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 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$2.44K - $2.72K
|
15
$2.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
14+ 0.08% |
$2.28K - $2.54K
|
18.6K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
14+ 1.15% |
$2.28K - $2.54K
|
1.24K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.55% |
$2.11K - $2.36K
|
2.38K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
13New |
$2.11K - $2.36K
|
13
$2.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13+ 0.08% |
$2.11K - $2.36K
|
15.8K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12+ 0.38% |
$1.95K - $2.18K
|
3.16K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.74% |
$1.79K - $1.99K
|
1.5K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11+ 0.5% |
$1.79K - $1.99K
|
2.23K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
11New |
$1.79K - $1.99K
|
11
$1.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
10+ 0.46% |
$1.63K - $1.81K
|
2.18K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10New |
$1.63K - $1.81K
|
10
$1.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9+ 0.03% |
$1.46K - $1.63K
|
32K
$5.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9+ 0.53% |
$1.46K - $1.63K
|
1.71K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.05% |
$1.3K - $1.45K
|
17.2K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 11.43% |
$1.3K - $1.45K
|
78
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 3.96% |
$1.3K - $1.45K
|
210
$34.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.44% |
$1.3K - $1.45K
|
1.83K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
8+ 0.18% |
$1.3K - $1.45K
|
4.5K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.16% |
$1.14K - $1.27K
|
4.36K
$707K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6+ 0.22% |
$976 - $1.09K
|
2.72K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.58% |
$976 - $1.09K
|
1.04K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.44% |
$976 - $1.09K
|
1.38K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.1% |
$813 - $907
|
4.81K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
5New |
$813 - $907
|
5
$811
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.3% |
$813 - $907
|
1.66K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$813 - $907
|
1.42K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5+ 0.47% |
$813 - $907
|
1.07K
$173K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.13% |
$651 - $725
|
3.18K
$515K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.25% |
$651 - $725
|
1.61K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3New |
$488 - $544
|
3
$487
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.3% |
$488 - $544
|
1.02K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.01% |
$488 - $544
|
26.8K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
3+ 4.76% |
$488 - $544
|
66
$10.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$488 - $544
|
720
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2+ 0.49% |
$325 - $363
|
411
$66.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$325 - $363
|
2.89K
$469K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.09% |
$325 - $363
|
2.27K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.48% |
$325 - $363
|
417
$67.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$325 - $363
|
5.02K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.16% |
$325 - $363
|
1.28K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2+ 0.03% |
$325 - $363
|
7.52K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$325 - $363
|
9.53K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.09% |
$325 - $363
|
2.34K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$163 - $181
|
7.01K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.11% |
$163 - $181
|
890
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$163 - $181
|
2.89K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.04% |
$163 - $181
|
2.28K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1+ 0.02% |
$163 - $181
|
5.63K
$913K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.93% |
$163 - $181
|
108
$17.5K
|