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 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 4.44% |
$22.1K - $25.2K
|
3.46K
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 8.55% |
$21K - $24K
|
1.78K
$317K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
139+ 0.52% |
$20.9K - $23.8K
|
27K
$4.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
137+ 177.92% |
$20.6K - $23.5K
|
214
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
134+ 3.17% |
$20.1K - $23K
|
4.36K
$777K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
132+ 1.22% |
$19.8K - $22.6K
|
11K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
130+ 2.27% |
$19.5K - $22.3K
|
5.86K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
130+ 0.65% |
$19.5K - $22.3K
|
20K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
128+ 0.21% |
$19.2K - $21.9K
|
62.5K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
120New |
$18K - $20.6K
|
120
$21.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
120+ 6.13% |
$18K - $20.6K
|
2.08K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 4.42% |
$18K - $20.6K
|
2.84K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
110+ 1.53% |
$16.5K - $18.8K
|
7.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
108+ 3.88% |
$16.2K - $18.5K
|
2.89K
$515K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106+ 2.2% |
$15.9K - $18.2K
|
4.92K
$878K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
105+ 7.53% |
$15.8K - $18K
|
1.5K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
100New |
$15K - $17.1K
|
100
$17.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
100+ 7.46% |
$15K - $17.1K
|
1.44K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
98+ 1.91% |
$14.7K - $16.8K
|
5.24K
$933K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 100.0% |
$14.3K - $16.3K
|
190
$33.9K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
92+ 13.12% |
$13.8K - $15.8K
|
793
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
90+ 4.6% |
$13.5K - $15.4K
|
2.05K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
90+ 5.11% |
$13.5K - $15.4K
|
1.85K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
87+ 2.59% |
$13.1K - $14.9K
|
3.45K
$615K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
86+ 0.48% |
$12.9K - $14.7K
|
18.1K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
77+ 1.73% |
$11.6K - $13.2K
|
4.52K
$805K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75New |
$11.3K - $12.9K
|
75
$13.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
70+ 1.24% |
$10.5K - $12K
|
5.71K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
70New |
$10.5K - $12K
|
70
$12.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
67New |
$10.1K - $11.5K
|
67
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
66+ 0.52% |
$9.9K - $11.3K
|
12.8K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
64+ 67.37% |
$9.6K - $11K
|
159
$28.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 4.23% |
$8.25K - $9.42K
|
1.35K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55+ 2.8% |
$8.25K - $9.42K
|
2.02K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
53+ 0.38% |
$7.95K - $9.08K
|
14K
$2.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
51+ 2.6% |
$7.65K - $8.74K
|
2.01K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45+ 0.41% |
$6.75K - $7.71K
|
11K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 0.5% |
$6.75K - $7.71K
|
9.12K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
43+ 0.26% |
$6.45K - $7.37K
|
16.8K
$2.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.29% |
$6K - $6.85K
|
3.15K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
40New |
$6K - $6.85K
|
40
$7.13K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.72% |
$6K - $6.85K
|
5.56K
$991K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38New |
$5.7K - $6.51K
|
38
$6.77K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37+ 2.44% |
$5.55K - $6.34K
|
1.55K
$277K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36+ 171.43% |
$5.4K - $6.17K
|
57
$10.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
36New |
$5.4K - $6.17K
|
36
$6.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
35+ 1.52% |
$5.25K - $6K
|
2.34K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34+ 0.18% |
$5.1K - $5.83K
|
18.8K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
34+ 1.21% |
$5.1K - $5.83K
|
2.84K
$507K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
34+ 4.22% |
$5.1K - $5.83K
|
839
$150K
|