Purchases and Sales Made in Q3 2021 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2021. 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
Nov 12, 2021 Q3 2021
Bluestein R H & CO LLC

Birmingham, MI
BUY
 -
3.56K
New
$544K - $596K
3.56K $614K
Nov 12, 2021 Q3 2021
Rhumbline Advisers

Boston, MA
BUY
 -
3.45K
+ 161.31%
$528K - $578K
5.59K $966K
Nov 05, 2021 Q3 2021
Thompson Siegel & Walmsley LLC

BUY
 -
3.35K
+ 4.23%
$513K - $562K
82.7K $14.3M
Nov 16, 2021 Q3 2021
Summit Trail Advisors, LLC

New York, NY
BUY
 -
3.26K
New
$499K - $546K
3.26K $564K
Nov 15, 2021 Q3 2021
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
3.24K
+ 11.7%
$495K - $542K
30.9K $5.34M
Nov 12, 2021 Q3 2021
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
3.22K
New
$492K - $538K
3.22K $555K
Nov 03, 2021 Q3 2021
Fiducient Advisors LLC

BUY
 -
3.1K
New
$474K - $519K
3.1K $535K
Nov 04, 2021 Q3 2021
Heron Financial Group, LLC

BUY
 -
3.02K
+ 8.0%
$462K - $506K
40.8K $7.04M
Oct 15, 2021 Q3 2021
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
2.96K
+ 8.99%
$452K - $495K
35.8K $6.19M
Nov 05, 2021 Q3 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
2.91K
+ 4.36%
$446K - $488K
69.7K $12M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.69K
+ 22.66%
$412K - $451K
14.6K $2.52M
Nov 05, 2021 Q3 2021
Sandy Spring Bank

BUY
 -
2.52K
+ 33.38%
$386K - $422K
10.1K $1.74M
Nov 12, 2021 Q3 2021
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
2.5K
New
$382K - $419K
2.5K $432K
Nov 15, 2021 Q3 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.37K
+ 61.3%
$362K - $396K
6.22K $1.07M
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

BUY
 -
2.36K
New
$361K - $395K
2.36K $407K
Nov 12, 2021 Q3 2021
Factorial Partners, LLC

BUY
 -
2.3K
+ 31.08%
$352K - $385K
9.7K $1.68M
Nov 15, 2021 Q3 2021
Coastal Bridge Advisors, LLC

BUY
 -
2.29K
New
$351K - $384K
2.29K $396K
Nov 15, 2021 Q3 2021
Triumph Capital Management

BUY
 -
2.26K
New
$346K - $379K
2.26K $391K
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
BUY
 -
2.21K
New
$338K - $370K
2.21K $381K
Nov 12, 2021 Q3 2021
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
2.15K
+ 2.63%
$329K - $360K
84K $14.5M
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
2.15K
New
$329K - $360K
2.15K $371K
Nov 15, 2021 Q3 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
2.15K
+ 105.4%
$328K - $359K
4.18K $722K
Nov 03, 2021 Q3 2021
Wealth Dimensions Group, Ltd.

BUY
 -
2.14K
+ 17.33%
$327K - $358K
14.5K $2.5M
Dec 13, 2021 Q3 2021
Tnf LLC

BUY
 -
2.13K
New
$325K - $356K
2.13K $367K
Nov 15, 2021 Q3 2021
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
2.12K
New
$324K - $354K
2.12K $365K
Nov 12, 2021 Q3 2021
Bank Of Nova Scotia

BUY
 -
2.03K
+ 25.42%
$311K - $340K
10K $1.73M
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
1.96K
+ 2.73%
$300K - $328K
73.9K $12.8M
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.94K
New
$297K - $325K
1.94K $336K
Nov 02, 2021 Q3 2021
Sage Private Wealth Group, LLC

BUY
 -
1.93K
+ 1.65%
$295K - $323K
119K $20.5M
Nov 15, 2021 Q3 2021
Wealthfront Advisers LLC

BUY
 -
1.88K
New
$288K - $315K
1.88K $325K
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

BUY
 -
1.82K
+ 11.01%
$279K - $305K
18.4K $3.17M
Nov 12, 2021 Q3 2021
Gries Financial LLC

Cleveland, OH
BUY
 -
1.78K
New
$272K - $297K
1.78K $307K
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.77K
+ 29.43%
$270K - $296K
7.77K $1.34M
Nov 12, 2021 Q3 2021
Haverford Trust CO

Radnor, PA
BUY
 -
1.75K
+ 30.04%
$267K - $293K
7.56K $1.31M
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1.73K
+ 142.72%
$265K - $290K
2.95K $509K
Nov 16, 2021 Q3 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
1.7K
New
$260K - $285K
1.7K $294K
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.7K
+ 4.95%
$260K - $284K
36K $6.22M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.67K
+ 0.73%
$255K - $279K
231K $39.8M
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.65K
+ 2.27%
$253K - $277K
74.3K $12.8M
Nov 15, 2021 Q3 2021
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
1.65K
+ 40.54%
$252K - $276K
5.72K $988K
Nov 03, 2021 Q3 2021
Camden Capital, LLC

BUY
 -
1.58K
+ 41.72%
$242K - $265K
5.37K $928K
Nov 15, 2021 Q3 2021
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.57K
New
$240K - $263K
1.57K $271K
Oct 13, 2021 Q3 2021
360 Financial, Inc.

BUY
 -
1.51K
+ 2.76%
$231K - $252K
56K $9.68M
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

BUY
 -
1.45K
+ 7.06%
$222K - $243K
22K $3.8M
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
1.42K
New
$217K - $238K
1.42K $245K
Oct 12, 2021 Q3 2021
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
1.42K
+ 3.29%
$217K - $238K
44.6K $7.7M
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

BUY
 -
1.4K
New
$214K - $234K
1.4K $241K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
1.35K
+ 1.27%
$206K - $225K
107K $18.5M
Nov 12, 2021 Q3 2021
Systematic Financial Management LP

Teaneck, NJ
BUY
 -
1.31K
+ 97.11%
$200K - $219K
2.66K $459K

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