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 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
33+ 0.51% |
$4.95K - $5.65K
|
6.5K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33New |
$4.95K - $5.65K
|
33
$5.88K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
32+ 1.7% |
$4.8K - $5.48K
|
1.91K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
32+ 1.33% |
$4.8K - $5.48K
|
2.44K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
30+ 12.88% |
$4.5K - $5.14K
|
263
$46.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 5.54% |
$4.5K - $5.14K
|
572
$102K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 25.0% |
$4.5K - $5.14K
|
150
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
28+ 0.41% |
$4.2K - $4.8K
|
6.85K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 1.2% |
$3.9K - $4.45K
|
2.2K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
24New |
$3.6K - $4.11K
|
24
$4.28K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
23+ 0.45% |
$3.45K - $3.94K
|
5.18K
$924K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23+ 0.73% |
$3.45K - $3.94K
|
3.16K
$563K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.08% |
$3K - $3.43K
|
24.8K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.44% |
$3K - $3.43K
|
4.54K
$810K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19+ 0.52% |
$2.85K - $3.26K
|
3.65K
$650K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.52% |
$2.7K - $3.08K
|
3.46K
$617K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
17+ 0.86% |
$2.55K - $2.91K
|
1.99K
$354K
|
|
|
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
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 1.18% |
$2.4K - $2.74K
|
1.37K
$244K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
15+ 0.05% |
$2.25K - $2.57K
|
29.3K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 0.07% |
$1.95K - $2.23K
|
19.3K
$3.44M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
13+ 0.42% |
$1.95K - $2.23K
|
3.15K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
12+ 0.54% |
$1.8K - $2.06K
|
2.22K
$396K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.81% |
$1.8K - $2.06K
|
1.49K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
12+ 0.05% |
$1.8K - $2.06K
|
26.4K
$4.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.32% |
$1.8K - $2.06K
|
3.79K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 15.07% |
$1.65K - $1.88K
|
84
$15K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 0.09% |
$1.65K - $1.88K
|
12.1K
$2.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
11+ 0.52% |
$1.65K - $1.88K
|
2.11K
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10+ 0.03% |
$1.5K - $1.71K
|
31.9K
$5.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9New |
$1.35K - $1.54K
|
9
$1.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$1.35K - $1.54K
|
2.38K
$424K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.12% |
$1.35K - $1.54K
|
7.51K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9+ 0.53% |
$1.35K - $1.54K
|
1.7K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.45% |
$1.05K - $1.2K
|
1.55K
$277K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7+ 0.07% |
$1.05K - $1.2K
|
9.66K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7+ 0.35% |
$1.05K - $1.2K
|
2.02K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.2% |
$1.05K - $1.2K
|
3.45K
$614K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
6+ 120.0% |
$900 - $1.03K
|
11
$1.96K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.22% |
$900 - $1.03K
|
2.67K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$900 - $1.03K
|
6
$1.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.31% |
$750 - $857
|
1.6K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.01% |
$750 - $857
|
52.6K
$9.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.49% |
$750 - $857
|
1.03K
$184K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$750 - $857
|
1.42K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.18% |
$750 - $857
|
2.72K
$484K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.23% |
$750 - $857
|
2.23K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.21% |
$750 - $857
|
2.39K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.1% |
$750 - $857
|
4.81K
$857K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.4% |
$600 - $685
|
1.01K
$181K
|