Purchases and Sales Made in Q1 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
2.97K+ 3.15% |
$449K - $502K
|
97.1K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.93KNew |
$443K - $496K
|
2.93K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.77KNew |
$420K - $469K
|
2.77K
$464K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.74KNew |
$414K - $463K
|
2.74K
$457K
|
|
|
May 03, 2022
Q1 2022
|
Factorial Partners, LLC
|
BUY
|
- |
2.7K+ 26.47% |
$408K - $457K
|
12.9K
$2.16M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.68K+ 30.06% |
$405K - $453K
|
11.6K
$1.93M
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
2.56K+ 4.47% |
$386K - $432K
|
59.7K
$9.98M
|
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.55K+ 3.52% |
$386K - $431K
|
74.9K
$12.5M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.54K+ 50.39% |
$384K - $430K
|
7.58K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.36K+ 25.86% |
$356K - $398K
|
11.5K
$1.91M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.35K+ 9388.0% |
$355K - $397K
|
2.37K
$396K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2.29KNew |
$346K - $387K
|
2.29K
$382K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.28K+ 63.65% |
$345K - $386K
|
5.87K
$981K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 31.91% |
$333K - $373K
|
9.1K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.14KNew |
$324K - $362K
|
2.14K
$358K
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
2.12K+ 31.54% |
$320K - $358K
|
8.82K
$1.47M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.12K+ 64.59% |
$320K - $358K
|
5.39K
$901K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.1K+ 108.99% |
$317K - $355K
|
4.02K
$672K
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2.06K+ 34.05% |
$312K - $349K
|
8.11K
$1.36M
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.06K+ 14.41% |
$311K - $348K
|
16.3K
$2.73M
|
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.05KNew |
$310K - $347K
|
2.05K
$343K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.01K+ 0.2% |
$303K - $339K
|
984K
$164M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2KNew |
$303K - $339K
|
2K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 182.88% |
$302K - $338K
|
3.09K
$516K
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
1.95KNew |
$296K - $331K
|
1.95K
$326K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.95K+ 5.32% |
$295K - $330K
|
38.7K
$6.46M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.83K+ 25.33% |
$277K - $310K
|
9.07K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.83K+ 34.5% |
$277K - $310K
|
7.14K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.74K+ 4.47% |
$263K - $294K
|
40.7K
$6.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.72K+ 2.01% |
$261K - $292K
|
87.6K
$14.6M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.69K+ 1.23% |
$256K - $286K
|
139K
$23.3M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$256K - $286K
|
1.69K
$283K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.67K+ 7.89% |
$253K - $283K
|
22.9K
$3.83M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.66KNew |
$252K - $281K
|
1.66K
$278K
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.64KNew |
$249K - $278K
|
1.64K
$275K
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.62K+ 518.59% |
$245K - $274K
|
1.93K
$322K
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 8.03% |
$242K - $270K
|
21.5K
$3.59M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
1.59KNew |
$241K - $269K
|
1.59K
$266K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.58K+ 3.91% |
$239K - $268K
|
42K
$7.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.58K+ 1.03% |
$238K - $267K
|
154K
$25.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.57KNew |
$237K - $266K
|
1.57K
$262K
|
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.57K+ 3.43% |
$237K - $265K
|
47.3K
$7.91M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.56KNew |
$236K - $264K
|
1.56K
$261K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.54KNew |
$233K - $260K
|
1.54K
$257K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.53KNew |
$231K - $259K
|
1.53K
$255K
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
1.53KNew |
$231K - $258K
|
1.53K
$255K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.52K+ 2.6% |
$230K - $257K
|
59.9K
$10M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.49K+ 18.72% |
$226K - $253K
|
9.47K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.49KNew |
$226K - $253K
|
1.49K
$249K
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
1.48K+ 5.0% |
$224K - $250K
|
31.1K
$5.19M
|