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 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.15% |
$300 - $343
|
1.33K
$235K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.3% |
$150 - $171
|
331
$58.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 3.33% |
$150 - $171
|
31
$5.48K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$150 - $171
|
3.41K
$603K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.24% |
$150 - $171
|
415
$73.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- 0.07% |
$150 - $171
|
1.44K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.02% |
$150 - $171
|
6.57K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1- 0.05% |
$150 - $171
|
2.02K
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.52% |
$300 - $343
|
383
$67.7K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.05% |
$450 - $514
|
6.05K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3- 0.16% |
$450 - $514
|
1.82K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4- 0.27% |
$600 - $685
|
1.46K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-10- 0.26% |
$1.5K - $1.71K
|
3.91K
$691K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.28% |
$1.5K - $1.71K
|
3.53K
$624K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.07% |
$1.5K - $1.71K
|
14.7K
$2.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-12- 0.34% |
$1.8K - $2.06K
|
3.53K
$624K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13- 0.05% |
$1.95K - $2.23K
|
23.9K
$4.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-13- 4.15% |
$1.95K - $2.23K
|
300
$53K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17- 0.27% |
$2.55K - $2.91K
|
6.4K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 8.18% |
$2.7K - $3.08K
|
202
$35.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-18- 0.28% |
$2.7K - $3.08K
|
6.5K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-23- 0.18% |
$3.45K - $3.94K
|
12.8K
$2.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-24- 0.5% |
$3.6K - $4.11K
|
4.81K
$850K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-25- 1.56% |
$3.75K - $4.28K
|
1.58K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-25- 0.14% |
$3.75K - $4.28K
|
18.4K
$3.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-26- 0.41% |
$3.9K - $4.45K
|
6.36K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 1.58% |
$3.9K - $4.45K
|
1.62K
$287K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 2.8% |
$4.05K - $4.63K
|
939
$166K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 0.29% |
$4.05K - $4.63K
|
9.34K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29- 1.01% |
$4.35K - $4.97K
|
2.85K
$503K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31- 0.12% |
$4.65K - $5.31K
|
25.7K
$4.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 0.45% |
$5.1K - $5.83K
|
7.5K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-35- 0.49% |
$5.25K - $6K
|
7.14K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35- 0.54% |
$5.25K - $6K
|
6.47K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40- 5.06% |
$6K - $6.85K
|
750
$133K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-43- 2.07% |
$6.45K - $7.37K
|
2.04K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-43- 2.04% |
$6.45K - $7.37K
|
2.07K
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-44- 2.3% |
$6.6K - $7.54K
|
1.87K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 1.32% |
$6.75K - $7.71K
|
3.36K
$594K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-48- 1.64% |
$7.2K - $8.22K
|
2.88K
$510K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-49- 1.35% |
$7.35K - $8.4K
|
3.58K
$632K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.3% |
$7.5K - $8.57K
|
2.12K
$375K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-50- 1.42% |
$7.5K - $8.57K
|
3.47K
$614K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.64% |
$7.5K - $8.57K
|
7.75K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-51- 3.72% |
$7.65K - $8.74K
|
1.32K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-54- 2.71% |
$8.1K - $9.25K
|
1.94K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 8.44% |
$9K - $10.3K
|
651
$115K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-67- 0.64% |
$10.1K - $11.5K
|
10.5K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-71- 4.58% |
$10.7K - $12.2K
|
1.48K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-75- 2.45% |
$11.3K - $12.9K
|
2.98K
$528K
|