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 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
BUY
|
- |
20+ 1.11% |
$3.14K - $3.36K
|
1.82K
$357K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
20+ 0.95% |
$3.14K - $3.36K
|
2.13K
$418K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
19New |
$2.99K - $3.19K
|
19
$3.73K
|
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
18+ 1.11% |
$2.83K - $3.03K
|
1.65K
$323K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
17New |
$2.67K - $2.86K
|
17
$3.33K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.96% |
$2.67K - $2.86K
|
1.78K
$349K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.57% |
$2.51K - $2.69K
|
2.84K
$557K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16+ 0.38% |
$2.51K - $2.69K
|
4.22K
$828K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.24% |
$2.2K - $2.35K
|
5.86K
$1.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.86% |
$2.04K - $2.19K
|
1.52K
$298K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.63% |
$2.04K - $2.19K
|
2.08K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.06% |
$1.89K - $2.02K
|
20.1K
$3.94M
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.42% |
$1.89K - $2.02K
|
2.85K
$560K
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
11+ 0.01% |
$1.73K - $1.85K
|
129K
$25.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.52% |
$1.57K - $1.68K
|
1.92K
$377K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10+ 0.09% |
$1.57K - $1.68K
|
11K
$2.15M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9+ 0.25% |
$1.41K - $1.51K
|
3.62K
$710K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8New |
$1.26K - $1.34K
|
8
$1.57K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.37% |
$1.1K - $1.18K
|
1.92K
$376K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.99% |
$1.1K - $1.18K
|
717
$141K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 0.31% |
$943 - $1.01K
|
1.95K
$381K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.2% |
$943 - $1.01K
|
3.02K
$592K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6+ 0.04% |
$943 - $1.01K
|
13.9K
$2.74M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
5+ 0.24% |
$786 - $840
|
2.06K
$404K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
5+ 0.27% |
$786 - $840
|
1.85K
$362K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$786 - $840
|
3.79K
$743K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5+ 0.12% |
$786 - $840
|
4.11K
$806K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.36% |
$786 - $840
|
1.39K
$273K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.24% |
$628 - $672
|
1.67K
$327K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.28% |
$628 - $672
|
1.45K
$284K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.86% |
$628 - $672
|
470
$92.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 1.57% |
$628 - $672
|
258
$50.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.06% |
$628 - $672
|
6.51K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
4+ 0.01% |
$628 - $672
|
32.6K
$6.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$471 - $504
|
2.74K
$537K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
3+ 1.12% |
$471 - $504
|
270
$52.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3+ 0.19% |
$471 - $504
|
1.56K
$305K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.55% |
$314 - $336
|
363
$71.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$314 - $336
|
6.27K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$314 - $336
|
7.98K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.16% |
$314 - $336
|
1.24K
$244K
|
|
|
Feb 11, 2022
Q4 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
2+ 0.08% |
$314 - $336
|
2.6K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.09% |
$314 - $336
|
2.16K
$424K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2+ 0.09% |
$314 - $336
|
2.23K
$437K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$157 - $168
|
2.64K
$518K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.17% |
$157 - $168
|
587
$115K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$157 - $168
|
1.6K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$157 - $168
|
2.52K
$495K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$157 - $168
|
6.02K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.04% |
$157 - $168
|
2.31K
$454K
|