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
Feb 11, 2022 Q4 2021	Quantbot Technologies LP New York, NY	BUY	-	8K New	$1.26M - $1.42M	8K $1.34M
Feb 08, 2022 Q4 2021	Venture Visionary Partners LLC	BUY	-	7.93K New	$1.25M - $1.4M	7.93K $1.33M
Feb 09, 2022 Q4 2021	Plante Moran Financial Advisors, LLC	BUY	-	7.72K + 3242.02%	$1.21M - $1.36M	7.95K $1.33M
Feb 10, 2022 Q4 2021	Exencial Wealth Advisors, LLC Oklahoma City, OK	BUY	-	7.71K New	$1.21M - $1.36M	7.71K $1.29M
Feb 11, 2022 Q4 2021	Meeder Asset Management Inc	BUY	-	7.53K + 44.32%	$1.18M - $1.33M	24.5K $4.1M
Feb 07, 2022 Q4 2021	St. Louis Trust CO	BUY	-	7.5K + 91.35%	$1.18M - $1.33M	15.7K $2.62M
Jan 10, 2022 Q4 2021	Integrated Investment Consultants, LLC	BUY	-	7.43K + 28.63%	$1.17M - $1.31M	33.4K $5.58M
Feb 18, 2022 Q4 2021	Comerica Bank	BUY	-	7.24K + 20.54%	$1.14M - $1.28M	42.5K $7.1M
Feb 15, 2022 Q4 2021	Morris Financial Concepts, Inc.	BUY	-	7.22K New	$1.14M - $1.28M	7.22K $1.21M
Feb 03, 2022 Q4 2021	Perfromance Wealth Partners, LLC	BUY	-	7.11K New	$1.12M - $1.26M	7.11K $1.19M
Feb 04, 2022 Q4 2021	Amg National Trust Bank	BUY	-	7K + 2.84%	$1.1M - $1.24M	253K $42.4M
Feb 08, 2022 Q4 2021	Badgley Phelps Wealth Managers, LLC	BUY	-	6.98K + 1.91%	$1.1M - $1.23M	372K $62.2M
Feb 09, 2022 Q4 2021	Ziegler Capital Management, LLC	BUY	-	6.71K New	$1.06M - $1.19M	6.71K $1.12M
Jan 21, 2022 Q4 2021	Kestra Private Wealth Services, LLC	BUY	-	6.61K + 99.94%	$1.04M - $1.17M	13.2K $2.21M
Feb 07, 2022 Q4 2021	Royce & Associates LP	BUY	-	6.6K + 17.05%	$1.04M - $1.17M	45.3K $7.57M
Feb 14, 2022 Q4 2021	Loring Wolcott & Coolidge Fiduciary Advisors LLP	BUY	-	6.57K + 101.88%	$1.03M - $1.16M	13K $2.18M
Feb 14, 2022 Q4 2021	Blair William & CO Chicago, IL	BUY	-	6.45K + 22.57%	$1.01M - $1.14M	35K $5.85M
Feb 09, 2022 Q4 2021	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	6.19K + 7.09%	$974K - $1.09M	93.5K $15.6M
Jan 12, 2022 Q4 2021	Pure Financial Advisors, LLC	BUY	-	6.17K + 37.21%	$970K - $1.09M	22.7K $3.8M
Feb 08, 2022 Q4 2021	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	6.17K + 2.99%	$970K - $1.09M	213K $35.5M
Feb 14, 2022 Q4 2021	Wood Trust Financial Corp	BUY	-	6.14K + 5.47%	$965K - $1.09M	118K $19.8M
Feb 15, 2022 Q4 2021	Integrated Wealth Concepts LLC	BUY	-	6.07K + 41.23%	$954K - $1.07M	20.8K $3.47M
Feb 14, 2022 Q4 2021	New Legacy Group, LLC	BUY	-	6K New	$944K - $1.06M	6K $1M
Feb 14, 2022 Q4 2021	Stifel Financial Corp St. Louis, MO	BUY	-	5.97K + 8.57%	$939K - $1.06M	75.6K $12.6M
Apr 12, 2022 Q4 2021	Coury Firm Asset Management LLC Pittsburgh, PA	BUY	-	5.96K New	$938K - $1.05M	5.96K $997K
Feb 08, 2022 Q4 2021	Brinker Capital Investments, LLC	BUY	-	5.93K New	$933K - $1.05M	5.93K $991K
Feb 15, 2022 Q4 2021	Cypress Capital Group	BUY	-	5.86K + 362.85%	$922K - $1.04M	7.48K $1.25M
Feb 25, 2022 Q4 2021	Westwood Holdings Group Inc Dallas, TX	BUY	-	5.84K New	$919K - $1.03M	5.84K $976K
Jan 14, 2022 Q4 2021	Stratos Wealth Advisors, LLC	BUY	-	5.82K + 26.44%	$916K - $1.03M	27.8K $4.65M
