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 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-45- 0.37% |
$7.07K - $7.56K
|
12K
$2.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-46- 1.81% |
$7.23K - $7.73K
|
2.5K
$491K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-46- 1.5% |
$7.23K - $7.73K
|
3.01K
$591K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-48- 0.9% |
$7.54K - $8.07K
|
5.27K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-48- 0.12% |
$7.54K - $8.07K
|
39K
$7.65M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-49- 0.82% |
$7.7K - $8.24K
|
5.91K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-50- 0.52% |
$7.86K - $8.4K
|
9.61K
$1.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-50- 0.19% |
$7.86K - $8.4K
|
26.3K
$5.16M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 3.15% |
$7.86K - $8.4K
|
1.54K
$301K
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-51- 0.11% |
$8.01K - $8.57K
|
48.1K
$9.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-57- 0.23% |
$8.96K - $9.58K
|
24.4K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-58- 0.51% |
$9.11K - $9.75K
|
11.4K
$2.23M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-60- 4.15% |
$9.43K - $10.1K
|
1.39K
$272K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-60- 0.85% |
$9.43K - $10.1K
|
6.96K
$1.37M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-63- 3.18% |
$9.9K - $10.6K
|
1.92K
$376K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-63- 3.71% |
$9.9K - $10.6K
|
1.64K
$321K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-65- 4.49% |
$10.2K - $10.9K
|
1.38K
$271K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-68- 15.74% |
$10.7K - $11.4K
|
364
$71.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-69Closed |
$10.8K - $11.6K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-71- 3.03% |
$11.2K - $11.9K
|
2.27K
$446K
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-75- 1.76% |
$11.8K - $12.6K
|
4.19K
$821K
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-75- 2.18% |
$11.8K - $12.6K
|
3.37K
$661K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-75- 4.97% |
$11.8K - $12.6K
|
1.44K
$281K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-77- 4.77% |
$12.1K - $12.9K
|
1.54K
$302K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-79- 1.58% |
$12.4K - $13.3K
|
4.93K
$967K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-79- 3.25% |
$12.4K - $13.3K
|
2.35K
$461K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-79- 1.6% |
$12.4K - $13.3K
|
4.84K
$950K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-82- 0.11% |
$12.9K - $13.8K
|
72.5K
$14.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
SELL
|
- |
-83- 0.59% |
$13K - $14K
|
14K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-88Closed |
$13.8K - $14.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-90- 2.67% |
$14.1K - $15.1K
|
3.28K
$644K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-92- 1.25% |
$14.5K - $15.5K
|
7.28K
$1.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-94- 5.27% |
$14.8K - $15.8K
|
1.69K
$331K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-94- 1.07% |
$14.8K - $15.8K
|
8.67K
$1.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-100- 7.46% |
$15.7K - $16.8K
|
1.24K
$243K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100Closed |
$15.7K - $16.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100Closed |
$15.7K - $16.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-105- 1.22% |
$16.5K - $17.6K
|
8.53K
$1.67M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-105- 7.41% |
$16.5K - $17.6K
|
1.31K
$257K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-106Closed |
$16.7K - $17.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-110- 1.75% |
$17.3K - $18.5K
|
6.17K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-110- 0.14% |
$17.3K - $18.5K
|
76.8K
$15.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-116- 3.83% |
$18.2K - $19.5K
|
2.91K
$571K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-117- 1.02% |
$18.4K - $19.7K
|
11.4K
$2.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-119- 0.94% |
$18.7K - $20K
|
12.6K
$2.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-122- 1.7% |
$19.2K - $20.5K
|
7.07K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-126- 0.11% |
$19.8K - $21.2K
|
113K
$22.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-126Closed |
$19.8K - $21.2K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-130- 0.69% |
$20.4K - $21.9K
|
18.7K
$3.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-130Closed |
$20.4K - $21.9K
|
0
$0
|