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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.62K- 0.52% |
$242K - $277K
|
309K
$55.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.68K- 3.79% |
$252K - $288K
|
42.7K
$7.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.7K- 5.96% |
$255K - $291K
|
26.9K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 40.92% |
$255K - $291K
|
2.46K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.72K- 33.17% |
$258K - $294K
|
3.46K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.75K- 1.76% |
$263K - $300K
|
98K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 11.83% |
$266K - $304K
|
13.2K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.8K- 1.69% |
$271K - $309K
|
105K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.85K- 76.33% |
$278K - $318K
|
575
$104K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.9K- 42.97% |
$286K - $326K
|
2.53K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.94K- 1.45% |
$291K - $332K
|
131K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.95K- 2.75% |
$293K - $335K
|
69.1K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.96K- 14.92% |
$294K - $336K
|
11.2K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.98K- 27.19% |
$298K - $340K
|
5.31K
$958K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2K- 6.84% |
$300K - $343K
|
27.3K
$4.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.01K- 28.27% |
$302K - $345K
|
5.1K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.02K- 2.52% |
$303K - $346K
|
78.1K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.11K- 32.35% |
$317K - $362K
|
4.42K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.13K- 1.94% |
$319K - $365K
|
108K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-2.16K- 8.05% |
$325K - $371K
|
24.7K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.45K- 3.15% |
$368K - $420K
|
75.3K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.47K- 2.18% |
$370K - $423K
|
111K
$20M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.51K- 1.05% |
$376K - $430K
|
236K
$42.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.6K- 67.61% |
$390K - $445K
|
1.24K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-2.85K- 1.27% |
$428K - $488K
|
222K
$40M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.86K- 6.44% |
$429K - $490K
|
41.6K
$7.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.86K- 9.74% |
$429K - $490K
|
26.5K
$4.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.11K- 85.32% |
$467K - $533K
|
535
$96.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.19K- 64.99% |
$478K - $546K
|
1.72K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.29K- 2.25% |
$493K - $563K
|
143K
$25.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 31.41% |
$514K - $586K
|
7.48K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.45K- 5.35% |
$517K - $590K
|
61K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-3.48K- 5.03% |
$522K - $596K
|
65.7K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.56K- 24.87% |
$534K - $610K
|
10.8K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.57K- 2.1% |
$536K - $612K
|
167K
$30.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.69K- 17.93% |
$553K - $632K
|
16.9K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.74K- 15.36% |
$561K - $641K
|
20.6K
$3.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.77K- 33.61% |
$566K - $646K
|
7.45K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.9K- 3.37% |
$585K - $668K
|
112K
$20.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.92K- 74.12% |
$588K - $671K
|
1.37K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.96K- 2.02% |
$594K - $678K
|
192K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.02K- 99.09% |
$604K - $689K
|
37
$6.67K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-4.1K- 48.05% |
$615K - $702K
|
4.43K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.15K- 5.93% |
$622K - $710K
|
65.8K
$11.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.64K- 33.54% |
$697K - $796K
|
9.2K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.73K- 47.47% |
$710K - $810K
|
5.24K
$944K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.91K- 5.5% |
$736K - $841K
|
84.3K
$15.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.91K- 3.09% |
$737K - $842K
|
154K
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.24K- 9.75% |
$786K - $898K
|
48.5K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.41K- 52.83% |
$811K - $926K
|
4.83K
$870K
|