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 17, 2021
Q1 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-155- 7.18% |
$14.8K - $17.4K
|
2K
$269K
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-174- 4.55% |
$16.6K - $19.5K
|
3.65K
$490K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-180- 5.84% |
$17.1K - $20.2K
|
2.9K
$390K
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-188- 6.44% |
$17.9K - $21.1K
|
2.73K
$366K
|
|
May 13, 2021
Q1 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-193- 4.88% |
$18.4K - $21.6K
|
3.76K
$505K
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-198- 4.7% |
$18.9K - $22.2K
|
4.02K
$539K
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-200- 10.43% |
$19.1K - $22.4K
|
1.72K
$231K
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-200- 10.43% |
$19.1K - $22.4K
|
1.72K
$231K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-202- 0.94% |
$19.2K - $22.6K
|
21.4K
$2.87M
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-205- 0.57% |
$19.5K - $23K
|
35.7K
$4.8M
|
|
May 12, 2021
Q1 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-205- 9.72% |
$19.5K - $23K
|
1.9K
$256K
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-208- 8.71% |
$19.8K - $23.3K
|
2.18K
$293K
|
|
Apr 09, 2021
Q1 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-209- 2.11% |
$19.9K - $23.4K
|
9.69K
$1.3M
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-212- 1.9% |
$20.2K - $23.7K
|
11K
$1.47M
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-231- 3.23% |
$22K - $25.9K
|
6.93K
$930K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-233- 7.89% |
$22.2K - $26.1K
|
2.72K
$365K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-240- 10.74% |
$22.9K - $26.9K
|
1.99K
$268K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-251- 3.09% |
$23.9K - $28.1K
|
7.87K
$1.06M
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-256- 8.45% |
$24.4K - $28.7K
|
2.78K
$373K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-260Closed |
$24.8K - $29.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-261Closed |
$24.9K - $29.2K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-275- 12.34% |
$26.2K - $30.8K
|
1.95K
$262K
|
|
Apr 30, 2021
Q1 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-275- 12.0% |
$26.2K - $30.8K
|
2.02K
$271K
|
|
May 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-282- 0.92% |
$26.9K - $31.6K
|
30.5K
$4.1M
|
|
Apr 29, 2021
Q1 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-286- 1.7% |
$27.2K - $32K
|
16.6K
$2.23M
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-294- 72.59% |
$28K - $32.9K
|
111
$14.9K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-300Closed |
$28.6K - $33.6K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-303- 14.44% |
$28.9K - $33.9K
|
1.8K
$241K
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-303- 14.13% |
$28.9K - $33.9K
|
1.84K
$247K
|
|
May 14, 2021
Q1 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-310- 2.45% |
$29.5K - $34.7K
|
12.4K
$1.66M
|
|
May 19, 2021
Q1 2021
|
Fullen Financial Group
|
SELL
|
- |
-337- 3.97% |
$32.1K - $37.7K
|
8.14K
$1.09M
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-344- 14.97% |
$32.8K - $38.5K
|
1.95K
$262K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-344- 14.97% |
$32.8K - $38.5K
|
1.95K
$262K
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-352- 21.58% |
$33.5K - $39.4K
|
1.28K
$172K
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-363- 49.46% |
$34.6K - $40.6K
|
371
$49.8K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-369- 4.72% |
$35.2K - $41.3K
|
7.45K
$1M
|
|
Apr 19, 2022
Q1 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-371- 4.13% |
$35.3K - $41.5K
|
8.62K
$1.16M
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
SELL
|
- |
-376- 2.07% |
$35.8K - $42.1K
|
17.8K
$2.39M
|
|
May 06, 2021
Q1 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-379- 1.93% |
$36.1K - $42.4K
|
19.3K
$2.59M
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-388- 37.02% |
$37K - $43.4K
|
660
$88.6K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-393- 23.05% |
$37.4K - $44K
|
1.31K
$176K
|
|
May 05, 2021
Q1 2021
|
Providence First Trust CO
|
SELL
|
- |
-400- 4.65% |
$38.1K - $44.8K
|
8.2K
$1.1M
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-408- 4.11% |
$38.9K - $45.7K
|
9.53K
$1.28M
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-411- 8.59% |
$39.2K - $46K
|
4.37K
$587K
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-411Closed |
$39.2K - $46K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-431- 2.18% |
$41.1K - $48.3K
|
19.4K
$2.6M
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-474Closed |
$45.2K - $53.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-489- 5.36% |
$46.6K - $54.8K
|
8.63K
$1.16M
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
SELL
|
- |
-495- 2.27% |
$47.2K - $55.4K
|
21.4K
$2.87M
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-500- 18.53% |
$47.6K - $56K
|
2.2K
$295K
|