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 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.84K+ 2.6% |
$275K - $314K
|
72.4K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.83K+ 2.99% |
$274K - $313K
|
63.1K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.82K+ 8.95% |
$272K - $311K
|
22.1K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.81KNew |
$271K - $310K
|
1.81K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.78KNew |
$268K - $305K
|
1.78K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 6.37% |
$267K - $305K
|
29.7K
$5.3M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.77KNew |
$265K - $302K
|
1.77K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.75K+ 76.46% |
$262K - $299K
|
4.03K
$719K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.74KNew |
$262K - $299K
|
1.74K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.64K+ 10.56% |
$246K - $281K
|
17.2K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.61K+ 47.23% |
$242K - $277K
|
5.03K
$897K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.59K+ 3.45% |
$239K - $273K
|
47.8K
$8.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.57KNew |
$235K - $268K
|
1.57K
$279K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.55KNew |
$232K - $265K
|
1.55K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.55K+ 1287.5% |
$232K - $265K
|
1.67K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.53K+ 2.17% |
$230K - $263K
|
72.4K
$12.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.52KNew |
$228K - $260K
|
1.52K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
1.5KNew |
$225K - $257K
|
1.5K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.49KNew |
$224K - $255K
|
1.49K
$266K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.45K+ 8.07% |
$218K - $249K
|
19.4K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.45K+ 11.29% |
$217K - $248K
|
14.2K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.44KNew |
$216K - $246K
|
1.44K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.42K+ 17.19% |
$213K - $243K
|
9.68K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.42KNew |
$212K - $242K
|
1.42K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.4KNew |
$210K - $240K
|
1.4K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.4KNew |
$210K - $240K
|
1.4K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.4KNew |
$210K - $240K
|
1.4K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.39KNew |
$208K - $237K
|
1.39K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.38K+ 10.86% |
$207K - $236K
|
14.1K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.36K+ 2.43% |
$205K - $234K
|
57.6K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.35KNew |
$203K - $231K
|
1.35K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.33KNew |
$199K - $228K
|
1.33K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.31KNew |
$197K - $224K
|
1.31K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.3KNew |
$195K - $223K
|
1.3K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.29KNew |
$193K - $221K
|
1.29K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.28KNew |
$193K - $220K
|
1.28K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.28KNew |
$192K - $219K
|
1.28K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.28KNew |
$192K - $219K
|
1.28K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.27KNew |
$191K - $218K
|
1.27K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
1.27K+ 17.53% |
$191K - $218K
|
8.53K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.27KNew |
$190K - $217K
|
1.27K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.26K+ 2.93% |
$189K - $216K
|
44.2K
$7.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.25KNew |
$188K - $215K
|
1.25K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25KNew |
$187K - $214K
|
1.25K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.25KNew |
$187K - $214K
|
1.25K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.24KNew |
$186K - $213K
|
1.24K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.24KNew |
$186K - $212K
|
1.24K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.24KNew |
$186K - $212K
|
1.24K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.23KNew |
$185K - $211K
|
1.23K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
1.23KNew |
$185K - $211K
|
1.23K
$220K
|