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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.42K+ 7.61% |
$441K - $545K
|
48.4K
$8.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
3.37KNew |
$434K - $536K
|
3.37K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.33KNew |
$429K - $530K
|
3.33K
$588K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.32KNew |
$428K - $529K
|
3.32K
$587K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.1K+ 5.02% |
$399K - $493K
|
64.7K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.03KNew |
$390K - $482K
|
3.03K
$535K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.02K+ 5.45% |
$389K - $481K
|
58.4K
$10.3M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
3K+ 100.0% |
$387K - $478K
|
6K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.91K+ 8.6% |
$375K - $463K
|
36.7K
$6.49M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.89K+ 5.73% |
$372K - $460K
|
53.3K
$9.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.76K+ 2.2% |
$356K - $441K
|
128K
$22.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
2.73K+ 9.02% |
$352K - $435K
|
33K
$5.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.73K+ 5.19% |
$352K - $435K
|
55.3K
$9.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.7KNew |
$348K - $430K
|
2.7K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.67K+ 59.78% |
$344K - $426K
|
7.14K
$1.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.63K+ 155.11% |
$339K - $419K
|
4.32K
$764K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.45KNew |
$315K - $390K
|
2.45K
$433K
|
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.43KNew |
$314K - $388K
|
2.43K
$430K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.4K+ 127.49% |
$310K - $383K
|
4.29K
$758K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4K+ 72.73% |
$309K - $383K
|
5.7K
$1.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.33K+ 6.6% |
$300K - $371K
|
37.6K
$6.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.33K+ 16.9% |
$300K - $371K
|
16.1K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.22K+ 37.7% |
$286K - $354K
|
8.11K
$1.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.19KNew |
$282K - $349K
|
2.19K
$387K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.07K+ 115.81% |
$266K - $329K
|
3.85K
$681K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.05KNew |
$265K - $327K
|
2.05K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.98KNew |
$255K - $315K
|
1.98K
$350K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1.92KNew |
$248K - $306K
|
1.92K
$340K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.92KNew |
$248K - $306K
|
1.92K
$340K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.9KNew |
$244K - $302K
|
1.9K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1.86KNew |
$240K - $296K
|
1.86K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.85K+ 12.09% |
$239K - $295K
|
17.1K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.76K+ 24.9% |
$227K - $281K
|
8.83K
$1.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.76K+ 54.35% |
$226K - $280K
|
4.99K
$882K
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.73K+ 14.23% |
$223K - $275K
|
13.9K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.71K+ 698.77% |
$220K - $272K
|
1.95K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 92.65% |
$218K - $269K
|
3.51K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.69KNew |
$217K - $269K
|
1.69K
$298K
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
1.63K+ 31.91% |
$210K - $259K
|
6.73K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.59K+ 996.25% |
$206K - $254K
|
1.75K
$310K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.56K+ 7.26% |
$201K - $248K
|
23K
$4.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.46K+ 1.62% |
$188K - $232K
|
91.6K
$16.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
1.44K+ 3.15% |
$185K - $229K
|
47K
$8.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.37K+ 511.57% |
$177K - $219K
|
1.64K
$290K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 13.23% |
$174K - $215K
|
11.5K
$2.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31K+ 0.4% |
$168K - $208K
|
325K
$57.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.29K+ 15.86% |
$166K - $205K
|
9.4K
$1.66M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.26K+ 2.52% |
$163K - $201K
|
51.3K
$9.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.24K+ 33.65% |
$160K - $198K
|
4.93K
$872K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.21K+ 3.99% |
$156K - $193K
|
31.5K
$5.58M
|