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 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.93KNew |
$282K - $306K
|
1.93K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.93K+ 22.97% |
$281K - $306K
|
10.3K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.91K+ 35.37% |
$278K - $303K
|
7.29K
$1.29M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.89KNew |
$275K - $300K
|
1.89K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.86K+ 26.62% |
$271K - $295K
|
8.84K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.83K+ 21.58% |
$267K - $290K
|
10.3K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.8KNew |
$263K - $287K
|
1.8K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.8K+ 2.31% |
$263K - $286K
|
79.7K
$14.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.79KNew |
$261K - $284K
|
1.79K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.68KNew |
$245K - $267K
|
1.68K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.58K+ 6.23% |
$231K - $251K
|
26.9K
$4.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.53KNew |
$223K - $243K
|
1.53K
$270K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.47KNew |
$215K - $234K
|
1.47K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.44KNew |
$210K - $228K
|
1.44K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.38KNew |
$201K - $219K
|
1.38K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.34KNew |
$196K - $213K
|
1.34K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.33KNew |
$194K - $211K
|
1.33K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.27K+ 11.15% |
$185K - $201K
|
12.6K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.25K+ 12.53% |
$183K - $199K
|
11.2K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.23K+ 3.62% |
$180K - $196K
|
35.3K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.19KNew |
$173K - $189K
|
1.19K
$210K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 29.14% |
$169K - $184K
|
5.14K
$908K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 10.09% |
$168K - $182K
|
12.5K
$2.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.15K+ 64.33% |
$167K - $182K
|
2.93K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 94.56% |
$160K - $174K
|
2.26K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 12.9% |
$157K - $171K
|
9.43K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.06K+ 5.45% |
$154K - $168K
|
20.4K
$3.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.05K+ 1.97% |
$153K - $167K
|
54.4K
$9.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01K+ 50350.0% |
$147K - $160K
|
1.01K
$178K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.01K+ 64.93% |
$147K - $160K
|
2.56K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1K+ 1.63% |
$146K - $159K
|
62.3K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
993+ 10.4% |
$145K - $158K
|
10.5K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
975+ 9.42% |
$142K - $155K
|
11.3K
$2M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
943New |
$138K - $150K
|
943
$167K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
892+ 10.78% |
$130K - $142K
|
9.17K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
879New |
$128K - $140K
|
879
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
872+ 7.97% |
$127K - $139K
|
11.8K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
837New |
$122K - $133K
|
837
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
816+ 13.48% |
$119K - $130K
|
6.87K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
816+ 2.29% |
$119K - $130K
|
36.5K
$6.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
797+ 4.64% |
$116K - $127K
|
18K
$3.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
790+ 23.87% |
$115K - $126K
|
4.1K
$725K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
787+ 2.08% |
$115K - $125K
|
38.7K
$6.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
786+ 19.9% |
$115K - $125K
|
4.74K
$837K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
704+ 5.84% |
$103K - $112K
|
12.8K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Royce & Associates LP
|
BUY
|
- |
653+ 1.18% |
$95.4K - $104K
|
56.2K
$9.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
653+ 2.39% |
$95.4K - $104K
|
27.9K
$4.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
632+ 3.2% |
$92.3K - $100K
|
20.4K
$3.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
631+ 0.9% |
$92.1K - $100K
|
70.8K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
588+ 19.05% |
$85.9K - $93.5K
|
3.67K
$650K
|