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 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
100+ 4.17% |
$15.7K - $16.8K
|
2.5K
$490K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 4.68% |
$15.7K - $16.8K
|
2.24K
$439K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
96+ 3.07% |
$15.1K - $16.1K
|
3.22K
$631K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
92+ 0.23% |
$14.5K - $15.5K
|
39.9K
$7.83M
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
90+ 16.79% |
$14.1K - $15.1K
|
626
$123K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
88+ 0.2% |
$13.8K - $14.8K
|
43.2K
$8.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
86+ 0.13% |
$13.5K - $14.5K
|
65.9K
$12.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
85New |
$13.4K - $14.3K
|
85
$16.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85+ 2.76% |
$13.4K - $14.3K
|
3.17K
$621K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
84+ 2.37% |
$13.2K - $14.1K
|
3.63K
$711K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
81New |
$12.7K - $13.6K
|
81
$15.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
80+ 3.29% |
$12.6K - $13.4K
|
2.51K
$493K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
76+ 0.96% |
$11.9K - $12.8K
|
8.03K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
75+ 0.94% |
$11.8K - $12.6K
|
8.03K
$1.57M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
74+ 2.06% |
$11.6K - $12.4K
|
3.66K
$718K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71New |
$11.2K - $11.9K
|
71
$13.9K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
70+ 0.52% |
$11K - $11.8K
|
13.5K
$2.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
62+ 0.81% |
$9.74K - $10.4K
|
7.76K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
62+ 1.49% |
$9.74K - $10.4K
|
4.23K
$830K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 3.23% |
$9.58K - $10.3K
|
1.95K
$383K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
60New |
$9.43K - $10.1K
|
60
$11.8K
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
59+ 0.97% |
$9.27K - $9.92K
|
6.16K
$1.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
58+ 1.75% |
$9.11K - $9.75K
|
3.36K
$660K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
57+ 285.0% |
$8.96K - $9.58K
|
77
$15.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
54+ 0.54% |
$8.48K - $9.08K
|
10.1K
$1.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
51+ 0.4% |
$8.01K - $8.57K
|
12.7K
$2.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
49+ 0.83% |
$7.7K - $8.24K
|
5.94K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49+ 100.0% |
$7.7K - $8.24K
|
98
$19.2K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
48+ 0.09% |
$7.54K - $8.07K
|
56.4K
$11.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
45+ 0.56% |
$7.07K - $7.56K
|
8.08K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
45+ 2.76% |
$7.07K - $7.56K
|
1.67K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
45+ 0.41% |
$7.07K - $7.56K
|
11.1K
$2.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
41+ 0.46% |
$6.44K - $6.89K
|
9.03K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
40+ 0.17% |
$6.28K - $6.72K
|
23.4K
$4.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
39+ 1.97% |
$6.13K - $6.56K
|
2.02K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 13.78% |
$6.13K - $6.56K
|
322
$63.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38+ 1.11% |
$5.97K - $6.39K
|
3.46K
$679K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
36New |
$5.66K - $6.05K
|
36
$7.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
36+ 2.73% |
$5.66K - $6.05K
|
1.35K
$265K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
34+ 0.88% |
$5.34K - $5.71K
|
3.89K
$763K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31+ 0.57% |
$4.87K - $5.21K
|
5.48K
$1.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
30New |
$4.71K - $5.04K
|
30
$5.88K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
30+ 0.11% |
$4.71K - $5.04K
|
27.4K
$5.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
30+ 1.37% |
$4.71K - $5.04K
|
2.22K
$435K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
30+ 0.04% |
$4.71K - $5.04K
|
67.9K
$13.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26+ 0.35% |
$4.09K - $4.37K
|
7.47K
$1.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
24+ 0.93% |
$3.77K - $4.03K
|
2.59K
$509K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
23+ 0.98% |
$3.61K - $3.87K
|
2.37K
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
22New |
$3.46K - $3.7K
|
22
$4.31K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
22New |
$3.46K - $3.7K
|
22
$4.31K
|