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 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
487+ 9.94% |
$73.1K - $83.4K
|
5.39K
$960K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
486+ 9.33% |
$72.9K - $83.3K
|
5.7K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
481+ 5.87% |
$72.2K - $82.4K
|
8.68K
$1.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
475New |
$71.3K - $81.4K
|
475
$84.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
467+ 21.32% |
$70.1K - $80K
|
2.66K
$474K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
460+ 23.17% |
$69K - $78.8K
|
2.45K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
453+ 9.93% |
$68K - $77.6K
|
5.01K
$894K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
419+ 13.9% |
$62.9K - $71.8K
|
3.43K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
411+ 45.41% |
$61.7K - $70.4K
|
1.32K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
386+ 3.27% |
$57.9K - $66.1K
|
12.2K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
382+ 4.84% |
$57.3K - $65.5K
|
8.27K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
366+ 5.12% |
$54.9K - $62.7K
|
7.52K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
357+ 4.54% |
$53.6K - $61.2K
|
8.22K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
355+ 13.91% |
$53.3K - $60.8K
|
2.91K
$518K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
351+ 153.95% |
$52.7K - $60.1K
|
579
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
350+ 7.18% |
$52.5K - $60K
|
5.23K
$932K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
342+ 12.7% |
$51.3K - $58.6K
|
3.04K
$541K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
330+ 0.11% |
$49.5K - $56.5K
|
304K
$54.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
300+ 3.05% |
$45K - $51.4K
|
10.1K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300+ 3.13% |
$45K - $51.4K
|
9.88K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$45K - $51.4K
|
300
$53.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
274+ 3.74% |
$41.1K - $46.9K
|
7.6K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
262+ 7.35% |
$39.3K - $44.9K
|
3.83K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
258+ 13.4% |
$38.7K - $44.2K
|
2.18K
$389K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
258+ 4.21% |
$38.7K - $44.2K
|
6.39K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
252+ 0.76% |
$37.8K - $43.2K
|
33.5K
$5.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
235+ 2.39% |
$35.3K - $40.3K
|
10.1K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
230+ 17.22% |
$34.5K - $39.4K
|
1.57K
$279K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 6.59% |
$33.6K - $38.4K
|
3.63K
$646K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
202+ 4.25% |
$30.3K - $34.6K
|
4.96K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
201+ 157.03% |
$30.2K - $34.4K
|
329
$58.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
194+ 4.0% |
$29.1K - $33.2K
|
5.04K
$898K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
192+ 7.1% |
$28.8K - $32.9K
|
2.9K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
191+ 1.86% |
$28.7K - $32.7K
|
10.5K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
191New |
$28.7K - $32.7K
|
191
$34K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
188+ 1.43% |
$28.2K - $32.2K
|
13.3K
$2.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
175New |
$26.3K - $30K
|
175
$31.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
173+ 7.39% |
$26K - $29.6K
|
2.51K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
172New |
$25.8K - $29.5K
|
172
$30.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
164New |
$24.6K - $28.1K
|
164
$29.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
161+ 10.43% |
$24.2K - $27.6K
|
1.71K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
161+ 4.93% |
$24.2K - $27.6K
|
3.43K
$611K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
158+ 17.97% |
$23.7K - $27.1K
|
1.04K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
157+ 26.3% |
$23.6K - $26.9K
|
754
$134K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
152+ 1.71% |
$22.8K - $26K
|
9.02K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
152+ 1.97% |
$22.8K - $26K
|
7.86K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
151+ 9.15% |
$22.7K - $25.9K
|
1.8K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
150New |
$22.5K - $25.7K
|
150
$26.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150+ 375.0% |
$22.5K - $25.7K
|
190
$33.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
148+ 7.34% |
$22.2K - $25.4K
|
2.16K
$386K
|