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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-20- 23.53% |
$2.58K - $2.85K
|
65
$10.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-20- 25.0% |
$2.58K - $2.85K
|
60
$10K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.34% |
$2.58K - $2.85K
|
5.86K
$981K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-21- 0.46% |
$2.71K - $2.99K
|
4.52K
$757K
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-22- 0.53% |
$2.84K - $3.13K
|
4.14K
$694K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-23- 0.43% |
$2.97K - $3.27K
|
5.29K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25- 0.5% |
$3.22K - $3.56K
|
5.01K
$838K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-25- 0.52% |
$3.22K - $3.56K
|
4.83K
$808K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-25- 3.38% |
$3.22K - $3.56K
|
714
$120K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-25- 0.88% |
$3.22K - $3.56K
|
2.82K
$472K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-27- 2.07% |
$3.48K - $3.84K
|
1.28K
$214K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-29- 1.52% |
$3.74K - $4.13K
|
1.88K
$315K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 16.22% |
$3.87K - $4.27K
|
155
$25.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-31- 0.28% |
$4K - $4.41K
|
11.1K
$1.86M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-33- 0.8% |
$4.25K - $4.7K
|
4.11K
$689K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-37- 0.94% |
$4.77K - $5.27K
|
3.9K
$653K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-37- 0.18% |
$4.77K - $5.27K
|
20.5K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-38- 1.52% |
$4.9K - $5.41K
|
2.47K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-39- 1.78% |
$5.03K - $5.55K
|
2.16K
$361K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-40- 2.37% |
$5.16K - $5.69K
|
1.65K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 6.25% |
$5.16K - $5.69K
|
600
$100K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-40- 50.0% |
$5.16K - $5.69K
|
40
$6.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-43- 2.83% |
$5.54K - $6.12K
|
1.48K
$247K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-48- 1.43% |
$6.19K - $6.83K
|
3.31K
$554K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-54- 2.04% |
$6.96K - $7.69K
|
2.6K
$435K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-54- 0.98% |
$6.96K - $7.69K
|
5.46K
$913K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-55- 3.45% |
$7.09K - $7.83K
|
1.54K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-55- 1.86% |
$7.09K - $7.83K
|
2.9K
$485K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-56- 0.96% |
$7.22K - $7.97K
|
5.79K
$968K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-58- 1.79% |
$7.48K - $8.26K
|
3.18K
$532K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-59- 1.74% |
$7.61K - $8.4K
|
3.32K
$556K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-59- 0.31% |
$7.61K - $8.4K
|
19.3K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-59- 1.82% |
$7.61K - $8.4K
|
3.17K
$531K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-60- 1.19% |
$7.74K - $8.54K
|
4.98K
$834K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 0.98% |
$7.74K - $8.54K
|
6.07K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-60- 1.67% |
$7.74K - $8.54K
|
3.52K
$590K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-60- 3.21% |
$7.74K - $8.54K
|
1.81K
$303K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-63- 1.15% |
$8.12K - $8.97K
|
5.43K
$909K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-64- 1.04% |
$8.25K - $9.11K
|
6.07K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-66- 0.67% |
$8.51K - $9.39K
|
9.8K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-69- 0.87% |
$8.9K - $9.82K
|
7.9K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-72- 3.16% |
$9.28K - $10.2K
|
2.21K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-73- 0.09% |
$9.41K - $10.4K
|
77.3K
$12.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-75- 1.97% |
$9.67K - $10.7K
|
3.72K
$623K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-79Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-80- 2.06% |
$10.3K - $11.4K
|
3.8K
$637K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-80- 5.75% |
$10.3K - $11.4K
|
1.31K
$219K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-83- 25.86% |
$10.7K - $11.8K
|
238
$39.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 7.83% |
$11K - $12.1K
|
1K
$167K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-88- 3.45% |
$11.3K - $12.5K
|
2.46K
$412K
|