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 14, 2022
Q4 2021
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
30KNew |
$4.72M - $5.31M
|
30K
$5.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
30KNew |
$4.72M - $5.31M
|
30K
$5.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
29.8KNew |
$4.69M - $5.27M
|
29.8K
$4.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
29.6KNew |
$4.65M - $5.23M
|
29.6K
$4.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.9K+ 23.22% |
$4.55M - $5.12M
|
154K
$25.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
27.6KNew |
$4.34M - $4.88M
|
27.6K
$4.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$4.28M - $4.82M
|
27.2K
$4.55M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
25.4K+ 3.05% |
$3.99M - $4.49M
|
857K
$143M
|
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
24.2K+ 128.02% |
$3.8M - $4.28M
|
43.1K
$7.2M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 11.23% |
$3.71M - $4.17M
|
234K
$39M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
23.5K+ 26.92% |
$3.7M - $4.16M
|
111K
$18.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.9K+ 7.79% |
$3.6M - $4.04M
|
316K
$52.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
BUY
|
- |
22.6KNew |
$3.56M - $4M
|
22.6K
$3.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.5KNew |
$3.54M - $3.98M
|
22.5K
$3.76M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
21.8KNew |
$3.43M - $3.86M
|
21.8K
$3.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
21.7K+ 1335.12% |
$3.41M - $3.83M
|
23.3K
$3.89M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.5K+ 147.47% |
$3.38M - $3.8M
|
36K
$6.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
21.5K+ 117.16% |
$3.38M - $3.79M
|
39.8K
$6.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.3KNew |
$3.35M - $3.77M
|
21.3K
$3.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.8K+ 2.46% |
$3.28M - $3.68M
|
868K
$145M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
20K+ 13.03% |
$3.15M - $3.54M
|
174K
$29M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.8KNew |
$3.11M - $3.5M
|
19.8K
$3.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 7.07% |
$2.88M - $3.24M
|
277K
$46.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.2KNew |
$2.71M - $3.04M
|
17.2K
$2.88M
|
|
|
Feb 04, 2025
Q4 2021
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
17KNew |
$2.67M - $3M
|
17K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
16.1K+ 604.18% |
$2.53M - $2.84M
|
18.7K
$3.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.9K+ 23.39% |
$2.51M - $2.82M
|
84.1K
$14.1M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$2.33M - $2.62M
|
14.8K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
14.3KNew |
$2.24M - $2.52M
|
14.3K
$2.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14.2K+ 11.21% |
$2.23M - $2.51M
|
141K
$23.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.6K+ 96.48% |
$2.14M - $2.4M
|
27.7K
$4.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
12.9K+ 4.93% |
$2.03M - $2.28M
|
274K
$45.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$1.96M - $2.2M
|
12.5K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Towle & CO
Denver, CO |
BUY
|
- |
12KNew |
$1.89M - $2.12M
|
12K
$2.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$1.88M - $2.11M
|
11.9K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
10.4KNew |
$1.63M - $1.84M
|
10.4K
$1.74M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
10.2KNew |
$1.6M - $1.8M
|
10.2K
$1.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.99K+ 7.02% |
$1.57M - $1.77M
|
152K
$25.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
9.97K+ 5.99% |
$1.57M - $1.76M
|
176K
$29.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
9.9K+ 184.27% |
$1.56M - $1.75M
|
15.3K
$2.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.86K+ 0.92% |
$1.55M - $1.74M
|
1.09M
$181M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.96K+ 5.02% |
$1.41M - $1.58M
|
187K
$31.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.66K+ 8.21% |
$1.36M - $1.53M
|
114K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.64K+ 0.61% |
$1.36M - $1.53M
|
1.41M
$236M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.39KNew |
$1.32M - $1.48M
|
8.39K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.37K+ 39.32% |
$1.32M - $1.48M
|
29.6K
$4.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.36K+ 124.3% |
$1.31M - $1.48M
|
15.1K
$2.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
8.27KNew |
$1.3M - $1.46M
|
8.27K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8.06K+ 18.86% |
$1.27M - $1.42M
|
50.8K
$8.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.04KNew |
$1.26M - $1.42M
|
8.04K
$1.34M
|