Purchases and Sales Made in Q3 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 2024. 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 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
623K+ 1457.35% |
$93.4M - $107M
|
665K
$119M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
565K+ 66.45% |
$84.8M - $96.8M
|
1.41M
$252M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
450K+ 789.05% |
$67.5M - $77.1M
|
507K
$90.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
279K+ 5.68% |
$41.8M - $47.8M
|
5.19M
$925M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
197K+ 20.58% |
$29.6M - $33.8M
|
1.15M
$206M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 23.45% |
$28.9M - $33M
|
1.01M
$181M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150K+ 11666.17% |
$22.5M - $25.6M
|
151K
$26.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
128K+ 881.41% |
$19.2M - $21.9M
|
142K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
107K+ 4.34% |
$16.1M - $18.4M
|
2.58M
$461M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
103KNew |
$15.5M - $17.7M
|
103K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
98.1K+ 3.72% |
$14.7M - $16.8M
|
2.73M
$487M
|
|
|
Nov 14, 2024
Q3 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
90.6K+ 238.19% |
$13.6M - $15.5M
|
129K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Starboard Value LP
New York, NY |
BUY
|
- |
75K+ 5.86% |
$11.3M - $12.9M
|
1.36M
$242M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.1K+ 12.48% |
$10.5M - $12M
|
632K
$113M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
65.5KNew |
$9.82M - $11.2M
|
65.5K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
55.1KNew |
$8.27M - $9.45M
|
55.1K
$9.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
51.7K+ 24.18% |
$7.76M - $8.87M
|
266K
$47.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51.3K+ 2706.86% |
$7.69M - $8.78M
|
53.2K
$9.48M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49K+ 2477.23% |
$7.34M - $8.39M
|
50.9K
$9.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
27.3K+ 6.48% |
$4.1M - $4.68M
|
449K
$80M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
25.2K+ 44.76% |
$3.77M - $4.31M
|
81.3K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
25K+ 1740.98% |
$3.75M - $4.28M
|
26.4K
$4.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24.3K+ 117.95% |
$3.65M - $4.17M
|
45K
$8.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20.5KNew |
$3.07M - $3.5M
|
20.5K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.4K+ 4.54% |
$3.07M - $3.5M
|
470K
$83.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.9K+ 1.02% |
$2.99M - $3.41M
|
1.98M
$352M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.9KNew |
$2.84M - $3.25M
|
18.9K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.1K+ 2.55% |
$2.56M - $2.92M
|
686K
$122M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.9K+ 1.53% |
$2.38M - $2.72M
|
1.05M
$187M
|
|
|
Nov 13, 2024
Q3 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$2.31M - $2.64M
|
15.4K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.1KNew |
$2.27M - $2.59M
|
15.1K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.5K+ 25.03% |
$2.02M - $2.31M
|
67.4K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.3K+ 2.3% |
$2M - $2.28M
|
593K
$106M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 15.79% |
$1.88M - $2.14M
|
91.7K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
12.4KNew |
$1.86M - $2.13M
|
12.4K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 11.71% |
$1.67M - $1.91M
|
106K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
9.83K+ 8.99% |
$1.47M - $1.68M
|
119K
$21.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.63KNew |
$1.45M - $1.65M
|
9.63K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
8.97K+ 142.47% |
$1.35M - $1.54M
|
15.3K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.73K+ 14.8% |
$1.31M - $1.5M
|
67.7K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
8.62K+ 7.46% |
$1.29M - $1.48M
|
124K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.58K+ 60.37% |
$1.29M - $1.47M
|
22.8K
$4.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
8.33K+ 26.8% |
$1.25M - $1.43M
|
39.4K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.19KNew |
$1.23M - $1.4M
|
8.19K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.15KNew |
$1.22M - $1.4M
|
8.15K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.15KNew |
$1.22M - $1.4M
|
8.15K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.09K+ 22.7% |
$1.21M - $1.39M
|
43.7K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.68K+ 111.84% |
$1.15M - $1.32M
|
14.6K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.99K+ 28.52% |
$1.05M - $1.2M
|
31.5K
$5.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.87KNew |
$1.03M - $1.18M
|
6.87K
$1.23M
|