Purchases and Sales Made in Q3 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2022. 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 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-884- 0.95% |
$114K - $141K
|
92.5K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-908- 8.17% |
$117K - $145K
|
10.2K
$1.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-914- 21.92% |
$118K - $146K
|
3.26K
$576K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-934- 20.48% |
$120K - $149K
|
3.63K
$641K
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-979- 2.79% |
$126K - $156K
|
34.1K
$6.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-985- 1.62% |
$127K - $157K
|
59.8K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-988- 6.06% |
$127K - $157K
|
15.3K
$2.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1K- 21.93% |
$129K - $159K
|
3.56K
$630K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.01K- 24.11% |
$130K - $161K
|
3.17K
$561K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.02K- 4.67% |
$132K - $163K
|
20.8K
$3.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.02K- 0.92% |
$132K - $163K
|
110K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-1.08K- 4.82% |
$139K - $171K
|
21.2K
$3.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.09K- 16.36% |
$140K - $173K
|
5.55K
$981K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 9.83% |
$143K - $176K
|
10.2K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 5.01% |
$144K - $178K
|
21.2K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.13K- 1.87% |
$145K - $180K
|
59.1K
$10.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.15K- 39.85% |
$148K - $182K
|
1.73K
$306K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.18K- 22.38% |
$152K - $187K
|
4.08K
$721K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-1.19K- 4.58% |
$153K - $189K
|
24.7K
$4.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.19K- 6.16% |
$154K - $190K
|
18.2K
$3.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.22K- 8.93% |
$158K - $195K
|
12.5K
$2.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.23K- 16.25% |
$159K - $197K
|
6.35K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.29K- 7.82% |
$166K - $205K
|
15.2K
$2.69M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 11.25% |
$175K - $217K
|
10.7K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.37K- 14.79% |
$176K - $218K
|
7.87K
$1.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.38K- 4.72% |
$178K - $220K
|
27.9K
$4.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.39K- 5.03% |
$179K - $222K
|
26.3K
$4.65M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.39K- 19.8% |
$180K - $222K
|
5.65K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.42K- 15.6% |
$183K - $226K
|
7.66K
$1.35M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.42K- 14.73% |
$183K - $227K
|
8.23K
$1.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.52K- 1.11% |
$196K - $242K
|
135K
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.52K- 31.49% |
$196K - $242K
|
3.31K
$585K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.57K- 7.05% |
$202K - $250K
|
20.7K
$3.65M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.6KClosed |
$206K - $255K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.61K- 27.73% |
$208K - $257K
|
4.21K
$744K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.67K- 34.41% |
$215K - $266K
|
3.18K
$562K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 40.06% |
$224K - $277K
|
2.6K
$460K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.76K- 8.16% |
$227K - $280K
|
19.8K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 22.95% |
$245K - $303K
|
6.37K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.98K- 30.47% |
$255K - $315K
|
4.51K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.03K- 24.91% |
$261K - $323K
|
6.1K
$1.08M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.05KClosed |
$264K - $326K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.1KClosed |
$270K - $334K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-2.15K- 20.54% |
$277K - $342K
|
8.31K
$1.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.21K- 3.12% |
$285K - $352K
|
68.5K
$12.1M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.22K- 2.05% |
$286K - $354K
|
106K
$18.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.22K- 2.05% |
$286K - $354K
|
106K
$18.8M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.28K- 7.76% |
$293K - $363K
|
27K
$4.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.3K- 5.92% |
$297K - $367K
|
36.6K
$6.47M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.35K- 8.01% |
$304K - $375K
|
27K
$4.78M
|