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 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.05K- 10.14% |
$195K - $230K
|
18.2K
$2.44M
|
|
May 13, 2021
Q1 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.09K- 42.31% |
$199K - $234K
|
2.85K
$383K
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.12KClosed |
$202K - $237K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.14KClosed |
$203K - $239K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.15KClosed |
$205K - $241K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.18K- 2.0% |
$208K - $244K
|
107K
$14.3M
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.2KClosed |
$209K - $246K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.25KClosed |
$214K - $252K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.25K- 1.83% |
$215K - $252K
|
121K
$16.2M
|
|
Apr 07, 2021
Q1 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-2.28K- 33.31% |
$217K - $255K
|
4.57K
$613K
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-2.32K- 43.83% |
$221K - $259K
|
2.97K
$399K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.32K- 88.73% |
$221K - $260K
|
295
$39.6K
|
|
May 14, 2021
Q1 2021
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-2.38KClosed |
$227K - $267K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.4KClosed |
$229K - $269K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4KClosed |
$229K - $269K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-2.42K- 5.53% |
$231K - $271K
|
41.4K
$5.56M
|
|
May 13, 2021
Q1 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.48KClosed |
$237K - $278K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.5K- 51.4% |
$238K - $280K
|
2.36K
$317K
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.61K- 5.48% |
$249K - $292K
|
45K
$6.04M
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.65K- 6.22% |
$252K - $296K
|
39.9K
$5.36M
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.66K- 28.31% |
$254K - $298K
|
6.74K
$905K
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
SELL
|
- |
-2.68K- 1.18% |
$256K - $301K
|
224K
$30.1M
|
|
Apr 15, 2021
Q1 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 5.05% |
$263K - $309K
|
51.9K
$6.96M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 1.86% |
$263K - $309K
|
145K
$19.5M
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.78KClosed |
$265K - $312K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.78K- 89.6% |
$265K - $312K
|
323
$43.4K
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.78K- 1.98% |
$265K - $312K
|
138K
$18.5M
|
|
May 10, 2021
Q1 2021
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.83KClosed |
$269K - $317K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.85KClosed |
$272K - $319K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.85K- 6.6% |
$272K - $319K
|
40.3K
$5.42M
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.88K- 16.39% |
$274K - $322K
|
14.7K
$1.97M
|
|
Apr 22, 2021
Q1 2021
|
Washington Trust Bank
|
SELL
|
- |
-2.91KClosed |
$277K - $326K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.94K- 2.87% |
$280K - $330K
|
99.6K
$13.4M
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3K- 4.65% |
$286K - $336K
|
61.5K
$8.26M
|
|
May 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.27K- 3.08% |
$312K - $367K
|
103K
$13.8M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.31KClosed |
$315K - $371K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.35KClosed |
$319K - $375K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.36K- 3.78% |
$320K - $377K
|
85.7K
$11.5M
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.4K- 2.37% |
$324K - $380K
|
140K
$18.8M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.46K- 8.09% |
$329K - $387K
|
39.3K
$5.27M
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.63K- 26.09% |
$346K - $407K
|
10.3K
$1.38M
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.74KClosed |
$356K - $419K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.78K- 2.55% |
$360K - $424K
|
145K
$19.4M
|
|
May 11, 2021
Q1 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.87K- 20.14% |
$369K - $433K
|
15.3K
$2.06M
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.87K- 3.53% |
$369K - $434K
|
106K
$14.2M
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.97K- 2.5% |
$378K - $444K
|
155K
$20.8M
|
|
May 06, 2021
Q1 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.01KClosed |
$382K - $449K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.7KClosed |
$448K - $526K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.73K- 7.36% |
$450K - $529K
|
59.5K
$7.99M
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.73K- 6.55% |
$451K - $530K
|
67.6K
$9.07M
|