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 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-105- 5.13% |
$17.1K - $19K
|
1.94K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-106- 3.07% |
$17.2K - $19.2K
|
3.34K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-108- 0.64% |
$17.6K - $19.6K
|
16.8K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 2.25% |
$18.9K - $21K
|
5.03K
$841K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-119- 3.22% |
$19.4K - $21.6K
|
3.58K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-120- 1.55% |
$19.5K - $21.8K
|
7.63K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 1.26% |
$19.7K - $21.9K
|
9.51K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-121- 2.44% |
$19.7K - $21.9K
|
4.84K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-124- 2.81% |
$20.2K - $22.5K
|
4.29K
$717K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-125- 8.48% |
$20.3K - $22.7K
|
1.35K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-125- 0.99% |
$20.3K - $22.7K
|
12.5K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-132- 0.81% |
$21.5K - $23.9K
|
16.3K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-133- 1.08% |
$21.6K - $24.1K
|
12.2K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-137- 4.71% |
$22.3K - $24.8K
|
2.77K
$463K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-138- 29.05% |
$22.5K - $25K
|
337
$56.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-140- 1.56% |
$22.8K - $25.4K
|
8.84K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-141- 4.08% |
$22.9K - $25.6K
|
3.32K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-143- 2.18% |
$23.3K - $25.9K
|
6.43K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-145- 1.95% |
$23.6K - $26.3K
|
7.27K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-147- 2.63% |
$23.9K - $26.7K
|
5.43K
$908K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-156- 7.21% |
$25.4K - $28.3K
|
2.01K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-161- 9.37% |
$26.2K - $29.2K
|
1.56K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-163- 4.85% |
$26.5K - $29.6K
|
3.2K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-167- 0.08% |
$27.2K - $30.3K
|
222K
$37.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-174- 9.56% |
$28.3K - $31.6K
|
1.65K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-178- 12.37% |
$29K - $32.3K
|
1.26K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-180- 8.25% |
$29.3K - $32.6K
|
2K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-180- 4.52% |
$29.3K - $32.6K
|
3.8K
$635K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-184- 1.21% |
$29.9K - $33.4K
|
15.1K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-186- 32.07% |
$30.3K - $33.7K
|
394
$65.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-192- 0.8% |
$31.2K - $34.8K
|
23.8K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-194- 2.67% |
$31.6K - $35.2K
|
7.08K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-195- 6.88% |
$31.7K - $35.4K
|
2.64K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-197- 1.62% |
$32K - $35.7K
|
12K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-198- 5.6% |
$32.2K - $35.9K
|
3.34K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-201- 2.99% |
$32.7K - $36.5K
|
6.51K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-210- 5.87% |
$34.2K - $38.1K
|
3.37K
$562K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-213- 10.08% |
$34.7K - $38.6K
|
1.9K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-219- 14.61% |
$35.6K - $39.7K
|
1.28K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-221- 6.44% |
$36K - $40.1K
|
3.21K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-226- 4.7% |
$36.8K - $41K
|
4.58K
$766K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-231- 13.23% |
$37.6K - $41.9K
|
1.52K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-231- 1.91% |
$37.6K - $41.9K
|
11.9K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-252- 1.2% |
$41K - $45.7K
|
20.8K
$3.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-258- 9.42% |
$42K - $46.8K
|
2.48K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-271- 3.4% |
$44.1K - $49.1K
|
7.69K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-273- 1.86% |
$44.4K - $49.5K
|
14.4K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-273- 1.46% |
$44.4K - $49.5K
|
18.4K
$3.08M
|
|
|
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
|