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 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.3K+ 14.71% |
$3.82M - $4.09M
|
190K
$35.2M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
24K+ 21.98% |
$3.77M - $4.03M
|
133K
$24.7M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
22.7K+ 2.66% |
$3.57M - $3.82M
|
878K
$163M
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
22KNew |
$3.46M - $3.7M
|
22K
$4.09M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
21.9KNew |
$3.44M - $3.68M
|
21.9K
$4.06M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
21.6K+ 2.54% |
$3.39M - $3.63M
|
872K
$162M
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
21.5KNew |
$3.37M - $3.61M
|
21.5K
$3.98M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.2KNew |
$3.33M - $3.57M
|
21.2K
$3.94M
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 7.86% |
$3.27M - $3.5M
|
286K
$53M
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.5K+ 0.79% |
$3.21M - $3.44M
|
2.61M
$484M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.1K+ 174.37% |
$3.16M - $3.38M
|
31.6K
$5.86M
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
19.9KNew |
$3.13M - $3.35M
|
19.9K
$3.7M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$3.11M - $3.33M
|
19.8K
$3.67M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.6K+ 266.55% |
$3.08M - $3.3M
|
27K
$5.01M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.5K+ 0.95% |
$3.06M - $3.28M
|
2.07M
$384M
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
18.2KNew |
$2.85M - $3.05M
|
18.2K
$3.37M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
18K+ 29.32% |
$2.83M - $3.02M
|
79.4K
$14.7M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18K+ 2.73% |
$2.82M - $3.02M
|
675K
$125M
|
|
Jan 18, 2022
Q4 2021
|
Stairway Partners, LLC
|
BUY
|
- |
17.4K+ 1.94% |
$2.74M - $2.93M
|
916K
$170M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
17.3K+ 73.53% |
$2.72M - $2.91M
|
40.8K
$7.57M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17.1KNew |
$2.69M - $2.88M
|
17.1K
$3.18M
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.1K+ 377.15% |
$2.69M - $2.87M
|
21.6K
$4.01M
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
16.7K+ 34.12% |
$2.62M - $2.8M
|
65.5K
$12.2M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
16.6K+ 1.13% |
$2.61M - $2.79M
|
1.49M
$276M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.6KNew |
$2.61M - $2.79M
|
16.6K
$3.08M
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
16.5K+ 11.42% |
$2.6M - $2.78M
|
161K
$29.9M
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
16.5KNew |
$2.59M - $2.77M
|
16.5K
$3.05M
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16.4KNew |
$2.58M - $2.76M
|
16.4K
$3.05M
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
16.2KNew |
$2.55M - $2.72M
|
16.2K
$3.01M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5K+ 10.42% |
$2.43M - $2.6M
|
164K
$30.4M
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15.3KNew |
$2.4M - $2.57M
|
15.3K
$2.83M
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
15.3KNew |
$2.4M - $2.57M
|
15.3K
$2.83M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
15.1K+ 5.26% |
$2.38M - $2.55M
|
303K
$56.3M
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15.1KNew |
$2.37M - $2.54M
|
15.1K
$2.8M
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.7KNew |
$2.3M - $2.46M
|
14.7K
$2.72M
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
14.6KNew |
$2.3M - $2.46M
|
14.6K
$2.71M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 1.56% |
$2.29M - $2.45M
|
951K
$176M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 254.49% |
$2.27M - $2.43M
|
20.1K
$3.74M
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
14.4KNew |
$2.26M - $2.41M
|
14.4K
$2.66M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.1KNew |
$2.22M - $2.37M
|
14.1K
$2.62M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
14.1KNew |
$2.22M - $2.37M
|
14.1K
$2.62M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
13.7KNew |
$2.16M - $2.31M
|
13.7K
$2.55M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6K+ 566.58% |
$2.14M - $2.29M
|
16K
$2.97M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.1K+ 593.1% |
$2.05M - $2.2M
|
15.3K
$2.83M
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
13K+ 33.09% |
$2.04M - $2.18M
|
52.2K
$9.69M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.9K+ 412.88% |
$2.02M - $2.17M
|
16K
$2.97M
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$1.96M - $2.1M
|
12.5K
$2.31M
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
12.3K+ 2.22% |
$1.93M - $2.06M
|
565K
$105M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.2K+ 12.43% |
$1.92M - $2.05M
|
110K
$20.5M
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12.1KNew |
$1.9M - $2.03M
|
12.1K
$2.24M
|