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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-339- 0.39% |
$38K - $41.9K
|
87.3K
$11.8M
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-350- 1.59% |
$39.3K - $43.3K
|
21.7K
$2.95M
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-370- 9.21% |
$41.5K - $45.7K
|
3.65K
$495K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-372- 0.37% |
$41.7K - $46K
|
99.6K
$13.5M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-401- 0.62% |
$45K - $49.6K
|
64.5K
$8.75M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-404- 0.05% |
$45.3K - $49.9K
|
885K
$120M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-410- 0.94% |
$46K - $50.7K
|
43.3K
$5.87M
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-431- 3.22% |
$48.4K - $53.3K
|
13K
$1.76M
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-434- 14.3% |
$48.7K - $53.6K
|
2.6K
$353K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-441- 17.23% |
$49.5K - $54.5K
|
2.12K
$287K
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-450- 0.69% |
$50.5K - $55.6K
|
64.7K
$8.78M
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-450- 9.59% |
$50.5K - $55.6K
|
4.24K
$575K
|
|
May 12, 2022
Q1 2022
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-460- 3.05% |
$51.6K - $56.9K
|
14.6K
$1.98M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-473- 6.42% |
$53.1K - $58.5K
|
6.9K
$936K
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-510- 4.84% |
$57.2K - $63K
|
10K
$1.36M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-517Closed |
$58K - $63.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-533Closed |
$59.8K - $65.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-548- 89.98% |
$61.5K - $67.7K
|
61
$8.27K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-565- 2.51% |
$63.4K - $69.8K
|
22K
$2.98M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-586- 1.16% |
$65.8K - $72.4K
|
49.8K
$6.75M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-597- 22.63% |
$67K - $73.8K
|
2.04K
$277K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-600Closed |
$67.3K - $74.2K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-614Closed |
$68.9K - $75.9K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-628- 55.14% |
$70.5K - $77.6K
|
511
$69.3K
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-638Closed |
$71.6K - $78.9K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-642- 10.93% |
$72.1K - $79.3K
|
5.23K
$709K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-644- 1.49% |
$72.3K - $79.6K
|
42.5K
$5.77M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-644- 11.82% |
$72.3K - $79.6K
|
4.8K
$652K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-673- 8.36% |
$75.5K - $83.2K
|
7.38K
$1M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-679Closed |
$76.2K - $83.9K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-687- 18.83% |
$77.1K - $84.9K
|
2.96K
$402K
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-690- 20.23% |
$77.4K - $85.3K
|
2.72K
$369K
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-700Closed |
$78.6K - $86.5K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-745- 26.36% |
$83.6K - $92.1K
|
2.08K
$282K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-746- 9.6% |
$83.7K - $92.2K
|
7.02K
$952K
|
|
May 03, 2022
Q1 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-758- 8.44% |
$85.1K - $93.7K
|
8.22K
$1.12M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-781- 6.03% |
$87.7K - $96.5K
|
12.2K
$1.65M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-791- 19.37% |
$88.8K - $97.8K
|
3.29K
$447K
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
SELL
|
- |
-849- 2.81% |
$95.3K - $105K
|
29.3K
$3.98M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-850- 33.72% |
$95.4K - $105K
|
1.67K
$227K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-860- 19.57% |
$96.5K - $106K
|
3.53K
$479K
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-860- 2.39% |
$96.5K - $106K
|
35.1K
$4.76M
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-882Closed |
$99K - $109K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-900- 34.31% |
$101K - $111K
|
1.72K
$234K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-918- 3.48% |
$103K - $113K
|
25.5K
$3.46M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-920- 21.71% |
$103K - $114K
|
3.32K
$450K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-987Closed |
$111K - $122K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-1K- 21.0% |
$112K - $124K
|
3.76K
$510K
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 3.85% |
$117K - $129K
|
26.1K
$3.54M
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.05K- 5.15% |
$118K - $130K
|
19.4K
$2.63M
|