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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-31.5K- 21.95% |
$4.6M - $5M
|
112K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-33K- 42.34% |
$4.81M - $5.24M
|
44.9K
$7.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-34.7K- 84.65% |
$5.07M - $5.52M
|
6.3K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.4K- 41.54% |
$5.17M - $5.63M
|
49.9K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36K- 16.55% |
$5.25M - $5.71M
|
181K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-36.1K- 48.22% |
$5.27M - $5.74M
|
38.8K
$6.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-36.1K- 7.53% |
$5.27M - $5.74M
|
443K
$72.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-37.5K- 9.07% |
$5.48M - $5.97M
|
376K
$61.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-39.1K- 37.88% |
$5.71M - $6.22M
|
64.1K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-39.5K- 4.23% |
$5.77M - $6.28M
|
894K
$147M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40K- 8.16% |
$5.84M - $6.36M
|
450K
$73.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-40.1K- 10.38% |
$5.86M - $6.38M
|
347K
$56.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.7K- 38.49% |
$5.95M - $6.47M
|
65.1K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-41.4K- 30.87% |
$6.04M - $6.57M
|
92.6K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-50.4K- 4.71% |
$7.35M - $8M
|
1.02M
$167M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.3K- 5.64% |
$7.93M - $8.63M
|
909K
$149M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-55.3K- 96.69% |
$8.08M - $8.79M
|
1.89K
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-68.2K- 95.37% |
$9.96M - $10.8M
|
3.31K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-69.6K- 26.21% |
$10.2M - $11.1M
|
196K
$32.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-71.1K- 50.0% |
$10.4M - $11.3M
|
71.1K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-76.8K- 21.66% |
$11.2M - $12.2M
|
278K
$45.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-78.8K- 67.46% |
$11.5M - $12.5M
|
38K
$6.24M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108K- 36.22% |
$15.8M - $17.2M
|
190K
$31.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-119K- 17.53% |
$17.5M - $19M
|
562K
$92.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-129K- 50.98% |
$18.9M - $20.5M
|
124K
$20.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-165K- 13.71% |
$24.1M - $26.2M
|
1.04M
$170M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-172K- 21.47% |
$25.2M - $27.4M
|
631K
$104M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-249K- 51.61% |
$36.4M - $39.6M
|
234K
$38.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-251K- 18.55% |
$36.6M - $39.9M
|
1.1M
$181M
|
|
|
Aug 14, 2024
Q2 2024
|
Starboard Value LP
New York, NY |
SELL
|
- |
-425K- 24.93% |
$62.1M - $67.5M
|
1.28M
$210M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-431K- 88.32% |
$63M - $68.6M
|
57K
$9.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.16M- 19.08% |
$169M - $184M
|
4.91M
$806M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.16M- 19.08% |
$169M - $184M
|
4.91M
$806M
|