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 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-96- 3.69% |
$12.6K - $14.4K
|
2.51K
$443K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-98- 0.75% |
$12.9K - $14.7K
|
13K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-104- 0.9% |
$13.7K - $15.6K
|
11.4K
$2.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-106- 1.48% |
$13.9K - $15.9K
|
7.04K
$1.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-108- 2.19% |
$14.2K - $16.2K
|
4.83K
$853K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-112- 2.74% |
$14.7K - $16.8K
|
3.98K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-114- 2.31% |
$15K - $17.1K
|
4.81K
$851K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-117- 11.88% |
$15.4K - $17.5K
|
868
$153K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-122- 16.12% |
$16K - $18.3K
|
635
$112K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-122- 0.33% |
$16K - $18.3K
|
37.2K
$6.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-140- 0.91% |
$18.4K - $20.9K
|
15.3K
$2.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-141- 0.43% |
$18.5K - $21.1K
|
32.6K
$5.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-147- 1.13% |
$19.3K - $22K
|
12.8K
$2.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-149- 38.11% |
$19.6K - $22.3K
|
242
$42.8K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-155- 2.11% |
$20.4K - $23.2K
|
7.19K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-155- 4.42% |
$20.4K - $23.2K
|
3.36K
$593K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-160- 18.58% |
$21K - $23.9K
|
701
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-160- 4.94% |
$21K - $23.9K
|
3.08K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-164- 2.66% |
$21.5K - $24.5K
|
5.99K
$1.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-165- 0.28% |
$21.7K - $24.7K
|
58.3K
$10.3M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-170- 6.08% |
$22.3K - $25.4K
|
2.63K
$464K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-178- 4.29% |
$23.4K - $26.6K
|
3.98K
$703K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-181- 8.59% |
$23.8K - $27.1K
|
1.93K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-191- 0.67% |
$25.1K - $28.6K
|
28.3K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-192- 5.26% |
$25.2K - $28.7K
|
3.46K
$611K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-197- 2.16% |
$25.9K - $29.5K
|
8.92K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-198- 10.18% |
$26K - $29.6K
|
1.75K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-200- 2.3% |
$26.3K - $29.9K
|
8.49K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-204- 0.83% |
$26.8K - $30.5K
|
24.4K
$4.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-208- 1.64% |
$27.3K - $31.1K
|
12.5K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-211- 4.82% |
$27.7K - $31.6K
|
4.17K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-219- 13.6% |
$28.8K - $32.8K
|
1.39K
$246K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-226- 6.77% |
$29.7K - $33.8K
|
3.11K
$550K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-228- 88.72% |
$29.9K - $34.1K
|
29
$5.13K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-235- 2.37% |
$30.9K - $35.2K
|
9.68K
$1.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-239- 4.54% |
$31.4K - $35.8K
|
5.03K
$888K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-267- 7.79% |
$35.1K - $40K
|
3.16K
$559K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-273- 5.31% |
$35.9K - $40.9K
|
4.87K
$861K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-278- 15.46% |
$36.5K - $41.6K
|
1.52K
$269K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-278- 4.22% |
$36.5K - $41.6K
|
6.31K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-279- 3.54% |
$36.6K - $41.7K
|
7.59K
$1.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-288- 2.65% |
$37.8K - $43.1K
|
10.6K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-304- 10.58% |
$39.9K - $45.5K
|
2.57K
$454K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-305- 17.89% |
$40.1K - $45.6K
|
1.4K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-307- 8.39% |
$40.3K - $45.9K
|
3.35K
$593K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-307- 35.82% |
$40.3K - $45.9K
|
550
$97.2K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-311- 5.52% |
$40.8K - $46.5K
|
5.33K
$942K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-319- 0.56% |
$41.9K - $47.7K
|
56.9K
$10.1M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-325- 10.91% |
$42.7K - $48.6K
|
2.66K
$469K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-341- 50.07% |
$44.8K - $51K
|
340
$60.1K
|