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 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2.19KNew |
$288K - $328K
|
2.19K
$388K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.16K+ 5.46% |
$284K - $323K
|
41.7K
$7.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.15KNew |
$282K - $322K
|
2.15K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.01KNew |
$264K - $300K
|
2.01K
$355K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.98KNew |
$260K - $296K
|
1.98K
$350K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.96K+ 21.96% |
$257K - $293K
|
10.9K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.95KNew |
$256K - $291K
|
1.95K
$344K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.94K+ 30.48% |
$254K - $290K
|
8.29K
$1.47M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$253K - $288K
|
1.93K
$340K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.91KNew |
$251K - $286K
|
1.91K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.9KNew |
$249K - $284K
|
1.9K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
1.9KNew |
$249K - $284K
|
1.9K
$335K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.89KNew |
$248K - $282K
|
1.89K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.89KNew |
$248K - $282K
|
1.89K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.85KNew |
$243K - $277K
|
1.85K
$328K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.85KNew |
$243K - $276K
|
1.85K
$327K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.81K+ 9.6% |
$238K - $271K
|
20.7K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.81K+ 17.83% |
$238K - $271K
|
12K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.7K+ 56.12% |
$223K - $254K
|
4.73K
$836K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.69K+ 16920.0% |
$222K - $253K
|
1.7K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.68K+ 9.22% |
$221K - $252K
|
19.9K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.68KNew |
$220K - $251K
|
1.68K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.67K+ 88.13% |
$219K - $250K
|
3.57K
$631K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.62KNew |
$213K - $243K
|
1.62K
$287K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.6KNew |
$210K - $240K
|
1.6K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.6KNew |
$210K - $239K
|
1.6K
$282K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.59KNew |
$209K - $239K
|
1.59K
$282K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.59K+ 11.44% |
$208K - $237K
|
15.4K
$2.73M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.58KNew |
$208K - $237K
|
1.58K
$280K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.56K+ 30.58% |
$205K - $233K
|
6.65K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.55KNew |
$203K - $231K
|
1.55K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
1.54KNew |
$202K - $230K
|
1.54K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.54KNew |
$202K - $230K
|
1.54K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.51KNew |
$199K - $227K
|
1.51K
$268K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.51KNew |
$199K - $227K
|
1.51K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$198K - $226K
|
1.51K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.51KNew |
$198K - $225K
|
1.51K
$266K
|
|
|
Feb 07, 2023
Q4 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$265K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.5KNew |
$196K - $224K
|
1.5K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.49KNew |
$196K - $223K
|
1.49K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.49K+ 7.22% |
$196K - $223K
|
22.1K
$3.92M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.49KNew |
$195K - $223K
|
1.49K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.48K+ 8.15% |
$194K - $221K
|
19.6K
$3.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.48KNew |
$194K - $221K
|
1.48K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.47KNew |
$193K - $220K
|
1.47K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 2.72% |
$192K - $219K
|
55.2K
$9.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.46KNew |
$192K - $218K
|
1.46K
$258K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
1.46KNew |
$191K - $218K
|
1.46K
$257K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.45KNew |
$190K - $216K
|
1.45K
$255K
|