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 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
4.21KNew |
$553K - $630K
|
4.21K
$692K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.2KNew |
$552K - $628K
|
4.2K
$690K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.19K+ 7.49% |
$550K - $627K
|
60.2K
$9.9M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.14KNew |
$543K - $619K
|
4.14K
$680K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.01KNew |
$527K - $600K
|
4.01K
$659K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4KNew |
$525K - $599K
|
4K
$658K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
3.95K+ 58.65% |
$518K - $591K
|
10.7K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.94KNew |
$517K - $589K
|
3.94K
$647K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.89K+ 50.83% |
$511K - $583K
|
11.6K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.82K+ 101.01% |
$501K - $571K
|
7.6K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.78K+ 24.99% |
$496K - $565K
|
18.9K
$3.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
3.51K+ 0.97% |
$461K - $525K
|
364K
$59.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.48KNew |
$456K - $520K
|
3.48K
$571K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
3.45K+ 2.44% |
$453K - $516K
|
145K
$23.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.39K+ 58.39% |
$446K - $508K
|
9.2K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.26KNew |
$427K - $487K
|
3.26K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.25K+ 9.27% |
$427K - $486K
|
38.3K
$6.3M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
3.19K+ 2.49% |
$419K - $478K
|
131K
$21.6M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.15KNew |
$414K - $472K
|
3.15K
$518K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.1K+ 10.58% |
$407K - $464K
|
32.4K
$5.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.1K+ 7.12% |
$407K - $464K
|
46.6K
$7.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.07KNew |
$404K - $460K
|
3.07K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.05KNew |
$400K - $456K
|
3.05K
$501K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.02K+ 10.66% |
$397K - $452K
|
31.4K
$5.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3KNew |
$393K - $448K
|
3K
$492K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.94K+ 35.69% |
$386K - $440K
|
11.2K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
2.92KNew |
$384K - $437K
|
2.92K
$480K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.83K+ 69.26% |
$371K - $423K
|
6.9K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.82KNew |
$370K - $422K
|
2.82K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.82KNew |
$370K - $422K
|
2.82K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.79KNew |
$367K - $418K
|
2.79K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.75K+ 27.68% |
$362K - $412K
|
12.7K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.75KNew |
$362K - $412K
|
2.75K
$453K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.75KNew |
$361K - $412K
|
2.75K
$452K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.75KNew |
$360K - $411K
|
2.75K
$451K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.69KNew |
$354K - $403K
|
2.69K
$443K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.65K+ 22.11% |
$347K - $396K
|
14.6K
$2.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.58K+ 4.32% |
$339K - $386K
|
62.3K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.53K+ 14.04% |
$332K - $378K
|
20.5K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.51KNew |
$329K - $375K
|
2.51K
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.5K+ 9.78% |
$329K - $375K
|
28.1K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.48K+ 8.91% |
$325K - $371K
|
30.3K
$4.98M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.45K+ 40.7% |
$322K - $367K
|
8.47K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.39KNew |
$314K - $358K
|
2.39K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.37KNew |
$311K - $355K
|
2.37K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.35KNew |
$308K - $351K
|
2.35K
$386K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.32K+ 7.47% |
$305K - $347K
|
33.4K
$5.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.32K+ 85.3% |
$304K - $347K
|
5.03K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.24KNew |
$294K - $335K
|
2.24K
$368K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.2K+ 40.22% |
$289K - $329K
|
7.66K
$1.26M
|