Purchases and Sales Made in Q1 2023 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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
Harbour Investments, Inc.

Madison, WI
BUY
 -
321
+ 1.56%
$42K - $50.4K
20.8K $3.76M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
320
+ 1.28%
$41.8K - $50.2K
25.3K $4.57M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
316
+ 2.16%
$41.3K - $49.6K
14.9K $2.69M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
316
+ 11.32%
$41.3K - $49.6K
3.11K $560K
May 10, 2023 Q1 2023
Td Asset Management Inc

BUY
 -
309
+ 0.74%
$40.4K - $48.5K
42.3K $7.63M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
300
+ 7.03%
$39.2K - $47.1K
4.57K $824K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
285
+ 2.31%
$37.3K - $44.7K
12.6K $2.28M
Apr 11, 2023 Q1 2023
Lbj Family Wealth Advisors, Ltd.

BUY
 -
281
+ 0.41%
$36.7K - $44.1K
68.9K $12.4M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
279
+ 1.78%
$36.5K - $43.8K
16K $2.88M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
279
+ 1.78%
$36.5K - $43.8K
16K $2.88M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
256
+ 2.25%
$33.5K - $40.2K
11.6K $2.1M
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
235
+ 5.38%
$30.7K - $36.9K
4.6K $830K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
230
New
$30.1K - $36.1K
230 $41.5K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
222
New
$29K - $34.8K
222 $40K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
220
+ 160.58%
$28.8K - $34.5K
357 $64.4K
Apr 19, 2023 Q1 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
218
+ 4.62%
$28.5K - $34.2K
4.93K $890K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
213
+ 6.82%
$27.9K - $33.4K
3.33K $601K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
208
+ 0.28%
$27.2K - $32.6K
74.6K $13.5M
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
207
+ 13.56%
$27.1K - $32.5K
1.73K $313K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
207
New
$27.1K - $32.5K
207 $37.3K
Apr 19, 2023 Q1 2023
Harbour Capital Advisors, LLC

BUY
 -
205
+ 2.44%
$26.8K - $32.2K
8.62K $1.55M
May 08, 2023 Q1 2023
Culbertson A N & CO Inc

BUY
 -
203
+ 4.4%
$26.5K - $31.9K
4.82K $868K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
201
+ 1.74%
$26.3K - $31.5K
11.8K $2.12M
May 09, 2023 Q1 2023
Appleton Group, LLC

BUY
 -
199
+ 4.79%
$26K - $31.2K
4.35K $785K
Apr 24, 2023 Q1 2023
Davidson Trust CO

BUY
 -
196
+ 6.45%
$25.6K - $30.8K
3.24K $583K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
194
+ 12.12%
$25.4K - $30.5K
1.8K $324K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
185
+ 0.93%
$24.2K - $29K
20.1K $3.63M
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
180
+ 76.6%
$23.5K - $28.3K
415 $74.8K
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
175
+ 9.68%
$22.9K - $27.5K
1.98K $358K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
174
+ 6.47%
$22.8K - $27.3K
2.86K $516K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
173
+ 8.9%
$22.6K - $27.2K
2.12K $382K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
171
+ 1.35%
$22.4K - $26.8K
12.9K $2.32M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
167
+ 14.12%
$21.8K - $26.2K
1.35K $243K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
164
+ 99.39%
$21.4K - $25.7K
329 $59.3K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
161
+ 1.39%
$21.1K - $25.3K
11.7K $2.11M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
149
New
$19.5K - $23.4K
149 $26.9K
May 08, 2023 Q1 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
145
+ 4.74%
$19K - $22.8K
3.2K $577K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
143
New
$18.7K - $22.4K
143 $25.8K
Apr 19, 2023 Q1 2023
Maltin Wealth Management, Inc.

BUY
 -
141
+ 1.11%
$18.4K - $22.1K
12.8K $2.31M
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
140
+ 16.36%
$18.3K - $22K
996 $180K
May 11, 2023 Q1 2023
Nbw Capital LLC

BUY
 -
136
+ 0.29%
$17.8K - $21.3K
47.6K $8.59M
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
133
+ 0.52%
$17.4K - $20.9K
25.9K $4.67M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
133
+ 4.33%
$17.4K - $20.9K
3.21K $578K
Jun 14, 2024 Q1 2023
Quent Capital, LLC

BUY
 -
132
New
$17.3K - $20.7K
132 $23.8K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
132
New
$17.3K - $20.7K
132 $23.8K
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
130
+ 1.7%
$17K - $20.4K
7.79K $1.41M
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
127
+ 529.17%
$16.6K - $19.9K
151 $27.2K
May 08, 2023 Q1 2023
Investment Partners, Ltd.

BUY
 -
126
+ 0.62%
$16.5K - $19.8K
20.6K $3.71M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
125
+ 5.48%
$16.3K - $19.6K
2.41K $434K

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