Purchases and Sales Made in Q1 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-1.93KClosed |
$291K - $326K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-1.93KClosed |
$291K - $326K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 8.92% |
$294K - $329K
|
19.9K
$3.33M
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.97KClosed |
$298K - $333K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 3.45% |
$300K - $336K
|
55.6K
$9.31M
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.02K- 33.23% |
$306K - $342K
|
4.06K
$680K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.05KClosed |
$310K - $347K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-2.2K- 4.4% |
$333K - $372K
|
47.8K
$8M
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.27K- 7.52% |
$343K - $383K
|
27.8K
$4.66M
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.29KClosed |
$346K - $387K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.3K- 49.92% |
$348K - $390K
|
2.31K
$387K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.33K- 2.73% |
$352K - $394K
|
83K
$13.9M
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.33KClosed |
$353K - $395K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.4K- 10.25% |
$364K - $407K
|
21K
$3.52M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.42K- 10.94% |
$366K - $410K
|
19.7K
$3.3M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.43K- 23.26% |
$367K - $410K
|
8K
$1.34M
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-2.43KClosed |
$367K - $411K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.47K- 9.58% |
$374K - $418K
|
23.3K
$3.91M
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.48KClosed |
$375K - $420K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.5KClosed |
$378K - $423K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.53K- 11.3% |
$383K - $428K
|
19.9K
$3.33M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 1.09% |
$384K - $430K
|
231K
$38.7M
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-2.57K- 2.64% |
$388K - $434K
|
94.6K
$15.8M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.73K- 10.83% |
$412K - $461K
|
22.4K
$3.76M
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.83K- 13.59% |
$427K - $478K
|
18K
$3.01M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.04KClosed |
$459K - $514K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.26K- 4.29% |
$492K - $551K
|
72.6K
$12.2M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-3.36KClosed |
$508K - $569K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.49K- 9.32% |
$528K - $591K
|
34K
$5.69M
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3.55KClosed |
$536K - $600K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.77KClosed |
$570K - $638K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.81K- 48.28% |
$576K - $645K
|
4.08K
$683K
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-3.95KClosed |
$597K - $668K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-4.03KClosed |
$609K - $681K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.05K- 18.05% |
$613K - $685K
|
18.4K
$3.08M
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.17KClosed |
$631K - $706K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.21K- 7.56% |
$637K - $713K
|
51.5K
$8.63M
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-4.26KClosed |
$644K - $721K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.64KClosed |
$702K - $785K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.76K- 3.73% |
$720K - $806K
|
123K
$20.6M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.83K- 1.4% |
$731K - $817K
|
341K
$57M
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.85K- 23.35% |
$734K - $821K
|
15.9K
$2.67M
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.89KClosed |
$739K - $827K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-4.92K- 5.22% |
$744K - $832K
|
89.3K
$15M
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5KClosed |
$756K - $846K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.12KClosed |
$774K - $866K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.25KClosed |
$794K - $888K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-5.3K- 12.47% |
$802K - $897K
|
37.2K
$6.23M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.42KClosed |
$820K - $918K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-5.59KClosed |
$846K - $946K
|
0
$0
|