Purchases and Sales Made in Q4 2021 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL2000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-85- 4.41% |
$13.4K - $15K
|
1.84K
$326K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-89- 23.8% |
$14K - $15.7K
|
285
$50.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-90- 0.3% |
$14.2K - $15.9K
|
30.1K
$5.32M
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-100- 5.55% |
$15.7K - $17.7K
|
1.7K
$301K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-100- 2.7% |
$15.7K - $17.7K
|
3.61K
$638K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 3.9% |
$15.7K - $17.7K
|
2.47K
$436K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-105- 0.59% |
$16.5K - $18.6K
|
17.7K
$3.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-106- 0.51% |
$16.7K - $18.7K
|
20.8K
$3.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-109- 0.84% |
$17.1K - $19.3K
|
12.8K
$2.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-113- 3.85% |
$17.8K - $20K
|
2.82K
$499K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-115Closed |
$18.1K - $20.3K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-118- 1.08% |
$18.6K - $20.9K
|
10.8K
$1.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-120- 0.6% |
$18.9K - $21.2K
|
20K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-124- 1.09% |
$19.5K - $21.9K
|
11.3K
$2M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.65% |
$19.7K - $22.1K
|
7.43K
$1.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-131- 8.67% |
$20.6K - $23.2K
|
1.38K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-132Closed |
$20.8K - $23.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-133- 39.94% |
$20.9K - $23.5K
|
200
$35.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-133- 2.21% |
$20.9K - $23.5K
|
5.89K
$1.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-139- 4.47% |
$21.9K - $24.6K
|
2.97K
$525K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-140Closed |
$22K - $24.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-143- 0.89% |
$22.5K - $25.3K
|
16K
$2.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-145- 1.41% |
$22.8K - $25.6K
|
10.1K
$1.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-149- 14.03% |
$23.4K - $26.4K
|
913
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-155- 3.72% |
$24.4K - $27.4K
|
4.01K
$709K
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-155- 2.11% |
$24.4K - $27.4K
|
7.18K
$1.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-160Closed |
$25.2K - $28.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-162- 3.52% |
$25.5K - $28.7K
|
4.44K
$785K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-162Closed |
$25.5K - $28.7K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-163- 35.43% |
$25.6K - $28.8K
|
297
$52.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-174- 5.73% |
$27.4K - $30.8K
|
2.86K
$506K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-176- 0.59% |
$27.7K - $31.1K
|
29.5K
$5.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-192- 12.8% |
$30.2K - $34K
|
1.31K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-195Closed |
$30.7K - $34.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-200- 11.37% |
$31.5K - $35.4K
|
1.56K
$276K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-203- 16.02% |
$31.9K - $35.9K
|
1.06K
$188K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-221- 5.88% |
$34.8K - $39.1K
|
3.54K
$625K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-231- 5.39% |
$36.3K - $40.9K
|
4.06K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-236- 0.92% |
$37.1K - $41.7K
|
25.3K
$4.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-251- 1.46% |
$39.5K - $44.4K
|
17K
$3M
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-252- 3.44% |
$39.6K - $44.6K
|
7.08K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-260- 6.18% |
$40.9K - $46K
|
3.95K
$698K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-261- 3.36% |
$41.1K - $46.2K
|
7.51K
$1.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-274- 8.35% |
$43.1K - $48.5K
|
3.01K
$531K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-282- 5.04% |
$44.4K - $49.9K
|
5.31K
$939K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-287- 3.07% |
$45.1K - $50.8K
|
9.07K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-300- 49.02% |
$47.2K - $53.1K
|
312
$55.2K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-307- 6.26% |
$48.3K - $54.3K
|
4.6K
$813K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-308- 7.5% |
$48.5K - $54.5K
|
3.8K
$671K
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-313- 0.41% |
$49.2K - $55.4K
|
76.5K
$13.5M
|