Purchases and Sales Made in Q3 2023 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 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
United Community Bank

Greenville, SC
BUY
 -
273
New
$36.5K - $41.3K
273 $45.6K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
258
+ 0.64%
$34.5K - $39K
40.5K $6.76M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
246
+ 2.48%
$32.9K - $37.2K
10.2K $1.7M
Oct 24, 2023 Q3 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
238
+ 3.36%
$31.8K - $36K
7.33K $1.22M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
236
New
$31.6K - $35.7K
236 $39.4K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
226
+ 24.49%
$30.2K - $34.2K
1.15K $192K
Feb 14, 2024 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
224
+ 8.61%
$30K - $33.9K
2.83K $472K
Nov 08, 2023 Q3 2023
Appleton Group, LLC

BUY
 -
224
+ 4.85%
$30K - $33.9K
4.84K $809K
Nov 14, 2023 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
224
+ 8.61%
$30K - $33.9K
2.83K $472K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
211
+ 0.3%
$28.2K - $31.9K
71.1K $11.9M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
210
New
$28.1K - $31.8K
210 $35.1K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
209
New
$28K - $31.6K
209 $34.9K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
206
+ 1.78%
$27.6K - $31.2K
11.8K $1.97M
Oct 30, 2023 Q3 2023
Pflug Koory, LLC

BUY
 -
205
New
$27.4K - $31K
205 $34.3K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
201
+ 2.78%
$26.9K - $30.4K
7.44K $1.24M
Nov 14, 2023 Q3 2023
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
200
+ 4.01%
$26.8K - $30.2K
5.19K $867K
Nov 06, 2023 Q3 2023
Sonata Capital Group Inc

BUY
 -
197
+ 0.24%
$26.4K - $29.8K
81K $13.5M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
191
+ 397.92%
$25.6K - $28.9K
239 $39.9K
Nov 01, 2023 Q3 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
186
+ 5.66%
$24.9K - $28.1K
3.47K $580K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
181
+ 1.89%
$24.2K - $27.4K
9.73K $1.63M
Oct 20, 2023 Q3 2023
Bremer Bank National Association

BUY
 -
172
+ 9.25%
$23K - $26K
2.03K $339K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
162
+ 2.79%
$21.7K - $24.5K
5.97K $997K
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
161
+ 3.05%
$21.5K - $24.3K
5.45K $910K
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
161
+ 1.5%
$21.5K - $24.3K
10.9K $1.81M
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
155
+ 6.13%
$20.7K - $23.4K
2.68K $448K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
154
+ 4.89%
$20.6K - $23.3K
3.3K $552K
Nov 06, 2023 Q3 2023
Wedgewood Investors Inc

BUY
 -
151
+ 8.17%
$20.2K - $22.8K
2K $334K
Nov 03, 2023 Q3 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
148
+ 0.81%
$19.8K - $22.4K
18.4K $3.08M
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
134
+ 1.7%
$17.9K - $20.3K
8.03K $1.34M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
132
New
$17.7K - $20K
132 $22.1K
Oct 17, 2023 Q3 2023
Rodgers & Associates, LTD

BUY
 -
130
+ 2.9%
$17.4K - $19.7K
4.62K $771K
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
124
+ 0.99%
$16.6K - $18.8K
12.7K $2.12M
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
124
+ 4.68%
$16.6K - $18.8K
2.77K $463K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
114
+ 28.01%
$15.3K - $17.2K
521 $87.1K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
110
+ 4.47%
$14.7K - $16.6K
2.57K $430K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
108
New
$14.5K - $16.3K
108 $18K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
108
+ 3.73%
$14.5K - $16.3K
3.01K $502K
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
106
+ 4.81%
$14.2K - $16K
2.31K $386K
Nov 07, 2023 Q3 2023
Pointe Capital Management LLC

BUY
 -
106
+ 5.28%
$14.2K - $16K
2.12K $353K
Oct 25, 2023 Q3 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
102
+ 5.81%
$13.6K - $15.4K
1.86K $310K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
100
+ 4.17%
$13.4K - $15.1K
2.5K $417K
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
100
+ 1.18%
$13.4K - $15.1K
8.61K $1.44M
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
100
New
$13.4K - $15.1K
100 $16.7K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
95
+ 24.61%
$12.7K - $14.4K
481 $80.4K
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

BUY
 -
94
New
$12.6K - $14.2K
94 $15.7K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
92
+ 2.72%
$12.3K - $13.9K
3.48K $581K
Nov 14, 2023 Q3 2023
True North Advisors, LLC

BUY
 -
90
+ 2.09%
$12K - $13.6K
4.4K $735K
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
90
+ 0.59%
$12K - $13.6K
15.4K $2.57M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
88
+ 0.3%
$11.8K - $13.3K
29.7K $4.95M

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