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 05, 2021
Q1 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-500- 0.48% |
$47.6K - $56K
|
103K
$13.8M
|
|
Apr 16, 2021
Q1 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-541- 45.2% |
$51.5K - $60.6K
|
656
$88.1K
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-546- 21.5% |
$52K - $61.1K
|
1.99K
$268K
|
|
May 13, 2021
Q1 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-550- 21.57% |
$52.4K - $61.6K
|
2K
$269K
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-552- 4.01% |
$52.6K - $61.8K
|
13.2K
$1.77M
|
|
Apr 19, 2021
Q1 2021
|
Berkshire Bank
|
SELL
|
- |
-557- 0.94% |
$53.1K - $62.4K
|
58.9K
$7.9M
|
|
Apr 28, 2021
Q1 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-580- 6.05% |
$55.3K - $64.9K
|
9K
$1.21M
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-601- 1.69% |
$57.3K - $67.3K
|
35K
$4.7M
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-631- 21.3% |
$60.1K - $70.7K
|
2.33K
$313K
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-640- 14.87% |
$61K - $71.7K
|
3.67K
$492K
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-640- 1.47% |
$61K - $71.7K
|
42.8K
$5.74M
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-644Closed |
$61.4K - $72.1K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-668- 17.71% |
$63.6K - $74.8K
|
3.1K
$417K
|
|
May 17, 2021
Q1 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-725- 3.04% |
$69.1K - $81.2K
|
23.2K
$3.11M
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-745- 1.67% |
$71K - $83.4K
|
43.8K
$5.88M
|
|
May 06, 2021
Q1 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-768- 3.46% |
$73.2K - $86K
|
21.4K
$2.87M
|
|
May 06, 2021
Q1 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-777- 3.38% |
$74K - $87K
|
22.2K
$2.98M
|
|
May 06, 2021
Q1 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-790- 18.33% |
$75.3K - $88.5K
|
3.52K
$473K
|
|
May 03, 2021
Q1 2021
|
First Pacific Financial
|
SELL
|
- |
-840- 4.99% |
$80K - $94.1K
|
16K
$2.15M
|
|
May 12, 2021
Q1 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-900- 15.67% |
$85.7K - $101K
|
4.85K
$651K
|
|
May 17, 2021
Q1 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-929- 13.94% |
$88.5K - $104K
|
5.74K
$770K
|
|
Apr 22, 2021
Q1 2021
|
Rockland Trust CO
|
SELL
|
- |
-1.02K- 8.62% |
$96.7K - $114K
|
10.8K
$1.44M
|
|
May 07, 2021
Q1 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 5.34% |
$98.8K - $116K
|
18.4K
$2.47M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 5.35% |
$102K - $120K
|
18.9K
$2.54M
|
|
Apr 19, 2021
Q1 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 7.59% |
$102K - $120K
|
13.1K
$1.75M
|
|
Apr 30, 2021
Q1 2021
|
Truepoint, Inc.
|
SELL
|
- |
-1.07K- 15.84% |
$102K - $120K
|
5.71K
$766K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.08KClosed |
$103K - $121K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.09K- 6.04% |
$104K - $122K
|
17K
$2.28M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.11K- 4.27% |
$105K - $124K
|
24.8K
$3.33M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12K- 20.12% |
$106K - $125K
|
4.43K
$594K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.13K- 17.4% |
$107K - $126K
|
5.35K
$718K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.13KClosed |
$107K - $126K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.15K- 10.81% |
$110K - $129K
|
9.49K
$1.27M
|
|
May 06, 2021
Q1 2021
|
First National Trust CO
|
SELL
|
- |
-1.16K- 9.67% |
$111K - $130K
|
10.8K
$1.46M
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.2K- 28.85% |
$114K - $134K
|
2.96K
$397K
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.23K- 18.85% |
$117K - $137K
|
5.28K
$709K
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.3K- 3.03% |
$123K - $145K
|
41.4K
$5.56M
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.3K- 3.03% |
$123K - $145K
|
41.4K
$5.56M
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.37K- 9.86% |
$130K - $153K
|
12.5K
$1.68M
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.37K- 89.81% |
$130K - $153K
|
155
$20.8K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.4K- 7.58% |
$133K - $157K
|
17.1K
$2.29M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.46K- 33.21% |
$139K - $164K
|
2.94K
$395K
|
|
Apr 08, 2021
Q1 2021
|
Churchill Management Corp
|
SELL
|
- |
-1.54K- 1.08% |
$147K - $172K
|
141K
$18.9M
|
|
May 24, 2021
Q1 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.63K- 2.38% |
$155K - $182K
|
66.7K
$8.96M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.64K- 40.92% |
$156K - $183K
|
2.36K
$317K
|
|
Oct 13, 2021
Q1 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.69K- 3.16% |
$161K - $189K
|
51.9K
$6.97M
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.78K- 8.56% |
$169K - $199K
|
19K
$2.55M
|
|
Apr 21, 2021
Q1 2021
|
Zhang Financial LLC
|
SELL
|
- |
-1.82K- 29.07% |
$173K - $203K
|
4.43K
$595K
|
|
May 17, 2021
Q1 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.82KClosed |
$174K - $204K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.91K- 1.16% |
$182K - $214K
|
164K
$22M
|