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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.41K+ 3.75% |
$177K - $223K
|
39.1K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.41KNew |
$177K - $223K
|
1.41K
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$176K - $222K
|
1.4K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.4KNew |
$176K - $221K
|
1.4K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.39K+ 85.42% |
$175K - $221K
|
3.03K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38K+ 3.93% |
$173K - $218K
|
36.4K
$6.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.37K+ 4.3% |
$172K - $216K
|
33.2K
$5.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1.37KNew |
$171K - $216K
|
1.37K
$236K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.36KNew |
$171K - $215K
|
1.36K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.35KNew |
$169K - $214K
|
1.35K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.35KNew |
$169K - $213K
|
1.35K
$233K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.35KNew |
$169K - $213K
|
1.35K
$233K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.34K+ 53.15% |
$168K - $212K
|
3.87K
$668K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 13.87% |
$168K - $212K
|
11K
$1.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.34KNew |
$168K - $212K
|
1.34K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.33KNew |
$167K - $211K
|
1.33K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
1.33KNew |
$166K - $210K
|
1.33K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.32KNew |
$165K - $209K
|
1.32K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.31KNew |
$164K - $207K
|
1.31K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$163K - $205K
|
1.3K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.29K+ 4.34% |
$162K - $204K
|
30.9K
$5.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.29K+ 11.85% |
$162K - $204K
|
12.1K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.24K+ 6.81% |
$156K - $196K
|
19.4K
$3.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.2K+ 0.84% |
$151K - $190K
|
144K
$24.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.19K+ 15.43% |
$149K - $188K
|
8.89K
$1.54M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.16KNew |
$146K - $184K
|
1.16K
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.13K+ 4.86% |
$142K - $179K
|
24.5K
$4.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.11K+ 15.11% |
$140K - $176K
|
8.47K
$1.46M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.09K+ 25.95% |
$137K - $172K
|
5.29K
$914K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.06K+ 2122.0% |
$133K - $168K
|
1.11K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 442.26% |
$133K - $167K
|
1.3K
$224K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03K+ 27.89% |
$130K - $163K
|
4.73K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.03K+ 10.43% |
$130K - $163K
|
10.9K
$1.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1K+ 14.95% |
$126K - $158K
|
7.69K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1KNew |
$126K - $158K
|
1K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
998+ 1.33% |
$125K - $158K
|
76.1K
$13.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
996+ 72.38% |
$125K - $158K
|
2.37K
$410K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
969+ 31.34% |
$122K - $153K
|
4.06K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
960+ 45.39% |
$120K - $152K
|
3.08K
$531K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
955+ 568.45% |
$120K - $151K
|
1.12K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
927+ 11.56% |
$116K - $147K
|
8.95K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
924+ 14.81% |
$116K - $146K
|
7.16K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
913New |
$115K - $144K
|
913
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
900+ 3.48% |
$113K - $142K
|
26.8K
$4.62M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
837New |
$105K - $132K
|
837
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
832+ 8.28% |
$104K - $132K
|
10.9K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
830+ 34.84% |
$104K - $131K
|
3.21K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
827+ 35.83% |
$104K - $131K
|
3.14K
$541K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
807+ 4.54% |
$101K - $128K
|
18.6K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
749+ 56.15% |
$94K - $118K
|
2.08K
$360K
|