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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
2.25KNew |
$354K - $399K
|
2.25K
$369K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.2K+ 733.33% |
$346K - $389K
|
2.5K
$410K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.19K+ 8.23% |
$344K - $387K
|
28.8K
$4.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.19KNew |
$344K - $387K
|
2.19K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.19KNew |
$344K - $386K
|
2.19K
$358K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 2.68% |
$342K - $385K
|
83.5K
$13.7M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.1KNew |
$331K - $372K
|
2.1K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.08K+ 2.49% |
$327K - $367K
|
85.4K
$14M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.05K+ 20.36% |
$323K - $363K
|
12.1K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 37.91% |
$317K - $356K
|
7.32K
$1.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
2K+ 2.94% |
$314K - $353K
|
69.9K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.99KNew |
$313K - $352K
|
1.99K
$326K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.97K+ 2.66% |
$309K - $348K
|
75.8K
$12.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.95K+ 4.06% |
$306K - $344K
|
50K
$8.19M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.95KNew |
$306K - $344K
|
1.95K
$319K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.94KNew |
$305K - $344K
|
1.94K
$318K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.93KNew |
$304K - $341K
|
1.93K
$316K
|
|
|
Feb 03, 2022
Q4 2021
|
Bernzott Capital Advisors
|
BUY
|
- |
1.93KNew |
$303K - $340K
|
1.93K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 3.63% |
$302K - $339K
|
54.8K
$8.99M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.91K+ 9.86% |
$300K - $337K
|
21.2K
$3.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.85K+ 0.34% |
$291K - $327K
|
542K
$88.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.84K+ 2.19% |
$289K - $325K
|
85.9K
$14.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.78KNew |
$281K - $316K
|
1.78K
$292K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.75K+ 0.16% |
$275K - $309K
|
1.13M
$185M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.73K+ 92.47% |
$272K - $306K
|
3.61K
$591K
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
1.73K+ 1.93% |
$272K - $306K
|
91.7K
$15M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.72KNew |
$271K - $304K
|
1.72K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.71KNew |
$270K - $303K
|
1.71K
$281K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
1.68K+ 27.55% |
$264K - $297K
|
7.78K
$1.28M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.63KNew |
$257K - $288K
|
1.63K
$267K
|
|
|
Feb 07, 2022
Q4 2021
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
1.63K+ 13.23% |
$256K - $288K
|
13.9K
$2.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.61KNew |
$253K - $284K
|
1.61K
$263K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.59K+ 84.63% |
$250K - $281K
|
3.47K
$569K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 111.05% |
$247K - $277K
|
2.98K
$488K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.56KNew |
$246K - $276K
|
1.56K
$256K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.53KNew |
$240K - $270K
|
1.53K
$250K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.53K+ 0.45% |
$240K - $270K
|
342K
$56.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.53KNew |
$240K - $270K
|
1.53K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5K+ 54.6% |
$236K - $266K
|
4.25K
$697K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.5K+ 22.46% |
$235K - $265K
|
8.16K
$1.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.48K+ 0.34% |
$233K - $262K
|
434K
$71.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.48K+ 28.12% |
$233K - $262K
|
6.74K
$1.1M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.46KNew |
$230K - $258K
|
1.46K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.44K+ 82.7% |
$226K - $255K
|
3.18K
$521K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.44K+ 15.48% |
$226K - $254K
|
10.7K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.43KNew |
$225K - $253K
|
1.43K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.39KNew |
$218K - $245K
|
1.39K
$227K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.36KNew |
$214K - $241K
|
1.36K
$223K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.35KNew |
$212K - $239K
|
1.35K
$221K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$212K - $238K
|
1.35K
$221K
|