Purchases and Sales Made in Q4 2021 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
202+ 15.31% |
$31.7K - $34K
|
1.52K
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
201+ 166.12% |
$31.6K - $33.8K
|
322
$62.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$31.4K - $33.6K
|
200
$38.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
195+ 5.85% |
$30.6K - $32.8K
|
3.53K
$682K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
195+ 0.94% |
$30.6K - $32.8K
|
20.9K
$4.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
189+ 9.95% |
$29.7K - $31.8K
|
2.09K
$404K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
181+ 0.3% |
$28.4K - $30.4K
|
59.9K
$11.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
181+ 8.88% |
$28.4K - $30.4K
|
2.22K
$429K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
180+ 5.51% |
$28.3K - $30.3K
|
3.45K
$666K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
179+ 1.8% |
$28.1K - $30.1K
|
10.1K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
178New |
$28K - $29.9K
|
178
$34.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
176+ 11.34% |
$27.7K - $29.6K
|
1.73K
$334K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
176+ 1.75% |
$27.7K - $29.6K
|
10.2K
$1.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
176+ 2.21% |
$27.7K - $29.6K
|
8.15K
$1.58M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
174+ 2.52% |
$27.3K - $29.2K
|
7.07K
$1.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
174+ 1.35% |
$27.3K - $29.2K
|
13.1K
$2.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
173New |
$27.2K - $29.1K
|
173
$33.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
169New |
$26.6K - $28.4K
|
169
$32.7K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
168New |
$26.4K - $28.2K
|
168
$32.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
166+ 6.97% |
$26.1K - $27.9K
|
2.55K
$492K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
165+ 1.13% |
$25.9K - $27.7K
|
14.7K
$2.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
164+ 12.14% |
$25.8K - $27.6K
|
1.52K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
164+ 2.17% |
$25.8K - $27.6K
|
7.73K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
164+ 11.33% |
$25.8K - $27.6K
|
1.61K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
156+ 1.52% |
$24.5K - $26.2K
|
10.4K
$2.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
155+ 2.06% |
$24.4K - $26.1K
|
7.7K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
154New |
$24.2K - $25.9K
|
154
$29.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
150New |
$23.6K - $25.2K
|
150
$29K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
148+ 1.08% |
$23.3K - $24.9K
|
13.8K
$2.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
147+ 3.91% |
$23.1K - $24.7K
|
3.9K
$754K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
147+ 3.7% |
$23.1K - $24.7K
|
4.12K
$796K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
146+ 3.27% |
$22.9K - $24.5K
|
4.62K
$892K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
139+ 3.21% |
$21.8K - $23.4K
|
4.47K
$864K
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
136+ 8.18% |
$21.4K - $22.9K
|
1.8K
$348K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
134+ 0.93% |
$21.1K - $22.5K
|
14.5K
$2.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
133New |
$20.9K - $22.4K
|
133
$25.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
131New |
$20.6K - $22K
|
131
$25.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
126New |
$19.8K - $21.2K
|
126
$24.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
124+ 2.11% |
$19.5K - $20.8K
|
6.01K
$1.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
124+ 0.44% |
$19.5K - $20.8K
|
28K
$5.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
120+ 1.77% |
$18.9K - $20.2K
|
6.89K
$1.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
118+ 1.23% |
$18.5K - $19.8K
|
9.68K
$1.87M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
116New |
$18.2K - $19.5K
|
116
$22.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
116New |
$18.2K - $19.5K
|
116
$22.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
115+ 2.29% |
$18.1K - $19.3K
|
5.14K
$992K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
113+ 0.11% |
$17.8K - $19K
|
102K
$19.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
112+ 19.51% |
$17.6K - $18.8K
|
686
$133K
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
110+ 5.78% |
$17.3K - $18.5K
|
2.01K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
110+ 2.14% |
$17.3K - $18.5K
|
5.26K
$1.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
108+ 1.96% |
$17K - $18.2K
|
5.61K
$1.08M
|