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 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
125New |
$11.9K - $14K
|
125
$16.8K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
117New |
$11.1K - $13.1K
|
117
$15.7K
|
|
May 11, 2021
Q1 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
117New |
$11.1K - $13.1K
|
117
$15.7K
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
116New |
$11.1K - $13K
|
116
$15.6K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
109+ 0.43% |
$10.4K - $12.2K
|
25.6K
$3.43M
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
105New |
$10K - $11.8K
|
105
$14.1K
|
|
Apr 29, 2021
Q1 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
104+ 0.44% |
$9.91K - $11.6K
|
23.5K
$3.16M
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
102New |
$9.72K - $11.4K
|
102
$13.7K
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
100+ 33.33% |
$9.53K - $11.2K
|
400
$53.7K
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
94+ 28.06% |
$8.96K - $10.5K
|
429
$57.6K
|
|
Sep 20, 2021
Q1 2021
|
Activest Wealth Management
|
BUY
|
- |
90New |
$8.57K - $10.1K
|
90
$12.1K
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
90New |
$8.57K - $10.1K
|
90
$12.1K
|
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
74+ 79.57% |
$7.05K - $8.29K
|
167
$22.4K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
72New |
$6.86K - $8.06K
|
72
$9.67K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
60+ 857.14% |
$5.72K - $6.72K
|
67
$9K
|
|
Apr 06, 2021
Q1 2021
|
Spence Asset Management
|
BUY
|
- |
60New |
$5.72K - $6.72K
|
60
$8.06K
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
59+ 1.11% |
$5.62K - $6.61K
|
5.37K
$720K
|
|
Apr 23, 2021
Q1 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
57New |
$5.43K - $6.38K
|
57
$7.65K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
52+ 2.09% |
$4.95K - $5.82K
|
2.54K
$341K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$4.76K - $5.6K
|
50
$6.71K
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
48+ 0.3% |
$4.57K - $5.37K
|
16.2K
$2.18M
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
46+ 0.98% |
$4.38K - $5.15K
|
4.74K
$636K
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
44+ 0.72% |
$4.19K - $4.93K
|
6.17K
$828K
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
BUY
|
- |
44+ 1.79% |
$4.19K - $4.93K
|
2.51K
$337K
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
BUY
|
- |
43+ 1.94% |
$4.1K - $4.81K
|
2.26K
$304K
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
36New |
$3.43K - $4.03K
|
36
$4.83K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$3.05K - $3.58K
|
32
$4.3K
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
30+ 3.6% |
$2.86K - $3.36K
|
864
$116K
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
30+ 33.33% |
$2.86K - $3.36K
|
120
$16.1K
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21+ 0.18% |
$2K - $2.35K
|
11.7K
$1.58M
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18+ 0.36% |
$1.71K - $2.02K
|
5.08K
$682K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 10.62% |
$1.14K - $1.34K
|
125
$16.8K
|
|
Apr 05, 2021
Q1 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
10+ 0.28% |
$953 - $1.12K
|
3.57K
$479K
|
|
Apr 30, 2021
Q1 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8+ 0.34% |
$762 - $896
|
2.34K
$314K
|
|
May 11, 2021
Q1 2021
|
North Rock Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$667 - $784
|
7.93K
$1.06M
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7+ 175.0% |
$667 - $784
|
11
$1.48K
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.15% |
$476 - $560
|
3.43K
$460K
|
|
Apr 15, 2021
Q1 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$381 - $448
|
2.72K
$365K
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.21% |
$381 - $448
|
1.92K
$257K
|
|
Apr 21, 2021
Q1 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.39% |
$286 - $336
|
769
$103K
|
|
Apr 20, 2021
Q1 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$286 - $336
|
3.54K
$475K
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$191 - $224
|
6.69K
$898K
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
BUY
|
- |
2+ 0.04% |
$191 - $224
|
4.48K
$602K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.65% |
$95.3 - $112
|
154
$20.7K
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1- 0.02% |
$95.3 - $112
|
6.53K
$877K
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-2- 0.27% |
$191 - $224
|
731
$98.2K
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-6- 0.26% |
$572 - $672
|
2.34K
$314K
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-13Closed |
$1.24K - $1.46K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-14- 2.32% |
$1.33K - $1.57K
|
590
$79.2K
|
|
May 05, 2021
Q1 2021
|
Ballast, Inc.
|
SELL
|
- |
-17- 0.68% |
$1.62K - $1.9K
|
2.49K
$334K
|