Purchases and Sales Made in Q1 2022 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 2022. 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 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.32MNew |
$261M - $287M
|
2.32M
$315M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
965K+ 272.96% |
$108M - $119M
|
1.32M
$179M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
424K+ 7490.7% |
$47.6M - $52.5M
|
430K
$58.3M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
318K+ 56.66% |
$35.7M - $39.3M
|
880K
$119M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
282K+ 13.64% |
$31.7M - $34.9M
|
2.35M
$319M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
219K+ 6.93% |
$24.6M - $27.1M
|
3.38M
$458M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
151KNew |
$16.9M - $18.7M
|
151K
$20.5M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
150K+ 67.68% |
$16.9M - $18.6M
|
372K
$50.5M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
149K+ 8.79% |
$16.7M - $18.4M
|
1.84M
$249M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
137K+ 15.79% |
$15.4M - $17M
|
1.01M
$136M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
134KNew |
$15M - $16.6M
|
134K
$18.2M
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
131K+ 6.06% |
$14.7M - $16.2M
|
2.29M
$311M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.9K+ 1.72% |
$11M - $12.1M
|
5.8M
$787M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.9K+ 64.05% |
$10.5M - $11.6M
|
240K
$32.6M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
90.9K+ 45.45% |
$10.2M - $11.2M
|
291K
$39.5M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
86.1K+ 4.56% |
$9.66M - $10.6M
|
1.98M
$268M
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
56.4K+ 79.44% |
$6.33M - $6.97M
|
127K
$17.3M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
49.9K+ 472.88% |
$5.59M - $6.16M
|
60.4K
$8.19M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
48.1KNew |
$5.4M - $5.95M
|
48.1K
$6.53M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
46.2K+ 18.1% |
$5.18M - $5.7M
|
301K
$40.8M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
45K+ 55.28% |
$5.05M - $5.56M
|
126K
$17.1M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45K+ 18.53% |
$5.05M - $5.56M
|
288K
$39M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
43.7KNew |
$4.9M - $5.4M
|
43.7K
$5.92M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.4K+ 6.65% |
$4.53M - $4.99M
|
648K
$87.8M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
39.4K+ 73.51% |
$4.42M - $4.87M
|
93K
$12.6M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36.9K+ 112.15% |
$4.14M - $4.56M
|
69.7K
$9.46M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.8K+ 2.47% |
$3.68M - $4.05M
|
1.36M
$185M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.2K+ 11.21% |
$3.38M - $3.73M
|
299K
$40.6M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.6KNew |
$3.32M - $3.66M
|
29.6K
$4.02M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
29.5K+ 2661.41% |
$3.31M - $3.65M
|
30.6K
$4.15M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
29.4K+ 15.25% |
$3.3M - $3.63M
|
222K
$30.1M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
24.5KNew |
$2.75M - $3.03M
|
24.5K
$3.32M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.7K+ 1.32% |
$2.66M - $2.93M
|
1.82M
$247M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22.7K+ 325.52% |
$2.55M - $2.81M
|
29.7K
$4.03M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.8K+ 228.06% |
$2.44M - $2.69M
|
31.3K
$4.25M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.9KNew |
$2.24M - $2.47M
|
19.9K
$2.71M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 158.74% |
$2.04M - $2.24M
|
29.6K
$4.01M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
17.9KNew |
$2M - $2.21M
|
17.9K
$2.42M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 18.37% |
$1.97M - $2.16M
|
113K
$15.3M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.1K+ 31.11% |
$1.81M - $1.99M
|
67.8K
$9.2M
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
14.8KNew |
$1.66M - $1.82M
|
14.8K
$2M
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
14.6KNew |
$1.64M - $1.8M
|
14.6K
$1.98M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2K+ 16.06% |
$1.6M - $1.76M
|
103K
$14M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 14.98% |
$1.52M - $1.67M
|
104K
$14.1M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.4K+ 531.33% |
$1.5M - $1.65M
|
15.9K
$2.15M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.3KNew |
$1.38M - $1.52M
|
12.3K
$1.67M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
11.7KNew |
$1.32M - $1.45M
|
11.7K
$1.59M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.7K+ 89.86% |
$1.31M - $1.44M
|
24.7K
$3.35M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11.4K+ 33.32% |
$1.28M - $1.41M
|
45.8K
$6.21M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
11.3K+ 7.74% |
$1.27M - $1.4M
|
158K
$21.4M
|