Purchases and Sales Made in Q1 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16M+ 23.59% |
$169M - $184M
|
6.07M
$1.07B
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
459K+ 1583.13% |
$66.9M - $73M
|
488K
$86.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
408K+ 6.99% |
$59.4M - $64.8M
|
6.24M
$1.1B
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
181K+ 24.68% |
$26.4M - $28.8M
|
916K
$162M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
164KNew |
$23.9M - $26.1M
|
164K
$29M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142K+ 172.37% |
$20.6M - $22.5M
|
224K
$39.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
124K+ 34.67% |
$18.1M - $19.8M
|
483K
$85.4M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
123K+ 4.98% |
$17.8M - $19.5M
|
2.59M
$457M
|
|
|
May 15, 2024
Q1 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
114K+ 4642.86% |
$16.7M - $18.2M
|
117K
$20.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112K+ 46.25% |
$16.3M - $17.8M
|
355K
$62.7M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
110KNew |
$16M - $17.5M
|
110K
$19.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.6K+ 37.79% |
$14.4M - $15.7M
|
359K
$63.5M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
83K+ 62.73% |
$12.1M - $13.2M
|
215K
$38.1M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
82.2KNew |
$12M - $13.1M
|
82.2K
$14.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
80.1KNew |
$11.7M - $12.7M
|
80.1K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
79K+ 3.48% |
$11.5M - $12.5M
|
2.35M
$415M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
69.4K+ 3217.21% |
$10.1M - $11M
|
71.5K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
61.3K+ 452.6% |
$8.93M - $9.73M
|
74.8K
$13.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
55.6K+ 3538.93% |
$8.1M - $8.83M
|
57.2K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.4K+ 2.22% |
$6.17M - $6.73M
|
1.95M
$345M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40K+ 8.89% |
$5.82M - $6.35M
|
490K
$86.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.7K+ 6.46% |
$5.06M - $5.52M
|
572K
$101M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33.4K+ 47.73% |
$4.86M - $5.3M
|
103K
$18.3M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
32.5K+ 9.91% |
$4.73M - $5.15M
|
360K
$63.6M
|
|
|
May 15, 2024
Q1 2024
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
30K+ 36.64% |
$4.37M - $4.76M
|
112K
$19.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
29.1K+ 38.27% |
$4.24M - $4.63M
|
105K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
27.1K+ 350.93% |
$3.94M - $4.3M
|
34.8K
$6.15M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24.4K+ 35.72% |
$3.56M - $3.88M
|
92.9K
$16.4M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
23.1K+ 3.34% |
$3.36M - $3.66M
|
714K
$126M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
21.1K+ 1240.66% |
$3.07M - $3.35M
|
22.8K
$4.03M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
20.8K+ 649.66% |
$3.03M - $3.3M
|
24K
$4.24M
|
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
20K+ 27.52% |
$2.92M - $3.18M
|
92.9K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
20KNew |
$2.91M - $3.18M
|
20K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 2.56% |
$2.74M - $2.99M
|
754K
$133M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.9K+ 206.03% |
$2.61M - $2.85M
|
26.6K
$4.71M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17.9KNew |
$2.6M - $2.84M
|
17.9K
$3.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
17.5K+ 179.39% |
$2.55M - $2.78M
|
27.3K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.4K+ 6.83% |
$2.54M - $2.77M
|
273K
$48.2M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.1K+ 1.51% |
$2.2M - $2.4M
|
1.02M
$180M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.1K+ 19.76% |
$2.2M - $2.4M
|
91.6K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 48.62% |
$2.2M - $2.4M
|
46.2K
$8.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 39.77% |
$2.1M - $2.3M
|
50.8K
$8.98M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.7KNew |
$2M - $2.18M
|
13.7K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
13.1K+ 102.95% |
$1.9M - $2.07M
|
25.7K
$4.55M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.9K+ 2.32% |
$1.87M - $2.04M
|
568K
$100M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12.8KNew |
$1.86M - $2.03M
|
12.8K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7K+ 1.9% |
$1.85M - $2.02M
|
682K
$121M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.9KNew |
$1.74M - $1.9M
|
11.9K
$2.11M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 3219.72% |
$1.66M - $1.82M
|
11.8K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 1246.05% |
$1.58M - $1.73M
|
11.8K
$2.08M
|