Purchases and Sales Made in Q3 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-898- 0.77% |
$120K - $136K
|
116K
$19.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-902- 16.89% |
$121K - $136K
|
4.44K
$743K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-910- 3.12% |
$122K - $138K
|
28.2K
$4.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-940- 7.01% |
$126K - $142K
|
12.5K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-960- 10.63% |
$128K - $145K
|
8.07K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-971- 3.75% |
$130K - $147K
|
24.9K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1K- 10.64% |
$134K - $151K
|
8.4K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-1.02K- 1.52% |
$136K - $154K
|
65.8K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.08K- 20.95% |
$144K - $163K
|
4.07K
$681K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.1K- 14.03% |
$147K - $166K
|
6.71K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.14K- 36.34% |
$153K - $173K
|
2K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.16K- 2.45% |
$155K - $176K
|
46.2K
$7.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.18K- 3.32% |
$157K - $178K
|
34.3K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.37K- 3.75% |
$184K - $208K
|
35.2K
$5.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.37K- 5.43% |
$184K - $208K
|
23.9K
$4.01M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.42K- 2.09% |
$189K - $214K
|
66.2K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 0.61% |
$190K - $215K
|
231K
$38.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.44K- 17.2% |
$192K - $217K
|
6.91K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.45K- 13.41% |
$194K - $220K
|
9.38K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.47K- 5.35% |
$197K - $222K
|
26K
$4.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 5.0% |
$200K - $227K
|
28.5K
$4.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 19.54% |
$206K - $233K
|
6.35K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 14.34% |
$222K - $250K
|
9.89K
$1.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.66K- 36.93% |
$222K - $251K
|
2.83K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.8K- 1.43% |
$240K - $271K
|
124K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.81K- 19.85% |
$242K - $273K
|
7.29K
$1.22M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.85K- 13.19% |
$248K - $280K
|
12.2K
$2.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.94K- 86.13% |
$259K - $293K
|
312
$52.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.96K- 2.01% |
$262K - $296K
|
95.4K
$16M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.98K- 41.83% |
$265K - $300K
|
2.76K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2K- 3.2% |
$267K - $302K
|
60.3K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.07K- 8.91% |
$276K - $312K
|
21.1K
$3.54M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.08K- 18.91% |
$279K - $315K
|
8.94K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.08K- 18.91% |
$279K - $315K
|
8.94K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.19K- 12.39% |
$293K - $331K
|
15.5K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.21K- 3.51% |
$295K - $334K
|
60.6K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.26K- 9.13% |
$303K - $342K
|
22.5K
$3.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.28K- 15.31% |
$305K - $345K
|
12.6K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.36K- 58.47% |
$316K - $357K
|
1.68K
$281K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.36K- 58.47% |
$316K - $357K
|
1.68K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.38K- 3.7% |
$318K - $359K
|
61.9K
$10.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.38K- 24.93% |
$318K - $359K
|
7.16K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.42K- 14.78% |
$323K - $366K
|
13.9K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.52K- 2.51% |
$337K - $381K
|
97.7K
$16.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.75K- 52.13% |
$368K - $416K
|
2.53K
$423K
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.77K- 35.63% |
$371K - $419K
|
5.01K
$838K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.86K- 8.94% |
$383K - $433K
|
29.2K
$4.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.87K- 13.94% |
$384K - $434K
|
17.7K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.03K- 13.97% |
$405K - $458K
|
18.6K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.05K- 23.11% |
$408K - $461K
|
10.1K
$1.7M
|