Purchases and Sales Made in Q3 2021 in Ishares Russell2000 Val ETF (IWN)
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 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
356New |
$54.5K - $59.6K
|
356
$54.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
345+ 3.86% |
$52.8K - $57.8K
|
9.29K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
340+ 0.52% |
$52K - $56.9K
|
65.5K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
340+ 10.23% |
$52K - $56.9K
|
3.66K
$561K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
340+ 10.23% |
$52K - $56.9K
|
3.66K
$561K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
333New |
$50.9K - $55.8K
|
333
$51K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
322+ 7.32% |
$49.3K - $53.9K
|
4.72K
$723K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
310+ 5.74% |
$47.4K - $51.9K
|
5.71K
$874K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
301New |
$46K - $50.4K
|
301
$46.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
300+ 5.64% |
$45.9K - $50.2K
|
5.62K
$860K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
298+ 1.95% |
$45.6K - $49.9K
|
15.5K
$2.38M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
297+ 22.4% |
$45.4K - $49.7K
|
1.62K
$248K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
275+ 1.31% |
$42.1K - $46K
|
21.3K
$3.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
267+ 3.28% |
$40.8K - $44.7K
|
8.41K
$1.29M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
260+ 3.73% |
$39.8K - $43.5K
|
7.22K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
259+ 8.59% |
$39.6K - $43.4K
|
3.27K
$501K
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
257+ 0.26% |
$39.3K - $43K
|
98.8K
$15.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
253+ 2.21% |
$38.7K - $42.4K
|
11.7K
$1.79M
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
246+ 6.63% |
$37.6K - $41.2K
|
3.96K
$606K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
243+ 1.72% |
$37.2K - $40.7K
|
14.3K
$2.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
225+ 2.08% |
$34.4K - $37.7K
|
11K
$1.69M
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
217+ 3.63% |
$33.2K - $36.3K
|
6.19K
$948K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
210+ 11.74% |
$32.1K - $35.2K
|
2K
$306K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
207+ 0.4% |
$31.7K - $34.7K
|
51.9K
$7.94M
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
203+ 0.8% |
$31.1K - $34K
|
25.6K
$3.92M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
201+ 5.15% |
$30.8K - $33.7K
|
4.11K
$629K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
194+ 8.55% |
$29.7K - $32.5K
|
2.46K
$377K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
186+ 4.64% |
$28.5K - $31.1K
|
4.19K
$642K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
185+ 2.9% |
$28.3K - $31K
|
6.55K
$1M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
181+ 7.18% |
$27.7K - $30.3K
|
2.7K
$414K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
175+ 11.05% |
$26.8K - $29.3K
|
1.76K
$269K
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
170+ 8.65% |
$26K - $28.5K
|
2.14K
$327K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
166+ 5.78% |
$25.4K - $27.8K
|
3.04K
$465K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
163New |
$24.9K - $27.3K
|
163
$25K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
159+ 11.17% |
$24.3K - $26.6K
|
1.58K
$242K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
140New |
$21.4K - $23.4K
|
140
$21.4K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
125+ 17.61% |
$19.1K - $20.9K
|
835
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
124+ 0.77% |
$19K - $20.8K
|
16.2K
$2.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
119+ 7.95% |
$18.2K - $19.9K
|
1.62K
$247K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
119+ 0.16% |
$18.2K - $19.9K
|
73.9K
$11.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
115New |
$17.6K - $19.3K
|
115
$17.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
112+ 1.57% |
$17.1K - $18.8K
|
7.24K
$1.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
111+ 0.24% |
$17K - $18.6K
|
45.5K
$6.97M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
105+ 5.23% |
$16.1K - $17.6K
|
2.11K
$324K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
104+ 2.0% |
$15.9K - $17.4K
|
5.29K
$810K
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
102+ 0.4% |
$15.6K - $17.1K
|
25.8K
$3.96M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
101+ 22.49% |
$15.5K - $16.9K
|
550
$84.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
100+ 0.28% |
$15.3K - $16.7K
|
36K
$5.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
94+ 23.15% |
$14.4K - $15.7K
|
500
$76.6K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
94+ 5.5% |
$14.4K - $15.7K
|
1.8K
$276K
|