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
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-33.5K- 36.26% |
$5.45M - $6.08M
|
58.9K
$9.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-38.9K- 3.88% |
$6.33M - $7.06M
|
964K
$161M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-40.7K- 4.67% |
$6.61M - $7.37M
|
829K
$139M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44K- 86.41% |
$7.16M - $7.98M
|
6.92K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-47.6K- 65.79% |
$7.74M - $8.63M
|
24.8K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-74.9K- 70.94% |
$12.2M - $13.6M
|
30.7K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-77.3K- 60.1% |
$12.6M - $14M
|
51.3K
$8.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-87K- 84.15% |
$14.1M - $15.8M
|
16.4K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-109K- 9.44% |
$17.7M - $19.8M
|
1.05M
$175M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-111K- 77.83% |
$18M - $20.1M
|
31.6K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-182K- 12.89% |
$29.7M - $33.1M
|
1.23M
$206M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-190K- 42.32% |
$30.9M - $34.5M
|
259K
$43.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-336K- 46.37% |
$54.6M - $60.8M
|
388K
$64.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-612K- 91.96% |
$99.6M - $111M
|
53.5K
$8.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-796K- 99.39% |
$129M - $144M
|
4.89K
$819K
|