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 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-15- 0.64% |
$2.19K - $2.38K
|
2.32K
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-15- 3.5% |
$2.19K - $2.38K
|
413
$67.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-15- 10.56% |
$2.19K - $2.38K
|
127
$20.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-15- 0.07% |
$2.19K - $2.38K
|
22.5K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-15- 0.68% |
$2.19K - $2.38K
|
2.19K
$359K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15- 3.09% |
$2.19K - $2.38K
|
471
$77.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 28.57% |
$2.34K - $2.54K
|
40
$6.56K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16Closed |
$2.34K - $2.54K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-19- 0.47% |
$2.77K - $3.02K
|
3.99K
$654K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-20- 0.95% |
$2.92K - $3.18K
|
2.08K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-20- 0.91% |
$2.92K - $3.18K
|
2.18K
$358K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21- 0.67% |
$3.07K - $3.34K
|
3.14K
$514K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24- 0.83% |
$3.5K - $3.81K
|
2.88K
$472K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25- 1.84% |
$3.65K - $3.97K
|
1.34K
$219K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-25- 0.19% |
$3.65K - $3.97K
|
12.8K
$2.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-25- 0.41% |
$3.65K - $3.97K
|
6.05K
$992K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-28- 0.37% |
$4.09K - $4.45K
|
7.63K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28- 0.79% |
$4.09K - $4.45K
|
3.54K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29- 1.46% |
$4.23K - $4.61K
|
1.96K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-29- 4.61% |
$4.23K - $4.61K
|
600
$98.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29- 0.06% |
$4.23K - $4.61K
|
52.5K
$8.61M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29- 1.46% |
$4.23K - $4.61K
|
1.96K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-30- 0.42% |
$4.38K - $4.77K
|
7.18K
$1.18M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-30- 0.4% |
$4.38K - $4.77K
|
7.53K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31- 0.12% |
$4.53K - $4.93K
|
25.7K
$4.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 4.03% |
$4.82K - $5.24K
|
785
$129K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-33- 1.37% |
$4.82K - $5.24K
|
2.37K
$389K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-34- 8.11% |
$4.97K - $5.4K
|
385
$63.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-34- 1.59% |
$4.97K - $5.4K
|
2.1K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-35- 74.47% |
$5.11K - $5.56K
|
12
$1.97K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-35- 0.27% |
$5.11K - $5.56K
|
13.1K
$2.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 2.15% |
$5.26K - $5.72K
|
1.64K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-37- 16.67% |
$5.4K - $5.88K
|
185
$30.4K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-37- 2.18% |
$5.4K - $5.88K
|
1.66K
$272K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-38- 1.62% |
$5.55K - $6.04K
|
2.3K
$378K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-38- 2.13% |
$5.55K - $6.04K
|
1.75K
$287K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 61.9% |
$5.7K - $6.2K
|
24
$3.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-43- 0.56% |
$6.28K - $6.83K
|
7.58K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-44- 1.41% |
$6.43K - $6.99K
|
3.09K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-45- 0.2% |
$6.57K - $7.15K
|
22.7K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-45- 1.27% |
$6.57K - $7.15K
|
3.5K
$574K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-45- 1.58% |
$6.57K - $7.15K
|
2.81K
$461K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-47- 0.38% |
$6.86K - $7.47K
|
12.2K
$2M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-49- 2.58% |
$7.16K - $7.79K
|
1.85K
$304K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-50- 2.35% |
$7.3K - $7.95K
|
2.08K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-50- 1.01% |
$7.3K - $7.95K
|
4.88K
$800K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-50- 2.12% |
$7.3K - $7.95K
|
2.31K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-50- 0.69% |
$7.3K - $7.95K
|
7.23K
$1.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 3.72% |
$7.74K - $8.42K
|
1.37K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-54- 0.38% |
$7.89K - $8.58K
|
14K
$2.3M
|