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 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
344New |
$54K - $57.8K
|
344
$68K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
342+ 1.46% |
$53.7K - $57.5K
|
23.8K
$4.7M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
336+ 7.24% |
$52.8K - $56.5K
|
4.98K
$984K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
335New |
$52.6K - $56.3K
|
335
$66.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
333+ 2.94% |
$52.3K - $56K
|
11.6K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
327+ 7.71% |
$51.4K - $55K
|
4.57K
$903K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
327+ 11.23% |
$51.4K - $55K
|
3.24K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
308+ 4.14% |
$48.4K - $51.8K
|
7.75K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
305+ 1.3% |
$47.9K - $51.3K
|
23.8K
$4.7M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
305+ 20.69% |
$47.9K - $51.3K
|
1.78K
$352K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
302+ 3.73% |
$47.5K - $50.8K
|
8.41K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
301+ 7.18% |
$47.3K - $50.6K
|
4.5K
$889K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$47.1K - $50.4K
|
300
$59.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
300+ 11.46% |
$47.1K - $50.4K
|
2.92K
$577K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
296+ 1.04% |
$46.5K - $49.8K
|
28.8K
$5.7M
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
288+ 8.75% |
$45.3K - $48.4K
|
3.58K
$707K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
286+ 2.22% |
$44.9K - $48.1K
|
13.2K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
BUY
|
- |
285+ 8.98% |
$44.8K - $47.9K
|
3.46K
$684K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
285+ 0.5% |
$44.8K - $47.9K
|
57.7K
$11.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
282+ 7.36% |
$44.3K - $47.4K
|
4.12K
$814K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
280New |
$44K - $47.1K
|
280
$55.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
271+ 14.41% |
$42.6K - $45.5K
|
2.15K
$425K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
269+ 3.21% |
$42.3K - $45.2K
|
8.66K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
267+ 0.97% |
$42K - $44.9K
|
27.8K
$5.49M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
265+ 5.47% |
$41.6K - $44.5K
|
5.11K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
263+ 7.22% |
$41.3K - $44.2K
|
3.91K
$773K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
260+ 6.37% |
$40.9K - $43.7K
|
4.34K
$858K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
260New |
$40.9K - $43.7K
|
260
$51.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
257+ 0.61% |
$40.4K - $43.2K
|
42.2K
$8.35M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
257+ 0.61% |
$40.4K - $43.2K
|
42.2K
$8.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
253+ 1.56% |
$39.8K - $42.5K
|
16.4K
$3.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
251+ 3.5% |
$39.4K - $42.2K
|
7.43K
$1.47M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
242+ 10.54% |
$38K - $40.7K
|
2.54K
$502K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
240New |
$37.7K - $40.3K
|
240
$47.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
239+ 6.89% |
$37.6K - $40.2K
|
3.71K
$734K
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
239+ 1.0% |
$37.6K - $40.2K
|
24.1K
$4.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
237+ 8.94% |
$37.2K - $39.8K
|
2.89K
$571K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
237+ 2.62% |
$37.2K - $39.8K
|
9.29K
$1.84M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
234+ 1.37% |
$36.8K - $39.3K
|
17.3K
$3.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
234+ 3.59% |
$36.8K - $39.3K
|
6.76K
$1.34M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
229+ 3.83% |
$36K - $38.5K
|
6.2K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
225+ 2.11% |
$35.4K - $37.8K
|
10.9K
$2.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
224New |
$35.2K - $37.6K
|
224
$44.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
222New |
$34.9K - $37.3K
|
222
$43.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
216+ 0.42% |
$33.9K - $36.3K
|
52K
$10.3M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
213+ 119.66% |
$33.5K - $35.8K
|
391
$77.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
213+ 1.12% |
$33.5K - $35.8K
|
19.3K
$3.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
212New |
$33.3K - $35.6K
|
212
$41.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
204+ 3.55% |
$32.1K - $34.3K
|
5.95K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
204+ 5.27% |
$32.1K - $34.3K
|
4.08K
$806K
|