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
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-157- 0.96% |
$21K - $23.7K
|
16.2K
$2.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-168- 4.18% |
$22.5K - $25.4K
|
3.85K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-175- 2.35% |
$23.4K - $26.5K
|
7.29K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-176- 7.45% |
$23.5K - $26.6K
|
2.19K
$365K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-179- 5.45% |
$24K - $27.1K
|
3.11K
$519K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-183- 4.71% |
$24.5K - $27.7K
|
3.7K
$618K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-190- 46.12% |
$25.4K - $28.7K
|
222
$37.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-191- 1.92% |
$25.6K - $28.9K
|
9.75K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-193- 0.73% |
$25.8K - $29.2K
|
26.4K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-198- 8.01% |
$26.5K - $29.9K
|
2.27K
$380K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201- 11.17% |
$26.9K - $30.4K
|
1.6K
$267K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-202- 2.56% |
$27K - $30.6K
|
7.7K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-205- 5.49% |
$27.4K - $31K
|
3.53K
$590K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-205- 10.63% |
$27.4K - $31K
|
1.72K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-209- 7.31% |
$28K - $31.6K
|
2.65K
$443K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-209- 7.41% |
$28K - $31.6K
|
2.61K
$437K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-210- 5.16% |
$28.1K - $31.8K
|
3.86K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-210- 0.28% |
$28.1K - $31.8K
|
74.9K
$12.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-214- 3.06% |
$28.6K - $32.4K
|
6.79K
$1.13M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-216- 24.94% |
$28.9K - $32.7K
|
650
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-217- 6.65% |
$29K - $32.8K
|
3.05K
$509K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-221- 2.79% |
$29.6K - $33.4K
|
7.7K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-225- 2.0% |
$30.1K - $34K
|
11.1K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-234- 2.32% |
$31.3K - $35.4K
|
9.83K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-241- 1.48% |
$32.2K - $36.4K
|
16K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-248- 2.44% |
$33.2K - $37.5K
|
9.91K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.56% |
$33.7K - $38.1K
|
6.82K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-264- 10.16% |
$35.3K - $39.9K
|
2.34K
$390K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-265- 2.24% |
$35.5K - $40.1K
|
11.6K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-265- 9.36% |
$35.5K - $40.1K
|
2.57K
$429K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-265- 6.91% |
$35.5K - $40.1K
|
3.57K
$597K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-268- 2.05% |
$35.9K - $40.5K
|
12.8K
$2.14M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-270- 11.11% |
$36.1K - $40.8K
|
2.16K
$361K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-295- 19.22% |
$39.5K - $44.6K
|
1.24K
$207K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-304- 1.03% |
$40.7K - $46K
|
29.2K
$4.88M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-305- 21.79% |
$40.8K - $46.1K
|
1.1K
$183K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-315- 4.81% |
$42.1K - $47.6K
|
6.24K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-318- 1.04% |
$42.5K - $48.1K
|
30.2K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-321- 3.99% |
$42.9K - $48.5K
|
7.72K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-337- 4.9% |
$45.1K - $51K
|
6.55K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-349- 8.49% |
$46.7K - $52.8K
|
3.76K
$629K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-350- 6.65% |
$46.8K - $52.9K
|
4.91K
$820K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-350- 5.97% |
$46.8K - $52.9K
|
5.51K
$921K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-355- 2.27% |
$47.5K - $53.7K
|
15.3K
$2.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-357- 11.52% |
$47.8K - $54K
|
2.74K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-361- 2.86% |
$48.3K - $54.6K
|
12.3K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-373- 4.25% |
$49.9K - $56.4K
|
8.4K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-377- 0.15% |
$50.4K - $57K
|
250K
$41.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-386- 1.81% |
$51.6K - $58.4K
|
20.9K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-388- 3.49% |
$51.9K - $58.7K
|
10.7K
$1.79M
|