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 |
---|---|---|---|---|---|---|---|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
7.99K+ 99.18% |
$761K - $895K
|
16K
$2.15M
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.82K+ 122.82% |
$745K - $875K
|
14.2K
$1.9M
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.71K+ 11.11% |
$735K - $863K
|
77.1K
$10.4M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
7.51KNew |
$715K - $841K
|
7.51K
$1.01M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.46K+ 118.65% |
$710K - $835K
|
13.7K
$1.84M
|
|
Apr 22, 2021
Q1 2021
|
Amarillo National Bank
|
BUY
|
- |
7.01K+ 29.11% |
$667K - $784K
|
31.1K
$4.17M
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
6.8KNew |
$647K - $761K
|
6.8K
$912K
|
|
Apr 12, 2021
Q1 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.79KNew |
$646K - $760K
|
6.79K
$911K
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.74KNew |
$642K - $755K
|
6.74K
$905K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.63K+ 9.84% |
$632K - $742K
|
74K
$9.93M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.89K+ 17.59% |
$561K - $659K
|
39.4K
$5.29M
|
|
May 07, 2021
Q1 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.58K+ 3.92% |
$532K - $625K
|
148K
$19.8M
|
|
May 17, 2021
Q1 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.56K+ 4.05% |
$530K - $623K
|
143K
$19.2M
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.34KNew |
$509K - $598K
|
5.34K
$717K
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.34K+ 10.18% |
$508K - $597K
|
57.7K
$7.75M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.1K+ 4.59% |
$486K - $571K
|
116K
$15.6M
|
|
May 06, 2021
Q1 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
5.1KNew |
$486K - $571K
|
5.1K
$685K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.09K+ 7.57% |
$485K - $570K
|
72.4K
$9.71M
|
|
Apr 08, 2021
Q1 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
4.98KNew |
$475K - $558K
|
4.98K
$669K
|
|
May 04, 2021
Q1 2021
|
Ieq Capital, LLC
|
BUY
|
- |
4.86KNew |
$463K - $544K
|
4.86K
$653K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.58K+ 30.36% |
$437K - $513K
|
19.7K
$2.64M
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.25KNew |
$405K - $476K
|
4.25K
$571K
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3.99K+ 5.19% |
$380K - $447K
|
80.8K
$10.9M
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.99K+ 5.19% |
$380K - $447K
|
80.8K
$10.9M
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.92KNew |
$373K - $438K
|
3.92K
$526K
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.89KNew |
$371K - $436K
|
3.89K
$522K
|
|
Apr 22, 2021
Q1 2021
|
Forte Capital LLC
|
BUY
|
- |
3.82K+ 4.0% |
$364K - $428K
|
99.3K
$13.3M
|
|
Apr 14, 2021
Q1 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.8K+ 13.06% |
$362K - $426K
|
32.9K
$4.42M
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.74K+ 8.86% |
$356K - $418K
|
45.9K
$6.17M
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.73KNew |
$355K - $418K
|
3.73K
$501K
|
|
May 14, 2021
Q1 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.3KNew |
$314K - $370K
|
3.3K
$443K
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
BUY
|
- |
3.26KNew |
$310K - $364K
|
3.26K
$437K
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.15K+ 5.27% |
$300K - $352K
|
62.8K
$8.43M
|
|
May 14, 2021
Q1 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.12KNew |
$297K - $349K
|
3.12K
$419K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.08K+ 13.07% |
$293K - $345K
|
26.6K
$3.57M
|
|
Apr 28, 2021
Q1 2021
|
Dagco, Inc.
|
BUY
|
- |
2.95K+ 60.9% |
$281K - $330K
|
7.78K
$1.04M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.93K+ 114.35% |
$279K - $328K
|
5.5K
$738K
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.92K+ 54.68% |
$278K - $327K
|
8.27K
$1.11M
|
|
Sep 10, 2024
Q1 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.83K+ 73.68% |
$269K - $317K
|
6.66K
$895K
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.76K+ 39.73% |
$263K - $309K
|
9.71K
$1.3M
|
|
May 14, 2021
Q1 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.67KNew |
$254K - $299K
|
2.67K
$359K
|
|
Apr 14, 2021
Q1 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.66K+ 27.26% |
$253K - $297K
|
12.4K
$1.66M
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.64K+ 816.1% |
$251K - $295K
|
2.96K
$397K
|
|
Apr 01, 2021
Q1 2021
|
Thomasville National Bank
|
BUY
|
- |
2.63K+ 23.25% |
$251K - $295K
|
14K
$1.87M
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.58K+ 27.64% |
$246K - $289K
|
11.9K
$1.6M
|
|
May 13, 2021
Q1 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.51KNew |
$239K - $281K
|
2.51K
$337K
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.47K+ 17.49% |
$235K - $276K
|
16.6K
$2.22M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.4KNew |
$229K - $269K
|
2.4K
$322K
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 95.12% |
$227K - $266K
|
4.88K
$655K
|
|
May 17, 2021
Q1 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.33KNew |
$222K - $261K
|
2.33K
$313K
|