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
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-54- 0.38% |
$7.89K - $8.58K
|
14K
$2.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-57- 44.53% |
$8.32K - $9.06K
|
71
$11.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-57- 0.13% |
$8.32K - $9.06K
|
44.4K
$7.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 2.16% |
$8.76K - $9.54K
|
2.72K
$447K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-63- 0.52% |
$9.2K - $10K
|
12.1K
$1.99M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-64- 0.98% |
$9.35K - $10.2K
|
6.46K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-64- 7.46% |
$9.35K - $10.2K
|
794
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-67- 2.12% |
$9.78K - $10.6K
|
3.09K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-67- 1.43% |
$9.78K - $10.6K
|
4.62K
$759K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-68- 1.03% |
$9.93K - $10.8K
|
6.52K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-68- 1.41% |
$9.93K - $10.8K
|
4.76K
$783K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-71- 0.65% |
$10.4K - $11.3K
|
10.9K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-71- 0.94% |
$10.4K - $11.3K
|
7.5K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-75- 4.98% |
$11K - $11.9K
|
1.43K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-77- 2.09% |
$11.2K - $12.2K
|
3.61K
$594K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-78- 1.03% |
$11.4K - $12.4K
|
7.52K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-80- 1.5% |
$11.7K - $12.7K
|
5.25K
$863K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-85- 53.13% |
$12.4K - $13.5K
|
75
$12.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-86- 4.31% |
$12.6K - $13.7K
|
1.91K
$314K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-88- 1.06% |
$12.9K - $14K
|
8.2K
$1.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-89- 1.7% |
$13K - $14.1K
|
5.14K
$845K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-90- 2.49% |
$13.1K - $14.3K
|
3.52K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-91- 5.04% |
$13.3K - $14.5K
|
1.72K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-91- 4.75% |
$13.3K - $14.5K
|
1.82K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-92- 0.58% |
$13.4K - $14.6K
|
15.7K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-94- 4.15% |
$13.7K - $14.9K
|
2.17K
$357K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-96- 0.95% |
$14K - $15.3K
|
9.97K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-98- 2.1% |
$14.3K - $15.6K
|
4.56K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-98- 0.99% |
$14.3K - $15.6K
|
9.85K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-100- 1.74% |
$14.6K - $15.9K
|
5.64K
$928K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 1.52% |
$14.6K - $15.9K
|
6.49K
$1.07M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.34% |
$14.6K - $15.9K
|
1.26K
$208K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 15.65% |
$14.6K - $15.9K
|
539
$88.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-102- 2.27% |
$14.9K - $16.2K
|
4.4K
$723K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-102- 0.43% |
$14.9K - $16.2K
|
23.9K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-106- 2.45% |
$15.5K - $16.8K
|
4.22K
$694K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-109- 0.7% |
$15.9K - $17.3K
|
15.5K
$2.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-110- 0.05% |
$16.1K - $17.5K
|
225K
$37M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-113- 0.41% |
$16.5K - $18K
|
27.7K
$4.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-114- 0.32% |
$16.6K - $18.1K
|
35.6K
$5.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-116- 3.42% |
$16.9K - $18.4K
|
3.28K
$539K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-117- 4.34% |
$17.1K - $18.6K
|
2.58K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-118- 0.19% |
$17.2K - $18.8K
|
61.2K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-120- 0.99% |
$17.5K - $19.1K
|
12K
$1.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-121- 2.48% |
$17.7K - $19.2K
|
4.75K
$782K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-127- 9.01% |
$18.5K - $20.2K
|
1.28K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-128- 1.25% |
$18.7K - $20.3K
|
10.1K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-129- 6.2% |
$18.8K - $20.5K
|
1.95K
$321K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-130- 24.34% |
$19K - $20.7K
|
404
$66.4K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-134- 2.17% |
$19.6K - $21.3K
|
6.06K
$995K
|