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
|
West Bancorporation Inc
|
SELL
|
- |
-3.55K- 31.61% |
$445K - $561K
|
7.68K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.92K- 71.26% |
$492K - $620K
|
1.58K
$259K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.96K- 28.42% |
$497K - $627K
|
9.98K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.96K- 28.42% |
$497K - $627K
|
9.98K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-4.41K- 3.77% |
$554K - $698K
|
113K
$18.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.45K- 20.63% |
$559K - $705K
|
17.1K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.46K- 7.18% |
$560K - $706K
|
57.6K
$9.45M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.49K- 8.37% |
$564K - $710K
|
49.1K
$8.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4.51K- 5.68% |
$566K - $713K
|
74.9K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.56K- 22.27% |
$573K - $722K
|
15.9K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.63K- 3.8% |
$581K - $733K
|
117K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.7K- 26.18% |
$590K - $744K
|
13.3K
$2.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.8K- 86.32% |
$602K - $759K
|
761
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.94K- 39.22% |
$620K - $782K
|
7.66K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.97K- 3.76% |
$624K - $786K
|
127K
$20.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.2K- 2.27% |
$653K - $823K
|
224K
$36.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.39K- 9.16% |
$676K - $853K
|
53.5K
$8.76M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.64K- 36.48% |
$708K - $893K
|
9.83K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.89K- 0.72% |
$739K - $932K
|
815K
$134M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.93K- 2.27% |
$745K - $939K
|
255K
$41.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.12K- 31.2% |
$768K - $968K
|
13.5K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.47K- 11.32% |
$812K - $1.02M
|
50.7K
$8.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.54K- 88.89% |
$821K - $1.03M
|
818
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.76K- 0.97% |
$848K - $1.07M
|
691K
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.12K- 22.49% |
$893K - $1.13M
|
24.5K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-7.15K- 3.65% |
$897K - $1.13M
|
189K
$30.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-7.77K- 3.1% |
$975K - $1.23M
|
243K
$39.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.81K- 45.39% |
$980K - $1.24M
|
9.4K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8.07K- 92.62% |
$1.01M - $1.28M
|
643
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.27K- 4.79% |
$1.04M - $1.31M
|
164K
$26.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.61K- 84.62% |
$1.08M - $1.36M
|
1.56K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.25K- 47.89% |
$1.16M - $1.46M
|
10.1K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-9.3K- 24.27% |
$1.17M - $1.47M
|
29K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-9.46K- 11.49% |
$1.19M - $1.5M
|
72.9K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.8K- 49.92% |
$1.23M - $1.55M
|
9.83K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-9.95K- 24.62% |
$1.25M - $1.57M
|
30.5K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.95K- 24.26% |
$1.25M - $1.57M
|
31.1K
$5.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-10.1K- 42.82% |
$1.27M - $1.6M
|
13.5K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11K- 18.19% |
$1.38M - $1.74M
|
49.6K
$8.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.1K- 39.35% |
$1.4M - $1.76M
|
17.1K
$2.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.9K- 36.39% |
$1.49M - $1.88M
|
20.7K
$3.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.8K- 6.42% |
$1.61M - $2.02M
|
187K
$30.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-13.9K- 16.89% |
$1.74M - $2.2M
|
68.4K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-15.4K- 19.53% |
$1.94M - $2.44M
|
63.6K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.3K- 99.72% |
$2.42M - $3.05M
|
55
$9.02K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-20.7K- 86.63% |
$2.6M - $3.28M
|
3.2K
$525K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-21.4K- 3.49% |
$2.69M - $3.39M
|
592K
$97M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-21.4K- 24.63% |
$2.69M - $3.39M
|
65.5K
$10.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-22.7K- 30.07% |
$2.84M - $3.58M
|
52.7K
$8.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-25K- 51.64% |
$3.14M - $3.96M
|
23.5K
$3.84M
|