Purchases and Sales Made in Q1 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-257- 2.07% |
$37.4K - $40.8K
|
12.1K
$2.03M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-264- 14.59% |
$38.4K - $41.9K
|
1.55K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-271- 2.55% |
$39.5K - $43K
|
10.3K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 7.17% |
$39.9K - $43.5K
|
3.55K
$592K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-276- 1.93% |
$40.2K - $43.8K
|
14K
$2.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-279- 1.42% |
$40.6K - $44.3K
|
19.3K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-283- 2.34% |
$41.2K - $44.9K
|
11.8K
$1.97M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-300- 32.29% |
$43.7K - $47.6K
|
629
$105K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-308- 10.26% |
$44.8K - $48.9K
|
2.69K
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-315- 1.01% |
$45.9K - $50K
|
31K
$5.18M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-343- 5.25% |
$49.9K - $54.5K
|
6.19K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-350- 6.62% |
$51K - $55.6K
|
4.94K
$825K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-350- 6.62% |
$51K - $55.6K
|
4.94K
$825K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-350- 20.18% |
$51K - $55.6K
|
1.38K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-351- 14.84% |
$51.1K - $55.7K
|
2.02K
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-356- 2.24% |
$51.8K - $56.5K
|
15.6K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-356- 6.88% |
$51.8K - $56.5K
|
4.82K
$805K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-364- 15.35% |
$53K - $57.8K
|
2.01K
$336K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-369- 7.49% |
$53.7K - $58.6K
|
4.56K
$762K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-374- 2.9% |
$54.5K - $59.4K
|
12.5K
$2.09M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-400- 5.53% |
$58.2K - $63.5K
|
6.84K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-400- 30.77% |
$58.2K - $63.5K
|
900
$150K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-415- 16.29% |
$60.4K - $65.9K
|
2.13K
$356K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-418- 6.48% |
$60.9K - $66.4K
|
6.03K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-437- 20.71% |
$63.6K - $69.4K
|
1.67K
$280K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-439- 4.47% |
$63.9K - $69.7K
|
9.39K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-442- 7.26% |
$64.4K - $70.2K
|
5.65K
$944K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-452- 2.25% |
$65.8K - $71.8K
|
19.6K
$3.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-459- 4.65% |
$66.8K - $72.9K
|
9.42K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-459- 1.26% |
$66.8K - $72.9K
|
35.8K
$5.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-459- 5.99% |
$66.8K - $72.9K
|
7.2K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-493- 21.4% |
$71.8K - $78.3K
|
1.81K
$303K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-496- 6.15% |
$72.2K - $78.8K
|
7.57K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-497- 16.56% |
$72.4K - $78.9K
|
2.5K
$418K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-499- 6.58% |
$72.7K - $79.2K
|
7.08K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-500- 15.12% |
$72.8K - $79.4K
|
2.81K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-510- 7.12% |
$74.3K - $81K
|
6.65K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-516- 13.46% |
$75.1K - $81.9K
|
3.32K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-532- 3.72% |
$77.5K - $84.5K
|
13.8K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-543- 3.36% |
$79.1K - $86.2K
|
15.6K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-568- 16.78% |
$82.7K - $90.2K
|
2.82K
$471K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-597- 14.96% |
$86.9K - $94.8K
|
3.39K
$567K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-613- 0.79% |
$89.3K - $97.4K
|
77.1K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-620- 14.56% |
$90.3K - $98.5K
|
3.64K
$608K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-631- 30.71% |
$91.9K - $100K
|
1.42K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-636- 32.27% |
$92.6K - $101K
|
1.34K
$223K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-681- 5.03% |
$99.2K - $108K
|
12.9K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-694- 17.13% |
$101K - $110K
|
3.36K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-724- 0.06% |
$105K - $115K
|
1.2M
$201M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-725- 5.24% |
$106K - $115K
|
13.1K
$2.19M
|