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
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
200+ 2.91% |
$29.2K - $31.8K
|
7.07K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
200+ 5.5% |
$29.2K - $31.8K
|
3.84K
$630K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
198+ 11.14% |
$28.9K - $31.5K
|
1.98K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
193+ 1.5% |
$28.2K - $30.7K
|
13.1K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
187+ 3.67% |
$27.3K - $29.7K
|
5.29K
$867K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
186+ 1.12% |
$27.2K - $29.6K
|
16.7K
$2.75M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
184+ 0.92% |
$26.9K - $29.2K
|
20.3K
$3.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
172+ 46.49% |
$25.1K - $27.3K
|
542
$88.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
170New |
$24.8K - $27K
|
170
$27.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
156+ 32.43% |
$22.8K - $24.8K
|
637
$105K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
150New |
$21.9K - $23.8K
|
150
$24.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
146New |
$21.3K - $23.2K
|
146
$24K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
137+ 3.69% |
$20K - $21.8K
|
3.85K
$631K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
135New |
$19.7K - $21.5K
|
135
$22.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
128+ 3.47% |
$18.7K - $20.3K
|
3.82K
$627K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
119+ 0.37% |
$17.4K - $18.9K
|
32.1K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
116+ 7.96% |
$16.9K - $18.4K
|
1.57K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
112New |
$16.4K - $17.8K
|
112
$18.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 1.15% |
$15.8K - $17.2K
|
9.53K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 1.28% |
$14.6K - $15.9K
|
7.89K
$1.29M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
99+ 0.19% |
$14.5K - $15.7K
|
52.6K
$8.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
93+ 1.32% |
$13.6K - $14.8K
|
7.15K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
93+ 0.45% |
$13.6K - $14.8K
|
20.9K
$3.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
92+ 1.21% |
$13.4K - $14.6K
|
7.7K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
87+ 3.01% |
$12.7K - $13.8K
|
2.97K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
86+ 0.79% |
$12.6K - $13.7K
|
10.9K
$1.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
85+ 6.72% |
$12.4K - $13.5K
|
1.35K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84+ 6.17% |
$12.3K - $13.4K
|
1.45K
$237K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
83+ 1.15% |
$12.1K - $13.2K
|
7.32K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
79New |
$11.5K - $12.6K
|
79
$13K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
78New |
$11.4K - $12.4K
|
78
$12.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
74+ 1.56% |
$10.8K - $11.8K
|
4.82K
$791K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
73+ 5.61% |
$10.7K - $11.6K
|
1.37K
$225K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
73+ 6.29% |
$10.7K - $11.6K
|
1.23K
$203K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
70+ 0.16% |
$10.2K - $11.1K
|
44.1K
$7.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
69+ 3.81% |
$10.1K - $11K
|
1.88K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
65+ 1.86% |
$9.49K - $10.3K
|
3.57K
$585K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
65+ 1.18% |
$9.49K - $10.3K
|
5.58K
$916K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
63+ 3.27% |
$9.2K - $10K
|
1.99K
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
58+ 1.35% |
$8.47K - $9.22K
|
4.34K
$713K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
57+ 1.3% |
$8.32K - $9.06K
|
4.43K
$727K
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
57+ 0.45% |
$8.32K - $9.06K
|
12.7K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56+ 0.87% |
$8.18K - $8.9K
|
6.5K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 1.01% |
$7.74K - $8.42K
|
5.28K
$867K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 217.39% |
$7.3K - $7.95K
|
73
$12K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
46+ 2.87% |
$6.72K - $7.31K
|
1.65K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
46+ 3.51% |
$6.72K - $7.31K
|
1.36K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45+ 0.17% |
$6.57K - $7.15K
|
26.9K
$4.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
45New |
$6.57K - $7.15K
|
45
$7.38K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
44+ 0.57% |
$6.43K - $6.99K
|
7.75K
$1.27M
|