Purchases and Sales Made in Q1 2022 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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 03, 2022 Q1 2022
Lloyd Park, LLC

Wilmette, IL
BUY
 -
1.48K
+ 5.0%
$224K - $250K
31.1K $5.2M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
1.47K
+ 2.62%
$223K - $249K
57.8K $9.68M
Feb 01, 2023 Q1 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
1.47K
+ 56.42%
$223K - $249K
4.08K $684K
Apr 22, 2022 Q1 2022
Bishop & CO Investment Management, LLC

BUY
 -
1.47K
+ 3.74%
$223K - $249K
40.9K $6.84M
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.46K
New
$220K - $247K
1.46K $244K
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
1.43K
+ 19.1%
$216K - $242K
8.9K $1.49M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
1.4K
New
$211K - $237K
1.4K $234K
May 02, 2022 Q1 2022
Arkadios Wealth Advisors

BUY
 -
1.39K
+ 75.95%
$210K - $235K
3.21K $538K
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
1.38K
+ 10.44%
$209K - $234K
14.6K $2.45M
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
1.37K
New
$208K - $232K
1.37K $230K
Apr 28, 2022 Q1 2022
Prw Wealth Management LLC

BUY
 -
1.35K
+ 76.75%
$204K - $228K
3.11K $521K
May 05, 2022 Q1 2022
Davis R M Inc

Portland, ME
BUY
 -
1.31K
New
$197K - $221K
1.31K $219K
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
1.3K
+ 28.21%
$196K - $220K
5.9K $989K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.3K
+ 4.52%
$196K - $219K
29.9K $5.01M
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
1.29K
New
$195K - $219K
1.29K $216K
Apr 07, 2022 Q1 2022
My Legacy Advisors, LLC

BUY
 -
1.25K
New
$189K - $211K
1.25K $209K
Apr 27, 2022 Q1 2022
Argi Investment Services, LLC

BUY
 -
1.25K
New
$188K - $211K
1.25K $209K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
1.16K
+ 25.85%
$176K - $197K
5.66K $948K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.16K
+ 41.62%
$175K - $195K
3.93K $658K
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.13K
+ 14.91%
$172K - $192K
8.74K $1.46M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
1.13K
+ 15.71%
$171K - $191K
8.32K $1.39M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.07K
+ 13.15%
$162K - $182K
9.23K $1.55M
May 16, 2022 Q1 2022
Walleye Trading LLC

Plymouth, MN
BUY
 -
1.04K
New
$158K - $176K
1.04K $175K
May 12, 2022 Q1 2022
Heron Financial Group, LLC

BUY
 -
1.02K
+ 2.47%
$154K - $172K
42.2K $7.06M
May 10, 2022 Q1 2022
Steel Peak Wealth Management LLC

BUY
 -
1K
+ 49.93%
$151K - $169K
3K $503K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
990
+ 3.56%
$150K - $168K
28.8K $4.82M
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
988
+ 20.14%
$149K - $167K
5.89K $987K
Apr 19, 2022 Q1 2022
Alhambra Investment Partners LLC

BUY
 -
987
+ 8.61%
$149K - $167K
12.5K $2.09M
May 02, 2022 Q1 2022
Xml Financial, LLC

BUY
 -
944
+ 3.39%
$143K - $160K
28.8K $4.82M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
936
+ 5.12%
$142K - $158K
19.2K $3.22M
May 13, 2022 Q1 2022
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
882
+ 44.89%
$133K - $149K
2.85K $477K
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
871
+ 5.08%
$132K - $147K
18K $3.02M
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
862
+ 2.39%
$130K - $146K
36.9K $6.18M
May 04, 2022 Q1 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
862
+ 53.57%
$130K - $146K
2.47K $414K
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
BUY
 -
853
+ 181.1%
$129K - $144K
1.32K $222K
Apr 14, 2022 Q1 2022
Independence Bank Of Kentucky

BUY
 -
848
+ 109.84%
$128K - $143K
1.62K $271K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
843
+ 48.73%
$128K - $143K
2.57K $431K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
834
+ 63.91%
$126K - $141K
2.14K $358K
May 10, 2022 Q1 2022
Alamar Capital Management, LLC

BUY
 -
821
+ 9.39%
$124K - $139K
9.56K $1.6M
Apr 12, 2022 Q1 2022
Bromfield Sneider Wealth Advisors

BUY
 -
811
New
$123K - $137K
811 $136K
Apr 29, 2022 Q1 2022
West Bancorporation Inc

BUY
 -
793
+ 278.25%
$120K - $134K
1.08K $181K
Apr 19, 2022 Q1 2022
Icon Wealth Partners, LLC

BUY
 -
782
+ 41.95%
$118K - $132K
2.65K $443K
May 09, 2022 Q1 2022
Mesirow Financial Investment Management Equity & Fixed Income

Chicago, IL
BUY
 -
760
New
$115K - $129K
760 $127K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
749
+ 13.44%
$113K - $127K
6.32K $1.06M
May 03, 2022 Q1 2022
Rtd Financial Advisors, Inc.

BUY
 -
728
+ 1.41%
$110K - $123K
52.4K $8.78M
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
719
+ 10.75%
$109K - $122K
7.41K $1.24M
May 11, 2022 Q1 2022
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
700
+ 0.5%
$106K - $118K
140K $23.4M
Apr 29, 2022 Q1 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
681
+ 2.37%
$103K - $115K
29.5K $4.93M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
673
+ 22.43%
$102K - $114K
3.67K $615K

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