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
Mar 11, 2022 Q4 2021	Bokf, Na Tulsa, OK	BUY	-	7.68K + 11.83%	$1.21M - $1.29M	72.6K $13.5M
May 02, 2022 Q4 2021	Provence Wealth Management Group	BUY	-	7.61K New	$1.2M - $1.28M	7.61K $1.41M
Apr 20, 2022 Q4 2021	Objective Capital Management, LLC	BUY	-	7.58K New	$1.19M - $1.27M	7.58K $1.41M
Apr 15, 2022 Q4 2021	Mayport, LLC	BUY	-	7.5K New	$1.18M - $1.26M	7.5K $1.39M
Feb 16, 2023 Q4 2021	Bensler, LLC Bellevue, WA	BUY	-	7.4K New	$1.16M - $1.24M	7.4K $1.37M
Jan 31, 2022 Q4 2021	Financial Sense Advisors, Inc.	BUY	-	7.38K + 57.83%	$1.16M - $1.24M	20.1K $3.73M
Feb 15, 2022 Q4 2021	Cardiff Park Advisors, LLC San Marcos, CA	BUY	-	7.3K New	$1.15M - $1.23M	7.3K $1.35M
Feb 09, 2022 Q4 2021	Buckingham Strategic Wealth, LLC Clayton, MO	BUY	-	6.98K + 11.45%	$1.1M - $1.17M	67.9K $12.6M
Feb 14, 2022 Q4 2021	Snowden Capital Advisors LLC New York, NY	BUY	-	6.95K New	$1.09M - $1.17M	6.95K $1.29M
Feb 14, 2022 Q4 2021	Barclays PLC London, X0	BUY	-	6.89K + 13.49%	$1.08M - $1.16M	58K $10.8M
Aug 04, 2022 Q4 2021	Warwick Investment Management, Inc.	BUY	-	6.71K New	$1.05M - $1.13M	6.71K $1.24M
Jan 28, 2022 Q4 2021	Newport Capital Group, LLC	BUY	-	6.52K + 11.98%	$1.02M - $1.1M	61K $11.3M
Feb 10, 2022 Q4 2021	Confluence Wealth Services, Inc. Mcmurray, PA	BUY	-	6.44K New	$1.01M - $1.08M	6.44K $1.2M
Feb 14, 2022 Q4 2021	Keystone Wealth Services, LLC	BUY	-	6.4K New	$1.01M - $1.08M	6.4K $1.19M
Feb 03, 2022 Q4 2021	Miller Howard Investments Inc	BUY	-	6.4K + 252.19%	$1.01M - $1.08M	8.94K $1.66M
Jan 25, 2023 Q4 2021	Etfidea, LLC Syracuse, NY	BUY	-	6.35K New	$998K - $1.07M	6.35K $1.18M
Feb 14, 2022 Q4 2021	Financial Planners Of Cleveland, Inc. Mayfield Heights, OH	BUY	-	6.34K New	$996K - $1.07M	6.34K $1.18M
Feb 11, 2022 Q4 2021	Bank Of Hawaii Honolulu, HI	BUY	-	6.26K New	$984K - $1.05M	6.26K $1.16M
Feb 14, 2022 Q4 2021	Harris Associates L P Chicago, IL	BUY	-	6.12K New	$962K - $1.03M	6.12K $1.14M
Feb 07, 2022 Q4 2021	Big Sur Wealth Management LLC Miami, FL	BUY	-	6.1K + 43.57%	$958K - $1.03M	20.1K $3.73M
Jan 26, 2022 Q4 2021	Great Diamond Partners, LLC	BUY	-	6.1K New	$958K - $1.03M	6.1K $1.13M
Jan 25, 2022 Q4 2021	Hamlin Capital Management, LLC	BUY	-	6.06K New	$952K - $1.02M	6.06K $1.12M
Feb 14, 2022 Q4 2021	Natixis Paris, I0	BUY	-	5.8K + 16.95%	$911K - $974K	40K $7.42M
Mar 17, 2022 Q4 2021	American Trust Lexington, KY	BUY	-	5.72K New	$898K - $961K	5.72K $1.06M
Feb 11, 2022 Q4 2021	Mai Capital Management	BUY	-	5.69K + 3.07%	$893K - $956K	191K $35.4M
Jan 20, 2022 Q4 2021	Kestra Advisory Services, LLC	BUY	-	5.51K + 2.14%	$866K - $926K	263K $48.9M
Feb 09, 2022 Q4 2021	Arcadia Investment Management Corp	BUY	-	5.47K New	$860K - $920K	5.47K $1.02M
