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 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.88K- 3.23% |
$388K - $469K
|
86.5K
$14.5M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.94K- 10.55% |
$395K - $478K
|
24.9K
$4.17M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.98K- 15.38% |
$400K - $484K
|
16.4K
$2.74M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.98K- 15.38% |
$400K - $484K
|
16.4K
$2.74M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.99K- 21.82% |
$402K - $487K
|
10.7K
$1.8M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.02K- 56.03% |
$406K - $492K
|
2.37K
$397K
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.04KClosed |
$408K - $494K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.11KClosed |
$418K - $506K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.21KClosed |
$431K - $522K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.21KClosed |
$432K - $523K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.25KClosed |
$437K - $529K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.27K- 98.97% |
$439K - $531K
|
34
$5.69K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.3KClosed |
$444K - $537K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.38K- 17.03% |
$455K - $550K
|
16.5K
$2.76M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.41K- 10.6% |
$459K - $555K
|
28.8K
$4.82M
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.48K- 97.62% |
$468K - $567K
|
85
$14.2K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.54K- 5.4% |
$477K - $577K
|
62.1K
$10.4M
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.56KClosed |
$478K - $579K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.57K- 17.96% |
$480K - $581K
|
16.3K
$2.73M
|
|
Jul 15, 2022
Q2 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-3.57KClosed |
$481K - $582K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.58K- 21.4% |
$481K - $582K
|
13.1K
$2.2M
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.6K- 1.12% |
$483K - $585K
|
318K
$53.2M
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.6K- 9.3% |
$484K - $585K
|
35.1K
$5.87M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.69K- 5.39% |
$497K - $601K
|
64.9K
$10.9M
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-3.72K- 65.16% |
$500K - $604K
|
1.99K
$333K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.89K- 1.96% |
$523K - $633K
|
195K
$32.6M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4K- 6.68% |
$538K - $651K
|
55.9K
$9.36M
|
|
Jul 07, 2022
Q2 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-4.04K- 2.01% |
$544K - $658K
|
197K
$33M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.09K- 37.75% |
$551K - $666K
|
6.75K
$1.13M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.1K- 46.98% |
$552K - $668K
|
4.63K
$776K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.5K- 49.66% |
$605K - $732K
|
4.56K
$764K
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.6K- 8.3% |
$618K - $748K
|
50.8K
$8.5M
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-4.6K- 45.12% |
$619K - $748K
|
5.6K
$937K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-4.6K- 13.57% |
$619K - $749K
|
29.3K
$4.91M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5.07KClosed |
$682K - $825K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-5.23K- 14.73% |
$703K - $851K
|
30.3K
$5.07M
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.3KClosed |
$713K - $863K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.33KClosed |
$717K - $868K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.48KClosed |
$736K - $891K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.5K- 75.11% |
$739K - $894K
|
1.82K
$305K
|
|
Jul 22, 2022
Q2 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.56K- 6.15% |
$748K - $905K
|
84.9K
$14.2M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.76K- 16.95% |
$774K - $937K
|
28.2K
$4.72M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.85K- 87.52% |
$787K - $952K
|
834
$140K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.04K- 2.91% |
$812K - $983K
|
202K
$33.8M
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.05K- 60.2% |
$814K - $984K
|
4K
$670K
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 34.22% |
$846K - $1.02M
|
12.1K
$2.03M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.32K- 13.5% |
$850K - $1.03M
|
40.5K
$6.78M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.37K- 7.89% |
$856K - $1.04M
|
74.4K
$12.5M
|
|
Aug 15, 2022
Q2 2022
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-6.65KClosed |
$895K - $1.08M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.83K- 8.4% |
$918K - $1.11M
|
74.5K
$12.5M
|