Purchases and Sales Made in Q2 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
56New |
$7.22K - $7.97K
|
56
$8.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$6.45K - $7.12K
|
50
$8K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
49+ 2.27% |
$6.32K - $6.97K
|
2.21K
$353K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
44+ 4.26% |
$5.67K - $6.26K
|
1.08K
$172K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
43+ 6.37% |
$5.54K - $6.12K
|
718
$115K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
40+ 63.49% |
$5.16K - $5.69K
|
103
$16.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 17.39% |
$5.16K - $5.69K
|
270
$43.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37New |
$4.77K - $5.27K
|
37
$5.92K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
36+ 0.2% |
$4.64K - $5.12K
|
18.3K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
36+ 0.29% |
$4.64K - $5.12K
|
12.5K
$1.99M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
35+ 0.2% |
$4.51K - $4.98K
|
17.1K
$2.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34+ 55.74% |
$4.38K - $4.84K
|
95
$15.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 10.36% |
$4.13K - $4.55K
|
341
$54.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
30+ 1.11% |
$3.87K - $4.27K
|
2.74K
$437K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
30+ 0.57% |
$3.87K - $4.27K
|
5.26K
$841K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
30+ 1.99% |
$3.87K - $4.27K
|
1.54K
$246K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 19.46% |
$3.74K - $4.13K
|
178
$28.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 118.18% |
$3.35K - $3.7K
|
48
$7.68K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
26+ 0.27% |
$3.35K - $3.7K
|
9.64K
$1.54M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 118.18% |
$3.35K - $3.7K
|
48
$7.68K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25+ 0.55% |
$3.22K - $3.56K
|
4.61K
$737K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24+ 0.84% |
$3.09K - $3.42K
|
2.89K
$462K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
23+ 1.33% |
$2.97K - $3.27K
|
1.75K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
21+ 1.12% |
$2.71K - $2.99K
|
1.9K
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
20+ 0.64% |
$2.58K - $2.85K
|
3.13K
$500K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 0.19% |
$2.58K - $2.85K
|
10.7K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
19+ 4.08% |
$2.45K - $2.7K
|
485
$77.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
19+ 0.38% |
$2.45K - $2.7K
|
5.07K
$811K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$2.45K - $2.7K
|
4.57K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
18+ 0.39% |
$2.32K - $2.56K
|
4.66K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
17New |
$2.19K - $2.42K
|
17
$2.72K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.72% |
$2.19K - $2.42K
|
2.36K
$378K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17+ 121.43% |
$2.19K - $2.42K
|
31
$4.96K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
16+ 0.37% |
$2.06K - $2.28K
|
4.37K
$699K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
16+ 0.43% |
$2.06K - $2.28K
|
3.78K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.45% |
$1.93K - $2.13K
|
3.37K
$539K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$1.93K - $2.13K
|
15
$2.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.16% |
$1.93K - $2.13K
|
9.32K
$1.49M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
14+ 0.86% |
$1.81K - $1.99K
|
1.63K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14+ 4.26% |
$1.81K - $1.99K
|
343
$54.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
13New |
$1.68K - $1.85K
|
13
$2.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
12+ 0.44% |
$1.55K - $1.71K
|
2.76K
$442K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 1.2% |
$1.55K - $1.71K
|
1.01K
$162K
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
11+ 0.18% |
$1.42K - $1.57K
|
6.13K
$981K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.17% |
$1.42K - $1.57K
|
6.58K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
10+ 0.54% |
$1.29K - $1.42K
|
1.86K
$297K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10+ 0.46% |
$1.29K - $1.42K
|
2.16K
$346K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
10+ 0.08% |
$1.29K - $1.42K
|
12.4K
$1.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9New |
$1.16K - $1.28K
|
9
$1.44K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.39% |
$903 - $996
|
1.8K
$288K
|