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 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.29KNew |
$210K - $234K
|
1.29K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.26KNew |
$205K - $229K
|
1.26K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.25KNew |
$203K - $227K
|
1.25K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.25KNew |
$203K - $226K
|
1.25K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 18.07% |
$202K - $225K
|
8.12K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$200K - $223K
|
1.23K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.22K+ 87.57% |
$198K - $221K
|
2.61K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$195K - $217K
|
1.2K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.16K+ 0.81% |
$189K - $211K
|
144K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.12K+ 9.69% |
$183K - $204K
|
12.7K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.11K+ 7.6% |
$180K - $200K
|
15.6K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.05KNew |
$171K - $191K
|
1.05K
$176K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
979+ 0.52% |
$159K - $178K
|
189K
$31.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
905+ 59.31% |
$147K - $164K
|
2.43K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
884+ 25.78% |
$144K - $160K
|
4.31K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
858+ 10.52% |
$140K - $156K
|
9.01K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
840+ 33.15% |
$137K - $152K
|
3.37K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
769+ 41.14% |
$125K - $139K
|
2.64K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
765+ 3.46% |
$124K - $139K
|
22.9K
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
750+ 42.93% |
$122K - $136K
|
2.5K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
745+ 9.81% |
$121K - $135K
|
8.34K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
710+ 63.22% |
$116K - $129K
|
1.83K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
670+ 8.1% |
$109K - $122K
|
8.94K
$1.49M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
650+ 20.49% |
$106K - $118K
|
3.82K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
642+ 5.62% |
$104K - $116K
|
12.1K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
625+ 1.31% |
$102K - $113K
|
48.4K
$8.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
625+ 8.26% |
$102K - $113K
|
8.19K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
594+ 39.16% |
$96.6K - $108K
|
2.11K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
592+ 32.76% |
$96.3K - $107K
|
2.4K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
574+ 45.81% |
$93.4K - $104K
|
1.83K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
552+ 4.19% |
$89.8K - $100K
|
13.7K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
536+ 3.84% |
$87.2K - $97.2K
|
14.5K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
535+ 2.08% |
$87K - $97K
|
26.2K
$4.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
531+ 24.17% |
$86.4K - $96.3K
|
2.73K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
527New |
$85.7K - $95.6K
|
527
$88.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
517+ 11.21% |
$84.1K - $93.8K
|
5.13K
$857K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
505+ 5.54% |
$82.2K - $91.6K
|
9.63K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
494New |
$80.4K - $89.6K
|
494
$82.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
475New |
$77.3K - $86.1K
|
475
$79.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
474+ 0.78% |
$77.1K - $86K
|
61.5K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
462+ 1.45% |
$75.2K - $83.8K
|
32.2K
$5.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
460New |
$74.8K - $83.4K
|
460
$76.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
456+ 1.8% |
$74.2K - $82.7K
|
25.7K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
439+ 0.3% |
$71.4K - $79.6K
|
146K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
403New |
$65.6K - $73.1K
|
403
$67.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
397New |
$64.6K - $72K
|
397
$66.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
389+ 0.15% |
$63.3K - $70.5K
|
261K
$43.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
363+ 4.18% |
$59.1K - $65.8K
|
9.04K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
359New |
$58.4K - $65.1K
|
359
$60K
|