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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.8% |
$1.31K - $1.5K
|
1.26K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.59% |
$1.18K - $1.35K
|
1.52K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 9.76% |
$1.05K - $1.2K
|
90
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.11% |
$1.05K - $1.2K
|
7.63K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7+ 0.13% |
$919 - $1.05K
|
5.6K
$920K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
7+ 0.04% |
$919 - $1.05K
|
17K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.41% |
$919 - $1.05K
|
1.73K
$284K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
6+ 0.15% |
$788 - $898
|
4.13K
$677K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 10.0% |
$788 - $898
|
66
$10.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.22% |
$657 - $748
|
2.23K
$366K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
5+ 1.37% |
$657 - $748
|
371
$60.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
5New |
$657 - $748
|
5
$821
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$657 - $748
|
2.06K
$338K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.21% |
$657 - $748
|
2.36K
$387K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.01% |
$525 - $599
|
34.1K
$5.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.15% |
$394 - $449
|
1.95K
$320K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$394 - $449
|
2.05K
$336K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.2% |
$263 - $299
|
1.03K
$168K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 0.93% |
$263 - $299
|
216
$35.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2+ 0.12% |
$263 - $299
|
1.65K
$270K
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.1% |
$263 - $299
|
2.07K
$340K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.34% |
$131 - $150
|
295
$48.4K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.31% |
$131 - $150
|
327
$53.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.02% |
$131 - $150
|
5.5K
$903K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.07% |
$131 - $150
|
1.42K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$131 - $150
|
4.12K
$676K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$131 - $150
|
702
$115K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$131 - $150
|
301
$49.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.97% |
$131 - $150
|
104
$17.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$131 - $150
|
7.09K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2- 0.13% |
$263 - $299
|
1.53K
$251K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3- 0.14% |
$394 - $449
|
2.14K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.06% |
$394 - $449
|
5.01K
$822K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 0.61% |
$394 - $449
|
489
$80.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-4- 1.42% |
$525 - $599
|
278
$45.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 0.17% |
$525 - $599
|
2.38K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-4- 9.76% |
$525 - $599
|
37
$6.07K
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-5- 0.01% |
$657 - $748
|
46.8K
$7.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-6- 0.21% |
$788 - $898
|
2.84K
$467K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8- 0.27% |
$1.05K - $1.2K
|
3K
$493K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-8- 9.09% |
$1.05K - $1.2K
|
80
$13.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10- 1.1% |
$1.31K - $1.5K
|
900
$148K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-10- 10.53% |
$1.31K - $1.5K
|
85
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 15.71% |
$1.44K - $1.65K
|
59
$9.68K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11- 0.09% |
$1.44K - $1.65K
|
11.6K
$1.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-12- 0.3% |
$1.58K - $1.8K
|
4.03K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13- 0.1% |
$1.71K - $1.95K
|
12.9K
$2.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13- 0.34% |
$1.71K - $1.95K
|
3.8K
$624K
|