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
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-350- 5.08% |
$46K - $52.4K
|
6.55K
$1.16M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-364- 2.26% |
$47.8K - $54.5K
|
15.7K
$2.78M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-364- 2.26% |
$47.8K - $54.5K
|
15.7K
$2.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-370- 4.53% |
$48.6K - $55.4K
|
7.8K
$1.38M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-386- 6.64% |
$50.7K - $57.8K
|
5.43K
$959K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-394- 12.42% |
$51.7K - $59K
|
2.78K
$491K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-399- 10.91% |
$52.4K - $59.7K
|
3.26K
$576K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-400- 4.54% |
$52.5K - $59.9K
|
8.41K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-411- 2.17% |
$54K - $61.5K
|
18.6K
$3.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-412- 7.74% |
$54.1K - $61.7K
|
4.91K
$869K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-430- 4.53% |
$56.5K - $64.3K
|
9.06K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-449- 6.77% |
$59K - $67.2K
|
6.18K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-450- 15.44% |
$59.1K - $67.3K
|
2.47K
$436K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-478- 15.67% |
$62.8K - $71.5K
|
2.57K
$455K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-489- 3.92% |
$64.2K - $73.2K
|
12K
$2.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-506- 1.06% |
$66.4K - $75.7K
|
47K
$8.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-515- 1.85% |
$67.6K - $77.1K
|
27.3K
$4.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-522- 23.42% |
$68.5K - $78.1K
|
1.71K
$302K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-524- 18.53% |
$68.8K - $78.4K
|
2.3K
$407K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-546- 6.01% |
$71.7K - $81.7K
|
8.55K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-549- 4.29% |
$72.1K - $82.2K
|
12.2K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-551- 5.58% |
$72.4K - $82.5K
|
9.32K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-562- 7.18% |
$73.8K - $84.1K
|
7.26K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-566- 4.55% |
$74.3K - $84.7K
|
11.9K
$2.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-587- 9.39% |
$77.1K - $87.8K
|
5.66K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-603- 13.46% |
$79.2K - $90.2K
|
3.88K
$686K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-614- 2.33% |
$80.6K - $91.9K
|
25.8K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-628- 25.78% |
$82.5K - $94K
|
1.81K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-637- 1.27% |
$83.7K - $95.3K
|
49.4K
$8.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-648- 29.52% |
$85.1K - $97K
|
1.55K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-677- 6.17% |
$88.9K - $101K
|
10.3K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-688- 1.84% |
$90.3K - $103K
|
36.6K
$6.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-691- 30.4% |
$90.7K - $103K
|
1.58K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-697- 0.81% |
$91.5K - $104K
|
85.7K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-705- 12.69% |
$92.6K - $105K
|
4.85K
$857K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-720- 44.36% |
$94.6K - $108K
|
903
$160K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-740- 3.45% |
$97.2K - $111K
|
20.7K
$3.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-793- 6.08% |
$104K - $119K
|
12.2K
$2.16M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-800- 32.18% |
$105K - $120K
|
1.69K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-803- 1.66% |
$105K - $120K
|
47.5K
$8.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-807- 1.97% |
$106K - $121K
|
40.1K
$7.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-891- 2.17% |
$117K - $133K
|
40.1K
$7.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-897- 0.4% |
$118K - $134K
|
226K
$39.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-901- 4.56% |
$118K - $135K
|
18.9K
$3.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-951- 1.09% |
$125K - $142K
|
86.1K
$15.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-952- 4.57% |
$125K - $142K
|
19.9K
$3.52M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-954- 19.3% |
$125K - $143K
|
3.99K
$705K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-980- 4.76% |
$129K - $147K
|
19.6K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-992- 1.61% |
$130K - $148K
|
60.5K
$10.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1K- 26.43% |
$132K - $150K
|
2.79K
$494K
|