Apr 12, 2022 Q4 2021	Coury Firm Asset Management LLC Pittsburgh, PA	BUY	-	5.4K New	$849K - $908K	5.4K $1M
Jan 24, 2022 Q4 2021	Cedar Mountain Advisors, LLC	BUY	-	5.39K + 1.47%	$847K - $906K	372K $69.1M
Feb 11, 2022 Q4 2021	True Private Wealth Advisors	BUY	-	5.18K + 2.36%	$814K - $871K	224K $41.6M
May 03, 2022 Q4 2021	Investmark Advisory Group LLC	BUY	-	5.15K New	$810K - $866K	5.15K $956K
Feb 08, 2022 Q4 2021	Wilbanks Smith & Thomas Asset Management LLC	BUY	-	5.14K + 6.65%	$807K - $863K	82.4K $15.3M
Feb 02, 2022 Q4 2021	Pvg Asset Management Corp Golden, CO	BUY	-	5.12K New	$805K - $861K	5.12K $950K
Feb 14, 2022 Q4 2021	Capital World Investors Los Angeles, CA	BUY	-	5.03K New	$790K - $845K	5.03K $933K
Feb 14, 2022 Q4 2021	Invesco Ltd. Atlanta, GA	BUY	-	4.84K New	$760K - $813K	4.84K $898K
Aug 11, 2022 Q4 2021	Axxcess Wealth Management, LLC Carlsbad, CA	BUY	-	4.79K New	$753K - $805K	4.79K $889K
Feb 11, 2022 Q4 2021	Relative Value Partners Group, LLC Northbrook, IL	BUY	-	4.71K + 10.44%	$740K - $792K	49.8K $9.25M
Feb 11, 2022 Q4 2021	Townsquare Capital LLC	BUY	-	4.63K + 203.6%	$728K - $779K	6.91K $1.28M
Feb 04, 2022 Q4 2021	Cannon Global Investment Management, LLC	BUY	-	4.6K New	$723K - $773K	4.6K $853K
Feb 10, 2022 Q4 2021	Crestone Asset Management LLC	BUY	-	4.57K + 3.08%	$718K - $768K	153K $28.3M
Jan 12, 2022 Q4 2021	Lbj Family Wealth Advisors, Ltd.	BUY	-	4.56K + 2.35%	$716K - $766K	198K $36.8M
Feb 04, 2022 Q4 2021	Copperwynd Financial, LLC	BUY	-	4.47K + 5.1%	$702K - $751K	92K $17.1M
Apr 07, 2022 Q4 2021	Greenspring Advisors, LLC	BUY	-	4.45K New	$699K - $748K	4.45K $826K
Feb 14, 2022 Q4 2021	Y Intercept (Hong Kong) LTD	BUY	-	4.45K New	$699K - $748K	4.45K $826K
Feb 01, 2022 Q4 2021	F Dx Advisors, Inc.	BUY	-	4.42K + 2.35%	$694K - $742K	192K $35.6M
Feb 23, 2022 Q4 2021	Simplex Trading, LLC	BUY	-	4.4K New	$691K - $739K	4.4K $815K
Feb 01, 2022 Q4 2021	Round Table Services, LLC	BUY	-	4.37K + 2.37%	$687K - $735K	189K $35M
Feb 08, 2022 Q4 2021	Element Pointe Advisors, LLC Miami, FL	BUY	-	4.36K + 160.49%	$685K - $733K	7.08K $1.31M
Feb 09, 2022 Q4 2021	Db Wealth Management Group, LLC San Diego, CA	BUY	-	4.34K + 50.25%	$681K - $729K	13K $2.41M
Feb 14, 2022 Q4 2021	Haverford Trust CO Radnor, PA	BUY	-	4.31K + 5.48%	$677K - $724K	83K $15.4M

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Account

Purchases and Sales Made in Q4 2021 in Ishares Russell 1000 Val ETF (IWD)

7.68K

7.61K

7.58K

7.5K

7.4K

7.38K

7.3K

6.98K

6.95K

6.89K

6.71K

6.52K

6.44K

6.4K

6.4K

6.35K

6.34K

6.26K

6.12K

6.1K

6.1K

6.06K

5.8K

5.72K

5.69K

5.51K

5.47K

5.4K

5.39K

5.18K

5.15K

5.14K

5.12K

5.03K

4.84K

4.79K

4.71K

4.63K

4.6K

4.57K

4.56K

4.47K

4.45K

4.45K

4.42K

4.4K

4.37K

4.36K

4.34K

4.31K

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