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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 1.29% |
$4.88K - $5.44K
|
2.29K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-31- 1.0% |
$5.04K - $5.62K
|
3.06K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 0.54% |
$5.21K - $5.8K
|
5.93K
$997K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-32- 1.44% |
$5.21K - $5.8K
|
2.2K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-34- 0.48% |
$5.53K - $6.17K
|
7.11K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-34- 0.68% |
$5.53K - $6.17K
|
4.97K
$836K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-35- 0.96% |
$5.69K - $6.35K
|
3.62K
$608K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-36- 2.17% |
$5.86K - $6.53K
|
1.62K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-36- 2.13% |
$5.86K - $6.53K
|
1.65K
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-36- 0.17% |
$5.86K - $6.53K
|
20.8K
$3.5M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-38- 0.63% |
$6.18K - $6.89K
|
6.01K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-39- 1.44% |
$6.34K - $7.07K
|
2.67K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-41- 0.68% |
$6.67K - $7.44K
|
6.01K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-43- 1.13% |
$7K - $7.8K
|
3.75K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-46- 3.54% |
$7.48K - $8.34K
|
1.25K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-47- 2.33% |
$7.65K - $8.52K
|
1.97K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-52- 0.23% |
$8.46K - $9.43K
|
22.8K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-52- 2.41% |
$8.46K - $9.43K
|
2.11K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-53- 0.71% |
$8.62K - $9.61K
|
7.45K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-54- 1.13% |
$8.79K - $9.79K
|
4.71K
$792K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57- 3.47% |
$9.27K - $10.3K
|
1.59K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-57- 80.28% |
$9.27K - $10.3K
|
14
$2.35K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-60- 0.84% |
$9.76K - $10.9K
|
7.07K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-65- 86.67% |
$10.6K - $11.8K
|
10
$1.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-67- 10.89% |
$10.9K - $12.2K
|
548
$92.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-68- 2.22% |
$11.1K - $12.3K
|
3K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-71- 4.53% |
$11.6K - $12.9K
|
1.5K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-73- 2.49% |
$11.9K - $13.2K
|
2.86K
$481K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-75- 25.0% |
$12.2K - $13.6K
|
225
$37.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-77- 35.98% |
$12.5K - $14K
|
137
$23K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-78Closed |
$12.7K - $14.1K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-78- 1.62% |
$12.7K - $14.1K
|
4.75K
$799K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78- 4.38% |
$12.7K - $14.1K
|
1.7K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-80- 4.93% |
$13K - $14.5K
|
1.54K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-88- 4.03% |
$14.3K - $16K
|
2.1K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 0.94% |
$14.6K - $16.3K
|
9.44K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-90- 1.62% |
$14.6K - $16.3K
|
5.47K
$920K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-94- 4.09% |
$15.3K - $17K
|
2.2K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-95- 50.0% |
$15.5K - $17.2K
|
95
$16K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-98- 3.22% |
$15.9K - $17.8K
|
2.95K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-98- 3.45% |
$15.9K - $17.8K
|
2.75K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-100- 6.94% |
$16.3K - $18.1K
|
1.34K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-103- 2.3% |
$16.8K - $18.7K
|
4.37K
$734K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-103- 3.56% |
$16.8K - $18.7K
|
2.79K
$470K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-105- 5.13% |
$17.1K - $19K
|
1.94K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-106- 3.07% |
$17.2K - $19.2K
|
3.34K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-108- 0.64% |
$17.6K - $19.6K
|
16.8K
$2.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-113- 75.33% |
$18.4K - $20.5K
|
37
$6.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-114- 0.17% |
$18.5K - $20.7K
|
67.3K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 2.25% |
$18.9K - $21K
|
5.03K
$846K
|