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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-23.5K- 18.94% |
$3.55M - $3.97M
|
101K
$16.8M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.9K- 10.3% |
$3.61M - $4.04M
|
208K
$34.7M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-24.2K- 6.56% |
$3.67M - $4.1M
|
345K
$57.7M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.6K- 11.57% |
$3.72M - $4.16M
|
188K
$31.4M
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-25.2K- 76.59% |
$3.82M - $4.27M
|
7.72K
$1.29M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 91.32% |
$3.85M - $4.3M
|
2.42K
$404K
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-25.5K- 59.31% |
$3.86M - $4.32M
|
17.5K
$2.93M
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-27.1K- 75.72% |
$4.1M - $4.59M
|
8.69K
$1.45M
|
|
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-30KClosed |
$4.54M - $5.08M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-30KClosed |
$4.54M - $5.08M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-31.9K- 31.75% |
$4.82M - $5.4M
|
68.6K
$11.4M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.5K- 86.04% |
$5.22M - $5.84M
|
5.6K
$935K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-34.8K- 39.28% |
$5.27M - $5.9M
|
53.9K
$8.99M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-35.4K- 11.2% |
$5.35M - $5.99M
|
281K
$46.9M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.8K- 14.42% |
$5.87M - $6.56M
|
230K
$38.4M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.2K- 2.42% |
$5.92M - $6.63M
|
1.58M
$264M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.3K- 5.66% |
$5.94M - $6.65M
|
655K
$109M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-40.2K- 14.7% |
$6.09M - $6.81M
|
234K
$39M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-45.6K- 91.36% |
$6.89M - $7.71M
|
4.31K
$719K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46.5KClosed |
$7.03M - $7.87M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-49.6K- 90.48% |
$7.5M - $8.39M
|
5.22K
$871K
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-50.2K- 47.45% |
$7.6M - $8.5M
|
55.6K
$9.29M
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-57.5K- 91.56% |
$8.7M - $9.73M
|
5.3K
$885K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-58.1K- 81.26% |
$8.79M - $9.83M
|
13.4K
$2.24M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-63.7K- 17.68% |
$9.63M - $10.8M
|
297K
$49.5M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-64.3K- 11.9% |
$9.72M - $10.9M
|
476K
$79.4M
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-68.1KClosed |
$10.3M - $11.5M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-69.8K- 65.29% |
$10.6M - $11.8M
|
37.1K
$6.19M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.9K- 5.58% |
$11.9M - $13.4M
|
1.34M
$223M
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-87.2K- 29.47% |
$13.2M - $14.8M
|
209K
$34.9M
|
|
May 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-88.1KClosed |
$13.3M - $14.9M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-102KClosed |
$15.4M - $17.3M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-108KClosed |
$16.3M - $18.3M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-111KClosed |
$16.8M - $18.7M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-115K- 28.63% |
$17.3M - $19.4M
|
286K
$47.7M
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-116K- 96.88% |
$17.5M - $19.6M
|
3.73K
$623K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 8.31% |
$19.1M - $21.3M
|
1.39M
$232M
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-134K- 24.47% |
$20.3M - $22.7M
|
414K
$69M
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-147KClosed |
$22.2M - $24.9M
|
0
$0
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-187K- 99.98% |
$28.2M - $31.6M
|
46
$7.68K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-237K- 3.2% |
$35.8M - $40.1M
|
7.17M
$1.2B
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-286K- 37.8% |
$43.2M - $48.3M
|
470K
$78.4M
|
|
May 13, 2022
Q1 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-343K- 32.63% |
$51.9M - $58.1M
|
708K
$118M
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-347K- 73.63% |
$52.5M - $58.7M
|
124K
$20.7M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-348K- 70.73% |
$52.6M - $58.8M
|
144K
$24M
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-455K- 99.22% |
$68.9M - $77M
|
3.57K
$596K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-503K- 92.84% |
$76M - $85.1M
|
38.8K
$6.48M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-510K- 10.84% |
$77.2M - $86.4M
|
4.2M
$701M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-568K- 7.34% |
$85.9M - $96.1M
|
7.17M
$1.2B
|