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 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
294New |
$36.9K - $46.5K
|
294
$49.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
287+ 1.09% |
$36K - $45.4K
|
26.7K
$4.45M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
279+ 10.09% |
$35K - $44.1K
|
3.04K
$508K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
275+ 3.05% |
$34.5K - $43.5K
|
9.28K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
273+ 0.71% |
$34.3K - $43.2K
|
38.8K
$6.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
262+ 3.96% |
$32.9K - $41.4K
|
6.88K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
251+ 2.88% |
$31.5K - $39.7K
|
8.97K
$1.5M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
247+ 205.83% |
$31K - $39.1K
|
367
$61.3K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
216+ 2.05% |
$27.1K - $34.2K
|
10.8K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
204+ 275.68% |
$25.6K - $32.3K
|
278
$46.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
202+ 12.05% |
$25.4K - $32K
|
1.88K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
200+ 18.69% |
$25.1K - $31.6K
|
1.27K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
200+ 5.95% |
$25.1K - $31.6K
|
3.56K
$594K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$25.1K - $31.6K
|
200
$33.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
179+ 1.85% |
$22.5K - $28.3K
|
9.88K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
175+ 4.55% |
$22K - $27.7K
|
4.02K
$671K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
169+ 0.27% |
$21.2K - $26.7K
|
62.1K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
169+ 0.78% |
$21.2K - $26.7K
|
21.9K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
160+ 6.71% |
$20.1K - $25.3K
|
2.55K
$425K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
160New |
$20.1K - $25.3K
|
160
$26.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
157+ 13.66% |
$19.7K - $24.8K
|
1.31K
$218K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
155+ 0.53% |
$19.5K - $24.5K
|
29.4K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
154New |
$19.3K - $24.4K
|
154
$25.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
153New |
$19.2K - $24.2K
|
153
$25.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
145New |
$18.2K - $22.9K
|
145
$24.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
137+ 7.42% |
$17.2K - $21.7K
|
1.98K
$331K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
137+ 7.22% |
$17.2K - $21.7K
|
2.03K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
136New |
$17.1K - $21.5K
|
136
$22.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
136+ 1.39% |
$17.1K - $21.5K
|
9.89K
$1.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
131New |
$16.4K - $20.7K
|
131
$21.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
129+ 3.76% |
$16.2K - $20.4K
|
3.56K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
124+ 3100.0% |
$15.6K - $19.6K
|
128
$21.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
122+ 0.77% |
$15.3K - $19.3K
|
15.9K
$2.66M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
120+ 7.76% |
$15.1K - $19K
|
1.67K
$278K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117New |
$14.7K - $18.5K
|
117
$19.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
115+ 1.72% |
$14.4K - $18.2K
|
6.79K
$1.13M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
115New |
$14.4K - $18.2K
|
115
$19.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
111+ 12.17% |
$13.9K - $17.6K
|
1.02K
$171K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
104+ 6.24% |
$13.1K - $16.5K
|
1.77K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
102New |
$12.8K - $16.1K
|
102
$17K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
101New |
$12.7K - $16K
|
101
$16.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100New |
$12.6K - $15.8K
|
100
$16.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 37.04% |
$12.6K - $15.8K
|
370
$61.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
95+ 2.88% |
$11.9K - $15K
|
3.4K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
93+ 0.73% |
$11.7K - $14.7K
|
12.9K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
91+ 5.13% |
$11.4K - $14.4K
|
1.87K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
89+ 3.07% |
$11.2K - $14.1K
|
2.99K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
84+ 4.82% |
$10.5K - $13.3K
|
1.83K
$305K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
70+ 13.08% |
$8.79K - $11.1K
|
605
$101K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$8.79K - $11.1K
|
70
$11.7K
|