Purchases and Sales Made in Q3 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
88+ 0.3% |
$11.8K - $13.3K
|
29.7K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
84New |
$11.2K - $12.7K
|
84
$12.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
80+ 0.8% |
$10.7K - $12.1K
|
10K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
79+ 2.1% |
$10.6K - $11.9K
|
3.85K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
78+ 0.74% |
$10.4K - $11.8K
|
10.7K
$1.64M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
77+ 6.97% |
$10.3K - $11.6K
|
1.18K
$181K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
72+ 21.11% |
$9.63K - $10.9K
|
413
$63.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.66% |
$9.63K - $10.9K
|
10.9K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
70+ 2.13% |
$9.37K - $10.6K
|
3.36K
$514K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
56New |
$7.49K - $8.47K
|
56
$8.57K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
49+ 1.48% |
$6.56K - $7.41K
|
3.36K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47+ 0.26% |
$6.29K - $7.11K
|
18K
$2.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
39+ 0.12% |
$5.22K - $5.9K
|
31.6K
$4.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34New |
$4.55K - $5.14K
|
34
$5.21K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
32+ 2.05% |
$4.28K - $4.84K
|
1.6K
$244K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
30New |
$4.01K - $4.54K
|
30
$4.59K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
29New |
$3.88K - $4.39K
|
29
$4.44K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
29+ 1.54% |
$3.88K - $4.39K
|
1.91K
$292K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
27+ 3.85% |
$3.61K - $4.08K
|
728
$111K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
26+ 3.77% |
$3.48K - $3.93K
|
716
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
24+ 0.72% |
$3.21K - $3.63K
|
3.35K
$513K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24+ 0.91% |
$3.21K - $3.63K
|
2.66K
$407K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23New |
$3.08K - $3.48K
|
23
$3.52K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
23+ 1.23% |
$3.08K - $3.48K
|
1.9K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21+ 0.73% |
$2.81K - $3.18K
|
2.89K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19+ 20.43% |
$2.54K - $2.87K
|
112
$17.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
19+ 0.83% |
$2.54K - $2.87K
|
2.31K
$353K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18+ 0.98% |
$2.41K - $2.72K
|
1.85K
$283K
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16+ 0.32% |
$2.14K - $2.42K
|
5.09K
$779K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16New |
$2.14K - $2.42K
|
16
$2.45K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16+ 0.08% |
$2.14K - $2.42K
|
19.8K
$3.03M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$2.14K - $2.42K
|
16
$2.45K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.85% |
$2.01K - $2.27K
|
1.78K
$272K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
13+ 0.22% |
$1.74K - $1.97K
|
6.03K
$924K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
12New |
$1.61K - $1.81K
|
12
$1.84K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11+ 2.27% |
$1.47K - $1.66K
|
496
$75.9K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
10+ 0.42% |
$1.34K - $1.51K
|
2.39K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
10+ 0.58% |
$1.34K - $1.51K
|
1.74K
$267K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.01% |
$937 - $1.06K
|
355
$54.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.47% |
$937 - $1.06K
|
1.48K
$227K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7+ 0.99% |
$937 - $1.06K
|
716
$110K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.21% |
$669 - $756
|
2.37K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 1.39% |
$401 - $454
|
219
$33.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.08% |
$268 - $302
|
2.39K
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.13% |
$268 - $302
|
1.5K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2+ 0.03% |
$268 - $302
|
5.9K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 0.11% |
$268 - $302
|
1.86K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.05% |
$134 - $151
|
1.92K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.05% |
$134 - $151
|
2.21K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1+ 0.0% |
$134 - $151
|
47K
$7.2M
|