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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
942+ 0.78% |
$126K - $142K
|
122K
$20.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
880+ 16.12% |
$118K - $133K
|
6.34K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
869+ 1.84% |
$116K - $131K
|
48.1K
$8.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
778+ 8.31% |
$104K - $118K
|
10.1K
$1.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
773+ 3.77% |
$103K - $117K
|
21.3K
$3.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
765+ 7.51% |
$102K - $116K
|
11K
$1.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
761+ 2.5% |
$102K - $115K
|
31.3K
$5.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
746+ 0.39% |
$99.8K - $113K
|
194K
$32.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
729+ 1.84% |
$97.5K - $110K
|
40.4K
$6.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
682New |
$91.3K - $103K
|
682
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
631+ 1.84% |
$84.4K - $95.4K
|
35K
$5.84M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
606+ 9.99% |
$81.1K - $91.7K
|
6.67K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
557+ 10.26% |
$74.5K - $84.2K
|
5.99K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
555+ 6.07% |
$74.3K - $83.9K
|
9.7K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
530+ 21.98% |
$70.9K - $80.2K
|
2.94K
$491K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
525+ 5.36% |
$70.2K - $79.4K
|
10.3K
$1.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
523+ 0.98% |
$70K - $79.1K
|
54K
$9.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
518+ 18.75% |
$69.3K - $78.3K
|
3.28K
$548K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
511+ 24.48% |
$68.4K - $77.3K
|
2.6K
$434K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
511+ 2.65% |
$68.4K - $77.3K
|
19.8K
$3.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
504+ 19.68% |
$67.4K - $76.2K
|
3.07K
$512K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
500+ 16.69% |
$66.9K - $75.6K
|
3.5K
$584K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
493+ 6.86% |
$66K - $74.6K
|
7.68K
$1.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
478New |
$64K - $72.3K
|
478
$79.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
478+ 6.95% |
$64K - $72.3K
|
7.36K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
456+ 19.65% |
$61K - $69K
|
2.78K
$464K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
454+ 6.0% |
$60.7K - $68.7K
|
8.02K
$1.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
452+ 1.48% |
$60.5K - $68.4K
|
31.1K
$5.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
448+ 8.99% |
$59.9K - $67.8K
|
5.43K
$907K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
439+ 0.68% |
$58.7K - $66.4K
|
65K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
417+ 1.48% |
$55.8K - $63.1K
|
28.5K
$4.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
407+ 0.69% |
$54.5K - $61.6K
|
59.2K
$9.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
402+ 1.25% |
$53.8K - $60.8K
|
32.6K
$5.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$53.5K - $60.5K
|
400
$66.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
392+ 70.38% |
$52.4K - $59.3K
|
949
$159K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
370+ 0.86% |
$49.5K - $56K
|
43.5K
$7.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
370+ 3.42% |
$49.5K - $56K
|
11.2K
$1.87M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
369+ 17.96% |
$49.4K - $55.8K
|
2.42K
$405K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
357+ 1.13% |
$47.8K - $54K
|
31.8K
$5.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
350+ 5.58% |
$46.8K - $52.9K
|
6.62K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
347+ 24.73% |
$46.4K - $52.5K
|
1.75K
$292K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
344New |
$46K - $52K
|
344
$57.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
342+ 13.37% |
$45.8K - $51.7K
|
2.9K
$485K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
335+ 10.78% |
$44.8K - $50.7K
|
3.44K
$575K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
335+ 1.96% |
$44.8K - $50.7K
|
17.5K
$2.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
331+ 0.41% |
$44.3K - $50.1K
|
80.3K
$13.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
323+ 3.72% |
$43.2K - $48.9K
|
9K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
321+ 20.18% |
$42.9K - $48.5K
|
1.91K
$319K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
306+ 16.09% |
$40.9K - $46.3K
|
2.21K
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
302+ 1.41% |
$40.4K - $45.7K
|
21.7K
$3.63M
|