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 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-340- 50.75% |
$49.7K - $54K
|
330
$58.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-348- 3.61% |
$50.8K - $55.3K
|
9.3K
$1.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-353- 34.88% |
$51.5K - $56.1K
|
659
$117K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-363- 3.95% |
$53K - $57.7K
|
8.82K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-370- 1.67% |
$54K - $58.8K
|
21.7K
$3.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-371- 16.62% |
$54.2K - $59K
|
1.86K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-375- 85.62% |
$54.8K - $59.6K
|
63
$11.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-376- 4.51% |
$54.9K - $59.8K
|
7.97K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-383- 19.57% |
$55.9K - $60.9K
|
1.57K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-389- 3.0% |
$56.8K - $61.8K
|
12.6K
$2.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-396- 10.07% |
$57.8K - $62.9K
|
3.54K
$625K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-403- 2.64% |
$58.9K - $64K
|
14.9K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-420- 12.51% |
$61.3K - $66.8K
|
2.94K
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-438- 13.14% |
$64K - $69.6K
|
2.9K
$512K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-450- 2.01% |
$65.7K - $71.5K
|
21.9K
$3.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-455- 6.53% |
$66.4K - $72.3K
|
6.52K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-457- 21.03% |
$66.7K - $72.6K
|
1.72K
$303K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-464- 37.0% |
$67.8K - $73.7K
|
790
$140K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-472- 15.6% |
$68.9K - $75K
|
2.55K
$451K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-476- 4.56% |
$69.5K - $75.7K
|
9.96K
$1.76M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-496- 5.3% |
$72.4K - $78.8K
|
8.86K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-500- 2.82% |
$73K - $79.5K
|
17.3K
$3.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-501- 6.59% |
$73.2K - $79.6K
|
7.1K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-507- 31.91% |
$74K - $80.6K
|
1.08K
$191K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-513- 2.65% |
$74.9K - $81.5K
|
18.8K
$3.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-536- 2.54% |
$78.3K - $85.2K
|
20.6K
$3.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-549- 1.22% |
$80.2K - $87.3K
|
44.4K
$7.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-555- 0.88% |
$81K - $88.2K
|
62.4K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-556- 9.79% |
$81.2K - $88.4K
|
5.12K
$906K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-560- 5.1% |
$81.8K - $89K
|
10.4K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-570- 9.18% |
$83.2K - $90.6K
|
5.64K
$997K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-588- 17.86% |
$85.9K - $93.5K
|
2.71K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-607- 7.16% |
$88.6K - $96.5K
|
7.87K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-622- 4.51% |
$90.8K - $98.9K
|
13.2K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-636- 18.62% |
$92.9K - $101K
|
2.78K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-643- 3.3% |
$93.9K - $102K
|
18.8K
$3.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-643- 5.0% |
$93.9K - $102K
|
12.2K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-649- 18.37% |
$94.8K - $103K
|
2.88K
$510K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-665- 4.82% |
$97.1K - $106K
|
13.1K
$2.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-668- 9.47% |
$97.5K - $106K
|
6.39K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-669- 13.89% |
$97.7K - $106K
|
4.15K
$734K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-673- 9.35% |
$98.3K - $107K
|
6.53K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-676- 28.05% |
$98.7K - $107K
|
1.73K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-678- 27.08% |
$99K - $108K
|
1.83K
$323K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-681- 10.68% |
$99.4K - $108K
|
5.7K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-682- 1.05% |
$99.6K - $108K
|
64.5K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-720- 2.39% |
$105K - $114K
|
29.4K
$5.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-725- 18.16% |
$106K - $115K
|
3.27K
$578K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-740- 1.99% |
$108K - $118K
|
36.4K
$6.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-747- 7.46% |
$109K - $119K
|
9.27K
$1.64M
|