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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.47% |
$2.57K - $2.88K
|
3.64K
$610K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
17+ 0.14% |
$2.57K - $2.88K
|
12.2K
$2.03M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.27% |
$1.97K - $2.2K
|
4.78K
$799K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13+ 0.64% |
$1.97K - $2.2K
|
2.03K
$340K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.29% |
$1.97K - $2.2K
|
4.46K
$746K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
13New |
$1.97K - $2.2K
|
13
$2.18K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
12+ 1.18% |
$1.82K - $2.03K
|
1.03K
$173K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 6.22% |
$1.82K - $2.03K
|
205
$34.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.48% |
$1.82K - $2.03K
|
2.49K
$417K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
12+ 0.32% |
$1.82K - $2.03K
|
3.71K
$621K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
11+ 0.04% |
$1.66K - $1.86K
|
30.4K
$5.08M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
11+ 0.09% |
$1.66K - $1.86K
|
12.8K
$2.15M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.66K - $1.86K
|
3.62K
$606K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11New |
$1.66K - $1.86K
|
11
$1.84K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11+ 2.9% |
$1.66K - $1.86K
|
390
$65.3K
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
10+ 0.14% |
$1.51K - $1.69K
|
7.19K
$1.2M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10+ 0.35% |
$1.51K - $1.69K
|
2.87K
$480K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
10+ 0.11% |
$1.51K - $1.69K
|
8.83K
$1.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
10+ 0.31% |
$1.51K - $1.69K
|
3.25K
$543K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8+ 0.35% |
$1.21K - $1.35K
|
2.33K
$389K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
8+ 0.09% |
$1.21K - $1.35K
|
8.78K
$1.47M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.3% |
$1.21K - $1.35K
|
2.65K
$444K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.3% |
$1.06K - $1.18K
|
2.32K
$388K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7+ 0.18% |
$1.06K - $1.18K
|
3.83K
$641K
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
6+ 0.22% |
$908 - $1.02K
|
2.71K
$453K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6New |
$908 - $1.02K
|
6
$1K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
5+ 0.37% |
$756 - $846
|
1.37K
$230K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.19% |
$605 - $677
|
2.09K
$350K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.17% |
$454 - $508
|
1.79K
$299K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3+ 0.13% |
$454 - $508
|
2.35K
$393K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3+ 0.13% |
$454 - $508
|
2.26K
$378K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
3+ 0.13% |
$454 - $508
|
2.37K
$396K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.14% |
$454 - $508
|
2.19K
$366K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 0.36% |
$303 - $338
|
552
$92.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.26% |
$303 - $338
|
782
$131K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
2New |
$303 - $338
|
2
$335
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.16% |
$303 - $338
|
1.25K
$209K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.15% |
$303 - $338
|
1.3K
$217K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.28% |
$303 - $338
|
723
$121K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.1% |
$303 - $338
|
2.06K
$346K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.06% |
$303 - $338
|
3.42K
$572K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.31% |
$303 - $338
|
655
$110K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.07% |
$303 - $338
|
2.76K
$462K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$151 - $169
|
3.52K
$589K
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.05% |
$151 - $169
|
2.07K
$347K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$151 - $169
|
2.04K
$342K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$151 - $169
|
1.99K
$332K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.1% |
$151 - $169
|
1.02K
$171K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$151 - $169
|
365
$61.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.34% |
$151 - $169
|
298
$49.9K
|