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 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-526- 0.61% |
$82.6K - $88.4K
|
86.4K
$16.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-530- 0.61% |
$83.3K - $89.1K
|
86.2K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-536- 3.56% |
$84.2K - $90.1K
|
14.5K
$2.81M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-547- 38.2% |
$85.9K - $91.9K
|
885
$171K
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
SELL
|
- |
-547- 3.45% |
$85.9K - $91.9K
|
15.3K
$2.95M
|
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
SELL
|
- |
-590- 12.2% |
$92.7K - $99.2K
|
4.25K
$820K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-591Closed |
$92.9K - $99.3K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-611- 8.54% |
$96K - $103K
|
6.54K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-620- 50.12% |
$97.4K - $104K
|
617
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-628Closed |
$98.7K - $106K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-630- 1.07% |
$99K - $106K
|
58.5K
$11.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-647- 3.69% |
$102K - $109K
|
16.9K
$3.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-649- 3.89% |
$102K - $109K
|
16K
$3.1M
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-666- 0.22% |
$105K - $112K
|
308K
$59.5M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-674- 2.06% |
$106K - $113K
|
32.1K
$6.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-687- 1.91% |
$108K - $115K
|
35.4K
$6.83M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-690- 6.92% |
$108K - $116K
|
9.28K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-704- 5.78% |
$111K - $118K
|
11.5K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-719- 0.21% |
$113K - $121K
|
343K
$66.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
SELL
|
- |
-741- 4.9% |
$116K - $125K
|
14.4K
$2.78M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-754- 2.0% |
$118K - $127K
|
36.9K
$7.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-775- 0.95% |
$122K - $130K
|
81.1K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-777- 1.79% |
$122K - $131K
|
42.7K
$8.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-779- 3.85% |
$122K - $131K
|
19.5K
$3.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-801- 6.02% |
$126K - $135K
|
12.5K
$2.41M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-819- 8.39% |
$129K - $138K
|
8.95K
$1.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-822- 1.05% |
$129K - $138K
|
77.3K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-851- 4.74% |
$134K - $143K
|
17.1K
$3.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-855Closed |
$134K - $144K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-856- 0.5% |
$134K - $144K
|
172K
$33.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-864Closed |
$136K - $145K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-925- 72.21% |
$145K - $155K
|
356
$68.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-936- 0.81% |
$147K - $157K
|
114K
$22.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-940- 24.91% |
$148K - $158K
|
2.83K
$548K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-986- 2.93% |
$155K - $166K
|
32.7K
$6.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-986- 42.56% |
$155K - $166K
|
1.33K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-996- 4.47% |
$156K - $167K
|
21.3K
$4.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.09K- 1.55% |
$170K - $182K
|
68.9K
$13.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.09K- 5.68% |
$172K - $184K
|
18.1K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-1.09K- 9.2% |
$172K - $184K
|
10.8K
$2.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-1.1K- 1.23% |
$173K - $185K
|
88.2K
$17M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.11K- 7.37% |
$175K - $187K
|
14K
$2.7M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.14K- 18.42% |
$179K - $191K
|
5.04K
$973K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.15K- 1.83% |
$181K - $193K
|
61.8K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.16K- 28.78% |
$182K - $194K
|
2.86K
$553K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.24K- 6.18% |
$195K - $208K
|
18.8K
$3.64M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-1.26K- 1.22% |
$198K - $212K
|
102K
$19.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 16.52% |
$203K - $217K
|
6.54K
$1.26M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.3K- 2.01% |
$205K - $219K
|
63.5K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.32KClosed |
$208K - $222K
|
0
$0
|