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 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$315 - $354
|
4.03K
$610K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3- 1.05% |
$472 - $531
|
284
$42.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.19% |
$472 - $531
|
1.57K
$237K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-5- 0.07% |
$787 - $884
|
7.13K
$1.08M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6- 0.26% |
$944 - $1.06K
|
2.29K
$346K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 3.02% |
$944 - $1.06K
|
193
$29.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-8- 0.08% |
$1.26K - $1.42K
|
10.5K
$1.59M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8- 0.13% |
$1.26K - $1.42K
|
6.13K
$926K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$1.57K - $1.77K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-10- 0.3% |
$1.57K - $1.77K
|
3.28K
$495K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 0.47% |
$1.57K - $1.77K
|
2.1K
$318K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 0.68% |
$1.57K - $1.77K
|
1.46K
$220K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11- 0.06% |
$1.73K - $1.95K
|
17K
$2.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11- 3.65% |
$1.73K - $1.95K
|
290
$43.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11Closed |
$1.73K - $1.95K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12- 3.07% |
$1.89K - $2.12K
|
379
$57.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-15- 0.75% |
$2.36K - $2.65K
|
1.98K
$300K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.15% |
$2.52K - $2.83K
|
10.4K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-18Closed |
$2.83K - $3.18K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-19- 0.25% |
$2.99K - $3.36K
|
7.54K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-21- 0.46% |
$3.3K - $3.71K
|
4.53K
$684K
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-22- 24.44% |
$3.46K - $3.89K
|
68
$10.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-26- 0.17% |
$4.09K - $4.6K
|
15.5K
$2.35M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-26- 0.76% |
$4.09K - $4.6K
|
3.42K
$517K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-27- 0.16% |
$4.25K - $4.78K
|
16.6K
$2.51M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-28- 0.28% |
$4.4K - $4.95K
|
10.1K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-29Closed |
$4.56K - $5.13K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 2.07% |
$4.72K - $5.31K
|
1.42K
$215K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 33.01% |
$5.35K - $6.01K
|
69
$10.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-35Closed |
$5.51K - $6.19K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-36Closed |
$5.66K - $6.37K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-38- 0.88% |
$5.98K - $6.72K
|
4.29K
$648K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-40- 0.82% |
$6.29K - $7.08K
|
4.86K
$735K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44- 0.95% |
$6.92K - $7.78K
|
4.6K
$696K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-44- 0.17% |
$6.92K - $7.78K
|
25.8K
$3.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-45- 0.8% |
$7.08K - $7.96K
|
5.59K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-48- 3.3% |
$7.55K - $8.49K
|
1.41K
$212K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-48- 0.85% |
$7.55K - $8.49K
|
5.6K
$846K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-48- 1.78% |
$7.55K - $8.49K
|
2.66K
$401K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-52- 1.68% |
$8.18K - $9.2K
|
3.04K
$459K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-55- 0.56% |
$8.65K - $9.73K
|
9.84K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-55- 0.43% |
$8.65K - $9.73K
|
12.9K
$1.95M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 0.78% |
$8.81K - $9.91K
|
7.17K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61- 1.3% |
$9.6K - $10.8K
|
4.63K
$700K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-62- 0.6% |
$9.75K - $11K
|
10.3K
$1.56M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-70- 48.28% |
$11K - $12.4K
|
75
$11.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-75- 4.97% |
$11.8K - $13.3K
|
1.43K
$217K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
SELL
|
- |
-75- 1.99% |
$11.8K - $13.3K
|
3.7K
$559K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-75- 2.38% |
$11.8K - $13.3K
|
3.08K
$466K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-75- 4.4% |
$11.8K - $13.3K
|
1.63K
$246K
|