Purchases and Sales Made in Q1 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2023. 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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
707KNew |
$92.5M - $111M
|
707K
$126M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
651K+ 178.8% |
$85.1M - $102M
|
1.02M
$181M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
617K+ 71.42% |
$80.7M - $96.8M
|
1.48M
$264M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
284K+ 24.1% |
$37.2M - $44.6M
|
1.46M
$261M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
284K+ 24.1% |
$37.2M - $44.6M
|
1.46M
$261M
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
246KNew |
$32.2M - $38.7M
|
246K
$43.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
171K+ 56.17% |
$22.4M - $26.8M
|
475K
$84.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
158K+ 208.26% |
$20.6M - $24.7M
|
233K
$41.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
120K+ 21.22% |
$15.8M - $18.9M
|
688K
$123M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
109K+ 313.35% |
$14.2M - $17.1M
|
144K
$25.6M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
109K+ 59.63% |
$14.2M - $17.1M
|
291K
$51.9M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
102K+ 300.33% |
$13.4M - $16M
|
136K
$24.3M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
97.3K+ 667.88% |
$12.7M - $15.3M
|
112K
$19.9M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
93.7K+ 279.75% |
$12.3M - $14.7M
|
127K
$22.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
86.5K+ 190.62% |
$11.3M - $13.6M
|
132K
$23.5M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
68K+ 90.87% |
$8.89M - $10.7M
|
143K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
67.3KNew |
$8.8M - $10.6M
|
67.3K
$12M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
65.9KNew |
$8.61M - $10.3M
|
65.9K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
64.9K+ 119.92% |
$8.48M - $10.2M
|
119K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
57.9K+ 5.23% |
$7.58M - $9.09M
|
1.17M
$208M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.1K+ 16.39% |
$6.42M - $7.71M
|
349K
$62.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.8K+ 2.49% |
$6.38M - $7.65M
|
2M
$357M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
47K+ 2.37% |
$6.14M - $7.37M
|
2.03M
$361M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
45.2K+ 60.75% |
$5.91M - $7.09M
|
120K
$21.3M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.6K+ 82.23% |
$5.58M - $6.69M
|
94.5K
$16.8M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
35.3KNew |
$4.61M - $5.53M
|
35.3K
$6.29M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
31.8K+ 82.57% |
$4.15M - $4.99M
|
70.2K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.1KNew |
$3.94M - $4.73M
|
30.1K
$5.37M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
29.6KNew |
$3.87M - $4.65M
|
29.6K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
29.5K+ 570.27% |
$3.86M - $4.64M
|
34.7K
$6.19M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
29.1KNew |
$3.81M - $4.57M
|
29.1K
$5.19M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
28.8K+ 6.04% |
$3.77M - $4.52M
|
506K
$90.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
28.4K+ 2.29% |
$3.72M - $4.46M
|
1.27M
$226M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26K+ 25.22% |
$3.4M - $4.08M
|
129K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
24.6K+ 1542.42% |
$3.22M - $3.86M
|
26.2K
$4.67M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
23.4K+ 25.71% |
$3.06M - $3.67M
|
114K
$20.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22.7K+ 15.05% |
$2.97M - $3.56M
|
174K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
21.4K+ 237.42% |
$2.8M - $3.36M
|
30.4K
$5.42M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
19.7KNew |
$2.58M - $3.1M
|
19.7K
$3.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.6K+ 39.46% |
$2.43M - $2.91M
|
65.6K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18.3K+ 58.9% |
$2.4M - $2.88M
|
49.5K
$8.82M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.5K+ 5.02% |
$2.16M - $2.59M
|
346K
$61.7M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
16.4K+ 50.48% |
$2.14M - $2.57M
|
48.8K
$8.7M
|
|
|
May 10, 2023
Q1 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
16K+ 31.27% |
$2.1M - $2.52M
|
67.3K
$12M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16K+ 10.09% |
$2.09M - $2.5M
|
174K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9K+ 110.74% |
$2.08M - $2.49M
|
30.2K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 25.04% |
$1.89M - $2.27M
|
72.3K
$12.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
14.5K+ 5.18% |
$1.89M - $2.27M
|
294K
$52.3M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.1K+ 184.15% |
$1.85M - $2.22M
|
21.8K
$3.89M
|
|
|
May 15, 2023
Q1 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
13.3KNew |
$1.73M - $2.08M
|
13.3K
$2.36M
|