.99K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
26+ 0.69% |
$3.41K - $3.89K
|
3.77K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
25+ 1.34% |
$3.28K - $3.74K
|
1.88K
$285K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
24New |
$3.15K - $3.59K
|
24
$3.63K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
23+ 15.23% |
$3.02K - $3.44K
|
174
$26.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
23+ 0.62% |
$3.02K - $3.44K
|
3.74K
$566K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$2.89K - $3.29K
|
22
$3.33K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.44% |
$2.76K - $3.14K
|
4.76K
$720K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
21+ 36.21% |
$2.76K - $3.14K
|
79
$11.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
20+ 0.59% |
$2.63K - $2.99K
|
3.39K
$512K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$2.5K - $2.84K
|
19
$2.87K
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
19+ 1.08% |
$2.5K - $2.84K
|
1.78K
$269K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18+ 0.69% |
$2.36K - $2.69K
|
2.63K
$397K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
17+ 0.81% |
$2.23K - $2.54K
|
2.11K
$319K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
17New |
$2.23K - $2.54K
|
17
$2.57K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 0.05% |
$2.1K - $2.39K
|
35.2K
$5.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.6% |
$2.1K - $2.39K
|
2.69K
$407K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
15+ 0.28% |
$1.97K - $2.24K
|
5.3K
$801K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
15+ 0.54% |
$1.97K - $2.24K
|
2.78K
$420K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.2% |
$1.71K - $1.95K
|
6.56K
$992K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13+ 2.94% |
$1.71K - $1.95K
|
455
$68.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.16% |
$1.58K - $1.8K
|
7.69K
$1.16M
|