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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-578- 2.47% |
$75.6K - $90.7K
|
22.9K
$4.12M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-600- 9.34% |
$78.5K - $94.2K
|
5.83K
$1.05M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-603- 3.19% |
$78.9K - $94.6K
|
18.3K
$3.3M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-630- 9.74% |
$82.4K - $98.9K
|
5.84K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-652- 3.77% |
$85.3K - $102K
|
16.6K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-655- 29.54% |
$85.7K - $103K
|
1.56K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-660- 2.33% |
$86.3K - $104K
|
27.6K
$4.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-664- 9.43% |
$86.8K - $104K
|
6.38K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-668- 4.84% |
$87.4K - $105K
|
13.1K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-673- 9.43% |
$88K - $106K
|
6.47K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-685- 6.3% |
$89.6K - $108K
|
10.2K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-686- 1.93% |
$89.7K - $108K
|
34.9K
$6.29M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-702- 12.12% |
$91.8K - $110K
|
5.09K
$918K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-726- 51.93% |
$94.9K - $114K
|
672
$121K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-732- 2.43% |
$95.7K - $115K
|
29.4K
$5.3M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-750- 28.11% |
$98.1K - $118K
|
1.92K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-757- 6.18% |
$99K - $119K
|
11.5K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-761- 16.49% |
$99.5K - $119K
|
3.85K
$695K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-766- 29.72% |
$100K - $120K
|
1.81K
$327K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-779- 5.9% |
$102K - $122K
|
12.4K
$2.24M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-797- 62.71% |
$104K - $125K
|
474
$85.5K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-799- 34.68% |
$104K - $125K
|
1.51K
$271K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-807- 12.07% |
$106K - $127K
|
5.88K
$1.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-828- 9.69% |
$108K - $130K
|
7.72K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-828- 8.88% |
$108K - $130K
|
8.5K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-830- 15.09% |
$109K - $130K
|
4.67K
$842K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-839- 4.44% |
$110K - $132K
|
18K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-864- 44.33% |
$113K - $136K
|
1.09K
$196K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-864- 3.65% |
$113K - $136K
|
22.8K
$4.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-866- 3.17% |
$113K - $136K
|
26.5K
$4.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-879- 12.55% |
$115K - $138K
|
6.12K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-904- 10.93% |
$118K - $142K
|
7.37K
$1.33M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-912- 21.78% |
$119K - $143K
|
3.28K
$591K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.02K- 15.49% |
$134K - $160K
|
5.57K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.03K- 99.9% |
$135K - $162K
|
1
$180
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.06K- 17.4% |
$139K - $167K
|
5.04K
$909K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 14.38% |
$139K - $167K
|
6.34K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 1.87% |
$143K - $171K
|
57.3K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.1K- 5.16% |
$144K - $173K
|
20.2K
$3.64M
|
|
|
May 03, 2023
Q1 2023
|
Factorial Partners, LLC
|
SELL
|
- |
-1.1K- 8.87% |
$144K - $173K
|
11.3K
$2.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.11K- 1.31% |
$146K - $175K
|
83.7K
$15.1M
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.24K- 2.65% |
$162K - $195K
|
45.6K
$8.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.25K- 9.44% |
$163K - $196K
|
12K
$2.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.25K- 5.1% |
$164K - $197K
|
23.3K
$4.2M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 98.3% |
$167K - $200K
|
22
$3.97K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 50.17% |
$169K - $203K
|
1.28K
$231K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.3K- 1.33% |
$170K - $204K
|
96.2K
$17.3M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 9.95% |
$171K - $205K
|
11.8K
$2.13M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.33KClosed |
$174K - $209K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1.35K- 17.08% |
$176K - $211K
|
6.53K
$1.18M
|