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 06, 2021
Q1 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2.28K+ 9.98% |
$217K - $255K
|
25.1K
$3.37M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.27K+ 14.26% |
$216K - $254K
|
18.2K
$2.44M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
2.27K+ 0.24% |
$216K - $254K
|
938K
$126M
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.24K+ 2.84% |
$214K - $251K
|
81.2K
$10.9M
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.22K+ 3.47% |
$211K - $248K
|
66K
$8.86M
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.15K+ 61.27% |
$205K - $240K
|
5.65K
$759K
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
- |
2.04K+ 6.7% |
$194K - $228K
|
32.5K
$4.36M
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.02KNew |
$193K - $227K
|
2.02K
$272K
|
|
Apr 14, 2021
Q1 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2.01KNew |
$191K - $225K
|
2.01K
$270K
|
|
Apr 30, 2021
Q1 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2KNew |
$191K - $224K
|
2K
$269K
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.98KNew |
$189K - $222K
|
1.98K
$266K
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.98KNew |
$188K - $221K
|
1.98K
$265K
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.96KNew |
$186K - $219K
|
1.96K
$263K
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.96KNew |
$186K - $219K
|
1.96K
$262K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.95KNew |
$186K - $219K
|
1.95K
$262K
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.95KNew |
$186K - $219K
|
1.95K
$262K
|
|
May 06, 2021
Q1 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.95KNew |
$186K - $219K
|
1.95K
$262K
|
|
May 04, 2021
Q1 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.91K+ 4.13% |
$182K - $214K
|
48.2K
$6.47M
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.9K+ 23.55% |
$181K - $213K
|
9.96K
$1.34M
|
|
May 17, 2021
Q1 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.89K+ 2.88% |
$180K - $211K
|
67.4K
$9.05M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.88KNew |
$179K - $210K
|
1.88K
$252K
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.88KNew |
$179K - $210K
|
1.88K
$252K
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
BUY
|
- |
1.87KNew |
$179K - $210K
|
1.87K
$252K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.82K+ 4.43% |
$174K - $204K
|
43K
$5.77M
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.82K+ 24.78% |
$173K - $204K
|
9.16K
$1.23M
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.75K+ 84.66% |
$167K - $196K
|
3.82K
$513K
|
|
Apr 22, 2021
Q1 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.6K+ 44.49% |
$152K - $179K
|
5.18K
$696K
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
BUY
|
- |
1.58K+ 0.97% |
$150K - $176K
|
163K
$21.9M
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.56K+ 0.57% |
$148K - $174K
|
277K
$37.1M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.54K+ 76.63% |
$147K - $172K
|
3.55K
$476K
|
|
May 07, 2021
Q1 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.5K+ 6.79% |
$143K - $168K
|
23.6K
$3.17M
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.5K+ 29.7% |
$143K - $168K
|
6.54K
$878K
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.47K+ 109.33% |
$140K - $164K
|
2.81K
$377K
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.39K+ 11.34% |
$132K - $156K
|
13.6K
$1.83M
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.26K+ 100.16% |
$120K - $141K
|
2.51K
$337K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.25K+ 122.55% |
$119K - $140K
|
2.27K
$305K
|
|
Jun 23, 2021
Q1 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.22K+ 9.77% |
$116K - $137K
|
13.7K
$1.84M
|
|
May 05, 2021
Q1 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.17KNew |
$111K - $131K
|
1.17K
$157K
|
|
Apr 29, 2021
Q1 2021
|
Sage Financial Group Inc
|
BUY
|
- |
1.17K+ 3.74% |
$111K - $130K
|
32.3K
$4.34M
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.14K+ 7.22% |
$109K - $128K
|
17K
$2.28M
|
|
May 06, 2021
Q1 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.14K+ 16.67% |
$109K - $128K
|
7.99K
$1.07M
|
|
May 11, 2021
Q1 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.14K+ 0.58% |
$108K - $127K
|
198K
$26.6M
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 26.94% |
$107K - $126K
|
5.32K
$714K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.12KNew |
$107K - $126K
|
1.12K
$151K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1K+ 34.42% |
$95.5K - $112K
|
3.91K
$525K
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
1KNew |
$95.3K - $112K
|
1K
$134K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
978+ 1417.39% |
$93.2K - $110K
|
1.05K
$141K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
935+ 15.38% |
$89.1K - $105K
|
7.01K
$942K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
926New |
$88.2K - $104K
|
926
$124K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
912+ 438.46% |
$86.9K - $102K
|
1.12K
$150K
|