Purchases and Sales Made in Q4 2021 in Ishares Tr Russell 200 Value E (IWX)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Value E (IWX) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-196- 72.86% |
$12.9K - $13.8K
|
73
$6.06K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-200Closed |
$13.2K - $14K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-221- 4.96% |
$14.5K - $15.5K
|
4.24K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-237- 3.46% |
$15.6K - $16.6K
|
6.62K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-268- 0.75% |
$17.6K - $18.8K
|
35.4K
$2.94M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-273Closed |
$18K - $19.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-280- 1.67% |
$18.4K - $19.7K
|
16.5K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-288- 5.52% |
$18.9K - $20.2K
|
4.93K
$409K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-526- 3.97% |
$34.6K - $36.9K
|
12.7K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-700- 5.45% |
$46K - $49.1K
|
12.2K
$1.01M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-731- 6.54% |
$48.1K - $51.3K
|
10.5K
$868K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-825- 12.61% |
$54.3K - $57.9K
|
5.72K
$475K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.08KClosed |
$71K - $75.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.8K- 1.58% |
$184K - $197K
|
174K
$14.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.1KClosed |
$204K - $218K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.64KClosed |
$239K - $255K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.63K- 0.19% |
$305K - $325K
|
2.41M
$200M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5KClosed |
$329K - $351K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-5KClosed |
$329K - $351K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.5K- 2.02% |
$361K - $386K
|
267K
$22.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.93KClosed |
$390K - $416K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-11K- 9.38% |
$724K - $773K
|
106K
$8.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23K- 55.83% |
$1.51M - $1.61M
|
18.2K
$1.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-26.2K- 8.05% |
$1.72M - $1.84M
|
300K
$24.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.4K- 63.88% |
$1.8M - $1.92M
|
15.5K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80.4K- 75.2% |
$5.29M - $5.64M
|
26.5K
$2.2M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-362K- 7.96% |
$23.8M - $25.4M
|
4.19M
$348M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-431K- 8.66% |
$28.3M - $30.2M
|
4.54M
$377M
|