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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
77.5K+ 10.42% |
$12.2M - $13M
|
821K
$162M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
74KNew |
$11.6M - $12.4M
|
74K
$14.6M
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
74KNew |
$11.6M - $12.4M
|
74K
$14.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
72.3K+ 2810.85% |
$11.4M - $12.1M
|
74.8K
$14.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
70.6K+ 179.46% |
$11.1M - $11.9M
|
110K
$21.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
70.3K+ 116.4% |
$11M - $11.8M
|
131K
$25.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.7K+ 15.28% |
$10.9M - $11.7M
|
526K
$104M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
66.1K+ 293.8% |
$10.4M - $11.1M
|
88.6K
$17.5M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
65.5KNew |
$10.3M - $11M
|
65.5K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
64.7K+ 0.45% |
$10.2M - $10.9M
|
14.6M
$2.88B
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
61.7K+ 56.48% |
$9.69M - $10.4M
|
171K
$33.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
61KNew |
$9.58M - $10.3M
|
61K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
60.4KNew |
$9.49M - $10.2M
|
60.4K
$11.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
60.4K+ 2800.05% |
$9.49M - $10.1M
|
62.5K
$12.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
59.4K+ 22.57% |
$9.33M - $9.98M
|
322K
$63.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59K+ 379.56% |
$9.27M - $9.92M
|
74.6K
$14.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
58.6K+ 130.65% |
$9.2M - $9.84M
|
103K
$20.4M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
54.2K+ 14.95% |
$8.52M - $9.11M
|
417K
$82.4M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
53.8K+ 55.2% |
$8.45M - $9.04M
|
151K
$29.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
51K+ 0.42% |
$8.02M - $8.58M
|
12.3M
$2.42B
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
46.6K+ 22.53% |
$7.32M - $7.83M
|
253K
$50.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
46.6K+ 761.95% |
$7.32M - $7.83M
|
52.7K
$10.4M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.9K+ 42.62% |
$7.05M - $7.55M
|
150K
$29.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
44.5KNew |
$6.99M - $7.47M
|
44.5K
$8.79M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44K+ 30.39% |
$6.91M - $7.39M
|
189K
$37.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43KNew |
$6.76M - $7.23M
|
43K
$8.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
42.4KNew |
$6.67M - $7.13M
|
42.4K
$8.39M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
42.2K+ 91.69% |
$6.63M - $7.1M
|
88.3K
$17.5M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
42.1K+ 9.42% |
$6.61M - $7.07M
|
489K
$96.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
41.3K+ 17.38% |
$6.48M - $6.94M
|
279K
$55.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
41.2K+ 4713.96% |
$6.47M - $6.92M
|
42.1K
$8.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.9K+ 5.5% |
$6.43M - $6.88M
|
785K
$155M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.2K+ 1.06% |
$6M - $6.41M
|
3.65M
$721M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
37.2K+ 101.09% |
$5.84M - $6.25M
|
74K
$14.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
36.7K+ 4.75% |
$5.77M - $6.17M
|
809K
$160M
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
36.3K+ 277.1% |
$5.7M - $6.1M
|
49.4K
$9.77M
|
|
|
Jan 20, 2022
Q4 2021
|
Scharf Investments, LLC
|
BUY
|
- |
35.1KNew |
$5.52M - $5.9M
|
35.1K
$6.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
34.2K+ 732.76% |
$5.37M - $5.74M
|
38.8K
$7.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.3K+ 4.01% |
$5.23M - $5.6M
|
864K
$171M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33K+ 114.59% |
$5.18M - $5.54M
|
61.8K
$12.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
32.1K+ 65.72% |
$5.05M - $5.4M
|
81.1K
$16M
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
31.4KNew |
$4.93M - $5.27M
|
31.4K
$6.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
31.3K+ 45.41% |
$4.92M - $5.26M
|
100K
$19.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
28.6KNew |
$4.5M - $4.81M
|
28.6K
$5.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27.2KNew |
$4.28M - $4.58M
|
27.2K
$5.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.5K+ 13.34% |
$4.17M - $4.46M
|
226K
$44.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
25.1KNew |
$3.94M - $4.22M
|
25.1K
$4.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.7K+ 25.16% |
$3.89M - $4.16M
|
123K
$24.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 1.2% |
$3.88M - $4.15M
|
2.08M
$412M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
24.6K+ 17.28% |
$3.86M - $4.13M
|
167K
$33M
|