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
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.95KNew |
$386K - $463K
|
2.95K
$526K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.88KNew |
$377K - $452K
|
2.88K
$513K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.87KNew |
$375K - $450K
|
2.87K
$511K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.81K+ 1.77% |
$368K - $442K
|
162K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.75K+ 12.27% |
$360K - $432K
|
25.2K
$4.49M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.63K+ 78.51% |
$344K - $413K
|
5.99K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.51K+ 0.27% |
$328K - $393K
|
947K
$169M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.48K+ 274.31% |
$324K - $389K
|
3.38K
$603K
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.43KNew |
$318K - $382K
|
2.43K
$434K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
2.38K+ 6.0% |
$312K - $374K
|
42.1K
$7.5M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.38K+ 21.25% |
$311K - $373K
|
13.6K
$2.42M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
2.37K+ 1.64% |
$309K - $371K
|
147K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.31K+ 41.27% |
$302K - $362K
|
7.9K
$1.41M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.29K+ 24.34% |
$300K - $360K
|
11.7K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.28K+ 3.7% |
$298K - $358K
|
63.9K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.21K+ 0.19% |
$289K - $347K
|
1.14M
$204M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.2KNew |
$287K - $345K
|
2.2K
$392K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.16KNew |
$282K - $339K
|
2.16K
$385K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.14KNew |
$280K - $336K
|
2.14K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.13K+ 18.06% |
$279K - $335K
|
13.9K
$2.49M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.12KNew |
$278K - $333K
|
2.12K
$378K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.06KNew |
$270K - $324K
|
2.06K
$368K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$269K - $322K
|
2.05K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.04K+ 0.68% |
$267K - $320K
|
303K
$53.9M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2K+ 15.45% |
$262K - $314K
|
15K
$2.67M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.89K+ 20.33% |
$248K - $297K
|
11.2K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.89K+ 7.22% |
$247K - $297K
|
28.1K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 2.98% |
$247K - $296K
|
65.2K
$11.6M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.89KNew |
$247K - $296K
|
1.89K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.87K+ 38.47% |
$244K - $293K
|
6.72K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.84KNew |
$241K - $289K
|
1.84K
$329K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.82K+ 6.43% |
$239K - $286K
|
30.2K
$5.38M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.81KNew |
$236K - $283K
|
1.81K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.8KNew |
$235K - $283K
|
1.8K
$321K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.76K+ 7.38% |
$230K - $276K
|
25.6K
$4.56M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.75KNew |
$229K - $275K
|
1.75K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.74K+ 8.84% |
$227K - $272K
|
21.4K
$3.81M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.62KNew |
$211K - $254K
|
1.62K
$288K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.6KNew |
$209K - $251K
|
1.6K
$285K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.57K+ 7.08% |
$206K - $247K
|
23.8K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 21.94% |
$200K - $240K
|
8.49K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53K+ 30.5% |
$200K - $240K
|
6.53K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.5KNew |
$196K - $236K
|
1.5K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.5K+ 93.05% |
$196K - $235K
|
3.11K
$555K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.5K+ 12.43% |
$196K - $235K
|
13.5K
$2.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.32K+ 5.82% |
$173K - $208K
|
24K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.3K+ 0.45% |
$171K - $205K
|
294K
$52.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.23K+ 8.4% |
$160K - $193K
|
15.8K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 0.09% |
$160K - $193K
|
1.41M
$251M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.04K+ 1.13% |
$136K - $163K
|
93.1K
$16.6M
|