Purchases and Sales Made in Q4 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
28KNew |
$4.56M - $5.08M
|
28K
$4.48M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
15.3K+ 125.25% |
$2.49M - $2.77M
|
27.5K
$4.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6K+ 101.85% |
$1.88M - $2.1M
|
23K
$3.67M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.34KNew |
$706K - $787K
|
4.34K
$694K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
650+ 20.49% |
$106K - $118K
|
3.82K
$611K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
389+ 0.15% |
$63.3K - $70.5K
|
261K
$41.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
204New |
$33.2K - $37K
|
204
$32.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
132+ 19.94% |
$21.5K - $23.9K
|
794
$127K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
61+ 2.99% |
$9.92K - $11.1K
|
2.1K
$336K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$813 - $907
|
1.42K
$227K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.13% |
$651 - $725
|
3.18K
$508K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.09% |
$325 - $363
|
2.27K
$363K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1- 0.03% |
$163 - $181
|
3.16K
$505K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-27- 24.11% |
$4.39K - $4.9K
|
85
$13.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-36- 0.17% |
$5.86K - $6.53K
|
20.8K
$3.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-105- 5.13% |
$17.1K - $19K
|
1.94K
$310K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-138- 29.05% |
$22.5K - $25K
|
337
$53.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-213- 10.08% |
$34.7K - $38.6K
|
1.9K
$304K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-231- 13.23% |
$37.6K - $41.9K
|
1.52K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22.2K- 49.31% |
$3.61M - $4.02M
|
22.8K
$3.65M
|