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 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
469+ 147.95% |
$60.5K - $74.7K
|
786
$139K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
469+ 85.27% |
$60.5K - $74.7K
|
1.02K
$180K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
420New |
$54.2K - $66.9K
|
420
$74.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
420+ 6.31% |
$54.2K - $66.9K
|
7.08K
$1.25M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
415+ 0.74% |
$53.5K - $66.1K
|
56.3K
$9.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
393+ 3.32% |
$50.7K - $62.6K
|
12.2K
$2.16M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
375+ 234.38% |
$48.3K - $59.8K
|
535
$94.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
372+ 9.92% |
$48K - $59.3K
|
4.12K
$729K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
352+ 3.82% |
$45.4K - $56.1K
|
9.56K
$1.69M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
351+ 12.26% |
$45.3K - $55.9K
|
3.21K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
347+ 121.75% |
$44.7K - $55.3K
|
632
$112K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
343+ 1.62% |
$44.2K - $54.7K
|
21.5K
$3.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
334+ 7.62% |
$43.1K - $53.2K
|
4.72K
$834K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
329+ 0.55% |
$42.4K - $52.4K
|
60.7K
$10.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
325+ 2.83% |
$41.9K - $51.8K
|
11.8K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
324+ 1.7% |
$41.8K - $51.6K
|
19.4K
$3.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
315+ 2.7% |
$40.6K - $50.2K
|
12K
$2.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
308+ 3.25% |
$39.7K - $49.1K
|
9.78K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
307+ 55.82% |
$39.6K - $48.9K
|
857
$152K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
BUY
|
- |
305+ 15.36% |
$39.3K - $48.6K
|
2.29K
$405K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
300+ 18.06% |
$38.7K - $47.8K
|
1.96K
$347K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
296+ 7.4% |
$38.2K - $47.2K
|
4.3K
$760K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
289+ 0.21% |
$37.3K - $46.1K
|
141K
$25M
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
275+ 0.36% |
$35.5K - $43.8K
|
77K
$13.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
267+ 15.03% |
$34.4K - $42.6K
|
2.04K
$361K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
265+ 0.9% |
$34.2K - $42.2K
|
29.8K
$5.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
264+ 0.94% |
$34K - $42.1K
|
28.5K
$5.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
258+ 5.78% |
$33.3K - $41.1K
|
4.72K
$834K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
257New |
$33.1K - $41K
|
257
$45.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
248+ 1.63% |
$32K - $39.5K
|
15.5K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
244New |
$31.5K - $38.9K
|
244
$43.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
243+ 4.16% |
$31.3K - $38.7K
|
6.09K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
242+ 1.9% |
$31.2K - $38.6K
|
13K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
242+ 1.14% |
$31.2K - $38.6K
|
21.4K
$3.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
230+ 1.48% |
$29.7K - $36.7K
|
15.8K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
218+ 3.07% |
$28.1K - $34.7K
|
7.32K
$1.29M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
214+ 2.73% |
$27.6K - $34.1K
|
8.06K
$1.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
212+ 2.67% |
$27.3K - $33.8K
|
8.17K
$1.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
210New |
$27.1K - $33.5K
|
210
$37.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
202New |
$26K - $32.2K
|
202
$35.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
200+ 0.14% |
$25.8K - $31.9K
|
140K
$24.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
189+ 3.82% |
$24.4K - $30.1K
|
5.14K
$909K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
178+ 1.8% |
$22.9K - $28.4K
|
10.1K
$1.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
175+ 0.31% |
$22.6K - $27.9K
|
56K
$9.9M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
173+ 7.38% |
$22.3K - $27.6K
|
2.52K
$445K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
167+ 1.91% |
$21.5K - $26.6K
|
8.92K
$1.58M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
165+ 1.76% |
$21.3K - $26.3K
|
9.54K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
161+ 2.39% |
$20.8K - $25.7K
|
6.9K
$1.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
160New |
$20.6K - $25.5K
|
160
$28.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
158+ 8.81% |
$20.4K - $25.2K
|
1.95K
$345K
|