Purchases and Sales Made in Q1 2022 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 12, 2022 Q1 2022
Hancock Whitney Corp

SELL
 -
-325
- 16.03%
$36.5K - $40.2K
1.7K $219K
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-325
- 25.55%
$36.5K - $40.2K
947 $122K
May 10, 2022 Q1 2022
Marshall Financial Group Inc

Doylestown, PA
SELL
 -
-335
- 8.7%
$37.6K - $41.4K
3.52K $453K
Apr 19, 2022 Q1 2022
Financial Planning & Information Services, Inc.

SELL
 -
-339
- 0.39%
$38K - $41.9K
87.3K $11.2M
May 03, 2022 Q1 2022
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-350
- 1.59%
$39.3K - $43.3K
21.7K $2.8M
Apr 20, 2022 Q1 2022
First United Bank & Trust

SELL
 -
-370
- 9.21%
$41.5K - $45.7K
3.65K $470K
May 05, 2022 Q1 2022
Savant Capital, LLC

SELL
 -
-372
- 0.37%
$41.7K - $46K
99.6K $12.8M
May 04, 2022 Q1 2022
Occidental Asset Management, LLC

SELL
 -
-401
- 0.62%
$45K - $49.6K
64.5K $8.32M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-404
- 0.05%
$45.3K - $49.9K
885K $114M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
SELL
 -
-410
- 0.94%
$46K - $50.7K
43.3K $5.58M
Apr 11, 2022 Q1 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

SELL
 -
-434
- 14.3%
$48.7K - $53.6K
2.6K $335K
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-441
- 17.23%
$49.5K - $54.5K
2.12K $273K
May 17, 2022 Q1 2022
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-450
- 0.69%
$50.5K - $55.6K
64.7K $8.34M
May 12, 2022 Q1 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-450
- 9.59%
$50.5K - $55.6K
4.24K $547K
May 12, 2022 Q1 2022
New South Capital Management Inc

Memphis, TN
SELL
 -
-460
- 3.05%
$51.6K - $56.9K
14.6K $1.88M
Apr 20, 2022 Q1 2022
Marcum Wealth, LLC

SELL
 -
-473
- 6.42%
$53.1K - $58.5K
6.9K $889K
May 06, 2022 Q1 2022
Koss Olinger Consulting, LLC

SELL
 -
-510
- 4.84%
$57.2K - $63K
10K $1.29M
May 02, 2022 Q1 2022
Simplex Trading, LLC

SELL
 -
-517
Closed
$58K - $63.9K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-533
Closed
$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 $7.86K
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-565
- 2.51%
$63.4K - $69.8K
22K $2.83M
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
SELL
 -
-586
- 1.16%
$65.8K - $72.4K
49.8K $6.41M
May 12, 2022 Q1 2022
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-597
- 22.63%
$67K - $73.8K
2.04K $263K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

SELL
 -
-600
Closed
$67.3K - $74.2K
0 $0
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

SELL
 -
-614
Closed
$68.9K - $75.9K
0 $0
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

SELL
 -
-628
- 55.14%
$70.5K - $77.6K
511 $65.9K
May 17, 2022 Q1 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-638
Closed
$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 $674K
Apr 25, 2022 Q1 2022
Regions Financial Corp

SELL
 -
-644
- 1.49%
$72.3K - $79.6K
42.5K $5.48M
May 10, 2022 Q1 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-644
- 11.82%
$72.3K - $79.6K
4.8K $619K
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-673
- 8.36%
$75.5K - $83.2K
7.38K $950K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-679
Closed
$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 $382K
May 13, 2022 Q1 2022
Bank Of Hawaii

Honolulu, HI
SELL
 -
-690
- 20.23%
$77.4K - $85.3K
2.72K $351K
Apr 28, 2022 Q1 2022
Richwood Investment Advisors, LLC

SELL
 -
-700
Closed
$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 $268K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-746
- 9.6%
$83.7K - $92.2K
7.02K $905K
May 03, 2022 Q1 2022
Wedgewood Investors Inc

SELL
 -
-758
- 8.44%
$85.1K - $93.7K
8.22K $1.06M
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

SELL
 -
-781
- 6.03%
$87.7K - $96.5K
12.2K $1.57M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-791
- 19.37%
$88.8K - $97.8K
3.29K $424K
Apr 20, 2022 Q1 2022
Amarillo National Bank

SELL
 -
-849
- 2.81%
$95.3K - $105K
29.3K $3.78M
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-850
- 33.72%
$95.4K - $105K
1.67K $215K
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-860
- 19.57%
$96.5K - $106K
3.53K $455K
Apr 19, 2022 Q1 2022
Platte River Wealth Advisors, LLC

SELL
 -
-860
- 2.39%
$96.5K - $106K
35.1K $4.53M
May 16, 2022 Q1 2022
Nfj Investment Group, LLC

Dallas, TX
SELL
 -
-882
Closed
$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 $222K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-918
- 3.48%
$103K - $113K
25.5K $3.28M
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-920
- 21.71%
$103K - $114K
3.32K $428K
Apr 28, 2022 Q1 2022
Barnett & Company, Inc.

SELL
 -
-987
Closed
$111K - $122K
0 $0

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