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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1K- 1.05% |
$126K - $158K
|
94.4K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-1.01K- 24.5% |
$126K - $159K
|
3.1K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.03K- 34.18% |
$129K - $163K
|
1.98K
$286K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.05K- 1.34% |
$132K - $166K
|
77.3K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.07K- 10.33% |
$134K - $169K
|
9.26K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.14K- 18.6% |
$143K - $181K
|
4.99K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.15K- 2.01% |
$144K - $182K
|
55.9K
$8.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.16K- 44.46% |
$145K - $183K
|
1.44K
$209K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.18K- 98.58% |
$148K - $186K
|
17
$2.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 34.75% |
$149K - $188K
|
2.23K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 3.77% |
$157K - $198K
|
31.9K
$4.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.26K- 10.08% |
$158K - $199K
|
11.2K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.27K- 17.47% |
$160K - $201K
|
6.01K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.28K- 4.06% |
$161K - $203K
|
30.3K
$4.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 36.64% |
$163K - $205K
|
2.24K
$324K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.35K- 23.56% |
$169K - $213K
|
4.36K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.35K- 3.8% |
$169K - $213K
|
34.2K
$4.94M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.48K- 7.98% |
$185K - $234K
|
17K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.5K- 17.86% |
$188K - $237K
|
6.9K
$998K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.51K- 10.64% |
$190K - $239K
|
12.7K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.56K- 1.68% |
$195K - $246K
|
90.9K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-1.58K- 2.65% |
$198K - $249K
|
58K
$8.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 15.88% |
$202K - $255K
|
8.54K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.65K- 3.39% |
$206K - $260K
|
46.9K
$6.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.71K- 39.08% |
$214K - $270K
|
2.66K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.72K- 1.21% |
$216K - $272K
|
141K
$20.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.72K- 1.54% |
$216K - $272K
|
110K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.73K- 11.32% |
$217K - $273K
|
13.5K
$1.96M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-1.74K- 2.64% |
$218K - $275K
|
64.1K
$9.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.83K- 2.34% |
$229K - $289K
|
76.2K
$11M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.85K- 4.85% |
$232K - $292K
|
36.3K
$5.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.86K- 27.4% |
$233K - $294K
|
4.93K
$713K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.95K- 79.91% |
$244K - $308K
|
489
$70.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.95K- 79.91% |
$244K - $308K
|
489
$70.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-1.95K- 51.91% |
$245K - $309K
|
1.81K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.97K- 2.97% |
$247K - $311K
|
64.3K
$9.31M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.98K- 21.68% |
$248K - $313K
|
7.15K
$1.03M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.04K- 16.75% |
$256K - $323K
|
10.1K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.14K- 6.99% |
$268K - $338K
|
28.4K
$4.11M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.14KClosed |
$269K - $339K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.14K- 1.85% |
$269K - $339K
|
114K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 2.8% |
$277K - $349K
|
76.5K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.43K- 5.05% |
$305K - $384K
|
45.7K
$6.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2.47K- 9.89% |
$310K - $390K
|
22.5K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.5K- 9.92% |
$314K - $396K
|
22.7K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.52K- 5.44% |
$316K - $398K
|
43.7K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.6K- 63.52% |
$326K - $411K
|
1.49K
$216K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 3.26% |
$328K - $414K
|
77.7K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-2.7K- 2.4% |
$339K - $427K
|
110K
$15.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.7K- 16.1% |
$339K - $427K
|
14.1K
$2.04M
|