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 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
58New |
$9.12K - $10.3K
|
58
$9.51K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
50+ 2.15% |
$7.87K - $8.84K
|
2.37K
$389K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50New |
$7.87K - $8.84K
|
50
$8.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
50+ 43.1% |
$7.87K - $8.84K
|
166
$27.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48New |
$7.55K - $8.49K
|
48
$7.87K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
48+ 1.05% |
$7.55K - $8.49K
|
4.63K
$759K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
48+ 21.33% |
$7.55K - $8.49K
|
273
$44.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
47New |
$7.39K - $8.31K
|
47
$7.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
46+ 1.19% |
$7.24K - $8.14K
|
3.92K
$643K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
45New |
$7.08K - $7.96K
|
45
$7.38K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
43+ 10.41% |
$6.76K - $7.61K
|
456
$74.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
42New |
$6.61K - $7.43K
|
42
$6.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
40+ 9.09% |
$6.29K - $7.08K
|
480
$78.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
40+ 0.19% |
$6.29K - $7.08K
|
20.9K
$3.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
40+ 1.06% |
$6.29K - $7.08K
|
3.82K
$627K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38+ 2.93% |
$5.98K - $6.72K
|
1.33K
$219K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37+ 0.79% |
$5.82K - $6.54K
|
4.7K
$771K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
37+ 0.08% |
$5.82K - $6.54K
|
48.1K
$7.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
36+ 0.67% |
$5.66K - $6.37K
|
5.42K
$889K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 1.05% |
$5.51K - $6.19K
|
3.37K
$552K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
34+ 1.06% |
$5.35K - $6.01K
|
3.24K
$530K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
30+ 0.85% |
$4.72K - $5.31K
|
3.55K
$581K
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
30+ 0.78% |
$4.72K - $5.31K
|
3.9K
$639K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 1.72% |
$4.72K - $5.31K
|
1.77K
$291K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
27+ 0.4% |
$4.25K - $4.78K
|
6.71K
$1.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
26+ 6.72% |
$4.09K - $4.6K
|
413
$67.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
26+ 13.98% |
$4.09K - $4.6K
|
212
$34.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26+ 0.53% |
$4.09K - $4.6K
|
4.89K
$801K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25+ 0.78% |
$3.93K - $4.42K
|
3.25K
$532K
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
25+ 0.21% |
$3.93K - $4.42K
|
11.7K
$1.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
25New |
$3.93K - $4.42K
|
25
$4.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
24+ 1.42% |
$3.78K - $4.25K
|
1.72K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
24+ 1.58% |
$3.78K - $4.25K
|
1.54K
$252K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24+ 1.05% |
$3.78K - $4.25K
|
2.32K
$380K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 1.31% |
$3.78K - $4.25K
|
1.86K
$305K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
24New |
$3.78K - $4.25K
|
24
$3.93K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
23+ 4.6% |
$3.62K - $4.07K
|
523
$85.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20New |
$3.15K - $3.54K
|
20
$3.28K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
20+ 2.4% |
$3.15K - $3.54K
|
855
$140K
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
20+ 0.75% |
$3.15K - $3.54K
|
2.7K
$443K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
18+ 0.18% |
$2.83K - $3.18K
|
10.1K
$1.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.66% |
$2.83K - $3.18K
|
2.76K
$452K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
18New |
$2.83K - $3.18K
|
18
$2.95K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17New |
$2.67K - $3.01K
|
17
$2.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
17New |
$2.67K - $3.01K
|
17
$2.79K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
16+ 0.87% |
$2.52K - $2.83K
|
1.86K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
15+ 0.17% |
$2.36K - $2.65K
|
8.77K
$1.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
12New |
$1.89K - $2.12K
|
12
$1.97K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11+ 0.81% |
$1.73K - $1.95K
|
1.37K
$224K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
11+ 0.31% |
$1.73K - $1.95K
|
3.52K
$577K
|