Purchases and Sales Made in Q4 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
749+ 56.15% |
$94K - $118K
|
2.08K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
744New |
$93.4K - $118K
|
744
$125K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
733+ 3.65% |
$92K - $116K
|
20.8K
$3.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
731+ 17.69% |
$91.7K - $116K
|
4.86K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
700+ 116.67% |
$87.9K - $111K
|
1.3K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
699New |
$87.7K - $111K
|
699
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
680+ 2.22% |
$85.3K - $108K
|
31.3K
$5.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
662New |
$83.1K - $105K
|
662
$111K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
651+ 10.42% |
$81.7K - $103K
|
6.9K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
644+ 24.39% |
$80.8K - $102K
|
3.28K
$550K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
626+ 2.01% |
$78.6K - $99K
|
31.7K
$5.31M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
610+ 8.2% |
$76.6K - $96.5K
|
8.05K
$1.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
600+ 2608.7% |
$75.3K - $94.9K
|
623
$104K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
579New |
$72.7K - $91.6K
|
579
$97K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
576+ 33.33% |
$72.3K - $91.1K
|
2.3K
$386K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
573+ 19.46% |
$71.9K - $90.6K
|
3.52K
$589K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
567+ 24.59% |
$71.2K - $89.7K
|
2.87K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
565+ 14.64% |
$70.9K - $89.4K
|
4.42K
$741K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
549+ 2.98% |
$68.9K - $86.9K
|
19K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
530+ 17.64% |
$66.5K - $83.8K
|
3.54K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
522+ 21.06% |
$65.5K - $82.6K
|
3K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
517+ 5.22% |
$64.9K - $81.8K
|
10.4K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
513+ 2.03% |
$64.4K - $81.2K
|
25.8K
$4.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
500New |
$62.8K - $79.1K
|
500
$83.7K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
495+ 6.01% |
$62.1K - $78.3K
|
8.73K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
486New |
$61K - $76.9K
|
486
$81.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
472+ 1.0% |
$59.2K - $74.7K
|
47.7K
$7.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
465+ 3.36% |
$58.4K - $73.6K
|
14.3K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
459New |
$57.6K - $72.6K
|
459
$76.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
446+ 4.58% |
$56K - $70.6K
|
10.2K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
430+ 5.27% |
$54K - $68K
|
8.59K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
428New |
$53.7K - $67.7K
|
428
$71.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
421New |
$52.8K - $66.6K
|
421
$70.5K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
417+ 19.31% |
$52.3K - $66K
|
2.58K
$432K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
402+ 7.84% |
$50.5K - $63.6K
|
5.53K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 26.47% |
$50.2K - $63.3K
|
1.91K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
384+ 11.18% |
$48.2K - $60.7K
|
3.82K
$640K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
376+ 10.25% |
$47.2K - $59.5K
|
4.05K
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
374+ 0.57% |
$46.9K - $59.2K
|
65.9K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
371+ 21.2% |
$46.6K - $58.7K
|
2.12K
$355K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
367New |
$46.1K - $58.1K
|
367
$61.5K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
364New |
$45.7K - $57.6K
|
364
$61K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
363+ 4.51% |
$45.6K - $57.4K
|
8.42K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
333+ 0.62% |
$41.8K - $52.7K
|
54.3K
$9.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
328+ 43.56% |
$41.2K - $51.9K
|
1.08K
$181K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
323+ 1.82% |
$40.5K - $51.1K
|
18K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
319+ 2.91% |
$40K - $50.5K
|
11.3K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
313New |
$39.3K - $49.5K
|
313
$52.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
308+ 0.71% |
$38.7K - $48.7K
|
43.8K
$7.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
297+ 2.56% |
$37.3K - $47K
|
11.9K
$1.99M
|