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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.58K- 37.47% |
$1.25M - $1.36M
|
14.3K
$2.53M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.67K- 33.55% |
$1.26M - $1.38M
|
17.2K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8.76K- 28.9% |
$1.28M - $1.39M
|
21.5K
$3.81M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.96K- 12.55% |
$1.31M - $1.42M
|
62.5K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.02K- 51.92% |
$1.31M - $1.43M
|
8.35K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.21K- 53.73% |
$1.34M - $1.46M
|
7.93K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-9.22K- 42.36% |
$1.34M - $1.46M
|
12.6K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10K- 21.93% |
$1.46M - $1.59M
|
35.7K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.3K- 1.39% |
$1.64M - $1.79M
|
803K
$142M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 5.07% |
$1.65M - $1.8M
|
212K
$37.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12.4K- 10.56% |
$1.8M - $1.97M
|
105K
$18.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 80.74% |
$1.88M - $2.05M
|
3.08K
$545K
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-12.9K- 16.98% |
$1.88M - $2.05M
|
63.2K
$11.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 5.89% |
$1.98M - $2.16M
|
218K
$38.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-13.6K- 21.45% |
$1.99M - $2.17M
|
49.9K
$8.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.9K- 51.43% |
$2.16M - $2.36M
|
14K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-16.2K- 77.98% |
$2.35M - $2.57M
|
4.56K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.7K- 10.41% |
$2.43M - $2.65M
|
143K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.3K- 16.88% |
$2.52M - $2.75M
|
85.3K
$15.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18.1K- 48.85% |
$2.63M - $2.87M
|
18.9K
$3.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-21.2K- 47.44% |
$3.09M - $3.36M
|
23.5K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21.3K- 62.19% |
$3.1M - $3.38M
|
13K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.9K- 17.12% |
$3.18M - $3.47M
|
106K
$18.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.1K- 0.38% |
$3.36M - $3.67M
|
6.07M
$1.07B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.1K- 0.38% |
$3.36M - $3.67M
|
6.07M
$1.07B
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-23.3K- 67.71% |
$3.39M - $3.69M
|
11.1K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 7.4% |
$3.47M - $3.79M
|
299K
$52.8M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-25.2K- 7.36% |
$3.67M - $4.01M
|
317K
$56.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.8K- 21.1% |
$3.91M - $4.26M
|
100K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27K- 13.54% |
$3.93M - $4.28M
|
172K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-27.3K- 19.74% |
$3.98M - $4.34M
|
111K
$19.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-29.1K- 91.78% |
$4.24M - $4.62M
|
2.61K
$461K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-31.5K- 3.57% |
$4.58M - $5M
|
850K
$150M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-32K- 29.13% |
$4.66M - $5.08M
|
77.9K
$13.8M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-32.6K- 69.81% |
$4.74M - $5.17M
|
14.1K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-32.7K- 59.01% |
$4.77M - $5.2M
|
22.7K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-36.2K- 15.69% |
$5.27M - $5.75M
|
195K
$34.4M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-36.9K- 13.0% |
$5.38M - $5.87M
|
247K
$43.7M
|
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-40.5K- 90.73% |
$5.9M - $6.44M
|
4.14K
$732K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-40.7K- 91.03% |
$5.92M - $6.46M
|
4.01K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-43.6K- 66.53% |
$6.35M - $6.92M
|
21.9K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-44.5K- 59.43% |
$6.48M - $7.07M
|
30.4K
$5.37M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-45.8K- 4.68% |
$6.66M - $7.27M
|
933K
$165M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-48.3K- 15.38% |
$7.03M - $7.66M
|
266K
$47M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.2K- 36.61% |
$7.75M - $8.45M
|
92.1K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-54.6K- 28.96% |
$7.95M - $8.67M
|
134K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-66.2K- 20.72% |
$9.64M - $10.5M
|
253K
$44.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-75.5K- 25.77% |
$11M - $12M
|
217K
$38.4M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-82.6K- 43.4% |
$12M - $13.1M
|
108K
$19.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-83.1K- 86.21% |
$12.1M - $13.2M
|
13.3K
$2.35M
|