Purchases and Sales Made in Q4 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2023. 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, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.32KNew |
$291K - $367K
|
2.32K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.29K+ 2.0% |
$288K - $362K
|
117K
$20.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2.25KNew |
$282K - $355K
|
2.25K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Factorial Partners, LLC
|
BUY
|
- |
2.2K+ 46.81% |
$276K - $348K
|
6.9K
$1.19M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.2KNew |
$275K - $347K
|
2.2K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.17K+ 34.25% |
$272K - $343K
|
8.51K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.11K+ 6.78% |
$264K - $333K
|
33.2K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.08K+ 33.77% |
$261K - $330K
|
8.25K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.08K+ 18.53% |
$261K - $329K
|
13.3K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.07KNew |
$259K - $327K
|
2.07K
$357K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
2.06KNew |
$258K - $325K
|
2.06K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.05K+ 26.73% |
$258K - $325K
|
9.73K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.05K+ 409.4% |
$257K - $324K
|
2.55K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
2.03KNew |
$255K - $321K
|
2.03K
$350K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.99KNew |
$250K - $315K
|
1.99K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.97K+ 1.59% |
$247K - $311K
|
126K
$21.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.97K+ 29.16% |
$247K - $311K
|
8.71K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.95K+ 24.97% |
$245K - $309K
|
9.76K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.92KNew |
$241K - $304K
|
1.92K
$332K
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.91KNew |
$240K - $302K
|
1.91K
$330K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.9K+ 1.19% |
$239K - $301K
|
162K
$28M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.89KNew |
$237K - $299K
|
1.89K
$326K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.88KNew |
$236K - $297K
|
1.88K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.87K+ 0.19% |
$235K - $296K
|
1M
$173M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.85KNew |
$232K - $293K
|
1.85K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.83K+ 2.81% |
$230K - $289K
|
66.8K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.82KNew |
$229K - $288K
|
1.82K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.8K+ 8.86% |
$226K - $285K
|
22.1K
$3.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.76K+ 104.89% |
$221K - $278K
|
3.44K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 115.38% |
$217K - $273K
|
3.22K
$556K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
1.71K+ 3.83% |
$215K - $271K
|
46.4K
$8.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.71KNew |
$214K - $270K
|
1.71K
$295K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.7KNew |
$214K - $269K
|
1.7K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.66KNew |
$209K - $263K
|
1.66K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.63KNew |
$204K - $257K
|
1.63K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.56K+ 40.62% |
$196K - $247K
|
5.41K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.56K+ 26.07% |
$195K - $246K
|
7.53K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.56KNew |
$195K - $246K
|
1.56K
$269K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.55K+ 100.19% |
$195K - $246K
|
3.1K
$536K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$191K - $240K
|
1.52K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.48KNew |
$186K - $235K
|
1.48K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.48KNew |
$186K - $235K
|
1.48K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.47K+ 31.93% |
$185K - $233K
|
6.09K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.46KNew |
$183K - $230K
|
1.46K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$182K - $229K
|
1.45K
$250K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 7.92% |
$181K - $228K
|
19.7K
$3.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.44KNew |
$180K - $227K
|
1.44K
$248K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.43KNew |
$180K - $227K
|
1.43K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.41KNew |
$177K - $223K
|
1.41K
$244K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.41KNew |
$177K - $223K
|
1.41K
$244K
|