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 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.22KNew |
$182K - $208K
|
1.22K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.21KNew |
$182K - $208K
|
1.21K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.21K+ 27.49% |
$182K - $207K
|
5.62K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.21KNew |
$181K - $207K
|
1.21K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.21K+ 26.17% |
$181K - $206K
|
5.81K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.2KNew |
$180K - $206K
|
1.2K
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$180K - $206K
|
1.2K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.19K+ 9.32% |
$179K - $204K
|
14K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.18KNew |
$177K - $202K
|
1.18K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.21% |
$176K - $201K
|
54.2K
$9.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.17K+ 353.33% |
$175K - $200K
|
1.5K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.03K+ 41.51% |
$154K - $176K
|
3.5K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.01KNew |
$151K - $172K
|
1.01K
$179K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
957+ 1.03% |
$144K - $164K
|
93.6K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
950+ 0.56% |
$143K - $163K
|
169K
$30.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
923+ 9.77% |
$138K - $158K
|
10.4K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
917+ 101.89% |
$138K - $157K
|
1.82K
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
913New |
$137K - $156K
|
913
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
905+ 8.69% |
$136K - $155K
|
11.3K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
901+ 4.0% |
$135K - $154K
|
23.4K
$4.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
889New |
$133K - $152K
|
889
$158K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
888+ 8.14% |
$133K - $152K
|
11.8K
$2.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
829+ 6.34% |
$124K - $142K
|
13.9K
$2.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
796+ 1.81% |
$119K - $136K
|
44.9K
$8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
796+ 21.01% |
$119K - $136K
|
4.59K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
790+ 6.47% |
$119K - $135K
|
13K
$2.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
767+ 0.34% |
$115K - $131K
|
229K
$40.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
761+ 38.53% |
$114K - $130K
|
2.74K
$488K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
752+ 3760.0% |
$113K - $129K
|
772
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
745+ 0.77% |
$112K - $128K
|
97.3K
$17.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
727+ 1.16% |
$109K - $125K
|
63.6K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
723+ 22.72% |
$108K - $124K
|
3.91K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
721+ 17.68% |
$108K - $124K
|
4.8K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
716+ 30.66% |
$107K - $123K
|
3.05K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
706+ 2.87% |
$106K - $121K
|
25.3K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
665+ 18.4% |
$99.8K - $114K
|
4.28K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
631+ 18.46% |
$94.7K - $108K
|
4.05K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
610+ 11.91% |
$91.5K - $105K
|
5.73K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
575+ 1402.44% |
$86.3K - $98.5K
|
616
$110K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
573+ 10.28% |
$86K - $98.2K
|
6.15K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
549+ 7.24% |
$82.4K - $94.1K
|
8.13K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
546+ 8.91% |
$81.9K - $93.6K
|
6.68K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
538+ 5.74% |
$80.7K - $92.2K
|
9.92K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
516+ 15.42% |
$77.4K - $88.4K
|
3.86K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
506+ 1.88% |
$75.9K - $86.7K
|
27.5K
$4.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
501+ 0.34% |
$75.2K - $85.8K
|
146K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
498+ 14.74% |
$74.7K - $85.3K
|
3.88K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
494New |
$74.1K - $84.6K
|
494
$88.1K
|