Purchases and Sales Made in Q4 2021 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.42K- 0.59% |
$538K - $575K
|
574K
$106M
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-3.56K- 18.16% |
$559K - $598K
|
16K
$2.98M
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.57K- 19.18% |
$561K - $601K
|
15.1K
$2.79M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.58K- 7.22% |
$562K - $601K
|
45.9K
$8.52M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.89K- 17.2% |
$611K - $654K
|
18.7K
$3.47M
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.9K- 10.06% |
$613K - $656K
|
34.9K
$6.47M
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.06K- 1.27% |
$638K - $683K
|
316K
$58.7M
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-4.18KClosed |
$657K - $703K
|
0
$0
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.36K- 56.58% |
$686K - $733K
|
3.35K
$621K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.4K- 4.87% |
$692K - $740K
|
86K
$16M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-4.69K- 34.35% |
$737K - $788K
|
8.96K
$1.66M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.82K- 36.61% |
$758K - $810K
|
8.35K
$1.55M
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.91K- 9.16% |
$771K - $825K
|
48.7K
$9.03M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.96K- 60.96% |
$779K - $834K
|
3.18K
$589K
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-4.97K- 2.25% |
$780K - $835K
|
216K
$40.1M
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.22K- 25.99% |
$820K - $877K
|
14.9K
$2.76M
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5.54KClosed |
$870K - $931K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-6.27KClosed |
$985K - $1.05M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.56K- 19.68% |
$1.03M - $1.1M
|
26.8K
$4.97M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.74K- 9.84% |
$1.06M - $1.13M
|
61.7K
$11.5M
|
|
Jan 04, 2022
Q4 2021
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-7.36K- 1.93% |
$1.16M - $1.24M
|
373K
$69.3M
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-7.45K- 26.93% |
$1.17M - $1.25M
|
20.2K
$3.75M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-7.46K- 96.63% |
$1.17M - $1.25M
|
260
$48.2K
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.49K- 9.98% |
$1.18M - $1.26M
|
67.5K
$12.5M
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.54K- 42.38% |
$1.18M - $1.27M
|
10.2K
$1.9M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.59K- 8.58% |
$1.19M - $1.28M
|
80.9K
$15M
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-7.65K- 13.52% |
$1.2M - $1.29M
|
49K
$9.08M
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.92K- 3.09% |
$1.24M - $1.33M
|
248K
$46M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.36K- 6.96% |
$1.31M - $1.41M
|
112K
$20.7M
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.78K- 45.07% |
$1.38M - $1.48M
|
10.7K
$1.99M
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-9.48KClosed |
$1.49M - $1.59M
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.72K- 57.17% |
$1.53M - $1.63M
|
7.28K
$1.35M
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.95K- 9.26% |
$1.56M - $1.67M
|
97.4K
$18.1M
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9.95K- 16.28% |
$1.56M - $1.67M
|
51.2K
$9.5M
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-10KClosed |
$1.58M - $1.69M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-10.8KClosed |
$1.7M - $1.81M
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-11K- 7.75% |
$1.72M - $1.84M
|
130K
$24.2M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-13K- 73.81% |
$2.05M - $2.19M
|
4.62K
$857K
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.9K- 7.15% |
$2.19M - $2.34M
|
181K
$33.6M
|
|
Feb 14, 2022
Q4 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-14KClosed |
$2.2M - $2.36M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14K- 3.49% |
$2.21M - $2.36M
|
389K
$72.1M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.1KClosed |
$2.22M - $2.37M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.4K- 27.72% |
$2.26M - $2.42M
|
37.6K
$6.97M
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-15.1K- 97.42% |
$2.37M - $2.54M
|
400
$74.2K
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-15.4K- 48.63% |
$2.42M - $2.59M
|
16.3K
$3.02M
|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-15.8KClosed |
$2.49M - $2.66M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-16K- 16.21% |
$2.52M - $2.69M
|
82.8K
$15.4M
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-16.9K- 8.19% |
$2.65M - $2.84M
|
189K
$35.1M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17.4K- 20.99% |
$2.74M - $2.93M
|
65.6K
$12.2M
|
|
Feb 10, 2022
Q4 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-17.4K- 39.77% |
$2.74M - $2.93M
|
26.4K
$4.9M
|