Purchases and Sales Made in Q2 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2024. 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 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.92K+ 212.67% |
$1.16M - $1.26M
|
11.7K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.67K+ 8.75% |
$1.12M - $1.22M
|
95.3K
$15.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.36K+ 0.38% |
$1.07M - $1.17M
|
1.96M
$327M
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
7.29KNew |
$1.06M - $1.16M
|
7.29K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.26K+ 5.17% |
$1.06M - $1.15M
|
148K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.24K+ 15.57% |
$1.06M - $1.15M
|
53.8K
$9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.84K+ 14.81% |
$999K - $1.09M
|
53K
$8.87M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.53K+ 13.79% |
$954K - $1.04M
|
53.9K
$9.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.37K+ 12.84% |
$930K - $1.01M
|
55.9K
$9.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6K+ 2.7% |
$876K - $953K
|
228K
$38.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.77K+ 10.83% |
$842K - $917K
|
59K
$9.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.49K+ 7.24% |
$802K - $873K
|
81.4K
$13.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.31K+ 3.22% |
$776K - $844K
|
170K
$28.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
4.99KNew |
$729K - $793K
|
4.99K
$835K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.85K+ 45.41% |
$708K - $771K
|
15.5K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4.76K+ 360.65% |
$695K - $756K
|
6.08K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.52KNew |
$660K - $719K
|
4.52K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.52K+ 46.59% |
$660K - $718K
|
14.2K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.51K+ 64.77% |
$659K - $717K
|
11.5K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.39KNew |
$641K - $697K
|
4.39K
$734K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$612K - $666K
|
4.19K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.94K+ 23.57% |
$575K - $625K
|
20.6K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.92K+ 2863.5% |
$573K - $623K
|
4.06K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.87K+ 44.37% |
$566K - $616K
|
12.6K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.79K+ 59.2% |
$554K - $603K
|
10.2K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.71KNew |
$542K - $590K
|
3.71K
$621K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.7KNew |
$540K - $588K
|
3.7K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.56K+ 179.82% |
$520K - $566K
|
5.55K
$928K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.27K+ 12.53% |
$478K - $520K
|
29.4K
$4.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.26K+ 2.28% |
$475K - $517K
|
146K
$24.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.23KNew |
$471K - $513K
|
3.23K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.18KNew |
$465K - $506K
|
3.18K
$532K
|
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3.12K+ 75.32% |
$455K - $496K
|
7.26K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.08K+ 32.67% |
$449K - $489K
|
12.5K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.02K+ 31.28% |
$441K - $480K
|
12.7K
$2.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.89KNew |
$422K - $460K
|
2.89K
$484K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.76KNew |
$403K - $438K
|
2.76K
$461K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.71KNew |
$396K - $431K
|
2.71K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.58KNew |
$376K - $409K
|
2.58K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 21.76% |
$374K - $407K
|
14.3K
$2.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.54K+ 3.08% |
$371K - $404K
|
85.2K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$361K - $393K
|
2.47K
$414K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.43KNew |
$355K - $386K
|
2.43K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
2.31K+ 21.97% |
$337K - $366K
|
12.8K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.29KNew |
$334K - $363K
|
2.29K
$382K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
2.24KNew |
$327K - $356K
|
2.24K
$375K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.16K+ 2.81% |
$316K - $344K
|
79.2K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.02K+ 27.36% |
$294K - $320K
|
9.38K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.98K+ 90.86% |
$289K - $315K
|
4.16K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.97KNew |
$287K - $313K
|
1.97K
$329K
|