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 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-1.34KClosed |
$211K - $226K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.36KClosed |
$214K - $228K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$216K - $231K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.38K- 1.62% |
$216K - $231K
|
83.5K
$16.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-1.38K- 35.11% |
$217K - $232K
|
2.55K
$499K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.39K- 4.25% |
$218K - $233K
|
31.3K
$6.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-1.44K- 17.92% |
$226K - $242K
|
6.58K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.44K- 20.45% |
$226K - $242K
|
5.59K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-1.45K- 4.81% |
$228K - $244K
|
28.7K
$5.63M
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
SELL
|
- |
-1.47K- 1.49% |
$231K - $247K
|
97.4K
$19.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.56K- 9.48% |
$245K - $262K
|
14.9K
$2.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-1.64K- 96.02% |
$258K - $275K
|
68
$13.3K
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.71K- 20.57% |
$268K - $287K
|
6.59K
$1.29M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-1.71K- 5.36% |
$268K - $287K
|
30.1K
$5.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.79KClosed |
$281K - $301K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.84KClosed |
$288K - $308K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$291K - $311K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.87K- 18.93% |
$294K - $314K
|
8.01K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-1.87KClosed |
$294K - $315K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.91K- 1.87% |
$300K - $321K
|
101K
$19.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.97K- 21.42% |
$309K - $330K
|
7.21K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.99KClosed |
$312K - $334K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2K- 23.06% |
$314K - $336K
|
6.68K
$1.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-2.02K- 59.66% |
$317K - $339K
|
1.36K
$267K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-2.02K- 5.89% |
$317K - $339K
|
32.2K
$6.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.03K- 39.12% |
$318K - $340K
|
3.15K
$618K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.03K- 45.5% |
$318K - $340K
|
2.43K
$476K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.05K- 15.0% |
$323K - $345K
|
11.6K
$2.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.1K- 9.0% |
$330K - $353K
|
21.2K
$4.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.12K- 3.88% |
$333K - $356K
|
52.5K
$10.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.15K- 18.48% |
$338K - $361K
|
9.49K
$1.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-2.16K- 14.23% |
$339K - $362K
|
13K
$2.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.18K- 13.97% |
$343K - $367K
|
13.4K
$2.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 15.92% |
$345K - $369K
|
11.6K
$2.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.22KClosed |
$349K - $373K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.24K- 0.92% |
$352K - $377K
|
242K
$47.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.28K- 15.64% |
$358K - $383K
|
12.3K
$2.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.31K- 68.62% |
$363K - $388K
|
1.06K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.5K- 12.3% |
$392K - $420K
|
17.8K
$3.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.6K- 14.54% |
$408K - $437K
|
15.3K
$2.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.65K- 16.12% |
$416K - $445K
|
13.8K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.8KClosed |
$440K - $471K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-2.83K- 3.49% |
$445K - $476K
|
78.3K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.91K- 8.54% |
$457K - $488K
|
31.1K
$6.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-2.95KClosed |
$463K - $495K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-3.03K- 55.76% |
$475K - $508K
|
2.4K
$471K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.04K- 38.28% |
$478K - $511K
|
4.9K
$962K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.12K- 0.77% |
$490K - $525K
|
404K
$79.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-3.3K- 5.99% |
$519K - $555K
|
51.9K
$10.2M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.35K- 2.98% |
$527K - $563K
|
109K
$21.4M
|