Purchases and Sales Made in Q4 2024 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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 21, 2025 Q4 2024
Cedar Mountain Advisors, LLC

BUY
 -
83
New
$13.5K - $15.1K
83 $11.8K
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
81
+ 1.84%
$13.2K - $14.7K
4.49K $641K
Jan 31, 2025 Q4 2024
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
81
+ 4.74%
$13.2K - $14.7K
1.79K $255K
Jan 28, 2025 Q4 2024
Archvest Wealth Advisors, Inc.

BUY
 -
81
+ 1.08%
$13.2K - $14.7K
7.6K $1.08M
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

BUY
 -
80
+ 13.82%
$13K - $14.5K
659 $94K
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
75
+ 0.82%
$12.2K - $13.6K
9.28K $1.32M
Apr 01, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
75
New
$12.2K - $13.6K
75 $10.7K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
73
+ 53.28%
$11.9K - $13.2K
210 $30K
Feb 14, 2025 Q4 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
70
+ 0.46%
$11.4K - $12.7K
15.3K $2.18M
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
68
+ 3.9%
$11.1K - $12.3K
1.81K $259K
Feb 14, 2025 Q4 2024
Marquette Associates, Inc.

Chicago, IL
BUY
 -
67
+ 0.52%
$10.9K - $12.2K
12.9K $1.84M
Feb 14, 2025 Q4 2024
Aletheian Wealth Advisors LLC

BUY
 -
65
+ 1.02%
$10.6K - $11.8K
6.45K $921K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
63
New
$10.2K - $11.4K
63 $8.99K
Feb 13, 2025 Q4 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
63
+ 1.73%
$10.2K - $11.4K
3.71K $529K
Jan 07, 2025 Q4 2024
Diversified Trust CO

BUY
 -
61
+ 2.99%
$9.92K - $11.1K
2.1K $300K
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
60
+ 18.13%
$9.76K - $10.9K
391 $55.8K
Jan 13, 2025 Q4 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
60
New
$9.76K - $10.9K
60 $8.56K
Feb 13, 2025 Q4 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
57
New
$9.27K - $10.3K
57 $8.13K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
56
New
$9.11K - $10.2K
56 $7.99K
Feb 10, 2025 Q4 2024
One8zero8, LLC

Greensboro, NC
BUY
 -
55
New
$8.95K - $9.97K
55 $7.85K
Feb 06, 2025 Q4 2024
Mission Wealth Management, LP

BUY
 -
53
+ 3.87%
$8.62K - $9.61K
1.42K $203K
Feb 12, 2025 Q4 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
52
+ 9.04%
$8.46K - $9.43K
627 $89.5K
Feb 14, 2025 Q4 2024
Financial Advisory Service, Inc.

BUY
 -
51
+ 0.46%
$8.3K - $9.25K
11K $1.57M
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
51
+ 8.92%
$8.3K - $9.25K
623 $88.9K
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
50
New
$8.13K - $9.07K
50 $7.13K
Feb 10, 2025 Q4 2024
Mascoma Wealth Management LLC

BUY
 -
47
+ 167.86%
$7.65K - $8.52K
75 $10.7K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
44
New
$7.16K - $7.98K
44 $6.28K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
42
New
$6.83K - $7.62K
42 $5.99K
Jan 13, 2025 Q4 2024
Capital Investment Advisors, LLC

BUY
 -
42
+ 3.42%
$6.83K - $7.62K
1.27K $181K
Feb 10, 2025 Q4 2024
Family Firm, Inc.

BUY
 -
40
+ 0.52%
$6.51K - $7.25K
7.77K $1.11M
Jan 16, 2025 Q4 2024
Culbertson A N & CO Inc

BUY
 -
40
+ 0.81%
$6.51K - $7.25K
5.01K $714K
Jan 28, 2025 Q4 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
39
+ 0.02%
$6.34K - $7.07K
205K $29.2M
Jan 16, 2025 Q4 2024
Transform Wealth, LLC

BUY
 -
39
+ 0.86%
$6.34K - $7.07K
4.56K $650K
Feb 12, 2025 Q4 2024
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
39
+ 1.02%
$6.34K - $7.07K
3.87K $552K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
38
+ 50.67%
$6.18K - $6.89K
113 $16.1K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
38
+ 0.83%
$6.18K - $6.89K
4.62K $660K
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
37
+ 0.35%
$6.02K - $6.71K
10.5K $1.5M
Feb 13, 2025 Q4 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
35
+ 0.22%
$5.69K - $6.35K
15.9K $2.27M
Jan 23, 2025 Q4 2024
Fiduciary Advisors, Inc.

St. Louis, MO
BUY
 -
35
New
$5.69K - $6.35K
35 $4.99K
Feb 12, 2025 Q4 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
33
New
$5.37K - $5.98K
33 $4.71K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
33
+ 0.96%
$5.37K - $5.98K
3.48K $496K
Feb 13, 2025 Q4 2024
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
32
+ 0.96%
$5.21K - $5.8K
3.38K $482K
Jan 16, 2025 Q4 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
31
New
$5.04K - $5.62K
31 $4.42K
Feb 03, 2025 Q4 2024
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
30
+ 0.16%
$4.88K - $5.44K
18.5K $2.64M
Jan 31, 2025 Q4 2024
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
30
+ 0.11%
$4.88K - $5.44K
27.3K $3.9M
Feb 11, 2025 Q4 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
30
+ 125.0%
$4.88K - $5.44K
54 $7.71K
Jan 16, 2025 Q4 2024
Oldfather Financial Services, LLC

BUY
 -
28
+ 0.08%
$4.56K - $5.08K
33.9K $4.83M
Feb 03, 2025 Q4 2024
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
27
+ 1.07%
$4.39K - $4.9K
2.54K $362K
Feb 12, 2025 Q4 2024
Guidance Point Advisors, LLC

BUY
 -
23
+ 0.51%
$3.74K - $4.17K
4.57K $651K

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