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 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-3.33K- 2.47% |
$437K - $498K
|
131K
$23.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.33K- 3.04% |
$438K - $499K
|
106K
$18.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.58K- 3.54% |
$470K - $536K
|
97.5K
$17.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.6K- 16.81% |
$472K - $538K
|
17.8K
$3.15M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-3.6K- 13.33% |
$473K - $539K
|
23.4K
$4.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-3.73K- 61.97% |
$489K - $558K
|
2.29K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.82K- 84.84% |
$502K - $572K
|
683
$121K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-3.93K- 60.98% |
$516K - $588K
|
2.51K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.03K- 55.87% |
$529K - $603K
|
3.18K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.05K- 15.27% |
$531K - $605K
|
22.4K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.07K- 25.38% |
$534K - $608K
|
12K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-4.2K- 42.89% |
$552K - $628K
|
5.59K
$989K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-4.29K- 30.44% |
$563K - $641K
|
9.79K
$1.73M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.4K- 76.72% |
$577K - $658K
|
1.33K
$236K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.69K- 69.75% |
$615K - $701K
|
2.03K
$359K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.69K- 2.05% |
$616K - $702K
|
224K
$39.7M
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-4.8K- 9.39% |
$630K - $718K
|
46.3K
$8.19M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.83K- 27.58% |
$635K - $723K
|
12.7K
$2.24M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.9K- 9.56% |
$644K - $734K
|
46.4K
$8.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-4.91K- 14.13% |
$645K - $735K
|
29.9K
$5.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-5K- 10.64% |
$657K - $748K
|
42K
$7.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.02K- 2.49% |
$659K - $751K
|
196K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-5.41K- 11.28% |
$711K - $810K
|
42.6K
$7.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.73K- 52.51% |
$752K - $857K
|
5.18K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.74K- 9.61% |
$885K - $1.01M
|
63.4K
$11.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-6.84K- 29.55% |
$898K - $1.02M
|
16.3K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.66K- 3.96% |
$1.01M - $1.15M
|
186K
$32.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7.8K- 27.2% |
$1.02M - $1.17M
|
20.9K
$3.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.16K- 15.3% |
$1.07M - $1.22M
|
45.2K
$7.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-8.47K- 2.67% |
$1.11M - $1.27M
|
309K
$54.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.49K- 81.77% |
$1.12M - $1.27M
|
1.89K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-8.51K- 2.58% |
$1.12M - $1.27M
|
321K
$56.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-9.14K- 6.93% |
$1.2M - $1.37M
|
123K
$21.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-9.16K- 16.13% |
$1.2M - $1.37M
|
47.6K
$8.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-9.4K- 17.8% |
$1.23M - $1.41M
|
43.4K
$7.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-9.5K- 14.94% |
$1.25M - $1.42M
|
54.1K
$9.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-9.7K- 42.14% |
$1.27M - $1.45M
|
13.3K
$2.35M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.1K- 14.73% |
$1.32M - $1.51M
|
58.4K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.7K- 0.17% |
$1.41M - $1.6M
|
6.21M
$1.1B
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-11.7K- 31.84% |
$1.54M - $1.75M
|
25K
$4.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.1K- 6.21% |
$1.59M - $1.81M
|
183K
$32.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12.6K- 28.62% |
$1.65M - $1.89M
|
31.4K
$5.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13K- 28.78% |
$1.71M - $1.94M
|
32.2K
$5.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-13.2K- 2.8% |
$1.73M - $1.97M
|
457K
$80.8M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-13.4K- 46.06% |
$1.76M - $2.01M
|
15.7K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-14.6K- 7.82% |
$1.92M - $2.19M
|
172K
$30.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.4K- 2.64% |
$2.02M - $2.31M
|
568K
$100M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-16.3K- 7.42% |
$2.14M - $2.44M
|
203K
$35.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.4K- 47.3% |
$2.28M - $2.6M
|
19.4K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.6K- 19.12% |
$2.31M - $2.63M
|
74.4K
$13.1M
|