Purchases and Sales Made in Q3 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2023. 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 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.81K+ 100.04% |
$1.31M - $1.48M
|
19.6K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
9.58K+ 35.01% |
$1.28M - $1.45M
|
36.9K
$6.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.19K+ 1.55% |
$1.23M - $1.39M
|
600K
$98.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.04K+ 1.64% |
$1.21M - $1.37M
|
559K
$91.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.76K+ 12.66% |
$1.17M - $1.33M
|
78K
$12.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
8.75K+ 103.52% |
$1.17M - $1.32M
|
17.2K
$2.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
8.69K+ 38.83% |
$1.16M - $1.31M
|
31.1K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.94K+ 89.82% |
$1.06M - $1.2M
|
16.8K
$2.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
7.76KNew |
$1.04M - $1.17M
|
7.76K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.65K+ 65.59% |
$1.02M - $1.16M
|
19.3K
$3.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.46K+ 29.68% |
$998K - $1.13M
|
32.6K
$5.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.44KNew |
$996K - $1.13M
|
7.44K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.44KNew |
$995K - $1.12M
|
7.44K
$1.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
7.38KNew |
$987K - $1.12M
|
7.38K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.28K+ 10.7% |
$974K - $1.1M
|
75.4K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.28KNew |
$974K - $1.1M
|
7.28K
$1.19M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.82KNew |
$913K - $1.03M
|
6.82K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.82KNew |
$913K - $1.03M
|
6.82K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.74KNew |
$902K - $1.02M
|
6.74K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.69K+ 1.29% |
$896K - $1.01M
|
525K
$86.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.25KNew |
$836K - $945K
|
6.25K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.99K+ 12.8% |
$802K - $906K
|
52.8K
$8.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.91K+ 2.08% |
$791K - $894K
|
290K
$47.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.86KNew |
$784K - $886K
|
5.86K
$962K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.57K+ 3.09% |
$746K - $843K
|
186K
$30.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
5.2K+ 4.92% |
$696K - $787K
|
111K
$18.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
5.06KNew |
$678K - $766K
|
5.06K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.81K+ 37.01% |
$643K - $727K
|
17.8K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.67K+ 312.64% |
$625K - $707K
|
6.17K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.6KNew |
$615K - $696K
|
4.6K
$755K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
4.52K+ 13.36% |
$604K - $683K
|
38.3K
$6.29M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.28K+ 44.35% |
$573K - $648K
|
13.9K
$2.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
BUY
|
- |
3.95K+ 7.1% |
$528K - $597K
|
59.5K
$9.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.84KNew |
$514K - $581K
|
3.84K
$630K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.7K+ 124.14% |
$495K - $559K
|
6.68K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
3.69K+ 16.81% |
$494K - $558K
|
25.7K
$4.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.34KNew |
$447K - $506K
|
3.34K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.28K+ 3.88% |
$439K - $496K
|
87.9K
$14.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.28K+ 1.32% |
$438K - $495K
|
251K
$41.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Towle & CO
Denver, CO |
BUY
|
- |
3.11KNew |
$416K - $470K
|
3.11K
$510K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.09KNew |
$413K - $467K
|
3.09K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.01KNew |
$402K - $455K
|
3.01K
$494K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.94KNew |
$394K - $445K
|
2.94K
$483K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.89KNew |
$387K - $437K
|
2.89K
$474K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.88KNew |
$385K - $436K
|
2.88K
$473K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.67KNew |
$357K - $403K
|
2.67K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.6K+ 174.15% |
$348K - $393K
|
4.09K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.53K+ 1.95% |
$338K - $382K
|
132K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.48KNew |
$332K - $375K
|
2.48K
$407K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.45KNew |
$327K - $370K
|
2.45K
$401K
|