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 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-1.03K- 4.16% |
$135K - $154K
|
23.7K
$3.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.03K- 28.34% |
$136K - $154K
|
2.61K
$428K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 6.41% |
$136K - $154K
|
15.1K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 12.79% |
$143K - $163K
|
7.41K
$1.22M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.09K- 20.6% |
$143K - $163K
|
4.2K
$689K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.11K- 11.8% |
$145K - $165K
|
8.26K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 10.44% |
$147K - $168K
|
9.62K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 7.44% |
$150K - $170K
|
14.2K
$2.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 58.88% |
$151K - $172K
|
801
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.16K- 22.94% |
$153K - $174K
|
3.91K
$642K
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.2K- 1.39% |
$158K - $180K
|
84.9K
$13.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.25K- 4.83% |
$164K - $187K
|
24.6K
$4.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.26K- 0.24% |
$165K - $188K
|
524K
$86M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 81.88% |
$176K - $201K
|
297
$48.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.38K- 9.11% |
$182K - $207K
|
13.8K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.4K- 5.63% |
$184K - $209K
|
23.4K
$3.85M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.43K- 37.14% |
$188K - $214K
|
2.42K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 21.22% |
$194K - $221K
|
5.49K
$901K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.56K- 80.19% |
$205K - $234K
|
386
$63.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.63K- 27.42% |
$214K - $244K
|
4.31K
$708K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.65K- 2.63% |
$217K - $247K
|
61.3K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.73K- 1.33% |
$227K - $259K
|
128K
$21M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.76K- 37.6% |
$230K - $263K
|
2.91K
$478K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 76.93% |
$237K - $270K
|
541
$88.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.94K- 12.26% |
$254K - $290K
|
13.8K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.99K- 45.87% |
$261K - $298K
|
2.35K
$385K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.04KClosed |
$268K - $306K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.05K- 15.45% |
$269K - $306K
|
11.2K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.06K- 2.54% |
$271K - $308K
|
79K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-2.12K- 10.91% |
$278K - $317K
|
17.3K
$2.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.13K- 12.51% |
$280K - $319K
|
14.9K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-2.19K- 58.93% |
$288K - $328K
|
1.53K
$250K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.2K- 0.78% |
$288K - $328K
|
279K
$45.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.21K- 32.42% |
$291K - $331K
|
4.62K
$757K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.22K- 30.29% |
$291K - $332K
|
5.1K
$837K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.3K- 6.16% |
$302K - $344K
|
35.1K
$5.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.32K- 46.5% |
$305K - $347K
|
2.67K
$438K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.34K- 66.41% |
$307K - $350K
|
1.18K
$194K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.34K- 11.82% |
$308K - $350K
|
17.5K
$2.87M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.5K- 2.71% |
$329K - $375K
|
90K
$14.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.57K- 11.18% |
$338K - $385K
|
20.4K
$3.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.61K- 21.88% |
$342K - $390K
|
9.31K
$1.53M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.75KClosed |
$360K - $411K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.79K- 2.23% |
$366K - $417K
|
122K
$20M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.82K- 0.58% |
$371K - $422K
|
484K
$79.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.85K- 50.09% |
$374K - $426K
|
2.84K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.93K- 21.3% |
$385K - $438K
|
10.8K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.94K- 10.12% |
$387K - $441K
|
26.1K
$4.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3K- 62.57% |
$394K - $449K
|
1.8K
$295K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.18K- 21.19% |
$418K - $476K
|
11.8K
$1.94M
|