Purchases and Sales Made in Q4 2022 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
52
+ 0.54%
$6.83K - $7.78K
9.61K $1.61M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
51
+ 0.23%
$6.7K - $7.63K
22.2K $3.72M
Jan 10, 2023 Q4 2022
S.A. Mason LLC

BUY
 -
51
+ 3.74%
$6.7K - $7.63K
1.41K $237K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
50
New
$6.57K - $7.48K
50 $8.38K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
48
+ 0.37%
$6.3K - $7.18K
13.1K $2.2M
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
48
New
$6.3K - $7.18K
48 $8.04K
Feb 13, 2023 Q4 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
47
+ 0.61%
$6.17K - $7.03K
7.7K $1.29M
Feb 06, 2023 Q4 2022
Amarillo National Bank

BUY
 -
47
+ 1.2%
$6.17K - $7.03K
3.97K $665K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
45
+ 1.34%
$5.91K - $6.73K
3.4K $570K
Feb 14, 2023 Q4 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
42
+ 0.75%
$5.52K - $6.28K
5.65K $946K
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
37
+ 0.85%
$4.86K - $5.54K
4.37K $731K
Feb 14, 2023 Q4 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
37
+ 1.37%
$4.86K - $5.54K
2.74K $458K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
35
New
$4.6K - $5.24K
35 $5.86K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
34
+ 33.33%
$4.46K - $5.09K
136 $22.8K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
33
+ 0.28%
$4.33K - $4.94K
12K $2.01M
Jan 20, 2023 Q4 2022
Keudell

BUY
 -
32
+ 1.07%
$4.2K - $4.79K
3.03K $508K
Jan 18, 2023 Q4 2022
Guidance Point Advisors, LLC

BUY
 -
31
+ 0.69%
$4.07K - $4.64K
4.53K $759K
Feb 03, 2023 Q4 2022
Archer Investment Corp

BUY
 -
31
+ 15.5%
$4.07K - $4.64K
231 $38.7K
Feb 14, 2023 Q4 2022
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
30
+ 1.69%
$3.94K - $4.49K
1.81K $303K
Apr 19, 2024 Q4 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
30
+ 0.94%
$3.94K - $4.49K
3.21K $537K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
30
New
$3.94K - $4.49K
30 $5.03K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
30
+ 0.71%
$3.94K - $4.49K
4.27K $715K
Feb 08, 2023 Q4 2022
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
29
+ 0.76%
$3.81K - $4.34K
3.87K $648K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
29
New
$3.81K - $4.34K
29 $4.86K
Jan 31, 2023 Q4 2022
Fulton Breakefield Broenniman LLC

BUY
 -
29
+ 0.3%
$3.81K - $4.34K
9.67K $1.62M
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
28
New
$3.68K - $4.19K
28 $4.69K
Feb 14, 2023 Q4 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
27
+ 1.38%
$3.55K - $4.04K
1.99K $333K
Feb 13, 2023 Q4 2022
Fullen Financial Group

BUY
 -
26
+ 0.69%
$3.41K - $3.89K
3.77K $632K
Feb 13, 2023 Q4 2022
Pointe Capital Management LLC

BUY
 -
25
+ 1.34%
$3.28K - $3.74K
1.88K $316K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
24
New
$3.15K - $3.59K
24 $4.02K
Feb 02, 2023 Q4 2022
Wealthstream Advisors, Inc.

BUY
 -
23
+ 0.62%
$3.02K - $3.44K
3.74K $626K
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

BUY
 -
23
+ 15.23%
$3.02K - $3.44K
174 $29.1K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
22
New
$2.89K - $3.29K
22 $3.69K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
21
+ 36.21%
$2.76K - $3.14K
79 $13.2K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
21
+ 0.44%
$2.76K - $3.14K
4.76K $797K
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
20
+ 0.59%
$2.63K - $2.99K
3.39K $567K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
19
New
$2.5K - $2.84K
19 $3.18K
Jan 26, 2023 Q4 2022
Steph & CO

BUY
 -
19
+ 1.08%
$2.5K - $2.84K
1.78K $298K
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
18
+ 0.69%
$2.36K - $2.69K
2.63K $440K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
17
New
$2.23K - $2.54K
17 $2.85K
Jan 10, 2023 Q4 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
17
+ 0.81%
$2.23K - $2.54K
2.11K $354K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
16
+ 0.6%
$2.1K - $2.39K
2.69K $450K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
16
+ 0.05%
$2.1K - $2.39K
35.2K $5.9M
Feb 01, 2023 Q4 2022
Patten & Patten Inc

BUY
 -
15
+ 0.54%
$1.97K - $2.24K
2.78K $466K
Jan 25, 2023 Q4 2022
Tarbox Family Office, Inc.

BUY
 -
15
+ 0.28%
$1.97K - $2.24K
5.3K $887K
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
13
+ 2.94%
$1.71K - $1.95K
455 $76.2K
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
13
+ 0.2%
$1.71K - $1.95K
6.56K $1.1M
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

BUY
 -
12
+ 0.68%
$1.58K - $1.8K
1.77K $296K
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
12
+ 0.16%
$1.58K - $1.8K
7.69K $1.29M

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