Purchases and Sales Made in Q2 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2024. 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 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-140- 6.37% |
$20.4K - $22.3K
|
2.06K
$338K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-142- 7.85% |
$20.7K - $22.6K
|
1.67K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-143- 2.42% |
$20.9K - $22.7K
|
5.78K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-143- 1.51% |
$20.9K - $22.7K
|
9.36K
$1.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-149- 5.74% |
$21.8K - $23.7K
|
2.45K
$402K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-150- 0.79% |
$21.9K - $23.8K
|
18.8K
$3.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-150- 1.53% |
$21.9K - $23.8K
|
9.66K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-151- 7.55% |
$22.1K - $24K
|
1.85K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-160- 0.23% |
$23.4K - $25.4K
|
70.6K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-162- 32.27% |
$23.7K - $25.7K
|
340
$55.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-170- 10.75% |
$24.8K - $27K
|
1.41K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-178- 17.02% |
$26K - $28.3K
|
868
$142K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-180- 1.19% |
$26.3K - $28.6K
|
15K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-180- 1.13% |
$26.3K - $28.6K
|
15.8K
$2.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-184- 7.22% |
$26.9K - $29.2K
|
2.37K
$388K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-200- 10.48% |
$29.2K - $31.8K
|
1.71K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-200- 10.67% |
$29.2K - $31.8K
|
1.67K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-204- 5.63% |
$29.8K - $32.4K
|
3.42K
$561K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-205- 0.44% |
$29.9K - $32.6K
|
46.2K
$7.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-211- 7.82% |
$30.8K - $33.5K
|
2.49K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-212- 2.03% |
$31K - $33.7K
|
10.2K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-220- 17.34% |
$32.1K - $35K
|
1.05K
$172K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-225- 0.15% |
$32.9K - $35.8K
|
145K
$23.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-225- 6.85% |
$32.9K - $35.8K
|
3.06K
$502K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-226- 3.05% |
$33K - $35.9K
|
7.19K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-240- 7.22% |
$35K - $38.1K
|
3.08K
$506K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-245- 11.76% |
$35.8K - $38.9K
|
1.84K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.69% |
$36.8K - $40.1K
|
6.57K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-252- 14.68% |
$36.8K - $40.1K
|
1.47K
$240K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-254- 8.29% |
$37.1K - $40.4K
|
2.81K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-256- 0.83% |
$37.4K - $40.7K
|
30.7K
$5.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-259- 4.88% |
$37.8K - $41.2K
|
5.05K
$828K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-260- 7.1% |
$38K - $41.3K
|
3.4K
$558K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-262- 2.64% |
$38.3K - $41.6K
|
9.65K
$1.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-262- 2.64% |
$38.3K - $41.6K
|
9.65K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-265- 1.23% |
$38.7K - $42.1K
|
21.3K
$3.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-269- 4.0% |
$39.3K - $42.8K
|
6.46K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-272- 14.11% |
$39.7K - $43.2K
|
1.66K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-274- 12.46% |
$40K - $43.5K
|
1.93K
$316K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-281- 1.2% |
$41K - $44.7K
|
23.2K
$3.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-296- 39.21% |
$43.2K - $47K
|
459
$75.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-305- 1.31% |
$44.5K - $48.5K
|
22.9K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-306- 17.22% |
$44.7K - $48.6K
|
1.47K
$241K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-307- 3.71% |
$44.8K - $48.8K
|
7.98K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-311- 25.16% |
$45.4K - $49.4K
|
925
$152K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-315- 10.31% |
$46K - $50.1K
|
2.74K
$450K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-317- 5.77% |
$46.3K - $50.4K
|
5.18K
$850K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-319- 7.08% |
$46.6K - $50.7K
|
4.18K
$687K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-320- 4.18% |
$46.7K - $50.9K
|
7.33K
$1.2M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-322- 6.52% |
$47K - $51.2K
|
4.62K
$758K
|