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 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.03K+ 103100.0% |
$135K - $162K
|
1.03K
$184K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
973+ 9.17% |
$127K - $153K
|
11.6K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
880+ 4.44% |
$115K - $138K
|
20.7K
$3.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
857+ 10.67% |
$112K - $135K
|
8.89K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
856+ 33.44% |
$112K - $134K
|
3.42K
$609K
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
832+ 1.63% |
$109K - $131K
|
51.9K
$9.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
823+ 1.41% |
$108K - $129K
|
59.1K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
791+ 0.23% |
$103K - $124K
|
343K
$61.1M
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
750+ 0.53% |
$98.1K - $118K
|
142K
$25.2M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
749+ 9.89% |
$98K - $118K
|
8.32K
$1.48M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
717+ 36.47% |
$93.8K - $113K
|
2.68K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
709+ 2.01% |
$92.7K - $111K
|
36K
$6.41M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
699+ 9.1% |
$91.4K - $110K
|
8.38K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
698+ 1.14% |
$91.3K - $110K
|
62K
$11.1M
|
|
|
May 09, 2023
Q1 2023
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
680+ 35.88% |
$88.9K - $107K
|
2.58K
$459K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
675+ 8.76% |
$88.3K - $106K
|
8.38K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
632+ 31.58% |
$82.7K - $99.2K
|
2.63K
$469K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
631+ 9.48% |
$82.5K - $99K
|
7.28K
$1.3M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
600+ 14.29% |
$78.5K - $94.2K
|
4.8K
$856K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
594+ 23.66% |
$77.7K - $93.2K
|
3.11K
$554K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
574+ 27.49% |
$75.1K - $90.1K
|
2.66K
$475K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
556New |
$72.7K - $87.3K
|
556
$99.1K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
552New |
$72.2K - $86.6K
|
552
$98.4K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
549+ 4.59% |
$71.8K - $86.2K
|
12.5K
$2.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
545+ 2.91% |
$71.3K - $85.5K
|
19.3K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
534+ 0.96% |
$69.8K - $83.8K
|
56.3K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
518+ 14.69% |
$67.7K - $81.3K
|
4.05K
$721K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
516+ 4.76% |
$67.5K - $81K
|
11.4K
$2.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
500+ 32.77% |
$65.4K - $78.5K
|
2.03K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
500New |
$65.4K - $78.5K
|
500
$89.1K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
492+ 25.55% |
$64.3K - $77.2K
|
2.42K
$431K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
492+ 1.53% |
$64.3K - $77.2K
|
32.7K
$5.83M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
488+ 5.08% |
$63.8K - $76.6K
|
10.1K
$1.8M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
484+ 14.22% |
$63.3K - $76K
|
3.89K
$693K
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
472+ 1.75% |
$61.7K - $74.1K
|
27.4K
$4.89M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
455+ 2.05% |
$59.5K - $71.4K
|
22.6K
$4.03M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
455+ 30.46% |
$59.5K - $71.4K
|
1.95K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
437+ 147.14% |
$57.2K - $68.6K
|
734
$131K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
436+ 7.92% |
$57K - $68.4K
|
5.94K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
432+ 6.01% |
$56.5K - $67.8K
|
7.62K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
429+ 0.69% |
$56.1K - $67.3K
|
62.8K
$11.2M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
426+ 9.68% |
$55.7K - $66.9K
|
4.83K
$860K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
417+ 7.04% |
$54.5K - $65.5K
|
6.34K
$1.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
416+ 0.69% |
$54.4K - $65.3K
|
60.6K
$10.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
396+ 0.66% |
$51.8K - $62.2K
|
60.8K
$10.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
374+ 20.25% |
$48.9K - $58.7K
|
2.22K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
361New |
$47.2K - $56.7K
|
361
$64.4K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
326+ 3.71% |
$42.6K - $51.2K
|
9.12K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
324+ 6.16% |
$42.4K - $50.9K
|
5.58K
$995K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
322+ 6.74% |
$42.1K - $50.5K
|
5.1K
$909K
|