Purchases and Sales Made in Q4 2021 in Ishares Tr Russell 200 Value E (IWX)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Value E (IWX) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
227KNew |
$14.9M - $15.9M
|
227K
$18M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
97.9KNew |
$6.44M - $6.87M
|
97.9K
$7.75M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
88.7K+ 2.18% |
$5.83M - $6.23M
|
4.15M
$328M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
73K+ 113.35% |
$4.8M - $5.12M
|
137K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
66.8K+ 12.29% |
$4.39M - $4.69M
|
610K
$48.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 31.96% |
$3.31M - $3.53M
|
208K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.5K+ 1280.76% |
$2.99M - $3.19M
|
49K
$3.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23K+ 257.54% |
$1.51M - $1.61M
|
31.9K
$2.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
20.2KNew |
$1.33M - $1.41M
|
20.2K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 6.55% |
$848K - $905K
|
210K
$16.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
12.6K+ 7.52% |
$826K - $881K
|
180K
$14.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.7K+ 3.97% |
$771K - $823K
|
307K
$24.3M
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
10.5K+ 54.94% |
$692K - $739K
|
29.7K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.71K+ 7.24% |
$573K - $612K
|
129K
$10.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.65K+ 24.94% |
$437K - $466K
|
33.3K
$2.64M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
6.12KNew |
$403K - $430K
|
6.12K
$485K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.5KNew |
$362K - $386K
|
5.5K
$435K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.35KNew |
$286K - $305K
|
4.35K
$344K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.77K+ 19.42% |
$248K - $265K
|
23.2K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.72K+ 17.88% |
$244K - $261K
|
24.5K
$1.94M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.64KNew |
$240K - $256K
|
3.64K
$289K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.51KNew |
$231K - $246K
|
3.51K
$278K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.21K+ 19.58% |
$211K - $225K
|
19.6K
$1.55M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.02KNew |
$198K - $212K
|
3.02K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$189K - $202K
|
2.88K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.64K+ 3.01% |
$174K - $186K
|
90.6K
$7.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.55K+ 355.08% |
$168K - $179K
|
3.27K
$259K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
2.21KNew |
$145K - $155K
|
2.21K
$175K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.72K+ 6.26% |
$113K - $121K
|
29.2K
$2.31M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 1.74% |
$68.1K - $72.6K
|
60.4K
$4.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
886New |
$58.3K - $62.2K
|
886
$70.2K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
766+ 2.0% |
$50.4K - $53.8K
|
39.1K
$3.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
756+ 10.2% |
$49.7K - $53.1K
|
8.17K
$647K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
521+ 29.12% |
$34.3K - $36.6K
|
2.31K
$183K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
465New |
$30.6K - $32.6K
|
465
$36.8K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
428+ 37.41% |
$28.1K - $30K
|
1.57K
$124K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
289+ 0.32% |
$19K - $20.3K
|
91.6K
$7.25M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
247+ 2.06% |
$16.2K - $17.3K
|
12.2K
$967K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
149+ 4.5% |
$9.8K - $10.5K
|
3.46K
$274K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
43+ 75.44% |
$2.83K - $3.02K
|
100
$7.92K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
43+ 0.57% |
$2.83K - $3.02K
|
7.62K
$604K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
30+ 0.2% |
$1.97K - $2.11K
|
15.2K
$1.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
22+ 0.71% |
$1.45K - $1.54K
|
3.13K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.06% |
$723 - $772
|
19.6K
$1.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-61- 0.18% |
$4.01K - $4.28K
|
33.3K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-84- 0.12% |
$5.52K - $5.9K
|
69.6K
$5.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-143Closed |
$9.41K - $10K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 6.07% |
$9.54K - $10.2K
|
2.24K
$178K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-161- 3.69% |
$10.6K - $11.3K
|
4.2K
$332K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-166- 1.77% |
$10.9K - $11.6K
|
9.23K
$731K
|