Purchases and Sales Made in Q1 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2023. 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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2- 0.11% |
$262 - $314
|
1.87K
$299K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3- 1.56% |
$392 - $471
|
189
$30.2K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-5- 0.07% |
$654 - $785
|
6.68K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 7.58% |
$654 - $785
|
61
$9.76K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-6- 0.21% |
$785 - $942
|
2.84K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-6- 16.22% |
$785 - $942
|
31
$4.96K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6- 0.21% |
$785 - $942
|
2.81K
$450K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7- 0.01% |
$915 - $1.1K
|
101K
$16.2M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.18% |
$1.31K - $1.57K
|
5.64K
$902K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-10- 0.21% |
$1.31K - $1.57K
|
4.85K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-11- 14.86% |
$1.44K - $1.73K
|
63
$10.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 2.76% |
$1.57K - $1.88K
|
423
$67.7K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-12- 0.79% |
$1.57K - $1.88K
|
1.5K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-18- 1.0% |
$2.35K - $2.83K
|
1.79K
$286K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-19- 0.36% |
$2.48K - $2.98K
|
5.31K
$849K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-19- 0.65% |
$2.48K - $2.98K
|
2.89K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19- 0.53% |
$2.48K - $2.98K
|
3.57K
$571K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-20- 0.94% |
$2.62K - $3.14K
|
2.12K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-21- 0.95% |
$2.75K - $3.3K
|
2.2K
$351K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-23- 13.22% |
$3.01K - $3.61K
|
151
$24.2K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23- 1.05% |
$3.01K - $3.61K
|
2.18K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-25- 0.28% |
$3.27K - $3.92K
|
8.76K
$1.4M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-25- 1.63% |
$3.27K - $3.92K
|
1.51K
$242K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-26- 3.71% |
$3.4K - $4.08K
|
675
$108K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-26- 0.77% |
$3.4K - $4.08K
|
3.36K
$537K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-27- 0.7% |
$3.53K - $4.24K
|
3.85K
$616K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-29- 6.37% |
$3.79K - $4.55K
|
426
$68.1K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-30- 0.34% |
$3.92K - $4.71K
|
8.76K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-30- 0.53% |
$3.92K - $4.71K
|
5.62K
$898K
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-32- 0.16% |
$4.18K - $5.02K
|
20.3K
$3.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-32- 1.06% |
$4.18K - $5.02K
|
3K
$480K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-34- 25.0% |
$4.45K - $5.34K
|
102
$16.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-34- 1.03% |
$4.45K - $5.34K
|
3.25K
$520K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-35- 0.49% |
$4.58K - $5.49K
|
7.05K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-35- 2.26% |
$4.58K - $5.49K
|
1.51K
$242K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-36- 1.95% |
$4.71K - $5.65K
|
1.81K
$289K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-38- 0.46% |
$4.97K - $5.96K
|
8.2K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-40- 2.25% |
$5.23K - $6.28K
|
1.74K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-40- 2.37% |
$5.23K - $6.28K
|
1.65K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-42- 4.84% |
$5.49K - $6.59K
|
826
$132K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-45- 1.07% |
$5.89K - $7.06K
|
4.17K
$666K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-47- 1.38% |
$6.15K - $7.38K
|
3.36K
$537K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-47- 1.36% |
$6.15K - $7.38K
|
3.41K
$545K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-48- 0.46% |
$6.28K - $7.53K
|
10.3K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.81% |
$6.54K - $7.85K
|
6.13K
$981K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-52- 1.65% |
$6.8K - $8.16K
|
3.11K
$497K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-53- 0.74% |
$6.93K - $8.32K
|
7.15K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-54- 2.53% |
$7.06K - $8.48K
|
2.08K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56- 1.35% |
$7.32K - $8.79K
|
4.08K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-60- 0.62% |
$7.85K - $9.42K
|
9.62K
$1.54M
|