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 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-285- 2.98% |
$38.3K - $46.4K
|
9.29K
$1.55M
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-298- 2.48% |
$40.1K - $48.5K
|
11.7K
$1.96M
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-300- 9.74% |
$40.3K - $48.8K
|
2.78K
$466K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-300Closed |
$40.3K - $48.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-356- 15.5% |
$47.9K - $57.9K
|
1.94K
$325K
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-365Closed |
$49.1K - $59.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-366- 7.17% |
$49.2K - $59.6K
|
4.74K
$793K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-368- 0.29% |
$49.5K - $59.9K
|
125K
$21M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-370Closed |
$49.8K - $60.2K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-375- 94.7% |
$50.4K - $61K
|
21
$3.52K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-375- 28.32% |
$50.4K - $61K
|
949
$159K
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-384- 4.16% |
$51.6K - $62.5K
|
8.84K
$1.48M
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-386- 2.42% |
$51.9K - $62.8K
|
15.5K
$2.6M
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-386- 6.4% |
$51.9K - $62.8K
|
5.64K
$945K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-387Closed |
$52K - $63K
|
0
$0
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-403- 11.0% |
$54.2K - $65.6K
|
3.26K
$546K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-405- 2.25% |
$54.5K - $65.9K
|
17.6K
$2.95M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-420Closed |
$56.5K - $68.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-421- 1.59% |
$56.6K - $68.5K
|
26K
$4.36M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-421- 1.26% |
$56.6K - $68.5K
|
32.9K
$5.5M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-430- 0.31% |
$57.8K - $70K
|
136K
$22.8M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-431- 21.23% |
$58K - $70.1K
|
1.6K
$268K
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-436- 8.28% |
$58.6K - $70.9K
|
4.83K
$809K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-457- 0.7% |
$61.5K - $74.4K
|
65.3K
$10.9M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-465- 9.86% |
$62.5K - $75.7K
|
4.25K
$712K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-470Closed |
$63.2K - $76.5K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Factorial Partners, LLC
|
SELL
|
- |
-500- 3.88% |
$67.2K - $81.4K
|
12.4K
$2.08M
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-500- 7.03% |
$67.2K - $81.4K
|
6.61K
$1.11M
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-532- 5.6% |
$71.5K - $86.6K
|
8.96K
$1.5M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-534- 9.53% |
$71.8K - $86.9K
|
5.07K
$849K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-537- 25.66% |
$72.2K - $87.4K
|
1.56K
$261K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-542- 7.15% |
$72.9K - $88.2K
|
7.04K
$1.18M
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-545- 15.48% |
$73.3K - $88.7K
|
2.98K
$498K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-557- 9.44% |
$74.9K - $90.6K
|
5.35K
$895K
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-566Closed |
$76.1K - $92.1K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-579- 4.8% |
$77.9K - $94.2K
|
11.5K
$1.92M
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-589- 13.56% |
$79.2K - $95.8K
|
3.76K
$629K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-596Closed |
$80.1K - $97K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-619- 10.91% |
$83.2K - $101K
|
5.05K
$846K
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-620- 8.95% |
$83.4K - $101K
|
6.31K
$1.06M
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-633- 25.51% |
$85.1K - $103K
|
1.85K
$309K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-655Closed |
$88.1K - $107K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-655- 10.36% |
$88.1K - $107K
|
5.67K
$949K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-660- 90.91% |
$88.8K - $107K
|
66
$11.1K
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-662- 8.18% |
$89K - $108K
|
7.43K
$1.24M
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-702- 3.91% |
$94.4K - $114K
|
17.3K
$2.89M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-724- 0.72% |
$97.4K - $118K
|
99.8K
$16.7M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-726- 10.24% |
$97.6K - $118K
|
6.37K
$1.07M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-754- 1.97% |
$101K - $123K
|
37.5K
$6.28M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-758- 26.55% |
$102K - $123K
|
2.1K
$351K
|