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 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.5K+ 480.46% |
$1.13M - $1.27M
|
9.06K
$1.51M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.31K+ 3.82% |
$1.11M - $1.24M
|
199K
$33.1M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.12K+ 130.56% |
$1.08M - $1.21M
|
12.6K
$2.1M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7KNew |
$1.06M - $1.18M
|
7K
$1.17M
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
6.93K+ 8.3% |
$1.05M - $1.17M
|
90.4K
$15.1M
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
6.8KNew |
$1.03M - $1.15M
|
6.8K
$1.14M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.7K+ 5.42% |
$1.01M - $1.13M
|
130K
$21.8M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.63K+ 16.48% |
$1M - $1.12M
|
46.8K
$7.82M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.35K+ 31770.0% |
$961K - $1.08M
|
6.37K
$1.06M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.31KNew |
$955K - $1.07M
|
6.31K
$1.05M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.25KNew |
$945K - $1.06M
|
6.25K
$1.04M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
6.18K+ 8.59% |
$935K - $1.05M
|
78.2K
$13.1M
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.13K+ 53.95% |
$928K - $1.04M
|
17.5K
$2.92M
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.13K+ 10.3% |
$927K - $1.04M
|
65.6K
$11M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.9K+ 138.68% |
$892K - $998K
|
10.2K
$1.69M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.85K+ 25.73% |
$885K - $990K
|
28.6K
$4.77M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.48KNew |
$828K - $927K
|
5.48K
$914K
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.33KNew |
$807K - $902K
|
5.33K
$890K
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
5.3KNew |
$802K - $897K
|
5.3K
$885K
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.07KNew |
$767K - $858K
|
5.07K
$847K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.98K+ 23.97% |
$753K - $843K
|
25.8K
$4.3M
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.83K+ 17.5% |
$730K - $817K
|
32.4K
$5.41M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.82K+ 22.58% |
$728K - $815K
|
26.1K
$4.36M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.79KNew |
$725K - $811K
|
4.79K
$800K
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
BUY
|
- |
4.67K+ 6.1% |
$706K - $789K
|
81.1K
$13.5M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.61K+ 9.08% |
$697K - $780K
|
55.4K
$9.24M
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.6K+ 82.2% |
$696K - $778K
|
10.2K
$1.7M
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
4.57K+ 3.86% |
$691K - $773K
|
123K
$20.5M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.31K+ 2.86% |
$652K - $729K
|
155K
$25.9M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.29K+ 309.53% |
$648K - $725K
|
5.67K
$947K
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
4.26K+ 295.9% |
$644K - $721K
|
5.7K
$952K
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.25K+ 28.07% |
$643K - $719K
|
19.4K
$3.24M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.11K+ 36.41% |
$622K - $696K
|
15.4K
$2.57M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.08K+ 1359.33% |
$617K - $690K
|
4.38K
$731K
|
|
May 09, 2022
Q1 2022
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
4.07KNew |
$615K - $688K
|
4.07K
$679K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.04K+ 14.85% |
$611K - $684K
|
31.3K
$5.22M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.93K+ 4.23% |
$594K - $664K
|
96.8K
$16.2M
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
3.86K+ 26.03% |
$583K - $652K
|
18.7K
$3.12M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.83K+ 67.5% |
$579K - $647K
|
9.49K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.79K+ 4.93% |
$573K - $641K
|
80.8K
$13.5M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.62KNew |
$548K - $613K
|
3.62K
$605K
|
|
May 16, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3.57KNew |
$541K - $605K
|
3.57K
$597K
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.54K+ 231.37% |
$535K - $599K
|
5.07K
$846K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.37K+ 72.83% |
$509K - $570K
|
7.99K
$1.33M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.25KNew |
$492K - $550K
|
3.25K
$543K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.24K+ 40.3% |
$490K - $548K
|
11.3K
$1.88M
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.23K+ 4752.94% |
$489K - $547K
|
3.3K
$551K
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.19K+ 16.38% |
$483K - $540K
|
22.7K
$3.79M
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.14K+ 17.7% |
$475K - $532K
|
20.9K
$3.49M
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.04KNew |
$459K - $514K
|
3.04K
$507K
|