Purchases and Sales Made in Q1 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-151- 2.13% |
$22.8K - $25.6K
|
6.93K
$1.17M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-153- 22.94% |
$23.1K - $25.9K
|
514
$86.5K
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-154- 1.64% |
$23.3K - $26.1K
|
9.22K
$1.55M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-160- 7.53% |
$24.2K - $27.1K
|
1.97K
$331K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-160- 1.65% |
$24.2K - $27.1K
|
9.56K
$1.61M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-163Closed |
$24.7K - $27.6K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-164- 5.7% |
$24.8K - $27.8K
|
2.71K
$456K
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-165- 11.26% |
$25K - $27.9K
|
1.3K
$219K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-170- 16.5% |
$25.7K - $28.8K
|
860
$145K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-171- 50.0% |
$25.9K - $28.9K
|
171
$28.8K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-171- 7.21% |
$25.9K - $28.9K
|
2.2K
$370K
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-177- 2.56% |
$26.8K - $30K
|
6.74K
$1.13M
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-180- 1.75% |
$27.2K - $30.5K
|
10.1K
$1.71M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-183Closed |
$27.7K - $31K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-183- 0.13% |
$27.7K - $31K
|
141K
$23.7M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-193- 2.25% |
$29.2K - $32.7K
|
8.39K
$1.41M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-194- 2.71% |
$29.3K - $32.8K
|
6.97K
$1.17M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-195- 10.09% |
$29.5K - $33K
|
1.74K
$292K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-197- 1.82% |
$29.8K - $33.3K
|
10.6K
$1.79M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 0.29% |
$30.3K - $33.8K
|
69.5K
$11.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-202- 35.88% |
$30.6K - $34.2K
|
361
$60.7K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-221- 4.88% |
$33.4K - $37.4K
|
4.31K
$724K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-223- 14.01% |
$33.7K - $37.7K
|
1.37K
$230K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-225- 6.51% |
$34K - $38.1K
|
3.23K
$544K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-226- 7.94% |
$34.2K - $38.2K
|
2.62K
$441K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-227- 1.34% |
$34.3K - $38.4K
|
16.7K
$2.81M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-230- 12.45% |
$34.8K - $38.9K
|
1.62K
$272K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-233- 74.68% |
$35.2K - $39.4K
|
79
$13.3K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-235- 4.73% |
$35.5K - $39.8K
|
4.73K
$796K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-241- 11.99% |
$36.5K - $40.8K
|
1.77K
$298K
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-245Closed |
$37.1K - $41.5K
|
0
$0
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-246- 8.91% |
$37.2K - $41.6K
|
2.52K
$423K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-256Closed |
$38.7K - $43.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-263Closed |
$39.8K - $44.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-267- 0.32% |
$40.4K - $45.2K
|
84.4K
$14.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-267- 5.68% |
$40.4K - $45.2K
|
4.44K
$746K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-279- 2.66% |
$42.2K - $47.2K
|
10.2K
$1.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-283- 15.34% |
$42.8K - $47.9K
|
1.56K
$263K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-289- 1.04% |
$43.7K - $48.9K
|
27.4K
$4.61M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-290Closed |
$43.9K - $49.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-295Closed |
$44.6K - $49.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-300- 15.44% |
$45.4K - $50.8K
|
1.64K
$276K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-303Closed |
$45.8K - $51.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-308- 19.64% |
$46.6K - $52.1K
|
1.26K
$212K
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-316- 15.41% |
$47.8K - $53.5K
|
1.73K
$292K
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-319- 7.86% |
$48.2K - $54K
|
3.74K
$629K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-322- 3.29% |
$48.7K - $54.5K
|
9.46K
$1.59M
|
|
|
May 03, 2022
Q1 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-326- 11.61% |
$49.3K - $55.2K
|
2.48K
$418K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-330- 4.71% |
$49.9K - $55.8K
|
6.67K
$1.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-333- 2.45% |
$50.4K - $56.3K
|
13.3K
$2.23M
|