Purchases and Sales Made in Q4 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2024. 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 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-240- 9.03% |
$39K - $43.5K
|
2.42K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-250- 21.2% |
$40.7K - $45.3K
|
929
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-252- 1.2% |
$41K - $45.7K
|
20.8K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-258- 9.42% |
$42K - $46.8K
|
2.48K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-260- 14.24% |
$42.3K - $47.2K
|
1.57K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-271- 3.4% |
$44.1K - $49.1K
|
7.69K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-273- 1.46% |
$44.4K - $49.5K
|
18.4K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-273- 1.86% |
$44.4K - $49.5K
|
14.4K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-283- 1.26% |
$46K - $51.3K
|
22.2K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-283- 3.02% |
$46K - $51.3K
|
9.09K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-289- 15.61% |
$47K - $52.4K
|
1.56K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-300- 9.67% |
$48.8K - $54.4K
|
2.8K
$469K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-313- 6.61% |
$50.9K - $56.8K
|
4.42K
$740K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-317- 3.21% |
$51.6K - $57.5K
|
9.56K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-321- 4.24% |
$52.2K - $58.2K
|
7.26K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-323- 4.95% |
$52.5K - $58.6K
|
6.2K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-324- 0.67% |
$52.7K - $58.8K
|
48.2K
$8.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-328- 0.5% |
$53.4K - $59.5K
|
65.4K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-330- 2.98% |
$53.7K - $59.8K
|
10.8K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-335- 2.79% |
$54.5K - $60.8K
|
11.7K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-336- 7.5% |
$54.7K - $60.9K
|
4.15K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-338- 0.8% |
$55K - $61.3K
|
41.7K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-341- 25.24% |
$55.5K - $61.8K
|
1.01K
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-344- 0.57% |
$56K - $62.4K
|
59.7K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-350- 1.32% |
$56.9K - $63.5K
|
26.2K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-355- 6.11% |
$57.8K - $64.4K
|
5.46K
$913K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-358- 0.69% |
$58.2K - $64.9K
|
51.7K
$8.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-364- 8.02% |
$59.2K - $66K
|
4.18K
$699K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-364- 4.04% |
$59.2K - $66K
|
8.65K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-383- 1.7% |
$62.3K - $69.5K
|
22.2K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-387- 4.52% |
$63K - $70.2K
|
8.17K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-392- 3.51% |
$63.8K - $71.1K
|
10.8K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-395- 7.68% |
$64.3K - $71.6K
|
4.75K
$794K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-445- 7.73% |
$72.4K - $80.7K
|
5.31K
$889K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-450- 8.6% |
$73.2K - $81.6K
|
4.79K
$801K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-452- 2.62% |
$73.5K - $82K
|
16.8K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-464- 1.98% |
$75.5K - $84.1K
|
23K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-468- 4.66% |
$76.1K - $84.9K
|
9.58K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-475- 12.15% |
$77.3K - $86.1K
|
3.43K
$575K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-475- 8.29% |
$77.3K - $86.1K
|
5.26K
$880K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-478- 3.22% |
$77.8K - $86.7K
|
14.4K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-493- 2.0% |
$80.2K - $89.4K
|
24.2K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-513- 13.28% |
$83.5K - $93K
|
3.35K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-516- 14.87% |
$83.9K - $93.6K
|
2.95K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-517- 6.18% |
$84.1K - $93.8K
|
7.84K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-517- 39.29% |
$84.1K - $93.8K
|
799
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-522- 21.25% |
$84.9K - $94.7K
|
1.93K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-527- 18.24% |
$85.7K - $95.6K
|
2.36K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-532- 1.94% |
$86.6K - $96.5K
|
26.9K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-550- 15.65% |
$89.5K - $99.7K
|
2.96K
$496K
|