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 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.18% |
$750 - $857
|
2.72K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.1% |
$750 - $857
|
4.81K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.31% |
$750 - $857
|
1.6K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.4% |
$600 - $685
|
1.01K
$169K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.09% |
$600 - $685
|
4.54K
$758K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.56% |
$600 - $685
|
717
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4New |
$600 - $685
|
4
$668
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$450 - $514
|
3
$501
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$450 - $514
|
12.2K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$300 - $343
|
4.19K
$700K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$300 - $343
|
7.01K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 0.9% |
$300 - $343
|
224
$37.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.15% |
$300 - $343
|
1.33K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.2% |
$150 - $171
|
501
$83.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.3% |
$150 - $171
|
331
$55.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$150 - $171
|
4.35K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$150 - $171
|
1.86K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$150 - $171
|
3.41K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$150 - $171
|
9.53K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.86% |
$150 - $171
|
117
$19.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.24% |
$150 - $171
|
415
$69.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 3.33% |
$150 - $171
|
31
$5.18K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1- 0.05% |
$150 - $171
|
2.02K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.76% |
$150 - $171
|
131
$21.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- 0.07% |
$150 - $171
|
1.44K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.02% |
$150 - $171
|
6.57K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 0.52% |
$300 - $343
|
383
$64K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 8.7% |
$300 - $343
|
21
$3.51K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3- 0.11% |
$450 - $514
|
2.74K
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.05% |
$450 - $514
|
6.05K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3- 0.16% |
$450 - $514
|
1.82K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4- 0.01% |
$600 - $685
|
33.6K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4- 0.82% |
$600 - $685
|
482
$80.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4- 0.27% |
$600 - $685
|
1.46K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 0.37% |
$750 - $857
|
1.33K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6- 0.05% |
$900 - $1.03K
|
12.6K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.07% |
$1.5K - $1.71K
|
14.7K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-10- 0.25% |
$1.5K - $1.71K
|
4.06K
$678K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.28% |
$1.5K - $1.71K
|
3.53K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-10- 0.26% |
$1.5K - $1.71K
|
3.91K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-11- 0.41% |
$1.65K - $1.88K
|
2.66K
$445K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-12- 0.34% |
$1.8K - $2.06K
|
3.53K
$590K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13- 0.05% |
$1.95K - $2.23K
|
23.9K
$3.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-13- 4.15% |
$1.95K - $2.23K
|
300
$50.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17- 0.27% |
$2.55K - $2.91K
|
6.4K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-18- 0.21% |
$2.7K - $3.08K
|
8.57K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 8.18% |
$2.7K - $3.08K
|
202
$33.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-18- 0.28% |
$2.7K - $3.08K
|
6.5K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20- 0.18% |
$3K - $3.43K
|
11.1K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-22- 0.38% |
$3.3K - $3.77K
|
5.76K
$962K
|