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 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
18.7K+ 15.73% |
$3.05M - $3.4M
|
138K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
18KNew |
$2.92M - $3.26M
|
18K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.5K+ 499.0% |
$2.84M - $3.17M
|
21K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.1KNew |
$2.79M - $3.11M
|
17.1K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
16.6KNew |
$2.7M - $3.01M
|
16.6K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.9K+ 567.68% |
$2.59M - $2.88M
|
18.7K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.9KNew |
$2.58M - $2.88M
|
15.9K
$2.66M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
15.3K+ 125.25% |
$2.49M - $2.77M
|
27.5K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15KNew |
$2.44M - $2.72M
|
15K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 19.68% |
$2.41M - $2.69M
|
90.1K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$2.34M - $2.6M
|
14.4K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
14.1KNew |
$2.3M - $2.56M
|
14.1K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 20.21% |
$2.23M - $2.48M
|
81.4K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.1K+ 93.13% |
$2.13M - $2.37M
|
27.1K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$2.1M - $2.34M
|
12.9K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12.6K+ 15.71% |
$2.06M - $2.29M
|
93.2K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.6KNew |
$2.04M - $2.28M
|
12.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.9K+ 78.84% |
$1.94M - $2.16M
|
27K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
11.8KNew |
$1.93M - $2.15M
|
11.8K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
11.7K+ 896.18% |
$1.91M - $2.13M
|
13.1K
$2.18M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6K+ 101.85% |
$1.88M - $2.1M
|
23K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
11.3K+ 132.58% |
$1.84M - $2.05M
|
19.8K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 8.91% |
$1.8M - $2.01M
|
136K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Towle & CO
Denver, CO |
BUY
|
- |
11KNew |
$1.79M - $1.99M
|
11K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 1.73% |
$1.67M - $1.86M
|
603K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.6K+ 18.52% |
$1.56M - $1.74M
|
61.5K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.27KNew |
$1.51M - $1.68M
|
9.27K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.26KNew |
$1.51M - $1.68M
|
9.26K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
8.63KNew |
$1.4M - $1.56M
|
8.63K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
8.58K+ 2.78% |
$1.4M - $1.56M
|
317K
$53.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.48K+ 611.91% |
$1.38M - $1.54M
|
9.86K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.22K+ 29.51% |
$1.34M - $1.49M
|
36.1K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.09K+ 9.68% |
$1.32M - $1.47M
|
91.6K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
7.88KNew |
$1.28M - $1.43M
|
7.88K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.34KNew |
$1.19M - $1.33M
|
7.34K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7.21K+ 13.56% |
$1.17M - $1.31M
|
60.4K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.05K+ 160.1% |
$1.15M - $1.28M
|
11.5K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.97KNew |
$1.13M - $1.26M
|
6.97K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.96K+ 3.05% |
$1.13M - $1.26M
|
236K
$39.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.65K+ 34.39% |
$1.08M - $1.21M
|
26K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.38K+ 6.82% |
$1.04M - $1.16M
|
100K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.24K+ 21.34% |
$1.01M - $1.13M
|
35.5K
$5.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.04KNew |
$982K - $1.09M
|
6.04K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.85K+ 0.95% |
$952K - $1.06M
|
620K
$104M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.73K+ 3.43% |
$933K - $1.04M
|
173K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
5.24KNew |
$852K - $950K
|
5.24K
$876K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.19K+ 0.19% |
$844K - $941K
|
2.74M
$458M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
5.15KNew |
$838K - $934K
|
5.15K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.94K+ 49.84% |
$804K - $896K
|
14.9K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.88K+ 379.18% |
$794K - $885K
|
6.17K
$1.03M
|