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 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
96+ 1.4% |
$14K - $15.2K
|
6.97K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95New |
$13.8K - $15.1K
|
95
$15.9K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
95+ 0.88% |
$13.8K - $15.1K
|
10.9K
$1.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
87+ 4.6% |
$12.7K - $13.8K
|
1.98K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
85+ 1.74% |
$12.4K - $13.5K
|
4.97K
$829K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
84+ 142.37% |
$12.2K - $13.3K
|
143
$23.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
82+ 149.09% |
$11.9K - $13K
|
137
$22.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
72New |
$10.5K - $11.4K
|
72
$12K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
70+ 1.61% |
$10.2K - $11.1K
|
4.41K
$736K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
69+ 4.58% |
$10K - $11K
|
1.57K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
67+ 0.17% |
$9.76K - $10.6K
|
38.9K
$6.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
66+ 0.32% |
$9.61K - $10.5K
|
20.9K
$3.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
65+ 2.29% |
$9.46K - $10.3K
|
2.9K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
65New |
$9.46K - $10.3K
|
65
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
62+ 0.41% |
$9.03K - $9.85K
|
15.2K
$2.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 1.94% |
$8.59K - $9.37K
|
3.1K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57+ 1.12% |
$8.3K - $9.05K
|
5.15K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
56+ 77.78% |
$8.15K - $8.89K
|
128
$21.4K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
55+ 0.35% |
$8.01K - $8.73K
|
15.8K
$2.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50New |
$7.28K - $7.94K
|
50
$8.35K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50+ 1.61% |
$7.28K - $7.94K
|
3.16K
$527K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 0.18% |
$6.84K - $7.46K
|
25.5K
$4.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47+ 0.73% |
$6.84K - $7.46K
|
6.45K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
47+ 11.78% |
$6.84K - $7.46K
|
446
$74.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
42+ 2.77% |
$6.12K - $6.67K
|
1.56K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
38+ 1.65% |
$5.53K - $6.03K
|
2.34K
$391K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
36New |
$5.24K - $5.72K
|
36
$6.01K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
36+ 1.01% |
$5.24K - $5.72K
|
3.6K
$600K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
35+ 1.08% |
$5.1K - $5.56K
|
3.28K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
33+ 16.5% |
$4.81K - $5.24K
|
233
$38.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
32+ 1.52% |
$4.66K - $5.08K
|
2.13K
$356K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
31New |
$4.51K - $4.92K
|
31
$5.18K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 0.28% |
$4.51K - $4.92K
|
10.9K
$1.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 40.0% |
$4.37K - $4.76K
|
105
$17.5K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
29+ 1.85% |
$4.22K - $4.61K
|
1.6K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
27+ 1.35% |
$3.93K - $4.29K
|
2.02K
$337K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 3.17% |
$3.93K - $4.29K
|
879
$147K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26New |
$3.79K - $4.13K
|
26
$4.34K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
26+ 0.21% |
$3.79K - $4.13K
|
12.4K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
25+ 0.19% |
$3.64K - $3.97K
|
12.9K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25New |
$3.64K - $3.97K
|
25
$4.17K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 4.67% |
$3.64K - $3.97K
|
560
$93.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
24+ 0.36% |
$3.49K - $3.81K
|
6.73K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
23+ 1.22% |
$3.35K - $3.65K
|
1.9K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23New |
$3.35K - $3.65K
|
23
$3.84K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
21+ 0.12% |
$3.06K - $3.34K
|
17.7K
$2.95M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$2.91K - $3.18K
|
20
$3.34K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$3.17K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18+ 0.4% |
$2.62K - $2.86K
|
4.52K
$754K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
17+ 0.94% |
$2.48K - $2.7K
|
1.82K
$304K
|