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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 0.43% |
$1.99K - $2.18K
|
3.05K
$526K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 0.12% |
$1.84K - $2.01K
|
10.4K
$1.79M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10+ 2.53% |
$1.53K - $1.67K
|
406
$70.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
10+ 0.72% |
$1.53K - $1.67K
|
1.4K
$241K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.47% |
$1.38K - $1.51K
|
1.92K
$332K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.04% |
$1.07K - $1.17K
|
16.6K
$2.87M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
6+ 0.33% |
$918 - $1K
|
1.85K
$319K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.47% |
$918 - $1K
|
1.29K
$223K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.27% |
$918 - $1K
|
2.22K
$384K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$918 - $1K
|
39.7K
$6.86M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5New |
$765 - $837
|
5
$864
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.49% |
$765 - $837
|
1.02K
$175K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.07% |
$765 - $837
|
6.91K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
5+ 0.07% |
$765 - $837
|
7.13K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4New |
$612 - $670
|
4
$691
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4+ 0.15% |
$612 - $670
|
2.75K
$476K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.44% |
$612 - $670
|
922
$159K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.23% |
$459 - $502
|
1.33K
$229K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$306 - $335
|
2
$345
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.15% |
$306 - $335
|
1.29K
$223K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.16% |
$153 - $167
|
624
$108K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.51% |
$153 - $167
|
199
$34.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1+ 0.04% |
$153 - $167
|
2.57K
$445K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 1.28% |
$153 - $167
|
79
$13.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.48% |
$153 - $167
|
210
$36.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-2- 0.03% |
$306 - $335
|
6K
$1.04M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3- 1.03% |
$459 - $502
|
287
$49.6K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3- 0.14% |
$459 - $502
|
2.2K
$380K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.12% |
$612 - $670
|
3.28K
$566K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-4Closed |
$612 - $670
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4- 0.12% |
$612 - $670
|
3.23K
$559K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4- 0.29% |
$612 - $670
|
1.36K
$234K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-5- 2.33% |
$765 - $837
|
210
$36.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-5- 0.31% |
$765 - $837
|
1.61K
$278K
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5Closed |
$765 - $837
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-6- 1.04% |
$918 - $1K
|
571
$98.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7- 0.06% |
$1.07K - $1.17K
|
12.5K
$2.16M
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-7- 0.19% |
$1.07K - $1.17K
|
3.72K
$642K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 0.68% |
$1.53K - $1.67K
|
1.47K
$253K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-13- 0.78% |
$1.99K - $2.18K
|
1.66K
$287K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.13% |
$2.14K - $2.34K
|
11K
$1.89M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-14- 0.12% |
$2.14K - $2.34K
|
11.2K
$1.93M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-17- 80.95% |
$2.6K - $2.85K
|
4
$691
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19- 0.26% |
$2.91K - $3.18K
|
7.16K
$1.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20- 1.03% |
$3.06K - $3.35K
|
1.93K
$333K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-21Closed |
$3.21K - $3.52K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-24- 0.41% |
$3.67K - $4.02K
|
5.9K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-26- 0.93% |
$3.98K - $4.35K
|
2.78K
$481K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-26- 12.26% |
$3.98K - $4.35K
|
186
$32.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-30- 0.74% |
$4.59K - $5.02K
|
4.04K
$697K
|