Purchases and Sales Made in Q4 2022 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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
Romano Brothers And Company

Evanston, IL
BUY
 -
1.44K
New
$189K - $216K
1.44K $237K
Feb 15, 2023 Q4 2022
German American Bancorp, Inc.

Jasper, IN
BUY
 -
1.42K
+ 7.71%
$186K - $212K
19.8K $3.25M
Feb 02, 2023 Q4 2022
Vaughan & CO Securities, Inc.

BUY
 -
1.41K
+ 25.3%
$186K - $212K
7K $1.15M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
1.38K
+ 7.92%
$181K - $206K
18.8K $3.08M
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
1.37K
+ 1.37%
$179K - $204K
101K $16.6M
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.36K
+ 21.82%
$179K - $204K
7.61K $1.25M
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

BUY
 -
1.36K
+ 3783.33%
$179K - $204K
1.4K $229K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
1.35K
+ 5.0%
$177K - $202K
28.4K $4.66M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
1.33K
New
$175K - $200K
1.33K $219K
Feb 09, 2023 Q4 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.33K
+ 14.41%
$175K - $199K
10.6K $1.73M
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
1.3K
New
$171K - $195K
1.3K $213K
Feb 09, 2023 Q4 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.28K
+ 15.98%
$168K - $192K
9.31K $1.53M
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
1.27K
New
$167K - $190K
1.27K $209K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
1.24K
+ 1.13%
$163K - $186K
111K $18.2M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.21K
New
$158K - $180K
1.21K $198K
Jan 26, 2023 Q4 2022
Nkcfo LLC

BUY
 -
1.2K
New
$158K - $180K
1.2K $197K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
1.19K
+ 39.75%
$157K - $178K
4.19K $688K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.13K
New
$148K - $169K
1.13K $185K
Feb 06, 2023 Q4 2022
Parsec Financial Management, Inc.

BUY
 -
1.12K
+ 26.09%
$147K - $168K
5.42K $889K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
1.12K
New
$146K - $167K
1.12K $183K
Feb 14, 2023 Q4 2022
Powell Investment Advisors, LLC

BUY
 -
1.11K
+ 1.33%
$145K - $166K
84.1K $13.8M
Feb 08, 2023 Q4 2022
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
1.05K
+ 0.75%
$138K - $157K
141K $23.1M
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
1.04K
+ 18.1%
$137K - $156K
6.8K $1.12M
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
1.02K
+ 8.96%
$133K - $152K
12.4K $2.03M
Jan 31, 2023 Q4 2022
Balentine LLC

Atlanta, GA
BUY
 -
1K
+ 546.45%
$131K - $150K
1.18K $194K
Feb 02, 2023 Q4 2022
Institute For Wealth Management, Llc.

BUY
 -
1K
+ 28.08%
$131K - $150K
4.56K $749K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
998
New
$131K - $149K
998 $164K
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
983
+ 6.36%
$129K - $147K
16.5K $2.7M
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
983
+ 6.36%
$129K - $147K
16.5K $2.7M
Jan 17, 2023 Q4 2022
Diversified Trust CO

BUY
 -
974
+ 30.31%
$128K - $146K
4.19K $687K
Feb 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
936
+ 11.01%
$123K - $140K
9.44K $1.55M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
894
+ 8.39%
$117K - $134K
11.6K $1.9M
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
894
+ 1.47%
$117K - $134K
61.6K $10.1M
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
866
New
$114K - $130K
866 $142K
Jan 30, 2023 Q4 2022
West Bancorporation Inc

BUY
 -
846
+ 6.93%
$111K - $127K
13.1K $2.14M
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
819
New
$108K - $123K
819 $134K
Jan 26, 2023 Q4 2022
Sky Oak Wealth, LLC

BUY
 -
800
+ 8.39%
$105K - $120K
10.3K $1.7M
Jan 31, 2023 Q4 2022
Atticus Wealth Management, LLC

BUY
 -
735
New
$96.5K - $110K
735 $121K
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
725
+ 11.22%
$95.2K - $108K
7.19K $1.18M
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

BUY
 -
698
+ 9.78%
$91.7K - $104K
7.84K $1.29M
Jan 27, 2023 Q4 2022
Arcus Capital Partners, LLC

BUY
 -
690
New
$90.6K - $103K
690 $113K
Feb 09, 2023 Q4 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
682
+ 36.96%
$89.6K - $102K
2.53K $415K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
679
+ 3.96%
$89.2K - $102K
17.8K $2.93M
Feb 06, 2023 Q4 2022
Widmann Financial Services, Inc.

BUY
 -
662
+ 2.1%
$86.9K - $99.1K
32.2K $5.29M
Jan 05, 2023 Q4 2022
Capital Investment Advisors, LLC

BUY
 -
632
+ 37.26%
$83K - $94.6K
2.33K $382K
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
614
+ 0.97%
$80.6K - $91.9K
64.1K $10.5M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
593
+ 9.74%
$77.9K - $88.7K
6.68K $1.1M
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
590
+ 9.26%
$77.5K - $88.3K
6.96K $1.14M
Nov 13, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
589
+ 1.61%
$77.3K - $88.1K
37.2K $6.1M

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