Purchases and Sales Made in Q1 2025 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2025. 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, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.14K+ 4.11% |
$319K - $362K
|
54.1K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.1K+ 166.56% |
$314K - $356K
|
3.36K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.01KNew |
$300K - $340K
|
2.01K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2K+ 2.75% |
$299K - $339K
|
74.7K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2KNew |
$299K - $339K
|
2K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.99K+ 20.59% |
$297K - $337K
|
11.7K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 29.08% |
$273K - $309K
|
8.11K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.82KNew |
$272K - $309K
|
1.82K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.79KNew |
$267K - $303K
|
1.79K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.73K+ 2.99% |
$257K - $292K
|
59.4K
$9.94M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.7K+ 3.79% |
$253K - $287K
|
46.4K
$7.77M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.54KNew |
$230K - $261K
|
1.54K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.51K+ 18.32% |
$226K - $256K
|
9.78K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.46KNew |
$217K - $247K
|
1.46K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.43KNew |
$214K - $243K
|
1.43K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.38K+ 16.0% |
$207K - $234K
|
10K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$204K - $232K
|
1.37K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.37K+ 4.46% |
$204K - $232K
|
32K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.3K+ 23.73% |
$194K - $220K
|
6.77K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.29K+ 26.71% |
$193K - $219K
|
6.13K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 10.18% |
$190K - $216K
|
13.8K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.23K+ 0.85% |
$183K - $208K
|
145K
$24.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 26.85% |
$180K - $204K
|
5.7K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.19KNew |
$177K - $201K
|
1.19K
$198K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.16KNew |
$173K - $196K
|
1.16K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 351.06% |
$172K - $196K
|
1.48K
$248K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.1K+ 2.27% |
$164K - $187K
|
49.5K
$8.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.09K+ 0.75% |
$163K - $185K
|
147K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04KNew |
$156K - $177K
|
1.04K
$175K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.03K+ 13.28% |
$154K - $175K
|
8.81K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1K+ 19.44% |
$149K - $170K
|
6.15K
$1.03M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
977+ 10.8% |
$146K - $166K
|
10K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
971+ 44.81% |
$145K - $164K
|
3.14K
$525K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
941+ 2.78% |
$140K - $159K
|
34.8K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
937+ 70.56% |
$140K - $159K
|
2.27K
$379K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
902+ 7.4% |
$135K - $153K
|
13.1K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
818New |
$122K - $139K
|
818
$137K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
803+ 3.06% |
$120K - $136K
|
27K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
785+ 15.3% |
$117K - $133K
|
5.92K
$990K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
706+ 56.48% |
$105K - $120K
|
1.96K
$327K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
693+ 11.45% |
$103K - $117K
|
6.75K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
672+ 34.73% |
$100K - $114K
|
2.61K
$436K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
658New |
$98.2K - $111K
|
658
$110K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
657New |
$98.1K - $111K
|
657
$110K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
633+ 0.85% |
$94.5K - $107K
|
75.4K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
630+ 15.12% |
$94K - $107K
|
4.8K
$803K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
623+ 2.28% |
$93K - $106K
|
27.9K
$4.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
583+ 45.94% |
$87K - $98.8K
|
1.85K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
563+ 150.13% |
$84K - $95.4K
|
938
$157K
|