Purchases and Sales Made in Q4 2021 in Ishares Russell2000 Val ETF (IWN)

IWN Quotes by TradingView

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 27, 2022 Q4 2021
Nkcfo LLC

SELL
 -
-1.4K
Closed
$220K - $248K
0 $0
Feb 14, 2022 Q4 2021
Western Wealth Management, LLC

SELL
 -
-1.41K
Closed
$222K - $250K
0 $0
Jan 20, 2022 Q4 2021
Diversified Investment Strategies, LLC

SELL
 -
-1.42K
- 46.32%
$223K - $250K
1.64K $290K
Feb 01, 2022 Q4 2021
Telemus Capital, LLC

SELL
 -
-1.49K
Closed
$235K - $264K
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-1.5K
- 9.35%
$235K - $265K
14.5K $2.57M
Feb 14, 2024 Q4 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-1.52K
- 6.9%
$239K - $269K
20.5K $3.63M
Mar 08, 2022 Q4 2021
Bartlett & Co. LLC

SELL
 -
-1.52K
- 6.9%
$239K - $269K
20.5K $3.63M
Feb 17, 2022 Q4 2021
V Wealth Advisors LLC

SELL
 -
-1.54K
- 54.02%
$242K - $272K
1.31K $232K
Feb 07, 2022 Q4 2021
Bridgewater Advisors Inc.

SELL
 -
-1.57K
Closed
$247K - $278K
0 $0
Feb 14, 2022 Q4 2021
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-1.59K
Closed
$250K - $281K
0 $0
Jan 11, 2022 Q4 2021
Churchill Management Corp

SELL
 -
-1.61K
- 1.63%
$253K - $285K
97.2K $17.2M
Jan 31, 2022 Q4 2021
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.65K
Closed
$260K - $293K
0 $0
Feb 11, 2022 Q4 2021
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-1.74K
- 2.34%
$273K - $307K
72.6K $12.8M
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-1.78K
- 98.61%
$280K - $314K
25 $4.42K
Jan 27, 2022 Q4 2021
Brown Advisory Securities, LLC

SELL
 -
-1.82K
- 57.34%
$286K - $322K
1.36K $240K
Feb 11, 2022 Q4 2021
Interactive Financial Advisors

Chicago, IL
SELL
 -
-1.84K
- 2.9%
$289K - $325K
61.6K $10.9M
Jan 18, 2022 Q4 2021
Atlas Brown,Inc.

SELL
 -
-1.86K
- 7.33%
$292K - $328K
23.5K $4.15M
Feb 10, 2022 Q4 2021
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-1.86K
- 7.49%
$292K - $329K
23K $4.06M
Feb 11, 2022 Q4 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.87K
- 12.68%
$294K - $330K
12.8K $2.27M
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.9K
- 6.21%
$298K - $335K
28.6K $5.06M
Feb 09, 2022 Q4 2021
Stegner Investment Associates Inc.

SELL
 -
-1.91K
- 18.14%
$300K - $337K
8.6K $1.52M
Feb 14, 2022 Q4 2021
Ariel Investments, LLC

Chicago, IL
SELL
 -
-1.91K
- 4.64%
$300K - $337K
39.1K $6.92M
Feb 11, 2022 Q4 2021
Trinity Point Wealth, LLC

SELL
 -
-1.93K
Closed
$304K - $342K
0 $0
Feb 14, 2022 Q4 2021
Parkside Financial Bank & Trust

SELL
 -
-1.97K
- 5.0%
$310K - $349K
37.5K $6.62M
Feb 04, 2022 Q4 2021
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-1.98K
- 8.11%
$311K - $350K
22.4K $3.96M
Feb 14, 2022 Q4 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-1.98K
- 1.52%
$311K - $350K
128K $22.6M
Feb 17, 2022 Q4 2021
Hwg Holdings LP

Houston, TX
SELL
 -
-1.98K
Closed
$312K - $350K
0 $0
Jan 18, 2022 Q4 2021
Wolff Wiese Magana LLC

SELL
 -
-2.07K
- 84.04%
$326K - $366K
393 $69.5K
Jan 25, 2022 Q4 2021
Hancock Whitney Corp

SELL
 -
-2.1K
- 4.87%
$331K - $372K
41.1K $7.26M
Jan 31, 2022 Q4 2021
Vestmark Advisory Solutions, Inc.

SELL
 -
-2.13K
- 51.0%
$336K - $377K
2.05K $362K
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-2.15K
Closed
$338K - $380K
0 $0
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-2.16K
- 7.68%
$339K - $382K
25.9K $4.59M
Jan 14, 2022 Q4 2021
Fundamentun, LLC

Beachwood, OH
SELL
 -
-2.21K
Closed
$347K - $391K
0 $0
Feb 01, 2022 Q4 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-2.22K
- 24.93%
$349K - $393K
6.69K $1.18M
Feb 07, 2022 Q4 2021
Keybank National Association

SELL
 -
-2.27K
- 3.78%
$357K - $402K
57.8K $10.2M
Feb 14, 2022 Q4 2021
Aspiriant, LLC

SELL
 -
-2.28K
- 2.05%
$359K - $404K
109K $19.3M
Jan 14, 2022 Q4 2021
Mc Lean Asset Management Corp

SELL
 -
-2.31K
- 6.6%
$363K - $408K
32.7K $5.78M
Feb 14, 2022 Q4 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-2.31K
- 8.41%
$363K - $409K
25.2K $4.45M
Jan 19, 2022 Q4 2021
Evanson Asset Management, LLC

SELL
 -
-2.33K
- 42.03%
$367K - $413K
3.22K $569K
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-2.45K
- 2.62%
$386K - $434K
91K $16.1M
Jan 20, 2022 Q4 2021
Parallel Advisors, LLC

SELL
 -
-2.47K
- 15.38%
$389K - $437K
13.6K $2.4M
Jan 31, 2022 Q4 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-2.65K
- 8.98%
$417K - $468K
26.8K $4.75M
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-2.8K
Closed
$440K - $495K
0 $0
Feb 08, 2022 Q4 2021
O'Brien Greene & Co. Inc

Media, PA
SELL
 -
-2.88K
Closed
$452K - $509K
0 $0
Feb 11, 2022 Q4 2021
Fiducient Advisors LLC

SELL
 -
-3.1K
Closed
$488K - $548K
0 $0
Feb 14, 2022 Q4 2021
Kensington Investment Counsel, LLC

SELL
 -
-3.13K
- 43.73%
$492K - $554K
4.03K $712K
Jan 26, 2022 Q4 2021
Hellman Jordan Management CO Inc

Quincy, MA
SELL
 -
-3.47K
- 18.76%
$546K - $614K
15K $2.66M
Jan 26, 2022 Q4 2021
Alera Investment Advisors, LLC

SELL
 -
-3.49K
- 18.71%
$548K - $617K
15.1K $2.68M
Feb 14, 2022 Q4 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-3.64K
- 2.78%
$572K - $643K
127K $22.5M

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