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 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.96KNew |
$465K - $497K
|
2.96K
$549K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.95K+ 24.55% |
$463K - $495K
|
14.9K
$2.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.93K+ 26.68% |
$460K - $492K
|
13.9K
$2.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
2.89KNew |
$453K - $485K
|
2.89K
$535K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
2.83K+ 5.46% |
$445K - $476K
|
54.7K
$10.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82K+ 10.91% |
$443K - $474K
|
28.6K
$5.32M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.81KNew |
$441K - $471K
|
2.81K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
2.73K+ 85.72% |
$429K - $459K
|
5.92K
$1.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.72KNew |
$427K - $456K
|
2.72K
$504K
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.7KNew |
$424K - $454K
|
2.7K
$501K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
2.68K+ 38.54% |
$421K - $450K
|
9.63K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.66K+ 6.93% |
$417K - $447K
|
41K
$7.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.65KNew |
$416K - $445K
|
2.65K
$491K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
2.63K+ 191.47% |
$413K - $442K
|
4K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.58K+ 76.27% |
$405K - $433K
|
5.95K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.55K+ 4.23% |
$400K - $428K
|
62.7K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.54K+ 815.11% |
$398K - $426K
|
2.85K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 76.73% |
$397K - $425K
|
5.83K
$1.08M
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.52KNew |
$396K - $423K
|
2.52K
$467K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.48K+ 10.53% |
$390K - $418K
|
26.1K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.45KNew |
$385K - $412K
|
2.45K
$455K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.44K+ 8.66% |
$383K - $410K
|
30.6K
$5.67M
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
2.4K+ 5.1% |
$377K - $403K
|
49.5K
$9.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.39KNew |
$375K - $401K
|
2.39K
$443K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 68.91% |
$375K - $401K
|
5.85K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.38K+ 20.15% |
$374K - $400K
|
14.2K
$2.63M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.36KNew |
$370K - $396K
|
2.36K
$437K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.34KNew |
$368K - $393K
|
2.34K
$434K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.31KNew |
$362K - $388K
|
2.31K
$428K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.3KNew |
$362K - $387K
|
2.3K
$427K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.29K+ 0.83% |
$360K - $385K
|
278K
$51.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
2.29KNew |
$359K - $384K
|
2.29K
$424K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
2.28K+ 5.79% |
$358K - $383K
|
41.7K
$7.73M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.28KNew |
$357K - $382K
|
2.28K
$422K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.27K+ 5040.0% |
$356K - $381K
|
2.31K
$429K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
2.25KNew |
$354K - $378K
|
2.25K
$417K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.22K+ 4.3% |
$348K - $372K
|
53.8K
$9.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.21K+ 4.28% |
$347K - $371K
|
53.8K
$9.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.19KNew |
$345K - $369K
|
2.19K
$407K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.19KNew |
$344K - $368K
|
2.19K
$406K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.19K+ 20.79% |
$343K - $367K
|
12.7K
$2.36M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.18K+ 5.15% |
$342K - $366K
|
44.4K
$8.24M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.17KNew |
$341K - $365K
|
2.17K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.15KNew |
$337K - $361K
|
2.15K
$398K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.12K+ 11.84% |
$333K - $357K
|
20K
$3.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
2.12K+ 2.74% |
$333K - $356K
|
79.6K
$14.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
2.12KNew |
$333K - $356K
|
2.12K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.09K+ 47.61% |
$328K - $351K
|
6.47K
$1.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.08K+ 9.36% |
$327K - $350K
|
24.4K
$4.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.08K+ 9.65% |
$326K - $349K
|
23.6K
$4.38M
|