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 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.36K- 3.06% |
$384K - $428K
|
74.8K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.44K- 3.47% |
$398K - $443K
|
68.1K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.64K- 2.38% |
$429K - $479K
|
108K
$18.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.84K- 99.93% |
$461K - $514K
|
2
$336
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.9K- 7.64% |
$472K - $526K
|
35.1K
$5.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.01K- 2.78% |
$490K - $546K
|
105K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-3.18K- 7.2% |
$518K - $577K
|
41K
$6.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.45K- 28.15% |
$561K - $625K
|
8.8K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.49K- 1.47% |
$567K - $632K
|
233K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.5K- 44.95% |
$570K - $635K
|
4.29K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.58K- 2.12% |
$583K - $650K
|
166K
$27.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.61K- 4.57% |
$588K - $655K
|
75.5K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 26.49% |
$615K - $686K
|
10.5K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.85K- 3.93% |
$626K - $698K
|
94.2K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.87K- 2.51% |
$629K - $702K
|
150K
$25.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.94K- 1.67% |
$641K - $714K
|
232K
$39.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.14K- 0.82% |
$673K - $750K
|
503K
$84.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.53K- 43.57% |
$737K - $822K
|
5.87K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 51.42% |
$760K - $847K
|
4.41K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.98K- 36.65% |
$810K - $903K
|
8.61K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-5.34K- 5.54% |
$869K - $968K
|
91K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.73K- 99.55% |
$932K - $1.04M
|
26
$4.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-5.75K- 12.24% |
$935K - $1.04M
|
41.2K
$6.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.97K- 17.76% |
$970K - $1.08M
|
27.6K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.29K- 43.19% |
$1.02M - $1.14M
|
8.27K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.42K- 82.36% |
$1.04M - $1.16M
|
1.38K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-6.43K- 14.34% |
$1.05M - $1.17M
|
38.4K
$6.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.57K- 0.96% |
$1.07M - $1.19M
|
679K
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-6.66K- 15.01% |
$1.08M - $1.21M
|
37.7K
$6.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.7K- 47.09% |
$1.09M - $1.21M
|
7.53K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.42K- 2.03% |
$1.21M - $1.35M
|
358K
$60.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.87K- 18.55% |
$1.28M - $1.43M
|
34.6K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.94K- 34.83% |
$1.29M - $1.44M
|
14.9K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.45K- 15.59% |
$1.37M - $1.53M
|
45.8K
$7.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.7K- 13.92% |
$1.42M - $1.58M
|
53.8K
$9.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.95K- 15.14% |
$1.62M - $1.8M
|
55.8K
$9.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-10.4K- 74.47% |
$1.68M - $1.88M
|
3.55K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.4K- 20.3% |
$1.85M - $2.07M
|
44.7K
$7.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.3K- 8.33% |
$2M - $2.23M
|
135K
$22.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 1.34% |
$2.03M - $2.26M
|
920K
$155M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-13.5K- 4.44% |
$2.19M - $2.44M
|
290K
$48.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.3K- 15.47% |
$2.81M - $3.13M
|
94.4K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-17.7K- 6.65% |
$2.87M - $3.2M
|
248K
$41.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 1.79% |
$2.95M - $3.29M
|
995K
$167M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.9K- 3.15% |
$3.24M - $3.61M
|
612K
$103M
|
|
|
Feb 06, 2025
Q4 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-20.9K- 44.16% |
$3.4M - $3.78M
|
26.4K
$4.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-20.9K- 44.16% |
$3.4M - $3.78M
|
26.4K
$4.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-21.1K- 44.79% |
$3.43M - $3.83M
|
26K
$4.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22.2K- 49.31% |
$3.61M - $4.02M
|
22.8K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-27.7K- 33.99% |
$4.5M - $5.01M
|
53.7K
$9.03M
|