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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
83New |
$13.5K - $15.1K
|
83
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
81+ 4.74% |
$13.2K - $14.7K
|
1.79K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 1.84% |
$13.2K - $14.7K
|
4.49K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
81+ 1.08% |
$13.2K - $14.7K
|
7.6K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
80+ 13.82% |
$13K - $14.5K
|
659
$110K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
68+ 3.9% |
$11.1K - $12.3K
|
1.81K
$303K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
61+ 2.99% |
$9.92K - $11.1K
|
2.1K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
60New |
$9.76K - $10.9K
|
60
$10K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
60+ 18.13% |
$9.76K - $10.9K
|
391
$65.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
56New |
$9.11K - $10.2K
|
56
$9.36K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
55New |
$8.95K - $9.97K
|
55
$9.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
53+ 3.87% |
$8.62K - $9.61K
|
1.42K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 8.92% |
$8.3K - $9.25K
|
623
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
50New |
$8.13K - $9.07K
|
50
$8.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
47+ 167.86% |
$7.65K - $8.52K
|
75
$12.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44New |
$7.16K - $7.98K
|
44
$7.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42+ 3.42% |
$6.83K - $7.62K
|
1.27K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$6.83K - $7.62K
|
42
$7.02K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
40+ 0.81% |
$6.51K - $7.25K
|
5.01K
$836K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
40+ 0.52% |
$6.51K - $7.25K
|
7.77K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39+ 0.02% |
$6.34K - $7.07K
|
205K
$34.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
39+ 0.86% |
$6.34K - $7.07K
|
4.56K
$761K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38+ 0.83% |
$6.18K - $6.89K
|
4.62K
$772K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 50.67% |
$6.18K - $6.89K
|
113
$18.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
37+ 0.35% |
$6.02K - $6.71K
|
10.5K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$5.69K - $6.35K
|
35
$5.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.96% |
$5.37K - $5.98K
|
3.48K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
31New |
$5.04K - $5.62K
|
31
$5.18K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
30+ 0.16% |
$4.88K - $5.44K
|
18.5K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
30+ 0.11% |
$4.88K - $5.44K
|
27.3K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
28+ 0.08% |
$4.56K - $5.08K
|
33.9K
$5.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 1.07% |
$4.39K - $4.9K
|
2.54K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
22+ 0.42% |
$3.58K - $3.99K
|
5.21K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
22+ 1.09% |
$3.58K - $3.99K
|
2.04K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.18% |
$3.42K - $3.81K
|
11.7K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
21New |
$3.42K - $3.81K
|
21
$3.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21+ 1.15% |
$3.42K - $3.81K
|
1.84K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
20New |
$3.25K - $3.63K
|
20
$3.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 32.79% |
$3.25K - $3.63K
|
81
$13.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19+ 0.29% |
$3.09K - $3.45K
|
6.52K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
19New |
$3.09K - $3.45K
|
19
$3.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.52% |
$2.93K - $3.26K
|
3.48K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18+ 1.18% |
$2.93K - $3.26K
|
1.54K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
18+ 0.24% |
$2.93K - $3.26K
|
7.61K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
16+ 0.52% |
$2.6K - $2.9K
|
3.07K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
16New |
$2.6K - $2.9K
|
16
$2.67K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$2.44K - $2.72K
|
15
$2.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12+ 0.38% |
$1.95K - $2.18K
|
3.16K
$528K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.74% |
$1.79K - $1.99K
|
1.5K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
11New |
$1.79K - $1.99K
|
11
$1.84K
|