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
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
610+ 10.93% |
$96K - $108K
|
6.19K
$936K
|
|
|
Jan 24, 2022
Q4 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
610New |
$96K - $108K
|
610
$92.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
600+ 10.94% |
$94.4K - $106K
|
6.08K
$920K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
596New |
$93.8K - $105K
|
596
$90.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
594+ 3.41% |
$93.4K - $105K
|
18K
$2.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
577+ 0.62% |
$90.8K - $102K
|
94.3K
$14.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
576+ 11.98% |
$90.6K - $102K
|
5.39K
$814K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
562New |
$88.4K - $99.4K
|
562
$85K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
562+ 25.4% |
$88.4K - $99.4K
|
2.78K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
557+ 6.94% |
$87.6K - $98.5K
|
8.59K
$1.3M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
550New |
$86.5K - $97.3K
|
550
$83.2K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
537+ 27.18% |
$84.5K - $95K
|
2.51K
$380K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
535New |
$84.2K - $94.6K
|
535
$80.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
522+ 11.53% |
$82.1K - $92.3K
|
5.05K
$764K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
515+ 0.87% |
$81K - $91.1K
|
59.5K
$9M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
511+ 1.33% |
$80.4K - $90.4K
|
39K
$5.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Factorial Partners, LLC
|
BUY
|
- |
500+ 5.15% |
$78.7K - $88.4K
|
10.2K
$1.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
500+ 1.26% |
$78.7K - $88.4K
|
40.2K
$6.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
500+ 0.36% |
$78.7K - $88.4K
|
139K
$21M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
488+ 650.67% |
$76.8K - $86.3K
|
563
$85.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
471New |
$74.1K - $83.3K
|
471
$71.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
471New |
$74.1K - $83.3K
|
471
$71.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
454New |
$71.4K - $80.3K
|
454
$68.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
452+ 35.07% |
$71.1K - $79.9K
|
1.74K
$263K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
415+ 9.26% |
$65.3K - $73.4K
|
4.9K
$741K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
406+ 9.02% |
$63.9K - $71.8K
|
4.91K
$742K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
403+ 7.2% |
$63.4K - $71.3K
|
6K
$907K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
385+ 0.94% |
$60.6K - $68.1K
|
41.2K
$6.22M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
370+ 85.65% |
$58.2K - $65.4K
|
802
$121K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
359+ 1.84% |
$56.5K - $63.5K
|
19.9K
$3.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
356+ 23.86% |
$56K - $63K
|
1.85K
$279K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
355+ 8.85% |
$55.8K - $62.8K
|
4.37K
$660K
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
355+ 22.05% |
$55.8K - $62.8K
|
1.97K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
338+ 4.02% |
$53.2K - $59.8K
|
8.74K
$1.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
327+ 0.59% |
$51.4K - $57.8K
|
55.7K
$8.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
315+ 2.68% |
$49.6K - $55.7K
|
12.1K
$1.83M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
312+ 9.53% |
$49.1K - $55.2K
|
3.59K
$542K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
311+ 26.97% |
$48.9K - $55K
|
1.46K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
310+ 6.66% |
$48.8K - $54.8K
|
4.96K
$751K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
309+ 17.4% |
$48.6K - $54.7K
|
2.09K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
307New |
$48.3K - $54.3K
|
307
$46.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
304+ 4.4% |
$47.8K - $53.8K
|
7.22K
$1.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
303New |
$47.7K - $53.6K
|
303
$45.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
302+ 3.98% |
$47.5K - $53.4K
|
7.89K
$1.19M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$47.2K - $53.1K
|
300
$45.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
300+ 5.24% |
$47.2K - $53.1K
|
6.02K
$910K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
295New |
$46.4K - $52.2K
|
295
$44.6K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
278New |
$43.7K - $49.2K
|
278
$42K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
271+ 13.95% |
$42.6K - $47.9K
|
2.21K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
260+ 2.54% |
$40.9K - $46K
|
10.5K
$1.58M
|