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 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-5.75K- 12.24% |
$935K - $1.04M
|
41.2K
$5.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.97K- 17.76% |
$970K - $1.08M
|
27.6K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.29K- 43.19% |
$1.02M - $1.14M
|
8.27K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.42K- 82.36% |
$1.04M - $1.16M
|
1.38K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-6.43K- 14.34% |
$1.05M - $1.17M
|
38.4K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.57K- 0.96% |
$1.07M - $1.19M
|
679K
$97M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-6.66K- 15.01% |
$1.08M - $1.21M
|
37.7K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.7K- 47.09% |
$1.09M - $1.21M
|
7.53K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.42K- 2.03% |
$1.21M - $1.35M
|
358K
$51.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.87K- 18.55% |
$1.28M - $1.43M
|
34.6K
$4.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.94K- 34.83% |
$1.29M - $1.44M
|
14.9K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.45K- 15.59% |
$1.37M - $1.53M
|
45.8K
$6.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.7K- 13.92% |
$1.42M - $1.58M
|
53.8K
$7.68M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.32K- 34.33% |
$1.52M - $1.69M
|
17.8K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.95K- 15.14% |
$1.62M - $1.8M
|
55.8K
$7.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-10.4K- 74.47% |
$1.68M - $1.88M
|
3.55K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.4K- 20.3% |
$1.85M - $2.07M
|
44.7K
$6.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.3K- 8.33% |
$2M - $2.23M
|
135K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 1.34% |
$2.03M - $2.26M
|
920K
$131M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-13.5K- 4.44% |
$2.19M - $2.44M
|
290K
$41.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.3K- 15.47% |
$2.81M - $3.13M
|
94.4K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-17.7K- 6.65% |
$2.87M - $3.2M
|
248K
$35.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 1.79% |
$2.95M - $3.29M
|
995K
$142M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.9K- 3.15% |
$3.24M - $3.61M
|
612K
$87.4M
|
|
|
Feb 06, 2025
Q4 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-20.9K- 44.16% |
$3.4M - $3.78M
|
26.4K
$3.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-20.9K- 44.16% |
$3.4M - $3.78M
|
26.4K
$3.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-21.1K- 44.79% |
$3.43M - $3.83M
|
26K
$3.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22.2K- 49.31% |
$3.61M - $4.02M
|
22.8K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-27.7K- 33.99% |
$4.5M - $5.01M
|
53.7K
$7.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-33.5K- 36.26% |
$5.45M - $6.08M
|
58.9K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-38.9K- 3.88% |
$6.33M - $7.06M
|
964K
$137M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-40.7K- 4.67% |
$6.61M - $7.37M
|
829K
$118M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44K- 86.41% |
$7.16M - $7.98M
|
6.92K
$988K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-47.6K- 65.79% |
$7.74M - $8.63M
|
24.8K
$3.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-74.9K- 70.94% |
$12.2M - $13.6M
|
30.7K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-77.3K- 60.1% |
$12.6M - $14M
|
51.3K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-87K- 84.15% |
$14.1M - $15.8M
|
16.4K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-109K- 9.44% |
$17.7M - $19.8M
|
1.05M
$149M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-111K- 77.83% |
$18M - $20.1M
|
31.6K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-182K- 12.89% |
$29.7M - $33.1M
|
1.23M
$176M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-190K- 42.32% |
$30.9M - $34.5M
|
259K
$37M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-336K- 46.37% |
$54.6M - $60.8M
|
388K
$55.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-612K- 91.96% |
$99.6M - $111M
|
53.5K
$7.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-796K- 99.39% |
$129M - $144M
|
4.89K
$698K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.02M- 98.47% |
$329M - $366M
|
31.3K
$4.47M
|