Purchases and Sales Made in Q4 2021 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.06K+ 73.8% |
$167K - $179K
|
2.5K
$490K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 13.42% |
$166K - $178K
|
8.94K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.05K+ 0.95% |
$166K - $177K
|
111K
$21.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$162K - $174K
|
1.03K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
1.03K+ 46.68% |
$161K - $173K
|
3.23K
$633K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.02K+ 7.55% |
$160K - $171K
|
14.5K
$2.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
1K+ 4.17% |
$158K - $169K
|
25.1K
$4.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
994+ 2.34% |
$156K - $167K
|
43.5K
$8.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
990+ 23.95% |
$156K - $166K
|
5.12K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
978+ 4.39% |
$154K - $164K
|
23.3K
$4.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
974+ 4.62% |
$153K - $164K
|
22K
$4.32M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
973+ 19.85% |
$153K - $164K
|
5.88K
$1.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
957+ 11.01% |
$150K - $161K
|
9.65K
$1.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
942+ 29.63% |
$148K - $158K
|
4.12K
$808K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
934+ 11.46% |
$147K - $157K
|
9.08K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
931+ 2.3% |
$146K - $156K
|
41.5K
$8.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
921+ 2.67% |
$145K - $155K
|
35.4K
$6.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
912+ 4.25% |
$143K - $153K
|
22.4K
$4.39M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
893+ 0.23% |
$140K - $150K
|
389K
$76.3M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
889+ 458.25% |
$140K - $149K
|
1.08K
$212K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
881+ 0.56% |
$138K - $148K
|
159K
$31.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
877+ 12.5% |
$138K - $147K
|
7.89K
$1.55M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
864+ 1.76% |
$136K - $145K
|
50K
$9.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
843+ 6.83% |
$132K - $142K
|
13.2K
$2.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
835+ 31.01% |
$131K - $140K
|
3.53K
$692K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
832+ 2.17% |
$131K - $140K
|
39.2K
$7.68M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
812+ 4.8% |
$128K - $136K
|
17.7K
$3.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
810+ 10.8% |
$127K - $136K
|
8.31K
$1.63M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
801+ 103.49% |
$126K - $135K
|
1.58K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
792+ 7.63% |
$124K - $133K
|
11.2K
$2.19M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
790New |
$124K - $133K
|
790
$155K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
788+ 9.93% |
$124K - $132K
|
8.73K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
783+ 2.39% |
$123K - $132K
|
33.6K
$6.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
780+ 25.31% |
$123K - $131K
|
3.86K
$757K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
778+ 23.83% |
$122K - $131K
|
4.04K
$793K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
764+ 3.6% |
$120K - $128K
|
22K
$4.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
753+ 35.67% |
$118K - $127K
|
2.86K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
752+ 26.3% |
$118K - $126K
|
3.61K
$708K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
750+ 28.98% |
$118K - $126K
|
3.34K
$655K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
725+ 3.59% |
$114K - $122K
|
20.9K
$4.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
701+ 65.39% |
$110K - $118K
|
1.77K
$348K
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
700+ 6.67% |
$110K - $118K
|
11.2K
$2.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
693+ 12.16% |
$109K - $116K
|
6.39K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
691+ 11.01% |
$109K - $116K
|
6.97K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
688+ 3.56% |
$108K - $116K
|
20K
$3.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
654+ 27.84% |
$103K - $110K
|
3K
$589K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
648+ 0.27% |
$102K - $109K
|
242K
$47.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
639+ 22.64% |
$100K - $107K
|
3.46K
$679K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
638+ 15.12% |
$100K - $107K
|
4.86K
$953K
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
632+ 1.03% |
$99.3K - $106K
|
61.8K
$12.1M
|