Purchases and Sales Made in Q4 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
73.4M+ 100352.65% |
$9.64B - $11B
|
73.5M
$12.1B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
622KNew |
$81.7M - $93.1M
|
622K
$102M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
477KNew |
$62.7M - $71.4M
|
477K
$78.3M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
431K+ 68.41% |
$56.6M - $64.5M
|
1.06M
$174M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
377K+ 1030.75% |
$49.5M - $56.4M
|
413K
$67.9M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
300K+ 968.6% |
$39.4M - $44.9M
|
331K
$54.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Starboard Value LP
New York, NY |
BUY
|
- |
300K+ 50.0% |
$39.4M - $44.9M
|
900K
$148M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
279K+ 131.44% |
$36.7M - $41.8M
|
492K
$80.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185K+ 15.45% |
$24.3M - $27.7M
|
1.38M
$227M
|
|
|
Feb 14, 2023
Q4 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
180K+ 23.19% |
$23.6M - $26.9M
|
954K
$157M
|
|
|
Feb 14, 2023
Q4 2022
|
Towle & CO
Denver, CO |
BUY
|
- |
179KNew |
$23.5M - $26.8M
|
179K
$29.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
173K+ 135.03% |
$22.8M - $26M
|
302K
$49.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
166K+ 13.41% |
$21.9M - $24.9M
|
1.41M
$231M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
158K+ 8.77% |
$20.7M - $23.6M
|
1.96M
$321M
|
|
|
Feb 09, 2023
Q4 2022
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
141K+ 1705.92% |
$18.5M - $21.1M
|
150K
$24.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
139K+ 1128.3% |
$18.3M - $20.8M
|
152K
$24.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
118KNew |
$15.5M - $17.7M
|
118K
$19.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
118K+ 21.87% |
$15.5M - $17.6M
|
656K
$108M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
114K+ 923.46% |
$15M - $17M
|
126K
$20.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
95.7K+ 46.56% |
$12.6M - $14.3M
|
301K
$49.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
94KNew |
$12.3M - $14.1M
|
94K
$15.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
89.6K+ 16204.34% |
$11.8M - $13.4M
|
90.2K
$14.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
83.6KNew |
$11M - $12.5M
|
83.6K
$13.7M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
83.6KNew |
$11M - $12.5M
|
83.6K
$13.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Leeward Investments, LLC Ma
|
BUY
|
- |
79.7K+ 69.49% |
$10.5M - $11.9M
|
194K
$31.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
74.2K+ 82.29% |
$9.74M - $11.1M
|
164K
$27M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
73.3K+ 3076.73% |
$9.62M - $11M
|
75.6K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
72.9KNew |
$9.57M - $10.9M
|
72.9K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
70.5K+ 30.68% |
$9.26M - $10.6M
|
300K
$49.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
70.1K+ 85.84% |
$9.21M - $10.5M
|
152K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.7K+ 77.08% |
$8.1M - $9.23M
|
142K
$23.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
59.1K+ 3733.12% |
$7.76M - $8.84M
|
60.6K
$9.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
56.3K+ 304.01% |
$7.39M - $8.42M
|
74.8K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.8K+ 262.98% |
$7.33M - $8.36M
|
77.1K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
55.1K+ 93.11% |
$7.24M - $8.25M
|
114K
$18.8M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
49.4KNew |
$6.48M - $7.39M
|
49.4K
$8.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
49.4K+ 34.71% |
$6.48M - $7.39M
|
192K
$31.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.8K+ 695.47% |
$6.28M - $7.15M
|
54.7K
$8.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
47.7K+ 37.66% |
$6.26M - $7.14M
|
174K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
47.5KNew |
$6.24M - $7.11M
|
47.5K
$7.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
43.6KNew |
$5.72M - $6.52M
|
43.6K
$7.15M
|
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
40.7K+ 145.85% |
$5.34M - $6.09M
|
68.6K
$11.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
40.3K+ 16.26% |
$5.3M - $6.04M
|
288K
$47.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
39.2K+ 151.62% |
$5.15M - $5.87M
|
65.1K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.7K+ 76.49% |
$5.08M - $5.79M
|
89.3K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
38.5KNew |
$5.05M - $5.76M
|
38.5K
$6.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
37.1KNew |
$4.87M - $5.55M
|
37.1K
$6.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.7K+ 1.89% |
$4.82M - $5.49M
|
1.98M
$325M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.9K+ 3.16% |
$4.59M - $5.23M
|
1.14M
$187M
|
|
|
Feb 10, 2023
Q4 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
34.7K+ 209.02% |
$4.56M - $5.19M
|
51.3K
$8.42M
|