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
|
Scotia Capital Inc.
|
BUY
|
- |
1.32K+ 93.13% |
$191K - $209K
|
2.73K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 11.81% |
$188K - $205K
|
12.2K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$188K - $205K
|
1.29K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.29K+ 57.14% |
$188K - $205K
|
3.55K
$627K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.29KNew |
$187K - $204K
|
1.29K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.28KNew |
$187K - $204K
|
1.28K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.27KNew |
$186K - $202K
|
1.27K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.27KNew |
$185K - $202K
|
1.27K
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.27KNew |
$184K - $201K
|
1.27K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.25K+ 6.13% |
$182K - $199K
|
21.7K
$3.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.23K+ 30.55% |
$179K - $195K
|
5.24K
$927K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.21K+ 65.64% |
$176K - $192K
|
3.06K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.17K+ 1.53% |
$171K - $186K
|
77.9K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
993+ 3.21% |
$145K - $158K
|
31.9K
$5.65M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
960+ 0.32% |
$140K - $152K
|
298K
$52.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
888+ 1.75% |
$129K - $141K
|
51.6K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
866+ 1.9% |
$126K - $138K
|
46.5K
$8.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
835+ 2.52% |
$122K - $133K
|
34K
$6.02M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
810+ 7.99% |
$118K - $129K
|
10.9K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
804+ 18.18% |
$117K - $128K
|
5.23K
$924K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
786+ 68.65% |
$114K - $125K
|
1.93K
$341K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
785+ 2.76% |
$114K - $125K
|
29.2K
$5.16M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
774+ 9.01% |
$113K - $123K
|
9.36K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
758New |
$110K - $120K
|
758
$134K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
702+ 18.15% |
$102K - $111K
|
4.57K
$808K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
700New |
$102K - $111K
|
700
$124K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
686+ 7.65% |
$99.9K - $109K
|
9.66K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
681+ 2.05% |
$99.2K - $108K
|
33.8K
$5.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
674+ 2.61% |
$98.1K - $107K
|
26.5K
$4.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
651+ 180.33% |
$94.8K - $103K
|
1.01K
$179K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
649New |
$94.5K - $103K
|
649
$115K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
595+ 3.73% |
$86.6K - $94.5K
|
16.5K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
584+ 0.24% |
$85K - $92.7K
|
243K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
582+ 1.17% |
$84.7K - $92.4K
|
50.2K
$8.87M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
569+ 1161.22% |
$82.9K - $90.4K
|
618
$109K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
558+ 1.06% |
$81.3K - $88.6K
|
53.2K
$9.41M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
550+ 2.48% |
$80.1K - $87.3K
|
22.7K
$4.01M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
508+ 46.99% |
$74K - $80.7K
|
1.59K
$281K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
505+ 7.07% |
$73.5K - $80.2K
|
7.65K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
500+ 7.25% |
$72.8K - $79.4K
|
7.4K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
481New |
$70K - $76.4K
|
481
$85K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
480+ 5.37% |
$69.9K - $76.2K
|
9.42K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
473+ 4.09% |
$68.9K - $75.1K
|
12K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
461+ 21.74% |
$67.1K - $73.2K
|
2.58K
$456K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
460New |
$67K - $73.1K
|
460
$81.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
437+ 6.25% |
$63.6K - $69.4K
|
7.42K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
432+ 13.59% |
$62.9K - $68.6K
|
3.61K
$638K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
430+ 3.85% |
$62.6K - $68.3K
|
11.6K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
416+ 3.13% |
$60.6K - $66.1K
|
13.7K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
411+ 3.3% |
$59.8K - $65.3K
|
12.9K
$2.28M
|