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 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
106+ 6.85% |
$17.2K - $19.2K
|
1.65K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
104New |
$16.9K - $18.9K
|
104
$18.2K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
103+ 3.45% |
$16.8K - $18.7K
|
3.09K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
102+ 0.86% |
$16.6K - $18.5K
|
11.9K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
99+ 1.21% |
$16.1K - $18K
|
8.29K
$1.45M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
91+ 2.58% |
$14.8K - $16.5K
|
3.62K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
91+ 2.58% |
$14.8K - $16.5K
|
3.62K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
89New |
$14.5K - $16.1K
|
89
$15.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
88New |
$14.3K - $16K
|
88
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
86+ 0.6% |
$14K - $15.6K
|
14.3K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
83New |
$13.5K - $15.1K
|
83
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
81+ 1.08% |
$13.2K - $14.7K
|
7.6K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
81+ 4.74% |
$13.2K - $14.7K
|
1.79K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 1.84% |
$13.2K - $14.7K
|
4.49K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
80+ 13.82% |
$13K - $14.5K
|
659
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75+ 0.82% |
$12.2K - $13.6K
|
9.28K
$1.62M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
75New |
$12.2K - $13.6K
|
75
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
73+ 53.28% |
$11.9K - $13.2K
|
210
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
70+ 0.46% |
$11.4K - $12.7K
|
15.3K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
68+ 3.9% |
$11.1K - $12.3K
|
1.81K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
67+ 1.9% |
$10.9K - $12.2K
|
3.6K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
67+ 0.52% |
$10.9K - $12.2K
|
12.9K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
65+ 1.02% |
$10.6K - $11.8K
|
6.45K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
63New |
$10.2K - $11.4K
|
63
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
63+ 1.73% |
$10.2K - $11.4K
|
3.71K
$648K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
61+ 2.99% |
$9.92K - $11.1K
|
2.1K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
60+ 18.13% |
$9.76K - $10.9K
|
391
$68.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
60New |
$9.76K - $10.9K
|
60
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
57New |
$9.27K - $10.3K
|
57
$9.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
56New |
$9.11K - $10.2K
|
56
$9.78K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
56+ 0.48% |
$9.11K - $10.2K
|
11.8K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
55New |
$8.95K - $9.97K
|
55
$9.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
53+ 3.87% |
$8.62K - $9.61K
|
1.42K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
52+ 9.04% |
$8.46K - $9.43K
|
627
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.46% |
$8.3K - $9.25K
|
11K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 8.92% |
$8.3K - $9.25K
|
623
$109K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
50New |
$8.13K - $9.07K
|
50
$8.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
47+ 167.86% |
$7.65K - $8.52K
|
75
$13.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44New |
$7.16K - $7.98K
|
44
$7.69K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$6.83K - $7.62K
|
42
$7.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42+ 3.42% |
$6.83K - $7.62K
|
1.27K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
40+ 0.81% |
$6.51K - $7.25K
|
5.01K
$874K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
40+ 0.52% |
$6.51K - $7.25K
|
7.77K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
39+ 0.86% |
$6.34K - $7.07K
|
4.56K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39+ 0.02% |
$6.34K - $7.07K
|
205K
$35.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
39+ 1.02% |
$6.34K - $7.07K
|
3.87K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38+ 0.83% |
$6.18K - $6.89K
|
4.62K
$807K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 50.67% |
$6.18K - $6.89K
|
113
$19.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
37+ 0.35% |
$6.02K - $6.71K
|
10.5K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35+ 0.22% |
$5.69K - $6.35K
|
15.9K
$2.78M
|