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 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.64K- 52.63% |
$211K - $233K
|
1.47K
$242K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.67K- 11.98% |
$215K - $238K
|
12.3K
$2.01M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.67K- 15.49% |
$216K - $238K
|
9.13K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.7K- 37.2% |
$219K - $242K
|
2.87K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.73K- 20.35% |
$223K - $246K
|
6.76K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.73K- 24.48% |
$223K - $246K
|
5.34K
$876K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.74K- 31.16% |
$224K - $247K
|
3.84K
$630K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.74K- 24.19% |
$225K - $248K
|
5.46K
$896K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 31.37% |
$227K - $251K
|
3.85K
$632K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.78K- 16.36% |
$229K - $253K
|
9.1K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.92K- 9.5% |
$248K - $273K
|
18.3K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 0.88% |
$251K - $277K
|
220K
$36.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2K- 8.57% |
$257K - $284K
|
21.3K
$3.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2K- 51.89% |
$258K - $285K
|
1.85K
$304K
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-2.01K- 2.92% |
$259K - $286K
|
66.9K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.01K- 4.07% |
$259K - $286K
|
47.4K
$7.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.04K- 2.46% |
$263K - $290K
|
80.8K
$13.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.06K- 17.81% |
$266K - $294K
|
9.52K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.08K- 10.24% |
$268K - $296K
|
18.2K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.23K- 50.0% |
$287K - $317K
|
2.23K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.24K- 3.91% |
$288K - $318K
|
55K
$9.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.25K- 13.33% |
$291K - $321K
|
14.7K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.27K- 17.62% |
$293K - $323K
|
10.6K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.47K- 4.99% |
$318K - $351K
|
47K
$7.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-2.47K- 5.97% |
$319K - $352K
|
39K
$6.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.49K- 5.0% |
$320K - $354K
|
47.2K
$7.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.56K- 8.78% |
$330K - $364K
|
26.6K
$4.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.58K- 54.85% |
$332K - $367K
|
2.12K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.73K- 15.25% |
$351K - $388K
|
15.2K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.77K- 13.54% |
$357K - $394K
|
17.7K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.8K- 3.24% |
$361K - $399K
|
83.7K
$13.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-2.81K- 1.11% |
$362K - $400K
|
251K
$41.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.04K- 10.0% |
$392K - $432K
|
27.4K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.11K- 55.71% |
$401K - $443K
|
2.47K
$406K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.15K- 9.74% |
$406K - $448K
|
29.2K
$4.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-3.18K- 12.45% |
$410K - $453K
|
22.4K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.2K- 90.57% |
$413K - $455K
|
333
$54.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.35K- 5.57% |
$432K - $477K
|
56.9K
$9.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.7K- 2.86% |
$477K - $527K
|
125K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.72K- 56.97% |
$480K - $530K
|
2.81K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.8K- 5.08% |
$489K - $540K
|
70.9K
$11.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.86K- 6.73% |
$497K - $549K
|
53.4K
$8.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.86K- 26.26% |
$497K - $549K
|
10.8K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.89K- 17.84% |
$502K - $554K
|
17.9K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 9.03% |
$508K - $561K
|
39.7K
$6.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.95K- 57.73% |
$509K - $561K
|
2.89K
$474K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.18K- 4.96% |
$538K - $594K
|
80K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.35K- 8.5% |
$561K - $619K
|
46.8K
$7.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.38K- 70.09% |
$565K - $624K
|
1.87K
$307K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.68K- 23.94% |
$604K - $667K
|
14.9K
$2.44M
|