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 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.13KClosed |
$489K - $575K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Wealth Cmt
|
SELL
|
- |
-5.59K- 17.37% |
$533K - $626K
|
26.6K
$3.57M
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.72K- 25.71% |
$545K - $640K
|
16.5K
$2.22M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.76K- 5.74% |
$549K - $645K
|
94.6K
$12.7M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.19K- 75.76% |
$589K - $693K
|
1.98K
$266K
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.2K- 3.84% |
$590K - $694K
|
155K
$20.8M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.35K- 5.58% |
$701K - $823K
|
124K
$16.7M
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.44K- 35.65% |
$708K - $832K
|
13.4K
$1.8M
|
|
Apr 29, 2021
Q1 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.62K- 21.28% |
$726K - $853K
|
28.2K
$3.78M
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.74KClosed |
$832K - $978K
|
0
$0
|
|
Jun 25, 2021
Q1 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-9.09K- 3.22% |
$866K - $1.02M
|
273K
$36.6M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.52K- 6.07% |
$907K - $1.07M
|
147K
$19.8M
|
|
May 14, 2021
Q1 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-9.56K- 47.18% |
$911K - $1.07M
|
10.7K
$1.44M
|
|
Apr 19, 2021
Q1 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.3K- 8.07% |
$984K - $1.16M
|
118K
$15.8M
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.2K- 11.72% |
$1.07M - $1.25M
|
84.4K
$11.3M
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.5K- 3.55% |
$1.29M - $1.52M
|
368K
$49.4M
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-14.1KClosed |
$1.34M - $1.58M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-14.2K- 5.6% |
$1.35M - $1.58M
|
238K
$32M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-14.6K- 76.48% |
$1.39M - $1.63M
|
4.49K
$602K
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15.1K- 80.56% |
$1.44M - $1.69M
|
3.65K
$490K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.3K- 0.87% |
$1.46M - $1.71M
|
1.73M
$233M
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-15.8K- 20.3% |
$1.5M - $1.77M
|
62K
$8.33M
|
|
Apr 09, 2021
Q1 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-16.7K- 40.52% |
$1.6M - $1.88M
|
24.6K
$3.3M
|
|
May 17, 2021
Q1 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-17.1KClosed |
$1.63M - $1.91M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 77.32% |
$1.92M - $2.26M
|
5.91K
$794K
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20.7KClosed |
$1.97M - $2.32M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-24.2K- 90.77% |
$2.3M - $2.7M
|
2.46K
$330K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24.7K- 43.5% |
$2.35M - $2.76M
|
32K
$4.3M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27.7K- 11.13% |
$2.64M - $3.1M
|
221K
$29.7M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-28.3K- 44.58% |
$2.7M - $3.17M
|
35.2K
$4.73M
|
|
Apr 13, 2021
Q1 2021
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-33.5K- 4.12% |
$3.19M - $3.75M
|
780K
$105M
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-35.7K- 33.25% |
$3.4M - $3.99M
|
71.6K
$9.61M
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
SELL
|
- |
-36.8K- 11.16% |
$3.51M - $4.12M
|
293K
$39.3M
|
|
May 05, 2021
Q1 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-42.9K- 29.29% |
$4.09M - $4.81M
|
104K
$13.9M
|
|
May 17, 2021
Q1 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-43.6K- 80.47% |
$4.15M - $4.88M
|
10.6K
$1.42M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.9K- 7.37% |
$4.19M - $4.92M
|
552K
$74.1M
|
|
May 14, 2021
Q1 2021
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-48.4K- 62.98% |
$4.61M - $5.42M
|
28.5K
$3.82M
|
|
May 12, 2021
Q1 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-51.3K- 44.23% |
$4.89M - $5.75M
|
64.7K
$8.69M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-52.7K- 23.6% |
$5.02M - $5.9M
|
171K
$22.9M
|
|
Apr 22, 2021
Q1 2021
|
Reinhart Partners, Inc.
|
SELL
|
- |
-53.1KClosed |
$5.06M - $5.95M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-57.6K- 24.18% |
$5.48M - $6.44M
|
180K
$24.2M
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-68.3K- 66.82% |
$6.5M - $7.64M
|
33.9K
$4.55M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-71K- 54.15% |
$6.76M - $7.95M
|
60.1K
$8.07M
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-80.4K- 4.1% |
$7.66M - $9.01M
|
1.88M
$252M
|
|
Jun 17, 2021
Q1 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-82.6K- 99.09% |
$7.87M - $9.25M
|
763
$102K
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-85K- 44.55% |
$8.1M - $9.52M
|
106K
$14.2M
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-85.1K- 74.37% |
$8.11M - $9.53M
|
29.3K
$3.94M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-90.8K- 4.08% |
$8.65M - $10.2M
|
2.14M
$287M
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-95.4KClosed |
$9.09M - $10.7M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-120K- 2.96% |
$11.4M - $13.4M
|
3.92M
$526M
|