Purchases and Sales Made in Q2 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
682K+ 16385.97% |
$91.7M - $111M
|
686K
$121M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
568K+ 7.92% |
$76.4M - $92.4M
|
7.74M
$1.37B
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
568K+ 7.92% |
$76.4M - $92.4M
|
7.74M
$1.37B
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
224K+ 14.17% |
$30.1M - $36.4M
|
1.8M
$319M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
204K+ 20462.71% |
$27.4M - $33.1M
|
205K
$36.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
193K+ 1030.3% |
$26M - $31.4M
|
212K
$37.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
190K+ 19.89% |
$25.6M - $31M
|
1.15M
$203M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
166K+ 86.47% |
$22.3M - $27M
|
358K
$63.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
165K+ 16.77% |
$22.2M - $26.9M
|
1.15M
$203M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
148K+ 70.7% |
$19.9M - $24M
|
356K
$63M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
142K+ 50.62% |
$19.1M - $23.1M
|
423K
$74.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
118K+ 376.67% |
$15.8M - $19.2M
|
149K
$26.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
117K+ 38.68% |
$15.8M - $19.1M
|
420K
$74.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
101K+ 8.71% |
$13.6M - $16.4M
|
1.26M
$223M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
97.5K+ 8.18% |
$13.1M - $15.9M
|
1.29M
$228M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
90.1KNew |
$12.1M - $14.7M
|
90.1K
$15.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
86.1K+ 20.81% |
$11.6M - $14M
|
500K
$88.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
83K+ 13.13% |
$11.2M - $13.5M
|
715K
$126M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.4K+ 6.02% |
$10.8M - $13.1M
|
1.42M
$250M
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
66.4K+ 1251.83% |
$8.93M - $10.8M
|
71.7K
$12.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
63.6KNew |
$8.55M - $10.3M
|
63.6K
$11.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
57.2KNew |
$7.69M - $9.3M
|
57.2K
$10.1M
|
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
50.1KNew |
$6.74M - $8.15M
|
50.1K
$8.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
44.7K+ 239.61% |
$6.01M - $7.27M
|
63.3K
$11.2M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
43.4K+ 6.98% |
$5.84M - $7.06M
|
665K
$118M
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
40.2KNew |
$5.41M - $6.55M
|
40.2K
$7.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
39.8K+ 227.12% |
$5.35M - $6.48M
|
57.3K
$10.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
37.5K+ 508.37% |
$5.05M - $6.11M
|
44.9K
$7.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
36.7KNew |
$4.93M - $5.96M
|
36.7K
$6.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
35.7KNew |
$4.79M - $5.8M
|
35.7K
$6.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
35KNew |
$4.71M - $5.69M
|
35K
$6.19M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.2KNew |
$4.59M - $5.56M
|
34.2K
$6.04M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33.5K+ 65.02% |
$4.51M - $5.45M
|
85K
$15M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
30.5K+ 11.39% |
$4.1M - $4.96M
|
298K
$52.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30.1K+ 804.63% |
$4.04M - $4.89M
|
33.8K
$5.98M
|
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
28.8K+ 330.92% |
$3.87M - $4.68M
|
37.4K
$6.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
28.7K+ 51.61% |
$3.86M - $4.67M
|
84.4K
$14.9M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
28.5K+ 12.22% |
$3.84M - $4.64M
|
262K
$46.3M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
26.4KNew |
$3.55M - $4.3M
|
26.4K
$4.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.3K+ 21.95% |
$3.53M - $4.27M
|
146K
$25.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
25.9KNew |
$3.48M - $4.21M
|
25.9K
$4.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23K+ 16.53% |
$3.09M - $3.74M
|
162K
$28.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 2.08% |
$3M - $3.63M
|
1.09M
$193M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22.2K+ 192.84% |
$2.99M - $3.62M
|
33.8K
$5.97M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21.6K+ 158.85% |
$2.91M - $3.52M
|
35.2K
$6.23M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 74.97% |
$2.88M - $3.49M
|
50K
$8.85M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
20.4K+ 19.21% |
$2.74M - $3.32M
|
127K
$22.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.2K+ 222.31% |
$2.72M - $3.29M
|
29.3K
$5.19M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
19.6K+ 2.22% |
$2.63M - $3.19M
|
901K
$159M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.5K+ 10.35% |
$2.62M - $3.17M
|
207K
$36.7M
|