Purchases and Sales Made in Q4 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2023. 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, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 5.84% |
$23.6K - $29.7K
|
3.03K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-189- 5.41% |
$23.7K - $29.9K
|
3.31K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-190- 1.24% |
$23.8K - $30.1K
|
15.2K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-192- 6.17% |
$24.1K - $30.4K
|
2.92K
$447K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-194- 4.15% |
$24.3K - $30.7K
|
4.48K
$685K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-200- 5.98% |
$25.1K - $31.6K
|
3.14K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-200- 1.86% |
$25.1K - $31.6K
|
10.5K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-202- 19.06% |
$25.4K - $32K
|
858
$131K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-209- 3.19% |
$26.2K - $33.1K
|
6.34K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-215- 3.92% |
$27K - $34K
|
5.28K
$808K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-224- 3.75% |
$28.1K - $35.4K
|
5.74K
$879K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-229- 12.25% |
$28.7K - $36.2K
|
1.64K
$251K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-232- 1.17% |
$29.1K - $36.7K
|
19.6K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-232- 1.17% |
$29.1K - $36.7K
|
19.6K
$3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-233- 0.3% |
$29.2K - $36.9K
|
76.8K
$11.8M
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-234- 4.65% |
$29.4K - $37K
|
4.79K
$734K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-247- 0.95% |
$31K - $39.1K
|
25.8K
$3.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-247- 1.17% |
$31K - $39.1K
|
20.8K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-248- 1.55% |
$31.1K - $39.2K
|
15.8K
$2.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-254- 4.31% |
$31.9K - $40.2K
|
5.63K
$862K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-260- 3.39% |
$32.6K - $41.1K
|
7.42K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-260- 5.07% |
$32.6K - $41.1K
|
4.87K
$745K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-264- 3.35% |
$33.1K - $41.8K
|
7.63K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-266- 6.16% |
$33.4K - $42.1K
|
4.05K
$620K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-271- 44.35% |
$34K - $42.9K
|
340
$52.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-275- 10.05% |
$34.5K - $43.5K
|
2.46K
$377K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-288- 1.75% |
$36.1K - $45.6K
|
16.1K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-288- 1.75% |
$36.1K - $45.6K
|
16.1K
$2.47M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-296- 16.2% |
$37.2K - $46.8K
|
1.53K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-300- 14.4% |
$37.7K - $47.5K
|
1.78K
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-304- 15.62% |
$38.2K - $48.1K
|
1.64K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-307- 16.53% |
$38.5K - $48.6K
|
1.55K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-309- 5.64% |
$38.8K - $48.9K
|
5.17K
$792K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-309- 1.83% |
$38.8K - $48.9K
|
16.6K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-318- 11.45% |
$39.9K - $50.3K
|
2.46K
$376K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-344- 0.77% |
$43.2K - $54.4K
|
44.1K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-350- 8.85% |
$43.9K - $55.4K
|
3.61K
$552K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-359- 0.47% |
$45.1K - $56.8K
|
76.7K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-363- 16.44% |
$45.6K - $57.4K
|
1.85K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-370- 38.99% |
$46.4K - $58.5K
|
579
$88.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-373- 12.07% |
$46.8K - $59K
|
2.72K
$416K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-381- 7.7% |
$47.8K - $60.3K
|
4.57K
$699K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-392- 1.2% |
$49.2K - $62K
|
32.2K
$4.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-396- 1.4% |
$49.7K - $62.6K
|
27.8K
$4.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-401- 7.39% |
$50.3K - $63.4K
|
5.03K
$770K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-405- 5.02% |
$50.8K - $64.1K
|
7.67K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-411- 23.15% |
$51.6K - $65K
|
1.36K
$209K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-412- 5.02% |
$51.7K - $65.2K
|
7.79K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-418- 1.96% |
$52.5K - $66.1K
|
20.9K
$3.2M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-421- 3.81% |
$52.8K - $66.6K
|
10.6K
$1.63M
|