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 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 1.13% |
$2.26K - $2.85K
|
1.62K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17New |
$2.13K - $2.69K
|
17
$2.84K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.01K - $2.53K
|
16
$2.67K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
16New |
$2.01K - $2.53K
|
16
$2.67K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.88K - $2.37K
|
15
$2.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.13% |
$1.76K - $2.21K
|
10.6K
$1.76M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13New |
$1.63K - $2.06K
|
13
$2.17K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 1.28% |
$1.63K - $2.06K
|
1.03K
$171K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 1.26% |
$1.63K - $2.06K
|
1.04K
$174K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.63% |
$1.51K - $1.9K
|
1.92K
$321K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
12+ 0.15% |
$1.51K - $1.9K
|
7.77K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.77% |
$1.51K - $1.9K
|
1.58K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
11New |
$1.38K - $1.74K
|
11
$1.84K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.35% |
$1.13K - $1.42K
|
678
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.24% |
$1.13K - $1.42K
|
3.73K
$623K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$1K - $1.27K
|
9.78K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.53% |
$1K - $1.27K
|
1.51K
$252K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 1.12% |
$1K - $1.27K
|
722
$121K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.26% |
$879 - $1.11K
|
2.75K
$458K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
6+ 0.0% |
$753 - $949
|
147K
$24.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.16% |
$753 - $949
|
3.85K
$642K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
6+ 0.32% |
$753 - $949
|
1.91K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.38% |
$753 - $949
|
1.57K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5+ 0.12% |
$628 - $791
|
4.34K
$724K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5+ 0.16% |
$628 - $791
|
3.21K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$502 - $633
|
4
$668
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.05% |
$502 - $633
|
7.64K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.09% |
$377 - $475
|
3.37K
$562K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.47% |
$377 - $475
|
644
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$251 - $316
|
8.94K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.8% |
$251 - $316
|
253
$42.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 0.91% |
$251 - $316
|
221
$36.9K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 1.08% |
$251 - $316
|
187
$31.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$126 - $158
|
1.48K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.09% |
$126 - $158
|
93
$15.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.05% |
$126 - $158
|
2.16K
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.3% |
$126 - $158
|
329
$54.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.79% |
$126 - $158
|
57
$9.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$126 - $158
|
1
$167
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$126 - $158
|
7.05K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.02% |
$126 - $158
|
5.21K
$870K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.95% |
$126 - $158
|
106
$17.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.08% |
$126 - $158
|
1.32K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1- 0.01% |
$126 - $158
|
7.72K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1- 0.01% |
$126 - $158
|
8.39K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2- 0.01% |
$251 - $316
|
13.9K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-2- 0.03% |
$251 - $316
|
7.86K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4- 0.14% |
$502 - $633
|
2.83K
$472K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.32% |
$502 - $633
|
1.24K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4- 0.1% |
$502 - $633
|
4.01K
$669K
|