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 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
211+ 0.7% |
$27.7K - $31.6K
|
30.1K
$5.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
208+ 0.39% |
$27.3K - $31.1K
|
54K
$9.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 571.43% |
$26.3K - $29.9K
|
235
$41.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
193New |
$25.3K - $28.9K
|
193
$34.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
192New |
$25.2K - $28.7K
|
192
$33.9K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
175+ 6.67% |
$23K - $26.2K
|
2.8K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
168+ 1.65% |
$22.1K - $25.1K
|
10.4K
$1.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
166+ 1.15% |
$21.8K - $24.8K
|
14.6K
$2.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
160New |
$21K - $23.9K
|
160
$28.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
150+ 5.19% |
$19.7K - $22.4K
|
3.04K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
149New |
$19.6K - $22.3K
|
149
$26.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
145+ 3.41% |
$19K - $21.7K
|
4.4K
$778K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
141+ 28.26% |
$18.5K - $21.1K
|
640
$113K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
140New |
$18.4K - $20.9K
|
140
$24.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
135+ 7.23% |
$17.7K - $20.2K
|
2K
$354K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
126+ 1.38% |
$16.5K - $18.9K
|
9.26K
$1.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
125New |
$16.4K - $18.7K
|
125
$22.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
124+ 7.75% |
$16.3K - $18.6K
|
1.73K
$305K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
119+ 3.43% |
$15.6K - $17.8K
|
3.59K
$634K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
117+ 6.48% |
$15.4K - $17.5K
|
1.92K
$340K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
112+ 2.13% |
$14.7K - $16.8K
|
5.38K
$952K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
109+ 1.37% |
$14.3K - $16.3K
|
8.06K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
108+ 3.58% |
$14.2K - $16.2K
|
3.12K
$552K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
104+ 0.91% |
$13.7K - $15.6K
|
11.5K
$2.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
103New |
$13.5K - $15.4K
|
103
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
100+ 0.99% |
$13.1K - $15K
|
10.2K
$1.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
100+ 84.75% |
$13.1K - $15K
|
218
$38.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
99+ 0.76% |
$13K - $14.8K
|
13.1K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
90+ 900.0% |
$11.8K - $13.5K
|
100
$17.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
85+ 103.66% |
$11.2K - $12.7K
|
167
$29.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
85+ 3.98% |
$11.2K - $12.7K
|
2.22K
$392K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
85+ 1.29% |
$11.2K - $12.7K
|
6.68K
$1.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
82+ 1.04% |
$10.8K - $12.3K
|
7.98K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
80+ 5.13% |
$10.5K - $12K
|
1.64K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
78+ 3.68% |
$10.2K - $11.7K
|
2.2K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
77New |
$10.1K - $11.5K
|
77
$13.6K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
76New |
$9.98K - $11.4K
|
76
$13.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75New |
$9.85K - $11.2K
|
75
$13.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
75+ 1.29% |
$9.85K - $11.2K
|
5.88K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
72+ 0.02% |
$9.46K - $10.8K
|
293K
$51.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
71New |
$9.32K - $10.6K
|
71
$12.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70New |
$9.19K - $10.5K
|
70
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
67+ 2.23% |
$8.8K - $10K
|
3.07K
$543K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
65+ 1.96% |
$8.54K - $9.73K
|
3.38K
$598K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
65New |
$8.54K - $9.73K
|
65
$11.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
59+ 3.36% |
$7.75K - $8.83K
|
1.81K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
58+ 2.07% |
$7.62K - $8.68K
|
2.86K
$506K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
57+ 0.62% |
$7.49K - $8.53K
|
9.22K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
52+ 0.54% |
$6.83K - $7.78K
|
9.61K
$1.7M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
51+ 3.74% |
$6.7K - $7.63K
|
1.41K
$250K
|