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 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
535+ 2.08% |
$87K - $97K
|
26.2K
$3.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
531+ 24.17% |
$86.4K - $96.3K
|
2.73K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
527New |
$85.7K - $95.6K
|
527
$75.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
523New |
$85.1K - $94.8K
|
523
$74.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
517+ 11.21% |
$84.1K - $93.8K
|
5.13K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
517+ 50.79% |
$84.1K - $93.8K
|
1.54K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
507+ 0.56% |
$82.5K - $91.9K
|
90.9K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
505+ 5.54% |
$82.2K - $91.6K
|
9.63K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
494New |
$80.4K - $89.6K
|
494
$70.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
475New |
$77.3K - $86.1K
|
475
$67.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
474+ 0.78% |
$77.1K - $86K
|
61.5K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
468+ 23.78% |
$76.1K - $84.9K
|
2.44K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
462+ 1.45% |
$75.2K - $83.8K
|
32.2K
$4.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
460New |
$74.8K - $83.4K
|
460
$65.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
456+ 1.8% |
$74.2K - $82.7K
|
25.7K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
439+ 0.3% |
$71.4K - $79.6K
|
146K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
436+ 7.52% |
$70.9K - $79.1K
|
6.23K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
431+ 16.12% |
$70.1K - $78.2K
|
3.11K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
403+ 8.4% |
$65.6K - $73.1K
|
5.2K
$742K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
403New |
$65.6K - $73.1K
|
403
$57.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
397New |
$64.6K - $72K
|
397
$56.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
389+ 0.15% |
$63.3K - $70.5K
|
261K
$37.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
363+ 1.61% |
$59.1K - $65.8K
|
22.9K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
363+ 4.18% |
$59.1K - $65.8K
|
9.04K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
359+ 22.64% |
$58.4K - $65.1K
|
1.95K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
359New |
$58.4K - $65.1K
|
359
$51.2K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
350+ 6.69% |
$56.9K - $63.5K
|
5.59K
$797K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
350New |
$56.9K - $63.5K
|
350
$49.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
350+ 20.53% |
$56.9K - $63.5K
|
2.06K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
348+ 5.51% |
$56.6K - $63.1K
|
6.67K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
344New |
$56K - $62.4K
|
344
$49.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
320+ 5.94% |
$52.1K - $58K
|
5.71K
$814K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
315+ 12.12% |
$51.2K - $57.1K
|
2.91K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
300New |
$48.8K - $54.4K
|
300
$42.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
299+ 2.45% |
$48.6K - $54.2K
|
12.5K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
291+ 2.07% |
$47.3K - $52.8K
|
14.3K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
290+ 3.11% |
$47.2K - $52.6K
|
9.63K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
289New |
$47K - $52.4K
|
289
$41.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
282+ 4.46% |
$45.9K - $51.1K
|
6.61K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
280New |
$45.6K - $50.8K
|
280
$40K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
280+ 16.77% |
$45.6K - $50.8K
|
1.95K
$278K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
277New |
$45.1K - $50.2K
|
277
$39.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
275+ 0.38% |
$44.7K - $49.9K
|
72.7K
$10.4M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
274New |
$44.6K - $49.7K
|
274
$39.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
273+ 19.73% |
$44.4K - $49.5K
|
1.66K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
267+ 1.31% |
$43.4K - $48.4K
|
20.7K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
264+ 6.72% |
$43K - $47.9K
|
4.19K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
262+ 0.89% |
$42.6K - $47.5K
|
29.5K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
255+ 13.34% |
$41.5K - $46.2K
|
2.17K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
254+ 21.51% |
$41.3K - $46.1K
|
1.44K
$205K
|