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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-326- 3.36% |
$51.3K - $57.7K
|
9.38K
$1.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-333- 11.07% |
$52.4K - $58.9K
|
2.67K
$473K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-341- 1.38% |
$53.6K - $60.3K
|
24.3K
$4.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-356Closed |
$56K - $63K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-368- 0.99% |
$57.9K - $65.1K
|
36.7K
$6.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-389- 18.21% |
$61.2K - $68.8K
|
1.75K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-396- 0.99% |
$62.3K - $70K
|
39.7K
$7.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-400- 13.14% |
$62.9K - $70.8K
|
2.65K
$468K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-409- 5.46% |
$64.3K - $72.3K
|
7.08K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-411- 10.64% |
$64.7K - $72.7K
|
3.45K
$610K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-421- 1.18% |
$66.2K - $74.5K
|
35.4K
$6.26M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-450- 13.66% |
$70.8K - $79.6K
|
2.85K
$503K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-453- 7.21% |
$71.3K - $80.1K
|
5.83K
$1.03M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-457- 2.99% |
$71.9K - $80.8K
|
14.8K
$2.62M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-460- 12.31% |
$72.4K - $81.4K
|
3.28K
$579K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-477- 1.74% |
$75K - $84.4K
|
27K
$4.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-528- 4.56% |
$83.1K - $93.4K
|
11K
$1.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-537- 15.82% |
$84.5K - $95K
|
2.86K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-546- 5.09% |
$85.9K - $96.6K
|
10.2K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-569- 0.46% |
$89.5K - $101K
|
124K
$21.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-590- 11.32% |
$92.8K - $104K
|
4.62K
$817K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-600- 25.43% |
$94.4K - $106K
|
1.76K
$311K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-611- 1.78% |
$96.1K - $108K
|
33.7K
$5.96M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-626- 15.99% |
$98.5K - $111K
|
3.29K
$582K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-629- 12.27% |
$98.9K - $111K
|
4.5K
$795K
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-630Closed |
$99.1K - $111K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-637- 5.22% |
$100K - $113K
|
11.6K
$2.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-650- 14.53% |
$102K - $115K
|
3.82K
$676K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-665- 6.4% |
$105K - $118K
|
9.72K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-671- 11.75% |
$106K - $119K
|
5.04K
$891K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-750- 0.68% |
$118K - $133K
|
109K
$19.3M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-750- 0.68% |
$118K - $133K
|
109K
$19.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-788- 7.62% |
$124K - $139K
|
9.55K
$1.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-817- 7.86% |
$129K - $145K
|
9.58K
$1.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-826- 4.53% |
$130K - $146K
|
17.4K
$3.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-890- 32.32% |
$140K - $157K
|
1.86K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-899- 30.48% |
$141K - $159K
|
2.05K
$362K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-946- 60.56% |
$149K - $167K
|
616
$109K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-965- 37.49% |
$152K - $171K
|
1.61K
$284K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-967- 1.87% |
$152K - $171K
|
50.9K
$8.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-974- 18.51% |
$153K - $172K
|
4.29K
$758K
|
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
SELL
|
- |
-986- 17.95% |
$155K - $174K
|
4.51K
$797K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.04K- 30.16% |
$163K - $184K
|
2.41K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.11K- 12.24% |
$175K - $197K
|
7.97K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 4.78% |
$184K - $207K
|
23.3K
$4.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.18K- 0.85% |
$186K - $209K
|
138K
$24.3M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.26K- 6.87% |
$198K - $223K
|
17.1K
$3.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.31K- 39.87% |
$205K - $231K
|
1.97K
$348K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 9.95% |
$206K - $232K
|
11.9K
$2.1M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 8.9% |
$208K - $234K
|
13.6K
$2.4M
|