Purchases and Sales Made in Q4 2021 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL2000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11+ 0.81% |
$1.73K - $1.95K
|
1.37K
$207K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
11+ 0.79% |
$1.73K - $1.95K
|
1.41K
$213K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
11+ 0.31% |
$1.73K - $1.95K
|
3.52K
$533K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.52% |
$1.57K - $1.77K
|
1.93K
$292K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$1.57K - $1.77K
|
10
$1.51K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
10+ 0.74% |
$1.57K - $1.77K
|
1.37K
$207K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
10+ 0.6% |
$1.57K - $1.77K
|
1.69K
$255K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
10+ 0.27% |
$1.57K - $1.77K
|
3.73K
$564K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10New |
$1.57K - $1.77K
|
10
$1.51K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.62% |
$1.57K - $1.77K
|
1.62K
$245K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
10+ 0.15% |
$1.57K - $1.77K
|
6.57K
$994K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
8+ 1.04% |
$1.26K - $1.42K
|
780
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$1.26K - $1.42K
|
8
$1.21K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
8+ 0.14% |
$1.26K - $1.42K
|
5.55K
$839K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.69% |
$1.1K - $1.24K
|
1.02K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.54% |
$1.1K - $1.24K
|
1.3K
$196K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
7+ 0.35% |
$1.1K - $1.24K
|
2.01K
$304K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
7New |
$1.1K - $1.24K
|
7
$1.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
7+ 0.55% |
$1.1K - $1.24K
|
1.27K
$193K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.56% |
$1.1K - $1.24K
|
1.25K
$189K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 0.98% |
$1.1K - $1.24K
|
721
$109K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
5+ 1.39% |
$787 - $884
|
364
$55K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5New |
$787 - $884
|
5
$756
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$787 - $884
|
2.04K
$308K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
4+ 0.05% |
$629 - $708
|
8.82K
$1.33M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.9% |
$629 - $708
|
450
$68K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.19% |
$629 - $708
|
2.06K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4+ 0.19% |
$629 - $708
|
2.07K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.17% |
$472 - $531
|
1.81K
$273K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.23% |
$472 - $531
|
1.33K
$201K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3New |
$472 - $531
|
3
$454
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
3+ 0.2% |
$472 - $531
|
1.47K
$222K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.06% |
$472 - $531
|
5.32K
$804K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 0.48% |
$472 - $531
|
627
$94.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.23% |
$472 - $531
|
1.3K
$196K
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2+ 0.05% |
$315 - $354
|
3.71K
$560K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$315 - $354
|
2.13K
$321K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$157 - $177
|
4.12K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 2.38% |
$157 - $177
|
43
$6.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 1.0% |
$157 - $177
|
101
$15.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$157 - $177
|
2.7K
$408K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.85% |
$157 - $177
|
55
$8.32K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$157 - $177
|
5.12K
$773K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.03% |
$157 - $177
|
3.72K
$563K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.21% |
$157 - $177
|
483
$73K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.25% |
$157 - $177
|
407
$61.5K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.48% |
$157 - $177
|
211
$31.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.34% |
$157 - $177
|
294
$44.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.2% |
$157 - $177
|
510
$77.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1Closed |
$157 - $177
|
0
$0
|