Purchases and Sales Made in Q4 2022 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 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
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
52
+ 0.54%
$6.83K - $7.78K
9.61K $1.49M
Jan 10, 2023 Q4 2022
S.A. Mason LLC

BUY
 -
51
+ 3.74%
$6.7K - $7.63K
1.41K $220K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
51
+ 0.23%
$6.7K - $7.63K
22.2K $3.45M
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
50
New
$6.57K - $7.48K
50 $7.76K
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
48
New
$6.3K - $7.18K
48 $7.45K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
48
+ 0.37%
$6.3K - $7.18K
13.1K $2.04M
Feb 13, 2023 Q4 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
47
+ 0.61%
$6.17K - $7.03K
7.7K $1.2M
Feb 06, 2023 Q4 2022
Amarillo National Bank

BUY
 -
47
+ 1.2%
$6.17K - $7.03K
3.97K $616K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
45
+ 1.34%
$5.91K - $6.73K
3.4K $529K
Feb 14, 2023 Q4 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
42
+ 0.75%
$5.52K - $6.28K
5.65K $877K
Feb 14, 2023 Q4 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
37
+ 1.37%
$4.86K - $5.54K
2.74K $425K
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
37
+ 0.85%
$4.86K - $5.54K
4.37K $678K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
35
New
$4.6K - $5.24K
35 $5.43K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
34
+ 33.33%
$4.46K - $5.09K
136 $21.1K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
33
+ 0.28%
$4.33K - $4.94K
12K $1.87M
Jan 20, 2023 Q4 2022
Keudell

BUY
 -
32
+ 1.07%
$4.2K - $4.79K
3.03K $471K
Jan 18, 2023 Q4 2022
Guidance Point Advisors, LLC

BUY
 -
31
+ 0.69%
$4.07K - $4.64K
4.53K $704K
Feb 03, 2023 Q4 2022
Archer Investment Corp

BUY
 -
31
+ 15.5%
$4.07K - $4.64K
231 $35.9K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
30
New
$3.94K - $4.49K
30 $4.66K
Feb 14, 2023 Q4 2022
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
30
+ 1.69%
$3.94K - $4.49K
1.81K $281K
Apr 19, 2024 Q4 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
30
+ 0.94%
$3.94K - $4.49K
3.21K $498K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
30
+ 0.71%
$3.94K - $4.49K
4.27K $663K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
29
New
$3.81K - $4.34K
29 $4.5K
Feb 08, 2023 Q4 2022
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
29
+ 0.76%
$3.81K - $4.34K
3.87K $600K
Jan 31, 2023 Q4 2022
Fulton Breakefield Broenniman LLC

BUY
 -
29
+ 0.3%
$3.81K - $4.34K
9.67K $1.5M
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
28
New
$3.68K - $4.19K
28 $4.35K
Feb 14, 2023 Q4 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
27
+ 1.38%
$3.55K - $4.04K
1.99K $309K
Feb 13, 2023 Q4 2022
Fullen Financial Group

BUY
 -
26
+ 0.69%
$3.41K - $3.89K
3.77K $586K
Feb 13, 2023 Q4 2022
Pointe Capital Management LLC

BUY
 -
25
+ 1.34%
$3.28K - $3.74K
1.88K $293K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
24
New
$3.15K - $3.59K
24 $3.73K
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

BUY
 -
23
+ 15.23%
$3.02K - $3.44K
174 $27K
Feb 02, 2023 Q4 2022
Wealthstream Advisors, Inc.

BUY
 -
23
+ 0.62%
$3.02K - $3.44K
3.74K $581K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
22
New
$2.89K - $3.29K
22 $3.42K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
21
+ 0.44%
$2.76K - $3.14K
4.76K $739K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
21
+ 36.21%
$2.76K - $3.14K
79 $12.3K
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
20
+ 0.59%
$2.63K - $2.99K
3.39K $526K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
19
New
$2.5K - $2.84K
19 $2.95K
Jan 26, 2023 Q4 2022
Steph & CO

BUY
 -
19
+ 1.08%
$2.5K - $2.84K
1.78K $277K
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
18
+ 0.69%
$2.36K - $2.69K
2.63K $408K
Jan 10, 2023 Q4 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
17
+ 0.81%
$2.23K - $2.54K
2.11K $328K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
17
New
$2.23K - $2.54K
17 $2.64K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
16
+ 0.6%
$2.1K - $2.39K
2.69K $417K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
16
+ 0.05%
$2.1K - $2.39K
35.2K $5.47M
Jan 25, 2023 Q4 2022
Tarbox Family Office, Inc.

BUY
 -
15
+ 0.28%
$1.97K - $2.24K
5.3K $822K
Feb 01, 2023 Q4 2022
Patten & Patten Inc

BUY
 -
15
+ 0.54%
$1.97K - $2.24K
2.78K $432K
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
13
+ 2.94%
$1.71K - $1.95K
455 $70.6K
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
13
+ 0.2%
$1.71K - $1.95K
6.56K $1.02M
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
12
New
$1.58K - $1.8K
12 $1.86K
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

BUY
 -
12
+ 0.68%
$1.58K - $1.8K
1.77K $274K

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