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
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 66.68% |
$633K - $711K
|
10.1K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.78K+ 2.57% |
$595K - $669K
|
151K
$26.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.77KNew |
$593K - $667K
|
3.77K
$667K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.71K+ 20.19% |
$583K - $656K
|
22.1K
$3.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.68K+ 19.14% |
$578K - $650K
|
22.9K
$4.04M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.63KNew |
$570K - $641K
|
3.63K
$641K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.61KNew |
$568K - $638K
|
3.61K
$638K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.52KNew |
$554K - $622K
|
3.52K
$622K
|
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.43K+ 9.53% |
$539K - $607K
|
39.4K
$6.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.39K+ 17.78% |
$533K - $599K
|
22.4K
$3.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.34K+ 41.56% |
$525K - $590K
|
11.4K
$2.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.28K+ 22.69% |
$517K - $581K
|
17.8K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.27K+ 17.36% |
$515K - $579K
|
22.1K
$3.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.27K+ 2.71% |
$514K - $578K
|
124K
$21.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.23KNew |
$508K - $572K
|
3.23K
$571K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.21KNew |
$505K - $568K
|
3.21K
$568K
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
3.18KNew |
$500K - $563K
|
3.18K
$562K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.15K+ 8.44% |
$495K - $556K
|
40.4K
$7.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
3.1K+ 1.54% |
$488K - $549K
|
205K
$36.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.07K+ 4.15% |
$482K - $542K
|
77K
$13.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
3.06KNew |
$481K - $541K
|
3.06K
$541K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.05KNew |
$480K - $540K
|
3.05K
$540K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.01KNew |
$473K - $532K
|
3.01K
$532K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3KNew |
$472K - $531K
|
3K
$531K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.98KNew |
$469K - $527K
|
2.98K
$527K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.94K+ 81.37% |
$462K - $519K
|
6.54K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.93KNew |
$461K - $519K
|
2.93K
$518K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.88KNew |
$452K - $509K
|
2.88K
$508K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.87KNew |
$451K - $508K
|
2.87K
$507K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.86KNew |
$449K - $505K
|
2.86K
$505K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.81K+ 19.57% |
$441K - $496K
|
17.1K
$3.03M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.76KNew |
$434K - $488K
|
2.76K
$488K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.76K+ 42.08% |
$434K - $488K
|
9.31K
$1.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.69KNew |
$424K - $477K
|
2.69K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.61KNew |
$411K - $462K
|
2.61K
$462K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.58K+ 40.71% |
$405K - $455K
|
8.9K
$1.57M
|
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
2.54K+ 3.77% |
$399K - $449K
|
69.8K
$12.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.53KNew |
$397K - $447K
|
2.53K
$447K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.52K+ 7.01% |
$397K - $446K
|
38.5K
$6.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.48KNew |
$390K - $439K
|
2.48K
$438K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.45K+ 76.3% |
$386K - $434K
|
5.67K
$1M
|
|
|
Jan 27, 2022
Q4 2021
|
Cambiar Investors LLC
|
BUY
|
- |
2.43KNew |
$382K - $429K
|
2.43K
$429K
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.37KNew |
$373K - $419K
|
2.37K
$419K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
2.37KNew |
$372K - $418K
|
2.37K
$418K
|
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.35K+ 3.36% |
$370K - $416K
|
72.4K
$12.8M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.35KNew |
$369K - $415K
|
2.35K
$415K
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$360K - $405K
|
2.29K
$404K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.27K+ 40.32% |
$357K - $401K
|
7.89K
$1.39M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.27K+ 2.47% |
$356K - $401K
|
94.1K
$16.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.26KNew |
$356K - $400K
|
2.26K
$400K
|