Purchases and Sales Made in Q2 2025 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2025. 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 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
233+ 3.22% |
$30.7K - $36.8K
|
7.48K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
217+ 16.09% |
$28.6K - $34.2K
|
1.57K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
209+ 1.07% |
$27.6K - $33K
|
19.8K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
194+ 43.89% |
$25.6K - $30.6K
|
636
$106K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
185+ 0.3% |
$24.4K - $29.2K
|
62.6K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
176New |
$23.2K - $27.8K
|
176
$29.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
175+ 6.89% |
$23.1K - $27.6K
|
2.72K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
171+ 8.51% |
$22.5K - $27K
|
2.18K
$365K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
160+ 4.15% |
$21.1K - $25.2K
|
4.01K
$672K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
132+ 4.71% |
$17.4K - $20.8K
|
2.93K
$491K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
111+ 28.1% |
$14.6K - $17.5K
|
506
$84.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111+ 6.0% |
$14.6K - $17.5K
|
1.96K
$328K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
110+ 5.07% |
$14.5K - $17.4K
|
2.28K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
93+ 5.92% |
$12.3K - $14.7K
|
1.66K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
80+ 0.78% |
$10.5K - $12.6K
|
10.3K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72+ 1.7% |
$9.49K - $11.4K
|
4.3K
$719K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
71+ 1.85% |
$9.36K - $11.2K
|
3.91K
$654K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
68+ 3.32% |
$8.97K - $10.7K
|
2.12K
$354K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
57+ 3.76% |
$7.51K - $8.99K
|
1.57K
$263K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
55+ 0.2% |
$7.25K - $8.68K
|
28.1K
$4.7M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
53+ 0.76% |
$6.99K - $8.36K
|
7.02K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
49+ 0.58% |
$6.46K - $7.73K
|
8.53K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
40+ 0.22% |
$5.27K - $6.31K
|
17.9K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.14% |
$4.61K - $5.52K
|
1.67K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
30New |
$3.96K - $4.73K
|
30
$5.02K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
26+ 0.52% |
$3.43K - $4.1K
|
4.98K
$834K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25New |
$3.3K - $3.94K
|
25
$4.19K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
18+ 1.12% |
$2.37K - $2.84K
|
1.62K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.46% |
$2.11K - $2.52K
|
3.5K
$587K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 0.44% |
$1.71K - $2.05K
|
2.98K
$499K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.48% |
$1.32K - $1.58K
|
2.08K
$349K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.04% |
$1.19K - $1.42K
|
20.6K
$3.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.51% |
$1.19K - $1.42K
|
1.79K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.42% |
$923 - $1.1K
|
1.67K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5+ 0.25% |
$659 - $789
|
2.02K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.48% |
$659 - $789
|
1.04K
$175K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.06% |
$527 - $631
|
6.44K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.19% |
$527 - $631
|
2.17K
$363K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$396 - $473
|
2.86K
$479K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$396 - $473
|
713
$119K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$264 - $316
|
4.12K
$690K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.25% |
$132 - $158
|
409
$68.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$132 - $158
|
3.25K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.18% |
$132 - $158
|
86
$14.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.04% |
$132 - $158
|
2.27K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 3.03% |
$132 - $158
|
34
$5.69K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 9.09% |
$132 - $158
|
10
$1.67K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.76% |
$132 - $158
|
131
$21.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-7- 0.14% |
$923 - $1.1K
|
5.16K
$864K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-13- 0.86% |
$1.71K - $2.05K
|
1.5K
$250K
|