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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
589+ 1.61% |
$77.3K - $88.1K
|
37.2K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
577New |
$75.8K - $86.3K
|
577
$96.6K
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
555+ 6.97% |
$72.9K - $83.1K
|
8.52K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
550New |
$72.2K - $82.3K
|
550
$92.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
543+ 0.98% |
$71.3K - $81.3K
|
55.8K
$9.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
536+ 2.8% |
$70.4K - $80.2K
|
19.7K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
528+ 8.92% |
$69.3K - $79K
|
6.45K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
527+ 11.14% |
$69.2K - $78.9K
|
5.26K
$881K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
520+ 7.34% |
$68.3K - $77.8K
|
7.61K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
508+ 2419.05% |
$66.7K - $76K
|
529
$88.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
496+ 7.01% |
$65.1K - $74.2K
|
7.58K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
479+ 5.77% |
$62.9K - $71.7K
|
8.79K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
459+ 10.91% |
$60.3K - $68.7K
|
4.67K
$782K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
456+ 10.56% |
$59.9K - $68.2K
|
4.78K
$800K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
446+ 0.49% |
$58.6K - $66.7K
|
92K
$15.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
439New |
$57.6K - $65.7K
|
439
$73.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
414+ 9.66% |
$54.4K - $62K
|
4.7K
$787K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
412+ 1.76% |
$54.1K - $61.7K
|
23.8K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
409New |
$53.7K - $61.2K
|
409
$68.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
409+ 22.62% |
$53.7K - $61.2K
|
2.22K
$371K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
400+ 15.07% |
$52.5K - $59.9K
|
3.06K
$512K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
394+ 21.83% |
$51.7K - $59K
|
2.2K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
379+ 6.1% |
$49.8K - $56.7K
|
6.6K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
375+ 22.5% |
$49.2K - $56.1K
|
2.04K
$342K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
370+ 4.81% |
$48.6K - $55.4K
|
8.06K
$1.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
360+ 13.27% |
$47.3K - $53.9K
|
3.07K
$515K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
357+ 5.73% |
$46.9K - $53.4K
|
6.59K
$1.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
351+ 0.18% |
$46.1K - $52.5K
|
198K
$33.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
350+ 0.12% |
$46K - $52.4K
|
304K
$51M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
341+ 12.56% |
$44.8K - $51K
|
3.06K
$512K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
335+ 1.22% |
$44K - $50.1K
|
27.8K
$4.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
325+ 0.42% |
$42.7K - $48.6K
|
77.4K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
318+ 3.25% |
$41.8K - $47.6K
|
10.1K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
312+ 4.24% |
$41K - $46.7K
|
7.68K
$1.29M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
310New |
$40.7K - $46.4K
|
310
$51.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
305+ 7.08% |
$40.1K - $45.6K
|
4.61K
$773K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
302+ 0.67% |
$39.7K - $45.2K
|
45.4K
$7.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
299+ 6.34% |
$39.3K - $44.7K
|
5.02K
$840K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
297+ 5.4% |
$39K - $44.4K
|
5.79K
$970K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
293+ 2.4% |
$38.5K - $43.8K
|
12.5K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
292New |
$38.3K - $43.7K
|
292
$48.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
280New |
$36.8K - $41.9K
|
280
$46.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
271+ 8.32% |
$35.6K - $40.6K
|
3.53K
$591K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
268+ 2.53% |
$35.2K - $40.1K
|
10.8K
$1.82M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
260+ 5.66% |
$34.1K - $38.9K
|
4.86K
$814K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
250+ 12.3% |
$32.8K - $37.4K
|
2.28K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
222New |
$29.2K - $33.2K
|
222
$37.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
221+ 1.37% |
$29K - $33.1K
|
16.4K
$2.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
220+ 16.94% |
$28.9K - $32.9K
|
1.52K
$254K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
214New |
$28.1K - $32K
|
214
$35.8K
|