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 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.5KNew |
$364K - $397K
|
2.5K
$442K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
2.41KNew |
$350K - $382K
|
2.41K
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
2.38KNew |
$346K - $377K
|
2.38K
$420K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 9.65% |
$345K - $376K
|
26.9K
$4.75M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.37K+ 1.72% |
$345K - $376K
|
140K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.21KNew |
$321K - $350K
|
2.21K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2KNew |
$320K - $349K
|
2.2K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$317K - $346K
|
2.18K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.16KNew |
$314K - $342K
|
2.16K
$381K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.15K+ 137.28% |
$313K - $341K
|
3.71K
$656K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.12K+ 4.86% |
$309K - $337K
|
45.8K
$8.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.11KNew |
$307K - $334K
|
2.11K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.09K+ 273.98% |
$304K - $331K
|
2.85K
$503K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.08K+ 5.92% |
$302K - $330K
|
37.2K
$6.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.02K+ 3.5% |
$294K - $320K
|
59.7K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2KNew |
$291K - $317K
|
2K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98K+ 3.0% |
$288K - $314K
|
67.9K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.95K+ 397.75% |
$283K - $309K
|
2.43K
$430K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.92K+ 59.06% |
$279K - $304K
|
5.16K
$913K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$278K - $303K
|
1.91K
$338K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.9KNew |
$277K - $302K
|
1.9K
$336K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.89K+ 3.48% |
$275K - $300K
|
56.2K
$9.94M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.89K+ 110.48% |
$275K - $300K
|
3.6K
$636K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.85KNew |
$270K - $294K
|
1.85K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$266K - $290K
|
1.83K
$323K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
1.82KNew |
$265K - $289K
|
1.82K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.8K+ 2.1% |
$263K - $286K
|
87.7K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.78K+ 49.46% |
$260K - $283K
|
5.39K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 6.77% |
$254K - $277K
|
27.5K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.72K+ 9.53% |
$250K - $273K
|
19.8K
$3.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.7K+ 48.17% |
$248K - $270K
|
5.23K
$924K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.69KNew |
$246K - $268K
|
1.69K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.68KNew |
$244K - $266K
|
1.68K
$296K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.66K+ 0.74% |
$241K - $263K
|
225K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$238K - $260K
|
1.64K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.61KNew |
$234K - $255K
|
1.61K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 0.15% |
$230K - $251K
|
1.07M
$189M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.56KNew |
$227K - $248K
|
1.56K
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.49KNew |
$217K - $237K
|
1.49K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47K+ 58.14% |
$214K - $233K
|
3.99K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.47KNew |
$213K - $233K
|
1.47K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.46KNew |
$213K - $232K
|
1.46K
$259K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.46KNew |
$213K - $232K
|
1.46K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.46KNew |
$212K - $232K
|
1.46K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 3033.33% |
$212K - $231K
|
1.5K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.42K+ 46.31% |
$207K - $226K
|
4.5K
$795K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.41KNew |
$206K - $224K
|
1.41K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.41KNew |
$205K - $224K
|
1.41K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.34KNew |
$195K - $213K
|
1.34K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.32KNew |
$192K - $209K
|
1.32K
$233K
|