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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-238- 1.26% |
$35.7K - $40.8K
|
18.6K
$3.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-239- 1.12% |
$35.9K - $41K
|
21K
$3.52M
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-243- 1.46% |
$36.5K - $41.6K
|
16.4K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-250- 4.64% |
$37.5K - $42.8K
|
5.14K
$861K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-259- 3.37% |
$38.9K - $44.4K
|
7.42K
$1.24M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-262- 11.35% |
$39.3K - $44.9K
|
2.05K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-265- 8.43% |
$39.8K - $45.4K
|
2.88K
$482K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-270- 0.45% |
$40.5K - $46.3K
|
60.1K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-272- 0.85% |
$40.8K - $46.6K
|
31.8K
$5.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-274- 49.82% |
$41.1K - $46.9K
|
276
$46.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-278- 4.58% |
$41.7K - $47.6K
|
5.8K
$971K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-279- 10.83% |
$41.9K - $47.8K
|
2.3K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-281- 3.51% |
$42.2K - $48.1K
|
7.73K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-281- 13.37% |
$42.2K - $48.1K
|
1.82K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-284- 3.06% |
$42.6K - $48.7K
|
8.98K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-287- 18.23% |
$43.1K - $49.2K
|
1.29K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-288- 4.06% |
$43.2K - $49.3K
|
6.81K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-291- 3.01% |
$43.7K - $49.9K
|
9.37K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-294- 9.4% |
$44.1K - $50.4K
|
2.83K
$475K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-305- 7.95% |
$45.8K - $52.3K
|
3.53K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-306- 1.48% |
$45.9K - $52.4K
|
20.4K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-315- 12.73% |
$47.3K - $54K
|
2.16K
$362K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-322- 2.21% |
$48.3K - $55.2K
|
14.2K
$2.38M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-325- 5.95% |
$48.8K - $55.7K
|
5.14K
$861K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-328- 30.31% |
$49.2K - $56.2K
|
754
$126K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-338- 2.27% |
$50.7K - $57.9K
|
14.5K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-340- 0.99% |
$51K - $58.3K
|
33.8K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-342- 6.06% |
$51.3K - $58.6K
|
5.3K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-362- 1.56% |
$54.3K - $62K
|
22.8K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-364- 34.7% |
$54.6K - $62.4K
|
685
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-368- 4.9% |
$55.2K - $63.1K
|
7.15K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-369- 5.22% |
$55.4K - $63.2K
|
6.7K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-370- 91.58% |
$55.5K - $63.4K
|
34
$5.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-374- 7.28% |
$56.1K - $64.1K
|
4.77K
$798K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-374- 6.6% |
$56.1K - $64.1K
|
5.29K
$887K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-375- 11.34% |
$56.3K - $64.3K
|
2.93K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-376- 18.38% |
$56.4K - $64.4K
|
1.67K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-378- 17.81% |
$56.7K - $64.8K
|
1.74K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-405- 3.71% |
$60.8K - $69.4K
|
10.5K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-410- 5.14% |
$61.5K - $70.2K
|
7.57K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-415- 2.55% |
$62.3K - $71.1K
|
15.9K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-416- 20.78% |
$62.4K - $71.3K
|
1.59K
$266K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-417- 12.61% |
$62.6K - $71.4K
|
2.89K
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-422- 8.36% |
$63.3K - $72.3K
|
4.62K
$774K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-425- 19.26% |
$63.8K - $72.8K
|
1.78K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-425- 14.05% |
$63.8K - $72.8K
|
2.6K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-425- 4.27% |
$63.8K - $72.8K
|
9.53K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-427- 3.35% |
$64.1K - $73.2K
|
12.3K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-428- 2.8% |
$64.2K - $73.3K
|
14.9K
$2.49M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-436- 13.87% |
$65.4K - $74.7K
|
2.71K
$454K
|