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
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-26.1K- 6.33% |
$3.28M - $4.14M
|
387K
$64.6M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-26.9K- 6.21% |
$3.38M - $4.26M
|
407K
$67.9M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-27.6K- 1.11% |
$3.46M - $4.36M
|
2.46M
$411M
|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 54.91% |
$3.93M - $4.96M
|
25.7K
$4.3M
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-32.6K- 88.32% |
$4.09M - $5.16M
|
4.31K
$720K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37.2K- 96.5% |
$4.66M - $5.88M
|
1.35K
$225K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.1K- 6.95% |
$5.03M - $6.35M
|
537K
$89.7M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45K- 26.08% |
$5.65M - $7.13M
|
128K
$21.3M
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-48.2K- 51.98% |
$6.05M - $7.62M
|
44.5K
$7.43M
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-58K- 95.92% |
$7.28M - $9.18M
|
2.46K
$411K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61.8K- 11.4% |
$7.75M - $9.77M
|
480K
$80.1M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-72.8K- 87.26% |
$9.14M - $11.5M
|
10.6K
$1.78M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-76.8K- 52.35% |
$9.64M - $12.1M
|
69.9K
$11.7M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-77.4K- 32.61% |
$9.72M - $12.3M
|
160K
$26.7M
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-79.9K- 7.55% |
$10M - $12.6M
|
979K
$163M
|
|
Jan 19, 2024
Q4 2023
|
Azarias Capital Management, L.P.
Berwyn, PA |
SELL
|
- |
-82.7K- 59.42% |
$10.4M - $13.1M
|
56.5K
$9.43M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-89.1K- 97.53% |
$11.2M - $14.1M
|
2.26K
$377K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-102K- 8.72% |
$12.8M - $16.1M
|
1.07M
$178M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-117K- 5.78% |
$14.7M - $18.5M
|
1.91M
$318M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-129K- 90.49% |
$16.2M - $20.4M
|
13.5K
$2.26M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-170K- 92.23% |
$21.3M - $26.8M
|
14.3K
$2.38M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-170K- 12.4% |
$21.4M - $26.9M
|
1.2M
$201M
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-223K- 38.31% |
$28M - $35.3M
|
359K
$59.9M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-254K- 64.84% |
$31.9M - $40.2M
|
138K
$23M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 4.75% |
$38.1M - $48M
|
6.09M
$1.02B
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-391K- 80.24% |
$49.1M - $61.9M
|
96.4K
$16.1M
|