Purchases and Sales Made in Q4 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.02M+ 6229.03% |
$329M - $366M
|
2.05M
$343M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
796K+ 16463.36% |
$129M - $144M
|
801K
$134M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
594KNew |
$96.6M - $108M
|
594K
$99.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
219K+ 68.95% |
$35.7M - $39.8M
|
538K
$89.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
202KNew |
$32.8M - $36.6M
|
202K
$33.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
145K+ 5.61% |
$23.6M - $26.3M
|
2.73M
$456M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
133KNew |
$21.6M - $24M
|
133K
$22.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
113KNew |
$18.4M - $20.5M
|
113K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lhm, Inc.
Sandy, UT |
BUY
|
- |
95.8KNew |
$15.6M - $17.4M
|
95.8K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
93.3KNew |
$15.2M - $16.9M
|
93.3K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
92.3KNew |
$15M - $16.7M
|
92.3K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
90.8K+ 34.19% |
$14.8M - $16.5M
|
357K
$59.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52.7KNew |
$8.57M - $9.55M
|
52.7K
$8.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
49.8K+ 3653.89% |
$8.11M - $9.04M
|
51.2K
$8.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
39.4KNew |
$6.42M - $7.15M
|
39.4K
$6.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
39.1K+ 240.68% |
$6.36M - $7.09M
|
55.3K
$9.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
31.6KNew |
$5.13M - $5.72M
|
31.6K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
30.3K+ 2.88% |
$4.92M - $5.49M
|
1.08M
$180M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
28.8K+ 116.05% |
$4.68M - $5.21M
|
53.5K
$8.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
28KNew |
$4.56M - $5.08M
|
28K
$4.68M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
22.3KNew |
$3.63M - $4.05M
|
22.3K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.1K+ 1.67% |
$3.27M - $3.64M
|
1.22M
$204M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
18KNew |
$2.92M - $3.26M
|
18K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.1KNew |
$2.79M - $3.11M
|
17.1K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
16.6KNew |
$2.7M - $3.01M
|
16.6K
$2.77M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
15.3K+ 125.25% |
$2.49M - $2.77M
|
27.5K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$2.34M - $2.6M
|
14.4K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 20.21% |
$2.23M - $2.48M
|
81.4K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.1K+ 93.13% |
$2.13M - $2.37M
|
27.1K
$4.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12.6K+ 15.71% |
$2.06M - $2.29M
|
93.2K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.6KNew |
$2.04M - $2.28M
|
12.6K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
11.7K+ 896.18% |
$1.91M - $2.13M
|
13.1K
$2.18M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6K+ 101.85% |
$1.88M - $2.1M
|
23K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 8.91% |
$1.8M - $2.01M
|
136K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 1.73% |
$1.67M - $1.86M
|
603K
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.27KNew |
$1.51M - $1.68M
|
9.27K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.22K+ 29.51% |
$1.34M - $1.49M
|
36.1K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.34KNew |
$1.19M - $1.33M
|
7.34K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7.21K+ 13.56% |
$1.17M - $1.31M
|
60.4K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.05K+ 160.1% |
$1.15M - $1.28M
|
11.5K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.96K+ 3.05% |
$1.13M - $1.26M
|
236K
$39.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.65K+ 34.39% |
$1.08M - $1.21M
|
26K
$4.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.38K+ 6.82% |
$1.04M - $1.16M
|
100K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.24K+ 21.34% |
$1.01M - $1.13M
|
35.5K
$5.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.04KNew |
$982K - $1.09M
|
6.04K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.84K+ 334.44% |
$787K - $877K
|
6.28K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
4.78K+ 3.08% |
$777K - $866K
|
160K
$26.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.78K+ 77.68% |
$777K - $866K
|
10.9K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.71K+ 8.72% |
$766K - $853K
|
58.7K
$9.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.69KNew |
$763K - $850K
|
4.69K
$783K
|