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 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-250- 3.41% |
$32.7K - $39.2K
|
7.08K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.44% |
$33K - $39.6K
|
7.08K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-255- 6.12% |
$33.3K - $40K
|
3.91K
$697K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-255- 2.46% |
$33.3K - $40K
|
10.1K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-256- 6.42% |
$33.5K - $40.2K
|
3.73K
$665K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-257- 3.54% |
$33.6K - $40.3K
|
7K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-260- 7.76% |
$34K - $40.8K
|
3.09K
$551K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-268- 11.07% |
$35K - $42.1K
|
2.15K
$384K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-268- 32.13% |
$35K - $42.1K
|
566
$101K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-275- 9.0% |
$36K - $43.2K
|
2.78K
$496K
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-277- 0.14% |
$36.2K - $43.5K
|
197K
$35.2M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-287- 6.35% |
$37.5K - $45K
|
4.23K
$754K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-289- 9.32% |
$37.8K - $45.4K
|
2.81K
$501K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-290- 4.43% |
$37.9K - $45.5K
|
6.26K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-291- 2.6% |
$38.1K - $45.7K
|
10.9K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-293- 3.36% |
$38.3K - $46K
|
8.43K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-293- 6.02% |
$38.3K - $46K
|
4.58K
$816K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-297- 7.47% |
$38.8K - $46.6K
|
3.68K
$656K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-298- 4.72% |
$39K - $46.8K
|
6.01K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-304- 2.64% |
$39.8K - $47.7K
|
11.2K
$2M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-304- 2.99% |
$39.8K - $47.7K
|
9.87K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-316- 0.76% |
$41.3K - $49.6K
|
41.4K
$7.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-318- 43.44% |
$41.6K - $49.9K
|
414
$73.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-330- 3.41% |
$43.2K - $51.8K
|
9.34K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-335- 17.35% |
$43.8K - $52.6K
|
1.6K
$285K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-344- 3.63% |
$45K - $54K
|
9.13K
$1.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-356- 3.7% |
$46.6K - $55.9K
|
9.26K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-362- 0.19% |
$47.3K - $56.8K
|
185K
$33M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-363- 1.76% |
$47.5K - $57K
|
20.3K
$3.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-366- 43.99% |
$47.9K - $57.4K
|
466
$83.1K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-367- 0.99% |
$48K - $57.6K
|
36.8K
$6.56M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-367- 0.99% |
$48K - $57.6K
|
36.8K
$6.56M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-373- 6.66% |
$48.8K - $58.5K
|
5.23K
$932K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-382- 3.22% |
$50K - $60K
|
11.5K
$2.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-387- 5.61% |
$50.6K - $60.7K
|
6.52K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-410- 5.35% |
$53.6K - $64.4K
|
7.25K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-412- 2.77% |
$53.9K - $64.7K
|
14.5K
$2.58M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-425- 15.43% |
$55.6K - $66.7K
|
2.33K
$415K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-438- 4.73% |
$57.3K - $68.7K
|
8.82K
$1.57M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-438- 5.45% |
$57.3K - $68.7K
|
7.6K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-459- 14.75% |
$60K - $72K
|
2.65K
$473K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-479- 2.33% |
$62.6K - $75.2K
|
20.1K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-495- 4.25% |
$64.7K - $77.7K
|
11.2K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-500- 42.27% |
$65.4K - $78.5K
|
683
$122K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-501- 2.49% |
$65.5K - $78.6K
|
19.6K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-503- 24.63% |
$65.8K - $79K
|
1.54K
$274K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-505- 5.0% |
$66K - $79.3K
|
9.59K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-518- 10.15% |
$67.7K - $81.3K
|
4.58K
$817K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-540- 2.72% |
$70.6K - $84.8K
|
19.3K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-560- 1.53% |
$73.2K - $87.9K
|
36.1K
$6.43M
|