Purchases and Sales Made in Q1 2021 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MIDCAP VALUE E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
510K+ 12573.23% |
$48.6M - $57.2M
|
515K
$69.1M
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
385K+ 18.36% |
$36.6M - $43.1M
|
2.48M
$333M
|
|
May 07, 2021
Q1 2021
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
369KNew |
$35.1M - $41.3M
|
369K
$49.5M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
237K+ 25.38% |
$22.6M - $26.5M
|
1.17M
$157M
|
|
Apr 05, 2021
Q1 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
165KNew |
$15.8M - $18.5M
|
165K
$22.2M
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
111K+ 299.24% |
$10.6M - $12.4M
|
148K
$19.8M
|
|
May 12, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
94.9KNew |
$9.04M - $10.6M
|
94.9K
$12.7M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.5K+ 13.08% |
$8.05M - $9.46M
|
731K
$98.1M
|
|
Jun 08, 2021
Q1 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
83.4KNew |
$7.95M - $9.34M
|
83.4K
$11.2M
|
|
May 13, 2021
Q1 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
75.5K+ 14.15% |
$7.19M - $8.45M
|
609K
$81.7M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
67.4K+ 10.1% |
$6.42M - $7.55M
|
735K
$98.7M
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
62.7KNew |
$5.98M - $7.02M
|
62.7K
$8.42M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.9K+ 3.98% |
$5.8M - $6.82M
|
1.59M
$214M
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
BUY
|
- |
60.3K+ 45.58% |
$5.74M - $6.75M
|
192K
$25.8M
|
|
Apr 20, 2021
Q1 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
55.2K+ 21.81% |
$5.26M - $6.18M
|
308K
$41.4M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
48.5K+ 3.26% |
$4.62M - $5.43M
|
1.53M
$206M
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
47.7K+ 280.28% |
$4.55M - $5.34M
|
64.8K
$8.7M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.4K+ 7.51% |
$4.32M - $5.08M
|
649K
$87.2M
|
|
May 26, 2021
Q1 2021
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
41.9KNew |
$3.99M - $4.69M
|
41.9K
$5.62M
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
39.9K+ 13.35% |
$3.8M - $4.47M
|
339K
$45.5M
|
|
May 04, 2021
Q1 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
38.8K+ 164.23% |
$3.7M - $4.35M
|
62.4K
$8.38M
|
|
May 13, 2021
Q1 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34.2K+ 153.88% |
$3.26M - $3.83M
|
56.4K
$7.58M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 30.58% |
$3.11M - $3.66M
|
140K
$18.7M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.1K+ 3.98% |
$2.68M - $3.15M
|
734K
$98.6M
|
|
May 12, 2021
Q1 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
26.8K+ 75.05% |
$2.55M - $3M
|
62.4K
$8.38M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.7KNew |
$2.35M - $2.77M
|
24.7K
$3.32M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.4K+ 18.52% |
$2.32M - $2.73M
|
156K
$20.9M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.5K+ 121.08% |
$2.15M - $2.52M
|
41.2K
$5.53M
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.5KNew |
$1.76M - $2.07M
|
18.5K
$2.48M
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18.2KNew |
$1.74M - $2.04M
|
18.2K
$2.45M
|
|
Apr 08, 2021
Q1 2021
|
Rovin Capital
|
BUY
|
- |
18KNew |
$1.71M - $2.01M
|
18K
$2.42M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
17.2K+ 117.12% |
$1.64M - $1.92M
|
31.9K
$4.28M
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.6K+ 2514.52% |
$1.58M - $1.86M
|
17.3K
$2.32M
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
15.7K+ 26.34% |
$1.5M - $1.76M
|
75.3K
$10.1M
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
15.6K+ 282.61% |
$1.49M - $1.75M
|
21.1K
$2.84M
|
|
Apr 27, 2021
Q1 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
14.8K+ 8.44% |
$1.41M - $1.66M
|
190K
$25.5M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 325.22% |
$1.39M - $1.63M
|
19.1K
$2.56M
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.4K+ 6.48% |
$1.38M - $1.62M
|
237K
$31.8M
|
|
Apr 15, 2021
Q1 2021
|
Umb Bank, N.A.
|
BUY
|
- |
13.9K+ 8.08% |
$1.33M - $1.56M
|
186K
$25M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
13.8KNew |
$1.32M - $1.55M
|
13.8K
$1.86M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.5K+ 4518.46% |
$1.28M - $1.51M
|
13.8K
$1.85M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4K+ 148.4% |
$1.18M - $1.39M
|
20.8K
$2.79M
|
|
Apr 28, 2021
Q1 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
12KNew |
$1.15M - $1.35M
|
12K
$1.61M
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
11.7K+ 89.14% |
$1.12M - $1.31M
|
24.8K
$3.33M
|
|
May 14, 2021
Q1 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11KNew |
$1.05M - $1.23M
|
11K
$1.48M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.76K+ 7.92% |
$930K - $1.09M
|
133K
$17.9M
|
|
Apr 29, 2021
Q1 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
9.43K+ 6.86% |
$899K - $1.06M
|
147K
$19.7M
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
9.14K+ 42.12% |
$871K - $1.02M
|
30.8K
$4.14M
|
|
May 06, 2021
Q1 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.66K+ 15.88% |
$825K - $970K
|
63.2K
$8.49M
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.49KNew |
$809K - $951K
|
8.49K
$1.14M
|