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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.07KNew |
$325K - $347K
|
2.07K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$321K - $344K
|
2.05K
$405K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.01K+ 15.97% |
$316K - $338K
|
14.6K
$2.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$314K - $336K
|
2K
$395K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
1.99KNew |
$313K - $335K
|
1.99K
$394K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.95KNew |
$306K - $327K
|
1.95K
$385K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
1.93KNew |
$304K - $325K
|
1.93K
$382K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.91K+ 51.99% |
$300K - $321K
|
5.59K
$1.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$299K - $320K
|
1.91K
$377K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.9K+ 4.84% |
$299K - $320K
|
41.2K
$8.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.88KNew |
$295K - $315K
|
1.88K
$371K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.87KNew |
$293K - $313K
|
1.87K
$369K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.86KNew |
$292K - $312K
|
1.86K
$367K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.84KNew |
$289K - $310K
|
1.84K
$364K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.82K+ 64.7% |
$286K - $306K
|
4.64K
$917K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.82K+ 7.45% |
$285K - $305K
|
26.2K
$5.18M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1.8KNew |
$283K - $303K
|
1.8K
$356K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.78KNew |
$280K - $300K
|
1.78K
$352K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.76KNew |
$277K - $296K
|
1.76K
$349K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.74K+ 7.56% |
$274K - $293K
|
24.8K
$4.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.74K+ 1.67% |
$273K - $292K
|
106K
$20.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
1.74KNew |
$273K - $292K
|
1.74K
$343K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.73KNew |
$272K - $291K
|
1.73K
$342K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.72KNew |
$270K - $289K
|
1.72K
$340K
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
1.71KNew |
$268K - $287K
|
1.71K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.71K+ 3.83% |
$268K - $287K
|
46.3K
$9.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.71K+ 25.9% |
$268K - $287K
|
8.29K
$1.64M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.69KNew |
$265K - $284K
|
1.69K
$334K
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.68K+ 37.78% |
$264K - $282K
|
6.12K
$1.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$262K - $280K
|
1.67K
$330K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.64KNew |
$258K - $276K
|
1.64K
$325K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.64K+ 105.67% |
$258K - $276K
|
3.19K
$631K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.62K+ 0.55% |
$254K - $272K
|
296K
$58.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.59K+ 14.95% |
$250K - $268K
|
12.2K
$2.42M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.58K+ 33.97% |
$248K - $266K
|
6.23K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.57KNew |
$246K - $263K
|
1.57K
$310K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.53K+ 2.84% |
$240K - $256K
|
55.2K
$10.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.52KNew |
$239K - $256K
|
1.52K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.49KNew |
$234K - $250K
|
1.49K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.48K+ 0.78% |
$233K - $249K
|
193K
$38.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.48KNew |
$233K - $249K
|
1.48K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.48KNew |
$232K - $249K
|
1.48K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.47KNew |
$231K - $247K
|
1.47K
$291K
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.47KNew |
$231K - $247K
|
1.47K
$290K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.47KNew |
$230K - $246K
|
1.47K
$290K
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.46KNew |
$230K - $246K
|
1.46K
$289K
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.46KNew |
$229K - $245K
|
1.46K
$289K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.45KNew |
$228K - $244K
|
1.45K
$287K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.45KNew |
$227K - $243K
|
1.45K
$286K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.44KNew |
$227K - $243K
|
1.44K
$285K
|