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 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
558New |
$83.3K - $94.5K
|
558
$93.4K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
537+ 29.42% |
$80.2K - $91K
|
2.36K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
534+ 6.4% |
$79.7K - $90.5K
|
8.87K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
515New |
$76.9K - $87.2K
|
515
$86.2K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
501+ 5.51% |
$74.8K - $84.9K
|
9.59K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
479+ 28.11% |
$71.5K - $81.1K
|
2.18K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
478+ 3.23% |
$71.4K - $81K
|
15.3K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
457+ 4.72% |
$68.2K - $77.4K
|
10.1K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
450+ 9.31% |
$67.2K - $76.2K
|
5.29K
$885K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
447+ 4.69% |
$66.7K - $75.7K
|
9.98K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
436+ 10.59% |
$65.1K - $73.9K
|
4.56K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
430+ 1.19% |
$64.2K - $72.8K
|
36.6K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
429+ 4.56% |
$64K - $72.7K
|
9.83K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
427+ 3.36% |
$63.7K - $72.3K
|
13.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
424+ 5.99% |
$63.3K - $71.8K
|
7.5K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
415+ 1.82% |
$61.9K - $70.3K
|
23.3K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
410+ 26.5% |
$61.2K - $69.5K
|
1.96K
$328K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
406+ 50.81% |
$60.6K - $68.8K
|
1.21K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
373+ 3.55% |
$55.7K - $63.2K
|
10.9K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
371+ 12.34% |
$55.4K - $62.8K
|
3.38K
$565K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
348+ 0.83% |
$51.9K - $59K
|
42K
$7.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
346New |
$51.6K - $58.6K
|
346
$57.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
325+ 112.46% |
$48.5K - $55.1K
|
614
$103K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
309+ 3.81% |
$46.1K - $52.3K
|
8.42K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 57.36% |
$44.8K - $50.8K
|
823
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
295+ 5.57% |
$44K - $50K
|
5.59K
$935K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
288+ 11.63% |
$43K - $48.8K
|
2.76K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
278+ 10.87% |
$41.5K - $47.1K
|
2.84K
$475K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
276+ 27.68% |
$41.2K - $46.8K
|
1.27K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
260+ 5.78% |
$38.8K - $44K
|
4.76K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
257New |
$38.4K - $43.5K
|
257
$43K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
254+ 0.26% |
$37.9K - $43K
|
99.2K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
236+ 6.1% |
$35.2K - $40K
|
4.1K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
234+ 23.17% |
$34.9K - $39.6K
|
1.24K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
232+ 6.76% |
$34.6K - $39.3K
|
3.67K
$614K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
229+ 5.49% |
$34.2K - $38.8K
|
4.4K
$737K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
221+ 12.0% |
$33K - $37.4K
|
2.06K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
218+ 1.47% |
$32.5K - $36.9K
|
15.1K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
212+ 4.08% |
$31.6K - $35.9K
|
5.41K
$906K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
211+ 2.81% |
$31.5K - $35.7K
|
7.71K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
205+ 4.1% |
$30.6K - $34.7K
|
5.21K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
203+ 1.89% |
$30.3K - $34.4K
|
11K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
201+ 8.77% |
$30K - $34K
|
2.49K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
201+ 14.12% |
$30K - $34K
|
1.63K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$29.9K - $33.9K
|
200
$33.5K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200+ 2.4% |
$29.9K - $33.9K
|
8.52K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
199+ 6.64% |
$29.7K - $33.7K
|
3.2K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 3.77% |
$28.5K - $32.4K
|
5.25K
$880K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189+ 3.86% |
$28.2K - $32K
|
5.08K
$851K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
181+ 2.31% |
$27K - $30.7K
|
8.01K
$1.34M
|