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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.44K+ 10.26% |
$226K - $242K
|
15.4K
$2.88M
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
1.43K+ 11.03% |
$225K - $241K
|
14.4K
$2.69M
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.43KNew |
$225K - $240K
|
1.43K
$267K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.43K+ 2.87% |
$224K - $240K
|
51.1K
$9.54M
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.41KNew |
$222K - $238K
|
1.41K
$264K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.39K+ 6.58% |
$218K - $233K
|
22.5K
$4.2M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.37KNew |
$216K - $231K
|
1.37K
$256K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
1.37KNew |
$215K - $230K
|
1.37K
$256K
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.37K+ 1.28% |
$215K - $230K
|
108K
$20.1M
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
1.35KNew |
$213K - $227K
|
1.35K
$252K
|
|
Feb 01, 2022
Q4 2021
|
River Road Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$212K - $227K
|
1.35K
$252K
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
1.32KNew |
$207K - $221K
|
1.32K
$245K
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 3.56% |
$206K - $220K
|
38.1K
$7.1M
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.31KNew |
$205K - $219K
|
1.31K
$243K
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.3K+ 3.72% |
$204K - $218K
|
36.2K
$6.75M
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.29KNew |
$203K - $217K
|
1.29K
$240K
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.29KNew |
$202K - $216K
|
1.29K
$240K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.28K+ 14.76% |
$201K - $215K
|
9.93K
$1.85M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.28K+ 9.66% |
$201K - $215K
|
14.5K
$2.7M
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.28KNew |
$200K - $214K
|
1.28K
$238K
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.28K+ 30.13% |
$200K - $214K
|
5.51K
$1.03M
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.27K+ 12.84% |
$200K - $214K
|
11.2K
$2.09M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.27KNew |
$199K - $213K
|
1.27K
$236K
|
|
Jan 19, 2022
Q4 2021
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$197K - $211K
|
1.25K
$234K
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.25KNew |
$196K - $210K
|
1.25K
$233K
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.25KNew |
$196K - $210K
|
1.25K
$233K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.24K+ 14.06% |
$195K - $209K
|
10.1K
$1.88M
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.24KNew |
$195K - $209K
|
1.24K
$231K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.24K+ 5.23% |
$195K - $208K
|
25K
$4.65M
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
1.23KNew |
$194K - $207K
|
1.23K
$230K
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.23KNew |
$193K - $207K
|
1.23K
$229K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.23K+ 1.0% |
$193K - $206K
|
124K
$23.2M
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.23KNew |
$193K - $206K
|
1.23K
$229K
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.22KNew |
$192K - $206K
|
1.22K
$228K
|
|
Mar 21, 2022
Q4 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.22KNew |
$192K - $206K
|
1.22K
$228K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.22KNew |
$192K - $205K
|
1.22K
$228K
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.22KNew |
$192K - $205K
|
1.22K
$227K
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$189K - $202K
|
1.2K
$224K
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.2KNew |
$188K - $202K
|
1.2K
$224K
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.2KNew |
$188K - $201K
|
1.2K
$223K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.19K+ 19.9% |
$187K - $200K
|
7.15K
$1.33M
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
1.19K+ 7.3% |
$186K - $199K
|
17.4K
$3.25M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.18KNew |
$185K - $198K
|
1.18K
$219K
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.16K+ 12.78% |
$182K - $194K
|
10.2K
$1.9M
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.15K+ 10.63% |
$181K - $193K
|
12K
$2.23M
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.13K+ 4.42% |
$177K - $190K
|
26.7K
$4.97M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.12K+ 56200.0% |
$177K - $189K
|
1.13K
$210K
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.12K+ 1.13% |
$176K - $189K
|
100K
$18.7M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
1.11K+ 21.37% |
$175K - $187K
|
6.32K
$1.18M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.1K+ 72.09% |
$173K - $185K
|
2.62K
$489K
|