Purchases and Sales Made in Q3 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-83- 4.13% |
$12.5K - $14.2K
|
1.93K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-85- 3.6% |
$12.8K - $14.6K
|
2.28K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.62% |
$12.9K - $14.7K
|
1.04K
$175K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-87- 2.26% |
$13.1K - $14.9K
|
3.76K
$630K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-88- 0.72% |
$13.2K - $15.1K
|
12.2K
$2.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-90- 1.97% |
$13.5K - $15.4K
|
4.47K
$749K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 11.59% |
$13.8K - $15.8K
|
702
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-95- 3.23% |
$14.3K - $16.3K
|
2.84K
$476K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-96- 6.64% |
$14.4K - $16.4K
|
1.35K
$226K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-97- 4.1% |
$14.6K - $16.6K
|
2.27K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-98- 4.0% |
$14.7K - $16.8K
|
2.35K
$394K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-103- 15.08% |
$15.5K - $17.6K
|
580
$97.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-107- 0.47% |
$16.1K - $18.3K
|
22.5K
$3.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-110- 1.52% |
$16.5K - $18.8K
|
7.12K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-115- 3.89% |
$17.3K - $19.7K
|
2.84K
$476K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-120- 0.57% |
$18K - $20.6K
|
20.8K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-120- 2.46% |
$18K - $20.6K
|
4.76K
$797K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-121- 95.28% |
$18.2K - $20.7K
|
6
$1.01K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-122- 4.9% |
$18.3K - $20.9K
|
2.37K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-124- 2.69% |
$18.6K - $21.2K
|
4.49K
$752K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-129- 3.94% |
$19.4K - $22.1K
|
3.15K
$527K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-129- 8.71% |
$19.4K - $22.1K
|
1.35K
$226K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-130- 1.1% |
$19.5K - $22.3K
|
11.7K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 2.52% |
$20K - $22.8K
|
5.15K
$862K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-135- 0.41% |
$20.3K - $23.1K
|
32.4K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-137- 2.4% |
$20.6K - $23.5K
|
5.56K
$931K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-137- 4.27% |
$20.6K - $23.5K
|
3.07K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-143- 3.89% |
$21.5K - $24.5K
|
3.53K
$591K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-148- 6.12% |
$22.2K - $25.4K
|
2.27K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-149- 0.44% |
$22.4K - $25.5K
|
33.7K
$5.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 0.79% |
$22.4K - $25.5K
|
18.7K
$3.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 1.65% |
$22.5K - $25.7K
|
8.92K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-152- 4.0% |
$22.8K - $26K
|
3.65K
$612K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-154- 6.88% |
$23.1K - $26.4K
|
2.09K
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-165- 8.76% |
$24.8K - $28.3K
|
1.72K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 3.65% |
$25.5K - $29.1K
|
4.48K
$751K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-172- 4.2% |
$25.8K - $29.5K
|
3.93K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-176- 1.44% |
$26.4K - $30.2K
|
12K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-178- 2.3% |
$26.7K - $30.5K
|
7.58K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-188- 2.89% |
$28.2K - $32.2K
|
6.33K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-194- 10.48% |
$29.1K - $33.2K
|
1.66K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-196- 10.39% |
$29.4K - $33.6K
|
1.69K
$283K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 3.08% |
$30K - $34.3K
|
6.29K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-200- 2.73% |
$30K - $34.3K
|
7.13K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-210- 1.85% |
$31.5K - $36K
|
11.1K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-210- 6.21% |
$31.5K - $36K
|
3.17K
$531K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-214- 7.7% |
$32.1K - $36.7K
|
2.57K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-220- 5.89% |
$33K - $37.7K
|
3.51K
$589K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-225- 35.49% |
$33.8K - $38.6K
|
409
$68.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-236- 8.33% |
$35.4K - $40.4K
|
2.6K
$435K
|