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
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-288- 4.06% |
$43.2K - $49.3K
|
6.81K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-305- 7.95% |
$45.8K - $52.3K
|
3.53K
$624K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-322- 2.21% |
$48.3K - $55.2K
|
14.2K
$2.52M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-325- 5.95% |
$48.8K - $55.7K
|
5.14K
$909K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-328- 30.31% |
$49.2K - $56.2K
|
754
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-338- 2.27% |
$50.7K - $57.9K
|
14.5K
$2.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-340- 0.99% |
$51K - $58.3K
|
33.8K
$5.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-368- 4.9% |
$55.2K - $63.1K
|
7.15K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-369- 5.22% |
$55.4K - $63.2K
|
6.7K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-370- 91.58% |
$55.5K - $63.4K
|
34
$6.01K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-374- 6.6% |
$56.1K - $64.1K
|
5.29K
$936K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-374- 7.28% |
$56.1K - $64.1K
|
4.77K
$843K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-375- 11.34% |
$56.3K - $64.3K
|
2.93K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-378- 17.81% |
$56.7K - $64.8K
|
1.74K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-405- 3.71% |
$60.8K - $69.4K
|
10.5K
$1.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-410- 5.14% |
$61.5K - $70.2K
|
7.57K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-415- 2.55% |
$62.3K - $71.1K
|
15.9K
$2.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-417- 12.61% |
$62.6K - $71.4K
|
2.89K
$511K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-422- 8.36% |
$63.3K - $72.3K
|
4.62K
$817K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-425- 19.26% |
$63.8K - $72.8K
|
1.78K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-425- 4.27% |
$63.8K - $72.8K
|
9.53K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-427- 3.35% |
$64.1K - $73.2K
|
12.3K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-428- 2.8% |
$64.2K - $73.3K
|
14.9K
$2.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-436- 0.8% |
$65.4K - $74.7K
|
54K
$9.55M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-436- 13.87% |
$65.4K - $74.7K
|
2.71K
$479K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-438- 26.27% |
$65.7K - $75K
|
1.23K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-465- 24.33% |
$69.8K - $79.7K
|
1.45K
$256K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-499- 7.72% |
$74.9K - $85.5K
|
5.96K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-511- 6.55% |
$76.7K - $87.6K
|
7.29K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-514- 1.99% |
$77.1K - $88.1K
|
25.3K
$4.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-514- 9.8% |
$77.1K - $88.1K
|
4.73K
$837K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-523- 10.18% |
$78.5K - $89.6K
|
4.61K
$816K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-594- 2.42% |
$89.1K - $102K
|
24K
$4.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-603- 12.09% |
$90.5K - $103K
|
4.39K
$775K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-715- 24.69% |
$107K - $123K
|
2.18K
$386K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-723- 15.98% |
$108K - $124K
|
3.8K
$672K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-804- 3.51% |
$121K - $138K
|
22.1K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-889- 87.59% |
$133K - $152K
|
126
$22.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-909- 2.6% |
$136K - $156K
|
34K
$6.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-918- 20.93% |
$138K - $157K
|
3.47K
$613K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-938- 10.09% |
$141K - $161K
|
8.36K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-954- 3.44% |
$143K - $163K
|
26.8K
$4.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-991- 6.8% |
$149K - $170K
|
13.6K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-993- 0.91% |
$149K - $170K
|
108K
$19.1M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 48.6% |
$164K - $188K
|
1.16K
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.1K- 1.1% |
$165K - $188K
|
98.4K
$17.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 3.61% |
$167K - $190K
|
29.6K
$5.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 7.09% |
$181K - $206K
|
15.8K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.31K- 26.25% |
$197K - $225K
|
3.69K
$652K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.38K- 1.72% |
$207K - $236K
|
79.1K
$14M
|