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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-180- 4.52% |
$29.3K - $32.6K
|
3.8K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-180- 8.25% |
$29.3K - $32.6K
|
2K
$289K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-183- 3.8% |
$29.8K - $33.2K
|
4.63K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-184- 1.21% |
$29.9K - $33.4K
|
15.1K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-186- 6.99% |
$30.3K - $33.7K
|
2.48K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-186- 32.07% |
$30.3K - $33.7K
|
394
$57K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-192- 0.8% |
$31.2K - $34.8K
|
23.8K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-194- 2.67% |
$31.6K - $35.2K
|
7.08K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-195- 6.88% |
$31.7K - $35.4K
|
2.64K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-197- 1.62% |
$32K - $35.7K
|
12K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-198- 5.6% |
$32.2K - $35.9K
|
3.34K
$483K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 3.5% |
$32.5K - $36.3K
|
5.51K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-201- 1.07% |
$32.7K - $36.5K
|
18.6K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-201- 2.99% |
$32.7K - $36.5K
|
6.51K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-204- 4.05% |
$33.2K - $37K
|
4.83K
$699K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-210- 5.87% |
$34.2K - $38.1K
|
3.37K
$487K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-213- 10.08% |
$34.7K - $38.6K
|
1.9K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-219- 14.61% |
$35.6K - $39.7K
|
1.28K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-221- 6.44% |
$36K - $40.1K
|
3.21K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-221- 3.24% |
$36K - $40.1K
|
6.59K
$954K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-226- 4.7% |
$36.8K - $41K
|
4.58K
$663K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-231- 13.23% |
$37.6K - $41.9K
|
1.52K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-231- 1.91% |
$37.6K - $41.9K
|
11.9K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-236- 2.45% |
$38.4K - $42.8K
|
9.4K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-240- 9.03% |
$39K - $43.5K
|
2.42K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-250- 21.2% |
$40.7K - $45.3K
|
929
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-252- 1.2% |
$41K - $45.7K
|
20.8K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-258- 9.42% |
$42K - $46.8K
|
2.48K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-260- 14.24% |
$42.3K - $47.2K
|
1.57K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-271- 3.4% |
$44.1K - $49.1K
|
7.69K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-273- 1.46% |
$44.4K - $49.5K
|
18.4K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-273- 1.86% |
$44.4K - $49.5K
|
14.4K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-283- 1.26% |
$46K - $51.3K
|
22.2K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-283- 3.02% |
$46K - $51.3K
|
9.09K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-289- 15.61% |
$47K - $52.4K
|
1.56K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-300- 9.67% |
$48.8K - $54.4K
|
2.8K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-313- 6.61% |
$50.9K - $56.8K
|
4.42K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-317- 3.21% |
$51.6K - $57.5K
|
9.56K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-321- 4.24% |
$52.2K - $58.2K
|
7.26K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-323- 4.95% |
$52.5K - $58.6K
|
6.2K
$897K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-324- 0.67% |
$52.7K - $58.8K
|
48.2K
$6.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-328- 0.5% |
$53.4K - $59.5K
|
65.4K
$9.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-330- 2.98% |
$53.7K - $59.8K
|
10.8K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-335- 2.79% |
$54.5K - $60.8K
|
11.7K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-336- 7.5% |
$54.7K - $60.9K
|
4.15K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-338- 0.8% |
$55K - $61.3K
|
41.7K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-341- 25.24% |
$55.5K - $61.8K
|
1.01K
$146K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-344- 0.57% |
$56K - $62.4K
|
59.7K
$8.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-350- 1.32% |
$56.9K - $63.5K
|
26.2K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-355- 6.11% |
$57.8K - $64.4K
|
5.46K
$789K
|