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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
387+ 20.61% |
$56.4K - $61.5K
|
2.27K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
380+ 0.32% |
$55.3K - $60.3K
|
117K
$20.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
380+ 6.87% |
$55.3K - $60.3K
|
5.91K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
377+ 1.98% |
$54.9K - $59.9K
|
19.4K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
369+ 4.02% |
$53.7K - $58.6K
|
9.55K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
346+ 0.78% |
$50.4K - $54.9K
|
44.5K
$7.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
321+ 10.74% |
$46.7K - $51K
|
3.31K
$585K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
314+ 5.18% |
$45.7K - $49.9K
|
6.38K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
304+ 12.16% |
$44.3K - $48.3K
|
2.81K
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$43.7K - $47.6K
|
300
$53K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
276+ 11.89% |
$40.2K - $43.8K
|
2.6K
$459K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
258New |
$37.6K - $41K
|
258
$45.6K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
256+ 1.46% |
$37.3K - $40.7K
|
17.8K
$3.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
255New |
$37.1K - $40.5K
|
255
$45.1K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
235+ 3.11% |
$34.2K - $37.3K
|
7.79K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
235+ 17.95% |
$34.2K - $37.3K
|
1.54K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
230+ 13.07% |
$33.5K - $36.5K
|
1.99K
$352K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
230+ 2.16% |
$33.5K - $36.5K
|
10.9K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
227+ 0.52% |
$33.1K - $36K
|
44K
$7.78M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
226+ 1.03% |
$32.9K - $35.9K
|
22.1K
$3.91M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
224+ 2.78% |
$32.6K - $35.6K
|
8.28K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
219+ 15.11% |
$31.9K - $34.8K
|
1.67K
$295K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$31.5K - $34.3K
|
216
$38.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
213+ 1.02% |
$31K - $33.8K
|
21.1K
$3.73M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
207+ 2.18% |
$30.1K - $32.9K
|
9.7K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
205+ 2.48% |
$29.9K - $32.6K
|
8.46K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
205+ 6.04% |
$29.9K - $32.6K
|
3.6K
$636K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
204+ 5.97% |
$29.7K - $32.4K
|
3.62K
$640K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
200+ 4.51% |
$29.1K - $31.8K
|
4.64K
$820K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 19.38% |
$29.1K - $31.8K
|
1.23K
$218K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181New |
$26.4K - $28.7K
|
181
$32K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$25.6K - $28K
|
176
$31.1K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
170+ 7.07% |
$24.8K - $27K
|
2.57K
$455K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
167+ 0.56% |
$24.3K - $26.5K
|
30.1K
$5.32M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
166+ 10.5% |
$24.2K - $26.4K
|
1.75K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
157+ 4.44% |
$22.9K - $24.9K
|
3.69K
$653K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
152+ 0.24% |
$22.1K - $24.1K
|
64.3K
$11.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
143+ 5.43% |
$20.8K - $22.7K
|
2.78K
$491K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
142New |
$20.7K - $22.6K
|
142
$25.1K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
137New |
$19.9K - $21.8K
|
137
$24.2K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
106+ 3.63% |
$15.4K - $16.8K
|
3.03K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
104+ 75.91% |
$15.1K - $16.5K
|
241
$42.6K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
102+ 26.56% |
$14.9K - $16.2K
|
486
$85.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
102+ 3.55% |
$14.9K - $16.2K
|
2.98K
$526K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$14.6K - $15.9K
|
100
$17.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
99+ 2.59% |
$14.4K - $15.7K
|
3.92K
$693K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
98+ 0.99% |
$14.3K - $15.6K
|
9.99K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
96+ 6.76% |
$14K - $15.2K
|
1.52K
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
96+ 1.4% |
$14K - $15.2K
|
6.97K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
95+ 0.88% |
$13.8K - $15.1K
|
10.9K
$1.92M
|