Purchases and Sales Made in Q2 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-90- 0.78% |
$12.1K - $14.6K
|
11.5K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-92- 2.34% |
$12.4K - $15K
|
3.85K
$647K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-92- 0.51% |
$12.4K - $15K
|
17.9K
$3.02M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-93- 0.69% |
$12.5K - $15.1K
|
13.4K
$2.25M
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-95- 5.58% |
$12.8K - $15.5K
|
1.61K
$270K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 16.64% |
$13.4K - $16.3K
|
501
$84.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-100- 5.15% |
$13.4K - $16.3K
|
1.84K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100Closed |
$13.4K - $16.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-110- 0.92% |
$14.8K - $17.9K
|
11.9K
$2M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-111- 1.39% |
$14.9K - $18.1K
|
7.87K
$1.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-114- 16.03% |
$15.3K - $18.5K
|
597
$100K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-122Closed |
$16.4K - $19.9K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-123- 1.29% |
$16.5K - $20K
|
9.44K
$1.59M
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-125- 2.92% |
$16.8K - $20.3K
|
4.16K
$699K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-136- 0.16% |
$18.3K - $22.1K
|
84.3K
$14.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
SELL
|
- |
-140- 1.6% |
$18.8K - $22.8K
|
8.64K
$1.45M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-144- 0.15% |
$19.4K - $23.4K
|
93.3K
$15.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-147- 1.84% |
$19.8K - $23.9K
|
7.84K
$1.32M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-151- 8.78% |
$20.3K - $24.6K
|
1.57K
$264K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-153- 29.77% |
$20.6K - $24.9K
|
361
$60.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-153- 1.19% |
$20.6K - $24.9K
|
12.7K
$2.13M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-160Closed |
$21.5K - $26K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-161- 2.18% |
$21.6K - $26.2K
|
7.23K
$1.22M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-163Closed |
$21.9K - $26.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-163- 1.23% |
$21.9K - $26.5K
|
13.1K
$2.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-165- 1.61% |
$22.2K - $26.8K
|
10.1K
$1.69M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-170- 10.34% |
$22.9K - $27.7K
|
1.47K
$248K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-181- 7.83% |
$24.3K - $29.5K
|
2.13K
$359K
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-184- 10.74% |
$24.7K - $29.9K
|
1.53K
$257K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-185- 1.2% |
$24.9K - $30.1K
|
15.2K
$2.56M
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-186- 2.32% |
$25K - $30.3K
|
7.82K
$1.32M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-187- 4.82% |
$25.1K - $30.4K
|
3.69K
$621K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-201- 11.78% |
$27K - $32.7K
|
1.51K
$253K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-206- 8.01% |
$27.7K - $33.5K
|
2.37K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-207- 3.28% |
$27.8K - $33.7K
|
6.11K
$1.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-211- 4.82% |
$28.4K - $34.3K
|
4.17K
$702K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-215- 3.87% |
$28.9K - $35K
|
5.34K
$898K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-218- 10.89% |
$29.3K - $35.5K
|
1.78K
$300K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-237- 2.96% |
$31.9K - $38.6K
|
7.76K
$1.31M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-239- 1.97% |
$32.1K - $38.9K
|
11.9K
$2M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-240Closed |
$32.3K - $39.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-243- 4.71% |
$32.7K - $39.5K
|
4.91K
$827K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-243- 9.66% |
$32.7K - $39.5K
|
2.27K
$382K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-244- 1.04% |
$32.8K - $39.7K
|
23.1K
$3.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-248Closed |
$33.3K - $40.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-250- 10.0% |
$33.6K - $40.7K
|
2.25K
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-252- 1.93% |
$33.9K - $41K
|
12.8K
$2.15M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-253- 1.79% |
$34K - $41.2K
|
13.8K
$2.33M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-274- 7.34% |
$36.8K - $44.6K
|
3.46K
$582K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-275- 5.42% |
$37K - $44.7K
|
4.8K
$807K
|