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 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-66.2K- 20.72% |
$9.64M - $10.5M
|
253K
$42.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-75.5K- 25.77% |
$11M - $12M
|
217K
$36.3M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-82.6K- 43.4% |
$12M - $13.1M
|
108K
$18M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-83.1K- 86.21% |
$12.1M - $13.2M
|
13.3K
$2.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-83.4K- 56.51% |
$12.1M - $13.2M
|
64.2K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-97K- 82.79% |
$14.1M - $15.4M
|
20.2K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Starboard Value LP
New York, NY |
SELL
|
- |
-100K- 5.54% |
$14.6M - $15.9M
|
1.71M
$285M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-112K- 18.98% |
$16.4M - $17.8M
|
479K
$80M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-113K- 90.77% |
$16.5M - $18M
|
11.5K
$1.92M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-114K- 94.24% |
$16.6M - $18.1M
|
6.98K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-125K- 8.47% |
$18.2M - $19.9M
|
1.35M
$226M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206K- 17.63% |
$30M - $32.7M
|
963K
$161M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-501K- 85.2% |
$72.9M - $79.6M
|
87K
$14.5M
|