Purchases and Sales Made in Q4 2022 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.4KNew |
$1.49M - $1.7M
|
11.4K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 6.97% |
$1.49M - $1.7M
|
174K
$29.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 3.93% |
$1.49M - $1.7M
|
300K
$50.2M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
11K+ 635.59% |
$1.44M - $1.64M
|
12.7K
$2.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 15.88% |
$1.44M - $1.64M
|
79.8K
$13.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10.5KNew |
$1.37M - $1.57M
|
10.5K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 87.21% |
$1.32M - $1.51M
|
21.6K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
9.97KNew |
$1.31M - $1.49M
|
9.97K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.64K+ 195.84% |
$1.27M - $1.44M
|
14.6K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
9.1KNew |
$1.2M - $1.36M
|
9.1K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.94K+ 1.35% |
$1.17M - $1.34M
|
672K
$113M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
8.79K+ 87.46% |
$1.15M - $1.32M
|
18.8K
$3.16M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8.59KNew |
$1.13M - $1.29M
|
8.59K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 46.73% |
$1.13M - $1.29M
|
27K
$4.52M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
8.3K+ 8.96% |
$1.09M - $1.24M
|
101K
$16.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.06K+ 11.64% |
$1.06M - $1.21M
|
77.3K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.04KNew |
$1.06M - $1.2M
|
8.04K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
8KNew |
$1.05M - $1.2M
|
8K
$1.34M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
7.88KNew |
$1.03M - $1.18M
|
7.88K
$1.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.88KNew |
$1.03M - $1.18M
|
7.88K
$1.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7.5KNew |
$985K - $1.12M
|
7.5K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
7.5KNew |
$985K - $1.12M
|
7.5K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.29KNew |
$957K - $1.09M
|
7.29K
$1.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
6.71K+ 20.33% |
$881K - $1M
|
39.7K
$6.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
6.43KNew |
$844K - $961K
|
6.43K
$1.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
6.39K+ 1.89% |
$839K - $956K
|
345K
$57.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
6.25K+ 9.66% |
$821K - $935K
|
70.9K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.15K+ 11.39% |
$808K - $921K
|
60.2K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.01KNew |
$789K - $899K
|
6.01K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6KNew |
$788K - $898K
|
6K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.99K+ 1.84% |
$786K - $896K
|
331K
$55.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
5.98K+ 260.93% |
$785K - $895K
|
8.27K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5.76K+ 12.72% |
$757K - $862K
|
51.1K
$8.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.69KNew |
$747K - $851K
|
5.69K
$953K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.64K+ 3.13% |
$741K - $844K
|
186K
$31.1M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.19KNew |
$682K - $777K
|
5.19K
$869K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.18KNew |
$680K - $775K
|
5.18K
$868K
|
|
|
Feb 15, 2023
Q4 2022
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
5.03K+ 93.19% |
$661K - $753K
|
10.4K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4.88K+ 25.49% |
$640K - $729K
|
24K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.86K+ 59.94% |
$638K - $727K
|
13K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.83K+ 15.71% |
$635K - $723K
|
35.6K
$5.96M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.72KNew |
$619K - $706K
|
4.72K
$790K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.67KNew |
$613K - $698K
|
4.67K
$782K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.67KNew |
$613K - $698K
|
4.67K
$781K
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
4.66K+ 6.66% |
$611K - $697K
|
74.5K
$12.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.64K+ 49.35% |
$609K - $694K
|
14K
$2.35M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.63K+ 81.92% |
$608K - $692K
|
10.3K
$1.72M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.61K+ 2.79% |
$606K - $690K
|
170K
$28.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.52KNew |
$593K - $676K
|
4.52K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.31K+ 142.35% |
$565K - $644K
|
7.33K
$1.23M
|