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
$118M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
565K+ 66.45% |
$84.8M - $96.8M
|
1.41M
$250M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
450K+ 789.05% |
$67.5M - $77.1M
|
507K
$89.6M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150K+ 11666.17% |
$22.5M - $25.6M
|
151K
$26.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
128K+ 881.41% |
$19.2M - $21.9M
|
142K
$25.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
103KNew |
$15.5M - $17.7M
|
103K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.1K+ 12.48% |
$10.5M - $12M
|
632K
$112M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
65.5KNew |
$9.82M - $11.2M
|
65.5K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
51.7K+ 24.18% |
$7.76M - $8.87M
|
266K
$47M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51.3K+ 2706.86% |
$7.69M - $8.78M
|
53.2K
$9.4M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49K+ 2477.23% |
$7.34M - $8.39M
|
50.9K
$9M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
27.3K+ 6.48% |
$4.1M - $4.68M
|
449K
$79.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
25.2K+ 44.76% |
$3.77M - $4.31M
|
81.3K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24.3K+ 117.95% |
$3.65M - $4.17M
|
45K
$7.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20.5KNew |
$3.07M - $3.5M
|
20.5K
$3.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.9K+ 1.02% |
$2.99M - $3.41M
|
1.98M
$349M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.9KNew |
$2.84M - $3.25M
|
18.9K
$3.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.3K+ 2.3% |
$2M - $2.28M
|
593K
$105M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 15.79% |
$1.88M - $2.14M
|
91.7K
$16.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.63KNew |
$1.45M - $1.65M
|
9.63K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.73K+ 14.8% |
$1.31M - $1.5M
|
67.7K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.87KNew |
$1.03M - $1.18M
|
6.87K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.68K+ 0.56% |
$1M - $1.15M
|
1.2M
$212M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.55K+ 4.41% |
$983K - $1.12M
|
155K
$27.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.59K+ 15.35% |
$839K - $958K
|
42K
$7.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.43K+ 63.33% |
$665K - $759K
|
11.4K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4.35K+ 12.35% |
$653K - $746K
|
39.6K
$7M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.98KNew |
$598K - $682K
|
3.98K
$704K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.91K+ 100.85% |
$587K - $670K
|
7.79K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.74K+ 9.67% |
$561K - $641K
|
42.4K
$7.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.29K+ 11.21% |
$494K - $564K
|
32.7K
$5.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.2K+ 125.02% |
$480K - $548K
|
5.76K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.18KNew |
$478K - $545K
|
3.18K
$563K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.17KNew |
$476K - $543K
|
3.17K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.15K+ 100.0% |
$473K - $540K
|
6.31K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.92K+ 66.45% |
$438K - $501K
|
7.32K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9K+ 191.16% |
$435K - $496K
|
4.41K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.8K+ 24.36% |
$419K - $479K
|
14.3K
$2.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.57K+ 61.82% |
$385K - $439K
|
6.71K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.39K+ 1.02% |
$359K - $410K
|
236K
$41.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.33KNew |
$350K - $399K
|
2.33K
$412K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.21K+ 0.63% |
$332K - $379K
|
354K
$62.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.03K+ 9.93% |
$304K - $347K
|
22.5K
$3.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.97KNew |
$295K - $337K
|
1.97K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.96KNew |
$295K - $337K
|
1.96K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.95K+ 16.83% |
$293K - $334K
|
13.5K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.84K+ 2.6% |
$275K - $314K
|
72.4K
$12.8M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.82K+ 8.95% |
$272K - $311K
|
22.1K
$3.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.78KNew |
$268K - $305K
|
1.78K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 6.37% |
$267K - $305K
|
29.7K
$5.25M
|