Purchases and Sales Made in Q4 2023 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
70+ 13.08% |
$8.79K - $11.1K
|
605
$101K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
69New |
$8.66K - $10.9K
|
69
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
69+ 1.38% |
$8.66K - $10.9K
|
5.07K
$848K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
69+ 14.35% |
$8.66K - $10.9K
|
550
$91.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
66+ 3.43% |
$8.28K - $10.4K
|
1.99K
$332K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
66New |
$8.28K - $10.4K
|
66
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
65New |
$8.16K - $10.3K
|
65
$10.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
64+ 1.91% |
$8.03K - $10.1K
|
3.41K
$570K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
62+ 3.67% |
$7.78K - $9.81K
|
1.75K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
61+ 4.15% |
$7.66K - $9.65K
|
1.53K
$256K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
58New |
$7.28K - $9.18K
|
58
$9.69K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
58+ 28.71% |
$7.28K - $9.18K
|
260
$43.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
56New |
$7.03K - $8.86K
|
56
$9.36K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
56+ 12.73% |
$7.03K - $8.86K
|
496
$82.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
55+ 1.9% |
$6.9K - $8.7K
|
2.95K
$492K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
55New |
$6.9K - $8.7K
|
55
$9.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
55+ 55.0% |
$6.9K - $8.7K
|
155
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
52New |
$6.53K - $8.23K
|
52
$8.69K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50+ 0.95% |
$6.28K - $7.91K
|
5.29K
$884K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
50+ 4.57% |
$6.28K - $7.91K
|
1.15K
$191K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49New |
$6.15K - $7.75K
|
49
$8.19K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
48+ 0.76% |
$6.02K - $7.59K
|
6.4K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
45+ 0.4% |
$5.65K - $7.12K
|
11.3K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
45+ 1.19% |
$5.65K - $7.12K
|
3.82K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
43+ 6.31% |
$5.4K - $6.8K
|
724
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
42+ 0.51% |
$5.27K - $6.64K
|
8.22K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
40+ 2.08% |
$5.02K - $6.33K
|
1.96K
$327K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 1.27% |
$5.02K - $6.33K
|
3.18K
$531K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
40+ 1.69% |
$5.02K - $6.33K
|
2.41K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
38+ 0.75% |
$4.77K - $6.01K
|
5.13K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37+ 1.13% |
$4.64K - $5.85K
|
3.32K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
37+ 1.11% |
$4.64K - $5.85K
|
3.39K
$566K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
35+ 0.54% |
$4.39K - $5.54K
|
6.55K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
34+ 1.28% |
$4.27K - $5.38K
|
2.7K
$450K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
31New |
$3.89K - $4.9K
|
31
$5.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
29+ 1.27% |
$3.64K - $4.59K
|
2.32K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
29New |
$3.64K - $4.59K
|
29
$4.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29+ 1.45% |
$3.64K - $4.59K
|
2.03K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
28+ 0.75% |
$3.51K - $4.43K
|
3.76K
$628K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$3.51K - $4.43K
|
28
$4.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
27+ 0.57% |
$3.39K - $4.27K
|
4.8K
$802K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
27+ 1.25% |
$3.39K - $4.27K
|
2.19K
$366K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
27+ 0.63% |
$3.39K - $4.27K
|
4.35K
$726K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
25+ 1.05% |
$3.14K - $3.95K
|
2.4K
$401K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23New |
$2.89K - $3.64K
|
23
$3.84K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
23+ 0.58% |
$2.89K - $3.64K
|
3.98K
$665K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
22+ 0.57% |
$2.76K - $3.48K
|
3.88K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
22+ 0.3% |
$2.76K - $3.48K
|
7.24K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21+ 4.37% |
$2.64K - $3.32K
|
502
$83.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
21+ 1.27% |
$2.64K - $3.32K
|
1.68K
$281K
|