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 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
253+ 6.91% |
$39.8K - $44.8K
|
3.92K
$659K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
253+ 6.91% |
$39.8K - $44.8K
|
3.92K
$659K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
230+ 3.83% |
$36.2K - $40.7K
|
6.23K
$1.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
225+ 15.85% |
$35.4K - $39.8K
|
1.65K
$277K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
225New |
$35.4K - $39.8K
|
225
$37.9K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
222New |
$34.9K - $39.3K
|
222
$37.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
220+ 5.56% |
$34.6K - $38.9K
|
4.18K
$703K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
209+ 3.27% |
$32.9K - $37K
|
6.61K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
202+ 2.97% |
$31.8K - $35.7K
|
7K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
193+ 5.91% |
$30.4K - $34.1K
|
3.46K
$582K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
190+ 2.73% |
$29.9K - $33.6K
|
7.14K
$1.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
185+ 3.29% |
$29.1K - $32.7K
|
5.81K
$977K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
185+ 9.48% |
$29.1K - $32.7K
|
2.14K
$360K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
183New |
$28.8K - $32.4K
|
183
$30.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
182New |
$28.6K - $32.2K
|
182
$30.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
173+ 5.43% |
$27.2K - $30.6K
|
3.36K
$565K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
171+ 100.0% |
$26.9K - $30.2K
|
342
$57.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
168+ 1.06% |
$26.4K - $29.7K
|
16K
$2.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
167+ 3.41% |
$26.3K - $29.5K
|
5.07K
$853K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
163New |
$25.6K - $28.8K
|
163
$27.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
163New |
$25.6K - $28.8K
|
163
$27.4K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
160New |
$25.2K - $28.3K
|
160
$26.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
158+ 3.77% |
$24.9K - $27.9K
|
4.35K
$732K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
142+ 2.68% |
$22.3K - $25.1K
|
5.43K
$914K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
136+ 2.57% |
$21.4K - $24.1K
|
5.42K
$913K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
128+ 8.09% |
$20.1K - $22.6K
|
1.71K
$288K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
126+ 2.43% |
$19.8K - $22.3K
|
5.31K
$894K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
120New |
$18.9K - $21.2K
|
120
$20.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
118+ 1.22% |
$18.6K - $20.9K
|
9.78K
$1.65M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
115+ 5.23% |
$18.1K - $20.3K
|
2.31K
$389K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
114+ 0.78% |
$17.9K - $20.2K
|
14.7K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
109+ 7.56% |
$17.1K - $19.3K
|
1.55K
$261K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
105+ 2.04% |
$16.5K - $18.6K
|
5.26K
$885K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
100New |
$15.7K - $17.7K
|
100
$16.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
100New |
$15.7K - $17.7K
|
100
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
98+ 2.08% |
$15.4K - $17.3K
|
4.82K
$811K
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
98+ 1.94% |
$15.4K - $17.3K
|
5.15K
$866K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
94+ 2.23% |
$14.8K - $16.6K
|
4.3K
$724K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
93+ 10.98% |
$14.6K - $16.4K
|
940
$158K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
86+ 3.87% |
$13.5K - $15.2K
|
2.31K
$389K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
86+ 6.82% |
$13.5K - $15.2K
|
1.35K
$227K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
81+ 4.76% |
$12.7K - $14.3K
|
1.78K
$300K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
80+ 1.77% |
$12.6K - $14.2K
|
4.61K
$776K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
78+ 4.27% |
$12.3K - $13.8K
|
1.91K
$321K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
72+ 4.34% |
$11.3K - $12.7K
|
1.73K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
72+ 4.86% |
$11.3K - $12.7K
|
1.56K
$262K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
71+ 4.05% |
$11.2K - $12.6K
|
1.83K
$307K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 2.35% |
$11.2K - $12.6K
|
3.09K
$519K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
62+ 4.05% |
$9.75K - $11K
|
1.59K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
62+ 4.44% |
$9.75K - $11K
|
1.46K
$245K
|