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 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
4.29K+ 5.81% |
$675K - $722K
|
78.2K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$673K - $720K
|
4.28K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.24K+ 63.13% |
$666K - $713K
|
11K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
4.19K+ 68.16% |
$658K - $704K
|
10.3K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
4.16KNew |
$653K - $698K
|
4.16K
$815K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.15K+ 4.93% |
$652K - $698K
|
88.4K
$17.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.12K+ 2.83% |
$647K - $692K
|
149K
$29.3M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
4.08KNew |
$642K - $686K
|
4.08K
$801K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.08K+ 79.18% |
$641K - $685K
|
9.23K
$1.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$634K - $678K
|
4.04K
$791K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.03K+ 28.23% |
$634K - $678K
|
18.3K
$3.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
4.01K+ 2275.57% |
$629K - $673K
|
4.18K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4KNew |
$628K - $672K
|
4K
$784K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4KNew |
$628K - $672K
|
4K
$784K
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
3.98K+ 43.89% |
$625K - $668K
|
13K
$2.56M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
3.98K+ 3.41% |
$625K - $668K
|
121K
$23.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.94K+ 2.12% |
$618K - $662K
|
190K
$37.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.94KNew |
$618K - $662K
|
3.94K
$772K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.93KNew |
$617K - $660K
|
3.93K
$771K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
3.9K+ 24.53% |
$613K - $656K
|
19.8K
$3.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.78KNew |
$593K - $635K
|
3.78K
$741K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
3.7KNew |
$581K - $622K
|
3.7K
$726K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 173.01% |
$577K - $617K
|
5.8K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
3.66K+ 1.08% |
$576K - $616K
|
342K
$67.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.62K+ 141.34% |
$569K - $609K
|
6.19K
$1.21M
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.57K+ 2.91% |
$560K - $599K
|
126K
$24.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.55K+ 1.42% |
$557K - $596K
|
254K
$49.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.54K+ 41.51% |
$556K - $595K
|
12.1K
$2.37M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.52KNew |
$552K - $591K
|
3.52K
$689K
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.46KNew |
$544K - $582K
|
3.46K
$679K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.29KNew |
$517K - $553K
|
3.29K
$645K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.29K+ 7.88% |
$517K - $553K
|
45K
$8.83M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
3.27K+ 55.95% |
$514K - $550K
|
9.12K
$1.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.27K+ 176.38% |
$514K - $550K
|
5.12K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.27KNew |
$513K - $549K
|
3.27K
$641K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 5.02% |
$513K - $549K
|
68.3K
$13.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 9.19% |
$513K - $548K
|
38.8K
$7.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.19K+ 2.09% |
$501K - $536K
|
156K
$30.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 8.64% |
$499K - $534K
|
40K
$7.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.13K+ 3.43% |
$492K - $527K
|
94.5K
$18.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$490K - $524K
|
3.12K
$612K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.12KNew |
$489K - $524K
|
3.12K
$611K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.1KNew |
$488K - $522K
|
3.1K
$609K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.07K+ 10.83% |
$482K - $516K
|
31.4K
$6.16M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.07KNew |
$482K - $515K
|
3.07K
$601K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.01KNew |
$472K - $505K
|
3.01K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$471K - $504K
|
3K
$588K
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.99KNew |
$469K - $502K
|
2.99K
$586K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.99KNew |
$469K - $502K
|
2.99K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.98K+ 27.13% |
$468K - $501K
|
14K
$2.74M
|