Purchases and Sales Made in Q2 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2023. 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, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.39M+ 14027.61% |
$824M - $910M
|
6.44M
$1.06B
|
|
|
Aug 11, 2023
Q2 2023
|
Starboard Value LP
New York, NY |
BUY
|
- |
900KNew |
$116M - $128M
|
900K
$148M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
793K+ 941.72% |
$102M - $113M
|
877K
$144M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
552K+ 1131.83% |
$71.2M - $78.6M
|
601K
$98.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
382K+ 1232.22% |
$49.2M - $54.4M
|
413K
$67.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
364K+ 5.44% |
$46.9M - $51.8M
|
7.04M
$1.16B
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
351K+ 1158.98% |
$45.2M - $49.9M
|
381K
$62.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
228K+ 47.9% |
$29.3M - $32.4M
|
703K
$115M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
144K+ 18.71% |
$18.6M - $20.6M
|
917K
$150M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
139K+ 1271.72% |
$17.9M - $19.8M
|
150K
$24.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.5K+ 2190.61% |
$12.7M - $14M
|
103K
$16.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95.7K+ 62.76% |
$12.3M - $13.6M
|
248K
$40.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
91K+ 4.49% |
$11.7M - $13M
|
2.12M
$348M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
80.8K+ 122.59% |
$10.4M - $11.5M
|
147K
$24.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Leeward Investments, LLC Ma
|
BUY
|
- |
75.8K+ 278.52% |
$9.77M - $10.8M
|
103K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73.7K+ 5745.24% |
$9.5M - $10.5M
|
74.9K
$12.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
70.6K+ 37346.56% |
$9.1M - $10M
|
70.8K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.6K+ 88.98% |
$8.97M - $9.9M
|
148K
$24.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
66.8K+ 55.88% |
$8.61M - $9.51M
|
186K
$30.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
65.9KNew |
$8.49M - $9.38M
|
65.9K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62K+ 34.11% |
$8M - $8.83M
|
244K
$40M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
44.1K+ 16.32% |
$5.68M - $6.27M
|
314K
$51.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
40.9K+ 20.75% |
$5.28M - $5.83M
|
238K
$39.1M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
36.1K+ 3.82% |
$4.66M - $5.14M
|
983K
$161M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35.7K+ 2793.43% |
$4.6M - $5.08M
|
37K
$6.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35K+ 1.75% |
$4.51M - $4.98M
|
2.04M
$335M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32.5K+ 6.27% |
$4.18M - $4.62M
|
550K
$90.3M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
32KNew |
$4.13M - $4.56M
|
32K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
28.6K+ 24.04% |
$3.69M - $4.07M
|
148K
$24.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
27.8K+ 67.58% |
$3.59M - $3.96M
|
69K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25.1KNew |
$3.24M - $3.58M
|
25.1K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.2KNew |
$2.99M - $3.3M
|
23.2K
$3.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19.5KNew |
$2.52M - $2.78M
|
19.5K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.8K+ 88.05% |
$2.43M - $2.68M
|
40.2K
$6.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
17.5K+ 5.95% |
$2.25M - $2.49M
|
311K
$51M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
17KNew |
$2.19M - $2.41M
|
17K
$2.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
16.1K+ 12.8% |
$2.08M - $2.3M
|
142K
$23.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
16.1K+ 11.81% |
$2.07M - $2.29M
|
152K
$25M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
16K+ 2.42% |
$2.06M - $2.27M
|
675K
$111M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.9K+ 20.03% |
$1.92M - $2.12M
|
89.3K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6K+ 8.14% |
$1.75M - $1.93M
|
180K
$29.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.9K+ 2.35% |
$1.53M - $1.69M
|
518K
$85M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
11.7K+ 6.13% |
$1.5M - $1.66M
|
202K
$33.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
11.5K+ 45.52% |
$1.48M - $1.63M
|
36.7K
$6.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.8KNew |
$1.4M - $1.54M
|
10.8K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 0.94% |
$1.39M - $1.53M
|
1.15M
$190M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.6KNew |
$1.37M - $1.51M
|
10.6K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.2K+ 100.24% |
$1.32M - $1.45M
|
20.4K
$3.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
10.1KNew |
$1.3M - $1.44M
|
10.1K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
10KNew |
$1.29M - $1.42M
|
10K
$1.64M
|