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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.8K+ 136.91% |
$1.65M - $2.04M
|
22.2K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7K+ 17.13% |
$1.51M - $1.87M
|
80.1K
$14.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 32.17% |
$1.42M - $1.75M
|
45.2K
$7.98M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.8K+ 37.4% |
$1.39M - $1.72M
|
39.6K
$7M
|
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
10.2K+ 116.09% |
$1.32M - $1.63M
|
19K
$3.36M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.43K+ 1.83% |
$1.22M - $1.5M
|
525K
$92.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
9.32K+ 19.64% |
$1.2M - $1.49M
|
56.8K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.3K+ 150.8% |
$1.2M - $1.48M
|
15.5K
$2.73M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.3K+ 150.8% |
$1.2M - $1.48M
|
15.5K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.8K+ 1.34% |
$1.13M - $1.4M
|
663K
$117M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.66K+ 9.55% |
$1.12M - $1.38M
|
99.3K
$17.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.64K+ 6.22% |
$1.11M - $1.38M
|
148K
$26.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Royce & Associates LP
|
BUY
|
- |
8.5K+ 37.12% |
$1.1M - $1.35M
|
31.4K
$5.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.49K+ 11.6% |
$1.09M - $1.35M
|
81.7K
$14.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
BUY
|
- |
8.35K+ 9.91% |
$1.08M - $1.33M
|
92.6K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
8.12K+ 79.24% |
$1.05M - $1.29M
|
18.4K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.03KNew |
$1.04M - $1.28M
|
8.03K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.91K+ 18.54% |
$1.02M - $1.26M
|
50.6K
$8.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
7.86K+ 96.24% |
$1.01M - $1.25M
|
16K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
7.61K+ 13.59% |
$982K - $1.21M
|
63.6K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
7.46KNew |
$962K - $1.19M
|
7.46K
$1.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.2K+ 46.38% |
$928K - $1.15M
|
22.7K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.98K+ 18.34% |
$900K - $1.11M
|
45.1K
$7.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.92K+ 241.18% |
$892K - $1.1M
|
9.79K
$1.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.75K+ 4.26% |
$870K - $1.08M
|
165K
$29.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6.59K+ 29.31% |
$850K - $1.05M
|
29.1K
$5.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.54KNew |
$843K - $1.04M
|
6.54K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
6.38K+ 1083.87% |
$823K - $1.02M
|
6.97K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.25KNew |
$806K - $996K
|
6.25K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.11K+ 21.11% |
$788K - $974K
|
35K
$6.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
6.02KNew |
$776K - $959K
|
6.02K
$1.06M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.72K+ 1.59% |
$737K - $911K
|
365K
$64.6M
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.46K+ 42.19% |
$704K - $870K
|
18.4K
$3.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.26KNew |
$679K - $839K
|
5.26K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
5.23K+ 24.57% |
$674K - $833K
|
26.5K
$4.68M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.16K+ 22.82% |
$666K - $823K
|
27.8K
$4.91M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.15K+ 51.72% |
$665K - $821K
|
15.1K
$2.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
4.81K+ 3.78% |
$620K - $766K
|
132K
$23.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.66K+ 121.06% |
$600K - $742K
|
8.5K
$1.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
4.34KNew |
$560K - $692K
|
4.34K
$768K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.34KNew |
$559K - $691K
|
4.34K
$767K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.26K+ 23.75% |
$549K - $678K
|
22.2K
$3.92M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
4.06K+ 49.82% |
$524K - $647K
|
12.2K
$2.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
3.87K+ 8.76% |
$498K - $616K
|
48K
$8.49M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.73K+ 64.67% |
$480K - $594K
|
9.49K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.7K+ 118.39% |
$477K - $590K
|
6.83K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.65KNew |
$470K - $582K
|
3.65K
$645K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.51K+ 6.95% |
$453K - $559K
|
54K
$9.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
3.49K+ 9.33% |
$450K - $557K
|
40.9K
$7.24M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
3.42K+ 150.77% |
$441K - $545K
|
5.69K
$1.01M
|