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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.7KNew |
$1.56M - $1.7M
|
10.7K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 14.39% |
$1.5M - $1.64M
|
82.1K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.97KNew |
$1.45M - $1.58M
|
9.97K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.93K+ 2.07% |
$1.45M - $1.58M
|
490K
$86.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.83K+ 69.83% |
$1.43M - $1.56M
|
23.9K
$4.23M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.74KNew |
$1.42M - $1.55M
|
9.74K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
9K+ 17.21% |
$1.31M - $1.43M
|
61.3K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7.35K+ 37.74% |
$1.07M - $1.17M
|
26.8K
$4.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.24KNew |
$1.05M - $1.15M
|
7.24K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.08K+ 7783.52% |
$1.03M - $1.12M
|
7.17K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.03K+ 1.73% |
$1.02M - $1.12M
|
414K
$73.1M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.98KNew |
$1.02M - $1.11M
|
6.98K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.97KNew |
$1.01M - $1.11M
|
6.97K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.84K+ 21.09% |
$996K - $1.09M
|
39.3K
$6.94M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.81K+ 217.29% |
$992K - $1.08M
|
9.95K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
6.63K+ 11.75% |
$966K - $1.05M
|
63.1K
$11.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.41KNew |
$933K - $1.02M
|
6.41K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.9K+ 10.34% |
$859K - $937K
|
63K
$11.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.71KNew |
$831K - $906K
|
5.71K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.25K+ 3.81% |
$764K - $833K
|
143K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.1KNew |
$742K - $810K
|
5.1K
$902K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.96K+ 10.39% |
$721K - $787K
|
52.7K
$9.31M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.84K+ 10.16% |
$705K - $769K
|
52.5K
$9.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.6KNew |
$669K - $730K
|
4.6K
$813K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.56K+ 23.17% |
$664K - $724K
|
24.2K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.5KNew |
$655K - $714K
|
4.5K
$795K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.41KNew |
$641K - $700K
|
4.41K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4.39K+ 112.61% |
$638K - $696K
|
8.28K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.38KNew |
$638K - $696K
|
4.38K
$775K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.11K+ 5.23% |
$598K - $652K
|
82.7K
$14.6M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.82K+ 5.76% |
$556K - $607K
|
70.2K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.73KNew |
$543K - $592K
|
3.73K
$659K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.7K+ 43.36% |
$539K - $588K
|
12.2K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.69KNew |
$537K - $586K
|
3.69K
$653K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.67K+ 16.33% |
$534K - $582K
|
26.1K
$4.62M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.44K+ 199.36% |
$500K - $546K
|
5.16K
$912K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.43KNew |
$499K - $544K
|
3.43K
$606K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.39KNew |
$494K - $539K
|
3.39K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.38KNew |
$493K - $537K
|
3.38K
$598K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.32K+ 6.31% |
$484K - $528K
|
56K
$9.9M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.3K+ 190.14% |
$480K - $524K
|
5.03K
$890K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.29K+ 0.94% |
$479K - $522K
|
353K
$62.5M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.13K+ 19.47% |
$455K - $496K
|
19.2K
$3.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12K+ 26.25% |
$454K - $495K
|
15K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.09KNew |
$450K - $491K
|
3.09K
$546K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.85K+ 1.76% |
$415K - $453K
|
165K
$29.2M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.78K+ 1.27% |
$404K - $441K
|
222K
$39.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.71KNew |
$395K - $431K
|
2.71K
$479K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.67K+ 5.7% |
$389K - $424K
|
49.6K
$8.77M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.65KNew |
$386K - $421K
|
2.65K
$469K
|