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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.68K+ 0.56% |
$1M - $1.15M
|
1.2M
$214M
|
|
|
Nov 13, 2024
Q3 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
6.68KNew |
$1M - $1.14M
|
6.68K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.55K+ 4.41% |
$983K - $1.12M
|
155K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.42K+ 466.91% |
$963K - $1.1M
|
7.8K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.12K+ 10.94% |
$918K - $1.05M
|
62.1K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.66K+ 119.51% |
$849K - $970K
|
10.4K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.59K+ 15.35% |
$839K - $958K
|
42K
$7.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.43K+ 8.34% |
$814K - $930K
|
70.5K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
4.59KNew |
$688K - $786K
|
4.59K
$818K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.43K+ 63.33% |
$665K - $759K
|
11.4K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.39K+ 46.47% |
$659K - $753K
|
13.8K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4.35K+ 12.35% |
$653K - $746K
|
39.6K
$7.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.98KNew |
$598K - $682K
|
3.98K
$710K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.91K+ 100.85% |
$587K - $670K
|
7.79K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.78K+ 1112.94% |
$568K - $648K
|
4.12K
$735K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.74K+ 9.67% |
$561K - $641K
|
42.4K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.7KNew |
$556K - $634K
|
3.7K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.66K+ 6.98% |
$550K - $628K
|
56.1K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.65KNew |
$547K - $625K
|
3.65K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.48KNew |
$521K - $595K
|
3.48K
$619K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.29K+ 11.21% |
$494K - $564K
|
32.7K
$5.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
3.28KNew |
$491K - $561K
|
3.28K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.2K+ 125.02% |
$480K - $548K
|
5.76K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.19K+ 185.78% |
$478K - $546K
|
4.9K
$874K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.18KNew |
$478K - $545K
|
3.18K
$567K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.17KNew |
$476K - $543K
|
3.17K
$565K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.15K+ 100.0% |
$473K - $540K
|
6.31K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.92K+ 66.45% |
$438K - $501K
|
7.32K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.92KNew |
$438K - $500K
|
2.92K
$520K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9K+ 191.16% |
$435K - $496K
|
4.41K
$786K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.8K+ 24.36% |
$419K - $479K
|
14.3K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.59K+ 7.06% |
$389K - $444K
|
39.3K
$7.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.58KNew |
$387K - $442K
|
2.58K
$460K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.57K+ 61.82% |
$385K - $439K
|
6.71K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.46KNew |
$369K - $422K
|
2.46K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.39K+ 1.02% |
$359K - $410K
|
236K
$42.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.36KNew |
$354K - $404K
|
2.36K
$421K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.33KNew |
$350K - $399K
|
2.33K
$415K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 8.47% |
$344K - $393K
|
29.4K
$5.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.21K+ 0.63% |
$332K - $379K
|
354K
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.21K+ 2.77% |
$332K - $379K
|
81.9K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.04K+ 114.22% |
$306K - $350K
|
3.83K
$682K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.03K+ 9.93% |
$304K - $347K
|
22.5K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.01K+ 4.02% |
$301K - $344K
|
51.9K
$9.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.97KNew |
$295K - $337K
|
1.97K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.97KNew |
$295K - $337K
|
1.97K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.96KNew |
$295K - $337K
|
1.96K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.95KNew |
$293K - $334K
|
1.95K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.95K+ 16.83% |
$293K - $334K
|
13.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.91K+ 55.37% |
$286K - $327K
|
5.35K
$953K
|