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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
629+ 6.14% |
$98.8K - $106K
|
10.9K
$2.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
625New |
$98.2K - $105K
|
625
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
621+ 48.14% |
$97.6K - $104K
|
1.91K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
608+ 16.17% |
$95.5K - $102K
|
4.37K
$857K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
602+ 29.29% |
$94.6K - $101K
|
2.66K
$521K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
600+ 11.04% |
$94.3K - $101K
|
6.03K
$1.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
594+ 0.99% |
$93.3K - $99.8K
|
60.6K
$11.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
590+ 12.71% |
$92.7K - $99.2K
|
5.23K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
585New |
$91.9K - $98.3K
|
585
$115K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
580+ 2.96% |
$91.1K - $97.5K
|
20.2K
$3.96M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
549+ 9.41% |
$86.3K - $92.3K
|
6.39K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
549+ 13.5% |
$86.3K - $92.3K
|
4.62K
$905K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
533+ 9.31% |
$83.7K - $89.6K
|
6.26K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
531+ 1.78% |
$83.4K - $89.3K
|
30.4K
$5.96M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
531+ 1.78% |
$83.4K - $89.3K
|
30.4K
$5.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
517+ 19.73% |
$81.2K - $86.9K
|
3.14K
$615K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
513+ 1.26% |
$80.6K - $86.2K
|
41.2K
$8.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
509+ 38.1% |
$80K - $85.6K
|
1.85K
$362K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
502+ 7.0% |
$78.9K - $84.4K
|
7.67K
$1.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
497+ 2.91% |
$78.1K - $83.5K
|
17.6K
$3.44M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
494New |
$77.6K - $83K
|
494
$96.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
482+ 26.27% |
$75.7K - $81K
|
2.32K
$454K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
475+ 18.88% |
$74.6K - $79.8K
|
2.99K
$587K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
473+ 9.2% |
$74.3K - $79.5K
|
5.62K
$1.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
468+ 11.22% |
$73.5K - $78.7K
|
4.64K
$910K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
457+ 179.92% |
$71.8K - $76.8K
|
711
$139K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
456+ 18.34% |
$71.6K - $76.6K
|
2.94K
$577K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
456+ 0.27% |
$71.6K - $76.6K
|
166K
$32.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
448+ 14.21% |
$70.4K - $75.3K
|
3.6K
$706K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
443+ 2.17% |
$69.6K - $74.5K
|
20.9K
$4.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
442+ 3.35% |
$69.4K - $74.3K
|
13.6K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
438+ 10.72% |
$68.8K - $73.6K
|
4.52K
$887K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
437+ 1.59% |
$68.7K - $73.5K
|
27.9K
$5.47M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
433+ 16.57% |
$68K - $72.8K
|
3.05K
$597K
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
425+ 0.64% |
$66.8K - $71.4K
|
67.2K
$13.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
412+ 16.98% |
$64.7K - $69.2K
|
2.84K
$557K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
407+ 6.41% |
$63.9K - $68.4K
|
6.75K
$1.32M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
405+ 0.75% |
$63.6K - $68.1K
|
54.6K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
404+ 0.64% |
$63.5K - $67.9K
|
63.4K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
393+ 15.29% |
$61.7K - $66.1K
|
2.96K
$581K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
392New |
$61.6K - $65.9K
|
392
$76.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
389+ 10.02% |
$61.1K - $65.4K
|
4.27K
$838K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
383New |
$60.2K - $64.4K
|
383
$75.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
381New |
$59.9K - $64K
|
381
$74.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
374+ 3.35% |
$58.8K - $62.9K
|
11.5K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
374+ 17.54% |
$58.8K - $62.9K
|
2.51K
$491K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
367+ 5.95% |
$57.7K - $61.7K
|
6.53K
$1.28M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
359New |
$56.4K - $60.3K
|
359
$70.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
352+ 2933.33% |
$55.3K - $59.2K
|
364
$71.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
346New |
$54.4K - $58.2K
|
346
$67.9K
|