Feb 14, 2022 Q4 2021	Alliancebernstein L.P. New York, NY	BUY	-	5.77K + 6.62%	$907K - $1.02M	92.9K $15.5M
Feb 14, 2022 Q4 2021	Voloridge Investment Management, LLC Jupiter, FL	BUY	-	5.7K New	$897K - $1.01M	5.7K $953K
Feb 14, 2022 Q4 2021	Ballentine Partners, LLC Waltham, MA	BUY	-	5.7K New	$896K - $1.01M	5.7K $952K
Apr 08, 2022 Q4 2021	Park Avenue Securities LLC	BUY	-	5.57K New	$877K - $986K	5.57K $931K
Feb 14, 2022 Q4 2021	Rockbridge Investment Management, Lcc Syracuse, NY	BUY	-	5.48K + 169.39%	$862K - $969K	8.71K $1.46M
Feb 11, 2022 Q4 2021	Sequoia Financial Advisors, LLC	BUY	-	5.44K + 309.62%	$855K - $962K	7.19K $1.2M
Feb 14, 2022 Q4 2021	Jordan Park Group LLC	BUY	-	5.37K + 8.57%	$845K - $950K	68.1K $11.4M
Feb 04, 2022 Q4 2021	Interchange Capital Partners, LLC	BUY	-	5.12K New	$805K - $905K	5.12K $855K
Feb 14, 2022 Q4 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	4.83K + 21.6%	$760K - $855K	27.2K $4.55M
Feb 03, 2022 Q4 2021	Northwestern Mutual Wealth Management CO	BUY	-	4.82K + 10.06%	$757K - $852K	52.7K $8.8M
Feb 15, 2022 Q4 2021	Cardiff Park Advisors, LLC San Marcos, CA	BUY	-	4.76K New	$749K - $842K	4.76K $796K
Jan 11, 2022 Q4 2021	Brookstone Capital Management	BUY	-	4.7K + 6.98%	$739K - $831K	72K $12M
Feb 14, 2022 Q4 2021	Nuveen Asset Management, LLC Chicago, IL	BUY	-	4.64K New	$730K - $821K	4.64K $775K
Feb 14, 2022 Q4 2021	Clearstead Advisors, LLC Cleveland, OH	BUY	-	4.53K + 76.86%	$713K - $801K	10.4K $1.74M
Feb 07, 2022 Q4 2021	Prime Capital Investment Advisors, LLC Overland Park, KS	BUY	-	4.53K + 64.0%	$712K - $801K	11.6K $1.94M
Jan 25, 2022 Q4 2021	J.W. Cole Advisors, Inc.	BUY	-	4.41K New	$694K - $780K	4.41K $737K
Apr 12, 2022 Q4 2021	Aletheian Wealth Advisors LLC	BUY	-	4.39K New	$691K - $777K	4.39K $734K
Feb 10, 2022 Q4 2021	Prospera Financial Services Inc	BUY	-	4.36K New	$686K - $772K	4.36K $729K
Feb 18, 2022 Q4 2021	Forum Financial Management, LP Lombard, IL	BUY	-	4.3K New	$677K - $761K	4.3K $719K
Jan 25, 2022 Q4 2021	All Season Financial Advisors, Inc.	BUY	-	4.27K + 14.89%	$672K - $755K	33K $5.51M
Feb 02, 2022 Q4 2021	Investment Management Of Virginia LLC	BUY	-	4.26K New	$670K - $754K	4.26K $712K

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWN shares.

Notify only if

Value

Insider Trading

Get notified when an Ishares Russell2000 Val ETF insider buys or sells IWN shares.

Notify only if

Operation

Value

Type

News

Receive news related to ISHARES RUSSELL2000 VAL ETF

Track Activities on IWN

Account

Purchases and Sales Made in Q4 2021 in Ishares Russell2000 Val ETF (IWN)

8K

7.93K

7.72K

7.71K

7.53K

7.5K

7.43K

7.24K

7.22K

7.11K

7K

6.98K

6.71K

6.61K

6.6K

6.57K

6.45K

6.19K

6.17K

6.17K

6.14K

6.07K

6K

5.97K

5.96K

5.93K

5.86K

5.84K

5.82K

5.77K

5.7K

5.7K

5.57K

5.48K

5.44K

5.37K

5.12K

4.83K

4.82K

4.76K

4.7K

4.64K

4.53K

4.53K

4.41K

4.39K

4.36K

4.3K

4.27K

4.26K

Track Institutional and Insider Activities on IWN

Institutional Portfolio Updates

Insider Trading

News