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 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 30.23% |
$1.71K - $1.95K
|
30
$4.92K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-15- 0.42% |
$1.97K - $2.24K
|
3.55K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 4.91% |
$2.76K - $3.14K
|
407
$66.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-23- 1.09% |
$3.02K - $3.44K
|
2.09K
$342K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-23- 0.26% |
$3.02K - $3.44K
|
8.73K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-23- 0.7% |
$3.02K - $3.44K
|
3.29K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23- 0.42% |
$3.02K - $3.44K
|
5.48K
$899K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-23- 1.36% |
$3.02K - $3.44K
|
1.66K
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-23- 0.8% |
$3.02K - $3.44K
|
2.87K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-24- 2.8% |
$3.15K - $3.59K
|
834
$137K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-24- 0.3% |
$3.15K - $3.59K
|
8.03K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-25- 0.95% |
$3.28K - $3.74K
|
2.61K
$428K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 0.74% |
$3.28K - $3.74K
|
3.35K
$550K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-26- 23.42% |
$3.41K - $3.89K
|
85
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-26- 0.6% |
$3.41K - $3.89K
|
4.3K
$706K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-26- 1.23% |
$3.41K - $3.89K
|
2.09K
$343K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-26- 0.25% |
$3.41K - $3.89K
|
10.3K
$1.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-29- 0.27% |
$3.81K - $4.34K
|
10.6K
$1.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-30- 0.24% |
$3.94K - $4.49K
|
12.4K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32- 0.28% |
$4.2K - $4.79K
|
11.4K
$1.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-33- 1.02% |
$4.33K - $4.94K
|
3.21K
$527K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-34- 2.84% |
$4.46K - $5.09K
|
1.16K
$191K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-35- 15.42% |
$4.6K - $5.24K
|
192
$31.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-38- 1.5% |
$4.99K - $5.69K
|
2.5K
$410K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-40- 2.01% |
$5.25K - $5.99K
|
1.95K
$320K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-40- 0.72% |
$5.25K - $5.99K
|
5.51K
$904K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-43- 26.88% |
$5.65K - $6.43K
|
117
$19.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-44- 2.29% |
$5.78K - $6.58K
|
1.88K
$309K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-44- 0.5% |
$5.78K - $6.58K
|
8.8K
$1.44M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-46- 0.75% |
$6.04K - $6.88K
|
6.13K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 2.36% |
$6.17K - $7.03K
|
1.94K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-47- 2.99% |
$6.17K - $7.03K
|
1.53K
$251K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-51- 2.53% |
$6.7K - $7.63K
|
1.97K
$323K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-53- 5.2% |
$6.96K - $7.93K
|
966
$159K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-54- 6.87% |
$7.09K - $8.08K
|
732
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-57- 1.74% |
$7.49K - $8.53K
|
3.22K
$528K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-57- 4.91% |
$7.49K - $8.53K
|
1.1K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-63- 74.12% |
$8.27K - $9.43K
|
22
$3.61K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-64- 3.42% |
$8.4K - $9.58K
|
1.81K
$296K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-71- 3.87% |
$9.32K - $10.6K
|
1.76K
$289K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-78- 4.0% |
$10.2K - $11.7K
|
1.87K
$307K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-83- 3.23% |
$10.9K - $12.4K
|
2.49K
$408K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-84- 19.86% |
$11K - $12.6K
|
339
$55.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-85- 1.3% |
$11.2K - $12.7K
|
6.47K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-88- 4.36% |
$11.6K - $13.2K
|
1.93K
$317K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-89- 3.01% |
$11.7K - $13.3K
|
2.86K
$470K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-90- 0.34% |
$11.8K - $13.5K
|
26.2K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-91- 1.09% |
$12K - $13.6K
|
8.24K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-92- 3.88% |
$12.1K - $13.8K
|
2.28K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-92- 5.8% |
$12.1K - $13.8K
|
1.49K
$245K
|