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 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
64+ 67.37% |
$9.6K - $11K
|
159
$28.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 4.23% |
$8.25K - $9.42K
|
1.35K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
53+ 0.38% |
$7.95K - $9.08K
|
14K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
51+ 2.6% |
$7.65K - $8.74K
|
2.01K
$356K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 0.5% |
$6.75K - $7.71K
|
9.12K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
43+ 0.26% |
$6.45K - $7.37K
|
16.8K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.29% |
$6K - $6.85K
|
3.15K
$557K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.72% |
$6K - $6.85K
|
5.56K
$983K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37+ 2.44% |
$5.55K - $6.34K
|
1.55K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
36New |
$5.4K - $6.17K
|
36
$6.36K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36+ 171.43% |
$5.4K - $6.17K
|
57
$10.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33New |
$4.95K - $5.65K
|
33
$5.83K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
33+ 0.51% |
$4.95K - $5.65K
|
6.5K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
32+ 1.7% |
$4.8K - $5.48K
|
1.91K
$338K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 5.54% |
$4.5K - $5.14K
|
572
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 1.2% |
$3.9K - $4.45K
|
2.2K
$388K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
23+ 0.45% |
$3.45K - $3.94K
|
5.18K
$916K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23+ 0.73% |
$3.45K - $3.94K
|
3.16K
$558K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.44% |
$3K - $3.43K
|
4.54K
$803K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19+ 0.52% |
$2.85K - $3.26K
|
3.65K
$645K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.52% |
$2.7K - $3.08K
|
3.46K
$612K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
17+ 0.86% |
$2.55K - $2.91K
|
1.99K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17+ 0.1% |
$2.55K - $2.91K
|
17.3K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 1.18% |
$2.4K - $2.74K
|
1.37K
$242K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
15+ 0.05% |
$2.25K - $2.57K
|
29.3K
$5.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
13+ 0.42% |
$1.95K - $2.23K
|
3.15K
$556K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.32% |
$1.8K - $2.06K
|
3.79K
$670K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
12+ 0.05% |
$1.8K - $2.06K
|
26.4K
$4.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.81% |
$1.8K - $2.06K
|
1.49K
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
11+ 0.52% |
$1.65K - $1.88K
|
2.11K
$374K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 0.09% |
$1.65K - $1.88K
|
12.1K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 15.07% |
$1.65K - $1.88K
|
84
$14.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9+ 0.53% |
$1.35K - $1.54K
|
1.7K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$1.35K - $1.54K
|
2.38K
$420K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9New |
$1.35K - $1.54K
|
9
$1.59K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.12% |
$1.35K - $1.54K
|
7.51K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.45% |
$1.05K - $1.2K
|
1.55K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7+ 0.07% |
$1.05K - $1.2K
|
9.66K
$1.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.2% |
$1.05K - $1.2K
|
3.45K
$609K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7+ 0.35% |
$1.05K - $1.2K
|
2.02K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
6+ 120.0% |
$900 - $1.03K
|
11
$1.94K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$900 - $1.03K
|
6
$1.06K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.22% |
$900 - $1.03K
|
2.67K
$473K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.49% |
$750 - $857
|
1.03K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.23% |
$750 - $857
|
2.23K
$394K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$750 - $857
|
1.42K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.56% |
$600 - $685
|
717
$127K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4New |
$600 - $685
|
4
$707
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.4% |
$600 - $685
|
1.01K
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.09% |
$600 - $685
|
4.54K
$802K
|