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 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
125+ 0.12% |
$16.3K - $19.6K
|
101K
$18M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
120+ 1.12% |
$15.7K - $18.8K
|
10.8K
$1.92M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
119+ 5.01% |
$15.6K - $18.7K
|
2.5K
$445K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
118+ 6.82% |
$15.4K - $18.5K
|
1.85K
$330K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
103+ 2.66% |
$13.5K - $16.2K
|
3.98K
$709K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100+ 72.99% |
$13.1K - $15.7K
|
237
$42.2K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
100+ 0.5% |
$13.1K - $15.7K
|
19.9K
$3.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
99New |
$12.9K - $15.5K
|
99
$17.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
95New |
$12.4K - $14.9K
|
95
$16.9K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
92+ 0.28% |
$12K - $14.4K
|
33.5K
$5.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
90+ 1.79% |
$11.8K - $14.1K
|
5.11K
$910K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86+ 0.19% |
$11.2K - $13.5K
|
46.4K
$8.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
85New |
$11.1K - $13.3K
|
85
$15.2K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
83New |
$10.9K - $13K
|
83
$14.8K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
80+ 1.54% |
$10.5K - $12.6K
|
5.26K
$938K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
80+ 2.1% |
$10.5K - $12.6K
|
3.88K
$692K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
79New |
$10.3K - $12.4K
|
79
$14.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
77New |
$10.1K - $12.1K
|
77
$13.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.16% |
$9.81K - $11.8K
|
3.55K
$633K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
66+ 3.5% |
$8.63K - $10.4K
|
1.95K
$348K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
61+ 3.67% |
$7.98K - $9.57K
|
1.72K
$307K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
60+ 0.35% |
$7.85K - $9.42K
|
17.1K
$3.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
56New |
$7.32K - $8.79K
|
56
$9.98K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55+ 0.31% |
$7.19K - $8.63K
|
17.9K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
51+ 1.59% |
$6.67K - $8K
|
3.26K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
47+ 1.2% |
$6.15K - $7.38K
|
3.96K
$705K
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
45+ 2.8% |
$5.89K - $7.06K
|
1.65K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
40New |
$5.23K - $6.28K
|
40
$7.13K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
38+ 0.88% |
$4.97K - $5.96K
|
4.35K
$776K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
37New |
$4.84K - $5.81K
|
37
$6.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
37+ 0.26% |
$4.84K - $5.81K
|
14.1K
$2.51M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
32+ 13.22% |
$4.18K - $5.02K
|
274
$48.8K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
31+ 2.01% |
$4.05K - $4.87K
|
1.57K
$280K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
31+ 0.25% |
$4.05K - $4.87K
|
12.5K
$2.24M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
30+ 0.84% |
$3.92K - $4.71K
|
3.58K
$639K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.53% |
$3.79K - $4.55K
|
5.51K
$982K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
29+ 1.32% |
$3.79K - $4.55K
|
2.22K
$396K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
27New |
$3.53K - $4.24K
|
27
$4.81K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
27+ 1.53% |
$3.53K - $4.24K
|
1.79K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27New |
$3.53K - $4.24K
|
27
$4.81K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26+ 0.92% |
$3.4K - $4.08K
|
2.85K
$508K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
24+ 8.63% |
$3.14K - $3.77K
|
302
$53.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.49% |
$2.88K - $3.45K
|
4.56K
$812K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 0.53% |
$2.75K - $3.3K
|
4K
$714K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21+ 0.26% |
$2.75K - $3.3K
|
8.08K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
21+ 0.42% |
$2.75K - $3.3K
|
5.05K
$901K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
19+ 0.46% |
$2.48K - $2.98K
|
4.15K
$739K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
19+ 0.5% |
$2.48K - $2.98K
|
3.79K
$676K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
19+ 0.51% |
$2.48K - $2.98K
|
3.76K
$670K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
17New |
$2.22K - $2.67K
|
17
$3.03K
|