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 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$212K - $238K
|
1.35K
$225K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.34K+ 7.87% |
$210K - $236K
|
18.3K
$3.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
1.33K+ 11.06% |
$208K - $234K
|
13.3K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.31K+ 11.13% |
$205K - $231K
|
13K
$2.18M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 2.29% |
$203K - $228K
|
57.6K
$9.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.29K+ 10725.0% |
$202K - $228K
|
1.3K
$217K
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.27K+ 90.82% |
$199K - $224K
|
2.66K
$445K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.24KNew |
$195K - $219K
|
1.24K
$207K
|
|
|
Jan 19, 2022
Q4 2021
|
Professional Advisory Services Inc
|
BUY
|
- |
1.23KNew |
$194K - $218K
|
1.23K
$206K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.22KNew |
$193K - $217K
|
1.22K
$205K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$192K - $216K
|
1.22K
$204K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.22KNew |
$192K - $216K
|
1.22K
$204K
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.22K+ 2.73% |
$191K - $215K
|
45.8K
$7.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.21K+ 18.92% |
$190K - $214K
|
7.6K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.21K+ 6.62% |
$190K - $214K
|
19.5K
$3.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
1.2K+ 3.65% |
$189K - $212K
|
34.1K
$5.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 6.49% |
$188K - $212K
|
19.6K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 1.97% |
$181K - $203K
|
59.5K
$9.95M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
1.12K+ 2.01% |
$177K - $199K
|
57.2K
$9.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.09K+ 1533.8% |
$171K - $193K
|
1.16K
$194K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.07K+ 9.53% |
$168K - $189K
|
12.3K
$2.05M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.06KNew |
$166K - $187K
|
1.06K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
996+ 66.4% |
$157K - $176K
|
2.5K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
987+ 15.86% |
$155K - $175K
|
7.21K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
980+ 178.18% |
$154K - $173K
|
1.53K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
959+ 13.39% |
$151K - $170K
|
8.12K
$1.36M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
949+ 55.11% |
$149K - $168K
|
2.67K
$446K
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
932New |
$147K - $165K
|
932
$156K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
928+ 2.56% |
$146K - $164K
|
37.1K
$6.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
921+ 7.88% |
$145K - $163K
|
12.6K
$2.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
919+ 1.11% |
$145K - $163K
|
83.6K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
878+ 17.07% |
$138K - $155K
|
6.02K
$1.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
849+ 19.86% |
$134K - $150K
|
5.12K
$856K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
847+ 20.19% |
$133K - $150K
|
5.04K
$843K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
820+ 7.44% |
$129K - $145K
|
11.8K
$1.98M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
797+ 1.74% |
$125K - $141K
|
46.5K
$7.77M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
765+ 6.11% |
$120K - $135K
|
13.3K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
744+ 44.9% |
$117K - $132K
|
2.4K
$401K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
741+ 0.69% |
$117K - $131K
|
108K
$18M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
727+ 6.77% |
$114K - $129K
|
11.5K
$1.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
721+ 2.66% |
$113K - $128K
|
27.9K
$4.65M
|
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
720+ 11.62% |
$113K - $127K
|
6.91K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
705+ 26.86% |
$111K - $125K
|
3.33K
$556K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
697+ 7.5% |
$110K - $123K
|
9.99K
$1.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
695+ 5.22% |
$109K - $123K
|
14K
$2.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
687+ 57.49% |
$108K - $122K
|
1.88K
$314K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
667New |
$105K - $118K
|
667
$111K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
653New |
$103K - $116K
|
653
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
645New |
$101K - $114K
|
645
$108K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
622+ 0.52% |
$97.8K - $110K
|
120K
$20M
|