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 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
34.6K+ 4.1% |
$4.54M - $5.18M
|
878K
$144M
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
34.4K+ 147.28% |
$4.52M - $5.15M
|
57.8K
$9.48M
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
32.4K+ 170.65% |
$4.25M - $4.85M
|
51.4K
$8.43M
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
28.3K+ 173.09% |
$3.72M - $4.24M
|
44.7K
$7.34M
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
26.2KNew |
$3.44M - $3.92M
|
26.2K
$4.3M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.6K+ 86.06% |
$3.37M - $3.84M
|
55.4K
$9.1M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
24.6K+ 2.67% |
$3.23M - $3.68M
|
944K
$155M
|
|
Feb 14, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
24.1KNew |
$3.16M - $3.6M
|
24.1K
$3.95M
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
23.4K+ 303.94% |
$3.08M - $3.51M
|
31.1K
$5.11M
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
23.3K+ 76.12% |
$3.06M - $3.48M
|
53.8K
$8.83M
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
23K+ 41.36% |
$3.02M - $3.44M
|
78.7K
$12.9M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 163.66% |
$2.77M - $3.16M
|
34K
$5.59M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
20.9KNew |
$2.74M - $3.13M
|
20.9K
$3.43M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.8K+ 66.74% |
$2.73M - $3.11M
|
51.9K
$8.51M
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
20.5KNew |
$2.69M - $3.06M
|
20.5K
$3.36M
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
20.3KNew |
$2.67M - $3.04M
|
20.3K
$3.34M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.7K+ 9.87% |
$2.59M - $2.95M
|
220K
$36M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
19.6K+ 8.26% |
$2.57M - $2.93M
|
257K
$42.1M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.5K+ 32.42% |
$2.56M - $2.92M
|
79.6K
$13.1M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
19.2K+ 999.43% |
$2.52M - $2.87M
|
21.1K
$3.47M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.2K+ 24.56% |
$2.52M - $2.87M
|
97.3K
$16M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.1K+ 50.82% |
$2.51M - $2.86M
|
56.7K
$9.31M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19KNew |
$2.49M - $2.84M
|
19K
$3.11M
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
18.2KNew |
$2.39M - $2.72M
|
18.2K
$2.99M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1K+ 32.2% |
$2.38M - $2.71M
|
74.4K
$12.2M
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$2.32M - $2.64M
|
17.7K
$2.9M
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
17.5KNew |
$2.3M - $2.62M
|
17.5K
$2.87M
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 523.2% |
$2.21M - $2.52M
|
20K
$3.29M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
16.6K+ 5.1% |
$2.18M - $2.48M
|
342K
$56.2M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.9K+ 29.08% |
$2.09M - $2.38M
|
70.6K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15.7K+ 24.72% |
$2.06M - $2.35M
|
79.2K
$13M
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
15.4KNew |
$2.03M - $2.31M
|
15.4K
$2.53M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.2K+ 759.92% |
$1.99M - $2.27M
|
17.2K
$2.82M
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15KNew |
$1.96M - $2.24M
|
15K
$2.45M
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
14.9K+ 47.45% |
$1.96M - $2.23M
|
46.3K
$7.6M
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
14.7KNew |
$1.93M - $2.2M
|
14.7K
$2.41M
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
14.6KNew |
$1.92M - $2.19M
|
14.6K
$2.4M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$1.92M - $2.18M
|
14.6K
$2.39M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14.4K+ 71825.0% |
$1.89M - $2.15M
|
14.4K
$2.36M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.4KNew |
$1.88M - $2.15M
|
14.4K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.9K+ 11.2% |
$1.83M - $2.08M
|
138K
$22.7M
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.2K+ 668.12% |
$1.74M - $1.98M
|
15.2K
$2.49M
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
13.2KNew |
$1.73M - $1.98M
|
13.2K
$2.17M
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
13.2K+ 66.0% |
$1.73M - $1.98M
|
33.2K
$5.45M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$1.72M - $1.96M
|
13.1K
$2.14M
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
13K+ 8.29% |
$1.7M - $1.94M
|
170K
$27.8M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.8KNew |
$1.68M - $1.91M
|
12.8K
$2.09M
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.6K+ 7.88% |
$1.53M - $1.74M
|
159K
$26.1M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.4K+ 12.7% |
$1.5M - $1.71M
|
102K
$16.7M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 7.45% |
$1.5M - $1.71M
|
164K
$27M
|