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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-358- 0.69% |
$58.2K - $64.9K
|
51.7K
$7.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-364- 4.04% |
$59.2K - $66K
|
8.65K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-364- 8.02% |
$59.2K - $66K
|
4.18K
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-383- 1.7% |
$62.3K - $69.5K
|
22.2K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-387- 4.52% |
$63K - $70.2K
|
8.17K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-392- 3.51% |
$63.8K - $71.1K
|
10.8K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-395- 7.68% |
$64.3K - $71.6K
|
4.75K
$687K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-440- 18.0% |
$71.6K - $79.8K
|
2.01K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-445- 7.73% |
$72.4K - $80.7K
|
5.31K
$768K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-450- 8.6% |
$73.2K - $81.6K
|
4.79K
$692K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-452- 2.62% |
$73.5K - $82K
|
16.8K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-464- 1.98% |
$75.5K - $84.1K
|
23K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-468- 4.66% |
$76.1K - $84.9K
|
9.58K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-475- 12.15% |
$77.3K - $86.1K
|
3.43K
$497K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-475- 8.29% |
$77.3K - $86.1K
|
5.26K
$760K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-478- 3.22% |
$77.8K - $86.7K
|
14.4K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-493- 2.0% |
$80.2K - $89.4K
|
24.2K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-513- 13.28% |
$83.5K - $93K
|
3.35K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-516- 14.87% |
$83.9K - $93.6K
|
2.95K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-517- 39.29% |
$84.1K - $93.8K
|
799
$116K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-517- 6.18% |
$84.1K - $93.8K
|
7.84K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-522- 21.25% |
$84.9K - $94.7K
|
1.93K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-527- 18.24% |
$85.7K - $95.6K
|
2.36K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-532- 1.94% |
$86.6K - $96.5K
|
26.9K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-550- 15.65% |
$89.5K - $99.7K
|
2.96K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-571- 1.68% |
$92.9K - $104K
|
33.5K
$4.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-582- 6.03% |
$94.7K - $106K
|
9.07K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-601- 0.95% |
$97.8K - $109K
|
63K
$9.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-603- 5.01% |
$98.1K - $109K
|
11.4K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-608- 11.91% |
$98.9K - $110K
|
4.5K
$650K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-622- 4.66% |
$101K - $113K
|
12.7K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-674- 9.47% |
$110K - $122K
|
6.44K
$932K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-675- 12.74% |
$110K - $122K
|
4.62K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-680- 7.62% |
$111K - $123K
|
8.24K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-691- 10.35% |
$112K - $125K
|
5.99K
$866K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-730- 1.15% |
$119K - $132K
|
62.9K
$9.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-739- 0.42% |
$120K - $134K
|
175K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-791- 1.81% |
$129K - $143K
|
42.9K
$6.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-801- 7.65% |
$130K - $145K
|
9.67K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-809- 6.36% |
$132K - $147K
|
11.9K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-899- 4.97% |
$146K - $163K
|
17.2K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-899- 3.03% |
$146K - $163K
|
28.7K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-901- 0.84% |
$147K - $163K
|
107K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-913- 16.03% |
$149K - $166K
|
4.78K
$692K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-919- 12.29% |
$150K - $167K
|
6.56K
$948K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-923- 6.82% |
$150K - $167K
|
12.6K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-924- 35.54% |
$150K - $168K
|
1.68K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-977- 30.69% |
$159K - $177K
|
2.21K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.06K- 2.88% |
$173K - $193K
|
35.8K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 6.09% |
$187K - $208K
|
17.7K
$2.56M
|