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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
119+ 6.32% |
$18K - $20.1K
|
2K
$320K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
117+ 2.32% |
$17.7K - $19.8K
|
5.16K
$825K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
110+ 17.86% |
$16.6K - $18.6K
|
726
$116K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
103+ 1.02% |
$15.6K - $17.4K
|
10.2K
$1.64M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
99+ 2.74% |
$15K - $16.8K
|
3.71K
$593K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
93+ 6.99% |
$14.1K - $15.7K
|
1.42K
$228K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
91+ 3.6% |
$13.8K - $15.4K
|
2.62K
$419K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
84New |
$12.7K - $14.2K
|
84
$13.4K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
80+ 106.67% |
$12.1K - $13.5K
|
155
$24.8K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76+ 5.7% |
$11.5K - $12.9K
|
1.41K
$226K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
74+ 0.6% |
$11.2K - $12.5K
|
12.3K
$1.97M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
68+ 0.21% |
$10.3K - $11.5K
|
32.7K
$5.24M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
66+ 0.9% |
$9.98K - $11.2K
|
7.39K
$1.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
63+ 15.48% |
$9.53K - $10.7K
|
470
$75.2K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
63+ 42.0% |
$9.53K - $10.7K
|
213
$34.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
63+ 1.47% |
$9.53K - $10.7K
|
4.35K
$696K
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
60+ 1.37% |
$9.08K - $10.2K
|
4.45K
$712K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
60+ 300.0% |
$9.08K - $10.2K
|
80
$12.8K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$9.08K - $10.2K
|
60
$9.6K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
56New |
$8.47K - $9.48K
|
56
$8.96K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55+ 0.76% |
$8.32K - $9.31K
|
7.27K
$1.16M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
53+ 1.05% |
$8.02K - $8.97K
|
5.1K
$816K
|
|
|
Apr 13, 2022
Q1 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
53+ 0.08% |
$8.02K - $8.97K
|
69.9K
$11.2M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
51+ 0.32% |
$7.71K - $8.63K
|
16.1K
$2.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
51+ 8.04% |
$7.71K - $8.63K
|
685
$110K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50+ 2.37% |
$7.56K - $8.46K
|
2.16K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Gator Capital Management, LLC
|
BUY
|
- |
50+ 1.5% |
$7.56K - $8.46K
|
3.38K
$541K
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
46+ 0.85% |
$6.96K - $7.78K
|
5.47K
$875K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
45+ 0.75% |
$6.81K - $7.61K
|
6.04K
$966K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
44+ 1.34% |
$6.66K - $7.45K
|
3.33K
$533K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
41+ 0.94% |
$6.2K - $6.94K
|
4.4K
$704K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 14.44% |
$6.2K - $6.94K
|
325
$52K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.54% |
$6.05K - $6.77K
|
7.47K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
38+ 1.35% |
$5.75K - $6.43K
|
2.86K
$457K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
34+ 0.32% |
$5.14K - $5.75K
|
10.5K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
33+ 2.04% |
$4.99K - $5.58K
|
1.65K
$264K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
32+ 15.09% |
$4.84K - $5.41K
|
244
$39K
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
32+ 0.27% |
$4.84K - $5.41K
|
11.7K
$1.88M
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
29New |
$4.39K - $4.91K
|
29
$4.64K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
29+ 10.62% |
$4.39K - $4.91K
|
302
$48.3K
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
26+ 1.14% |
$3.93K - $4.4K
|
2.3K
$367K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
25+ 2500.0% |
$3.78K - $4.23K
|
26
$4.16K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
24+ 1.44% |
$3.63K - $4.06K
|
1.69K
$270K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
23+ 2.45% |
$3.48K - $3.89K
|
963
$154K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.43% |
$3.33K - $3.72K
|
5.17K
$827K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
21New |
$3.18K - $3.55K
|
21
$3.36K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 0.44% |
$2.87K - $3.21K
|
4.32K
$691K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18New |
$2.72K - $3.05K
|
18
$2.88K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.47% |
$2.57K - $2.88K
|
3.64K
$583K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
17+ 0.14% |
$2.57K - $2.88K
|
12.2K
$1.94M
|