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 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-293- 6.69% |
$38.6K - $46.2K
|
4.09K
$684K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-303- 3.16% |
$39.9K - $47.8K
|
9.29K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-317- 31.64% |
$41.8K - $50K
|
685
$115K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-333- 40.71% |
$43.9K - $52.5K
|
485
$81.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-337- 12.94% |
$44.4K - $53.2K
|
2.27K
$380K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-356- 2.47% |
$46.9K - $56.2K
|
14K
$2.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-382- 1.04% |
$50.4K - $60.3K
|
36.2K
$6.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-383- 21.81% |
$50.5K - $60.4K
|
1.37K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-383- 9.66% |
$50.5K - $60.4K
|
3.58K
$600K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-394- 8.93% |
$51.9K - $62.2K
|
4.02K
$673K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-411- 0.55% |
$54.2K - $64.8K
|
74.8K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-416- 3.03% |
$54.8K - $65.6K
|
13.3K
$2.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-435- 4.15% |
$57.4K - $68.6K
|
10K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-436- 16.52% |
$57.5K - $68.8K
|
2.2K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-437- 12.71% |
$57.6K - $68.9K
|
3K
$503K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-469- 8.23% |
$61.8K - $74K
|
5.23K
$875K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-534- 20.48% |
$70.4K - $84.2K
|
2.07K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-561- 74.8% |
$74K - $88.5K
|
189
$31.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-604- 19.25% |
$79.6K - $95.3K
|
2.53K
$424K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-630- 15.44% |
$83.1K - $99.4K
|
3.45K
$578K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-642- 4.41% |
$84.6K - $101K
|
13.9K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-666- 4.6% |
$87.8K - $105K
|
13.8K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-800- 8.5% |
$105K - $126K
|
8.61K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-825- 7.07% |
$109K - $130K
|
10.8K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-853- 2.66% |
$112K - $135K
|
31.2K
$5.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-902- 3.41% |
$119K - $142K
|
25.5K
$4.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-922- 37.15% |
$122K - $145K
|
1.56K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-972- 1.65% |
$128K - $153K
|
57.9K
$9.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.16K- 13.71% |
$153K - $183K
|
7.29K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 0.81% |
$156K - $186K
|
144K
$24.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.25K- 24.3% |
$165K - $198K
|
3.9K
$653K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.31K- 7.8% |
$173K - $207K
|
15.5K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.32K- 8.24% |
$174K - $208K
|
14.7K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.43K- 1.91% |
$188K - $225K
|
73.3K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.44K- 13.74% |
$190K - $227K
|
9.04K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.91K- 52.07% |
$252K - $301K
|
1.76K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.28K- 1.4% |
$300K - $360K
|
161K
$26.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.58K- 42.02% |
$341K - $408K
|
3.57K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.52K- 18.57% |
$464K - $555K
|
15.4K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.07K- 4.5% |
$537K - $642K
|
86.3K
$14.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.3K- 33.34% |
$567K - $678K
|
8.6K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.94K- 65.83% |
$651K - $779K
|
2.56K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.53K- 74.0% |
$729K - $872K
|
1.94K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.94K- 36.18% |
$783K - $937K
|
10.5K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-13.8K- 79.8% |
$1.82M - $2.18M
|
3.49K
$585K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17.2K- 36.03% |
$2.27M - $2.72M
|
30.6K
$5.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.7K- 69.71% |
$3M - $3.59M
|
9.88K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.3K- 18.28% |
$4.39M - $5.26M
|
149K
$24.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-206K- 54.1% |
$27.1M - $32.4M
|
174K
$29.2M
|