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 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20K- 33.08% |
$2.62M - $3.14M
|
40.5K
$7.3M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-20.9K- 98.98% |
$2.74M - $3.28M
|
216
$38.9K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-21.4K- 4.42% |
$2.79M - $3.35M
|
462K
$83.4M
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-21.6K- 40.13% |
$2.82M - $3.39M
|
32.2K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.6K- 23.27% |
$2.96M - $3.55M
|
74.7K
$13.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-23.5K- 36.07% |
$3.07M - $3.68M
|
41.6K
$7.5M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-24.4K- 7.88% |
$3.19M - $3.82M
|
285K
$51.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26K- 3.87% |
$3.4M - $4.08M
|
646K
$117M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.3K- 47.48% |
$3.44M - $4.13M
|
29.1K
$5.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.2K- 16.51% |
$3.94M - $4.73M
|
152K
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-32K- 4.72% |
$4.19M - $5.02M
|
646K
$116M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-32.6K- 1.18% |
$4.27M - $5.12M
|
2.72M
$491M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.9K- 14.88% |
$4.31M - $5.17M
|
188K
$34M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-35K- 12.15% |
$4.58M - $5.5M
|
253K
$45.7M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-38.7K- 86.49% |
$5.06M - $6.07M
|
6.04K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.8K- 91.07% |
$5.99M - $7.19M
|
4.5K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-63.6K- 44.84% |
$8.31M - $9.98M
|
78.2K
$14.1M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-69.8K- 28.62% |
$9.12M - $11M
|
174K
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-73.9K- 27.99% |
$9.67M - $11.6M
|
190K
$34.3M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-80K- 52.68% |
$10.5M - $12.6M
|
71.8K
$13M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-86.8K- 81.61% |
$11.4M - $13.6M
|
19.6K
$3.53M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-89.6K- 99.38% |
$11.7M - $14.1M
|
556
$100K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-90.8K- 52.75% |
$11.9M - $14.2M
|
81.3K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-104K- 16.53% |
$13.6M - $16.3M
|
524K
$94.4M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-112K- 88.36% |
$14.6M - $17.5M
|
14.7K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-143K- 70.44% |
$18.7M - $22.5M
|
60.1K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-167K- 86.0% |
$21.9M - $26.2M
|
27.2K
$4.91M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-170K- 12.27% |
$22.2M - $26.7M
|
1.22M
$219M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-183K- 93.42% |
$24M - $28.8M
|
12.9K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-212K- 22.19% |
$27.7M - $33.2M
|
742K
$134M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-225K- 3.26% |
$29.5M - $35.4M
|
6.68M
$1.2B
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-334K- 91.51% |
$43.7M - $52.5M
|
31K
$5.59M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-338K- 68.82% |
$44.3M - $53.1M
|
153K
$27.6M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-379K- 91.66% |
$49.6M - $59.5M
|
34.5K
$6.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-454K- 99.39% |
$59.4M - $71.3M
|
2.8K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-760K- 12.23% |
$99.3M - $119M
|
5.45M
$983M
|