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 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-25- 1.56% |
$3.75K - $4.28K
|
1.58K
$281K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-25- 0.14% |
$3.75K - $4.28K
|
18.4K
$3.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-26- 0.41% |
$3.9K - $4.45K
|
6.36K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 1.58% |
$3.9K - $4.45K
|
1.62K
$290K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 0.29% |
$4.05K - $4.63K
|
9.34K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 2.8% |
$4.05K - $4.63K
|
939
$167K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29- 1.01% |
$4.35K - $4.97K
|
2.85K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-30- 1.38% |
$4.5K - $5.14K
|
2.15K
$383K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31- 0.12% |
$4.65K - $5.31K
|
25.7K
$4.58M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-31Closed |
$4.65K - $5.31K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-32- 2.18% |
$4.8K - $5.48K
|
1.44K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 0.45% |
$5.1K - $5.83K
|
7.5K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-35- 0.49% |
$5.25K - $6K
|
7.14K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35- 0.54% |
$5.25K - $6K
|
6.47K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40- 5.06% |
$6K - $6.85K
|
750
$134K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-43- 2.04% |
$6.45K - $7.37K
|
2.07K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-43- 0.56% |
$6.45K - $7.37K
|
7.59K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-43- 2.07% |
$6.45K - $7.37K
|
2.04K
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-44- 2.3% |
$6.6K - $7.54K
|
1.87K
$333K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 1.32% |
$6.75K - $7.71K
|
3.36K
$599K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-48- 1.64% |
$7.2K - $8.22K
|
2.88K
$514K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-49- 1.35% |
$7.35K - $8.4K
|
3.58K
$637K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.64% |
$7.5K - $8.57K
|
7.75K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.3% |
$7.5K - $8.57K
|
2.12K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-50- 1.42% |
$7.5K - $8.57K
|
3.47K
$619K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-51- 3.72% |
$7.65K - $8.74K
|
1.32K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-54- 2.71% |
$8.1K - $9.25K
|
1.94K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-55- 8.21% |
$8.25K - $9.42K
|
615
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57- 3.62% |
$8.55K - $9.77K
|
1.52K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-60- 8.44% |
$9K - $10.3K
|
651
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 1.48% |
$9K - $10.3K
|
4K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 5.91% |
$9.6K - $11K
|
1.02K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 6.66% |
$9.75K - $11.1K
|
911
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-67- 0.64% |
$10.1K - $11.5K
|
10.5K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-67- 0.05% |
$10.1K - $11.5K
|
147K
$26.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-71- 4.58% |
$10.7K - $12.2K
|
1.48K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-75- 2.45% |
$11.3K - $12.9K
|
2.98K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-75- 46.88% |
$11.3K - $12.9K
|
85
$15.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-78- 4.5% |
$11.7K - $13.4K
|
1.66K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-79- 1.71% |
$11.9K - $13.5K
|
4.54K
$809K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-79- 2.08% |
$11.9K - $13.5K
|
3.73K
$664K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-82- 4.34% |
$12.3K - $14K
|
1.81K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-82- 2.76% |
$12.3K - $14K
|
2.89K
$516K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-83- 4.13% |
$12.5K - $14.2K
|
1.93K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-85- 3.6% |
$12.8K - $14.6K
|
2.28K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.62% |
$12.9K - $14.7K
|
1.04K
$186K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-87- 2.26% |
$13.1K - $14.9K
|
3.76K
$670K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-88- 0.72% |
$13.2K - $15.1K
|
12.2K
$2.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-90- 1.97% |
$13.5K - $15.4K
|
4.47K
$797K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 11.59% |
$13.8K - $15.8K
|
702
$125K
|