Purchases and Sales Made in Q4 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2024. 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 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-77- 35.98% |
$12.5K - $14K
|
137
$19.8K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78- 4.38% |
$12.7K - $14.1K
|
1.7K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-78Closed |
$12.7K - $14.1K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-78- 1.62% |
$12.7K - $14.1K
|
4.75K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-80- 4.93% |
$13K - $14.5K
|
1.54K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-88- 4.03% |
$14.3K - $16K
|
2.1K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 0.94% |
$14.6K - $16.3K
|
9.44K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-90- 1.62% |
$14.6K - $16.3K
|
5.47K
$791K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-94- 4.09% |
$15.3K - $17K
|
2.2K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-95- 50.0% |
$15.5K - $17.2K
|
95
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-98- 3.22% |
$15.9K - $17.8K
|
2.95K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-98- 3.45% |
$15.9K - $17.8K
|
2.75K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-100- 6.94% |
$16.3K - $18.1K
|
1.34K
$194K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-103- 2.3% |
$16.8K - $18.7K
|
4.37K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-103- 3.56% |
$16.8K - $18.7K
|
2.79K
$404K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-105- 5.13% |
$17.1K - $19K
|
1.94K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-106- 3.07% |
$17.2K - $19.2K
|
3.34K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-108- 0.64% |
$17.6K - $19.6K
|
16.8K
$2.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-113- 75.33% |
$18.4K - $20.5K
|
37
$5.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-114- 0.17% |
$18.5K - $20.7K
|
67.3K
$9.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 2.25% |
$18.9K - $21K
|
5.03K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-117- 2.09% |
$19K - $21.2K
|
5.47K
$791K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-119- 3.22% |
$19.4K - $21.6K
|
3.58K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-120- 1.55% |
$19.5K - $21.8K
|
7.63K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 1.26% |
$19.7K - $21.9K
|
9.51K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-121- 2.44% |
$19.7K - $21.9K
|
4.84K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-124- 2.81% |
$20.2K - $22.5K
|
4.29K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-125- 0.99% |
$20.3K - $22.7K
|
12.5K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-125- 8.48% |
$20.3K - $22.7K
|
1.35K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-125- 1.31% |
$20.3K - $22.7K
|
9.43K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-132- 0.81% |
$21.5K - $23.9K
|
16.3K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-133- 1.08% |
$21.6K - $24.1K
|
12.2K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-134- 5.5% |
$21.8K - $24.3K
|
2.3K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-137- 8.51% |
$22.3K - $24.8K
|
1.47K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-137- 4.71% |
$22.3K - $24.8K
|
2.77K
$401K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-138- 29.05% |
$22.5K - $25K
|
337
$48.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-140- 1.56% |
$22.8K - $25.4K
|
8.84K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-141- 4.08% |
$22.9K - $25.6K
|
3.32K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-143- 2.18% |
$23.3K - $25.9K
|
6.43K
$930K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-145- 1.95% |
$23.6K - $26.3K
|
7.27K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-147- 2.63% |
$23.9K - $26.7K
|
5.43K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-149- 7.29% |
$24.2K - $27K
|
1.9K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-156- 7.21% |
$25.4K - $28.3K
|
2.01K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-161- 9.37% |
$26.2K - $29.2K
|
1.56K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-163- 4.85% |
$26.5K - $29.6K
|
3.2K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-165- 1.46% |
$26.8K - $29.9K
|
11.2K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-167- 0.08% |
$27.2K - $30.3K
|
222K
$32.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-174- 9.56% |
$28.3K - $31.6K
|
1.65K
$238K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-176- 0.3% |
$28.6K - $31.9K
|
58K
$8.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-178- 12.37% |
$29K - $32.3K
|
1.26K
$182K
|