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 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$157 - $168
|
1.89K
$373K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$157 - $168
|
13.7K
$2.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-2- 0.12% |
$314 - $336
|
1.64K
$325K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2- 0.13% |
$314 - $336
|
1.49K
$295K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-3- 0.02% |
$471 - $504
|
19K
$3.75M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5- 0.13% |
$786 - $840
|
3.93K
$778K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7- 0.02% |
$1.1K - $1.18K
|
35.1K
$6.94M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7- 0.27% |
$1.1K - $1.18K
|
2.59K
$512K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8Closed |
$1.26K - $1.34K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-8- 0.08% |
$1.26K - $1.34K
|
10.6K
$2.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.05% |
$1.57K - $1.68K
|
21K
$4.14M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10- 0.05% |
$1.57K - $1.68K
|
21.9K
$4.34M
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-13- 0.31% |
$2.04K - $2.19K
|
4.22K
$835K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-13- 0.41% |
$2.04K - $2.19K
|
3.13K
$619K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-14- 0.64% |
$2.2K - $2.35K
|
2.18K
$432K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-15- 0.52% |
$2.36K - $2.52K
|
2.89K
$571K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-15- 0.55% |
$2.36K - $2.52K
|
2.7K
$534K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17- 1.23% |
$2.67K - $2.86K
|
1.36K
$269K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-18- 0.18% |
$2.83K - $3.03K
|
10.1K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-18- 1.38% |
$2.83K - $3.03K
|
1.29K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 0.03% |
$2.83K - $3.03K
|
60.3K
$11.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-20- 0.29% |
$3.14K - $3.36K
|
6.91K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-22- 1.06% |
$3.46K - $3.7K
|
2.06K
$406K
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-24- 0.5% |
$3.77K - $4.03K
|
4.77K
$942K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-24- 0.55% |
$3.77K - $4.03K
|
4.36K
$861K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-24- 0.51% |
$3.77K - $4.03K
|
4.71K
$930K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-25- 0.19% |
$3.93K - $4.2K
|
12.9K
$2.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-26- 0.37% |
$4.09K - $4.37K
|
7.03K
$1.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-26- 0.69% |
$4.09K - $4.37K
|
3.73K
$737K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-28- 3.04% |
$4.4K - $4.71K
|
892
$176K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-28- 0.92% |
$4.4K - $4.71K
|
3.03K
$598K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-29- 0.42% |
$4.56K - $4.87K
|
6.93K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-29- 0.92% |
$4.56K - $4.87K
|
3.11K
$615K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-30- 5.31% |
$4.71K - $5.04K
|
535
$106K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-32- 0.22% |
$5.03K - $5.38K
|
14.5K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-32- 0.14% |
$5.03K - $5.38K
|
23.4K
$4.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-32- 2.13% |
$5.03K - $5.38K
|
1.47K
$290K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-34- 0.83% |
$5.34K - $5.71K
|
4.06K
$802K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-34- 0.47% |
$5.34K - $5.71K
|
7.17K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-34- 0.84% |
$5.34K - $5.71K
|
4.01K
$794K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-35- 0.44% |
$5.5K - $5.88K
|
7.93K
$1.57M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-36- 1.0% |
$5.66K - $6.05K
|
3.55K
$702K
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
SELL
|
- |
-36- 2.31% |
$5.66K - $6.05K
|
1.52K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-38- 6.97% |
$5.97K - $6.39K
|
507
$100K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-40- 0.66% |
$6.28K - $6.72K
|
6.05K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-40- 5.85% |
$6.28K - $6.72K
|
644
$127K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-41- 2.08% |
$6.44K - $6.89K
|
1.93K
$381K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-41- 2.51% |
$6.44K - $6.89K
|
1.59K
$314K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-45- 0.2% |
$7.07K - $7.56K
|
22.2K
$4.4M
|