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 03, 2022 Q1 2022
F Dx Advisors, Inc.

SELL
 -
-1.08K
- 29.28%
$121K - $133K
2.6K $361K
Apr 05, 2022 Q1 2022
Trust CO Of Vermont

SELL
 -
-1.08K
Closed
$121K - $134K
0 $0
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

SELL
 -
-1.13K
- 0.66%
$127K - $139K
169K $23.4M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-1.17K
- 3.21%
$131K - $144K
35.3K $4.89M
May 16, 2022 Q1 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-1.19K
- 94.05%
$133K - $147K
75 $10.4K
May 09, 2022 Q1 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.19K
- 4.1%
$134K - $147K
27.9K $3.86M
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.21K
- 7.33%
$136K - $150K
15.3K $2.13M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-1.38K
- 14.54%
$155K - $170K
8.1K $1.12M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

SELL
 -
-1.38K
- 11.88%
$155K - $170K
10.2K $1.42M
May 12, 2022 Q1 2022
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-1.42K
- 12.97%
$160K - $176K
9.55K $1.32M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-1.54K
- 1.76%
$172K - $190K
85.6K $11.9M
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-1.54K
Closed
$173K - $191K
0 $0
Apr 07, 2022 Q1 2022
Holland Advisory Services, Inc.

SELL
 -
-1.58K
- 9.47%
$177K - $195K
15.1K $2.09M
Nov 14, 2022 Q1 2022
Brown Advisory Inc

SELL
 -
-1.6K
- 0.81%
$179K - $197K
196K $27.2M
May 13, 2022 Q1 2022
Sbk Financial, Inc.

Richmond, VA
SELL
 -
-1.6K
- 6.91%
$179K - $197K
21.5K $2.98M
Aug 26, 2022 Q1 2022
W Advisors, LLC

Germantown, TN
SELL
 -
-1.62K
- 31.42%
$182K - $201K
3.54K $491K
Apr 11, 2022 Q1 2022
Arden Trust CO

SELL
 -
-1.64K
Closed
$184K - $203K
0 $0
Apr 18, 2022 Q1 2022
Acorn Financial Advisory Services Inc

SELL
 -
-1.64K
Closed
$184K - $203K
0 $0
May 09, 2022 Q1 2022
Ironwood Investment Counsel, LLC

SELL
 -
-1.65K
Closed
$186K - $204K
0 $0
Apr 20, 2022 Q1 2022
Red Door Wealth Management, LLC

SELL
 -
-1.66K
Closed
$186K - $205K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-1.76K
Closed
$198K - $218K
0 $0
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-1.77K
Closed
$199K - $219K
0 $0
May 12, 2022 Q1 2022
Legacy Wealth Asset Management, LLC

SELL
 -
-1.77K
Closed
$199K - $219K
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-1.81K
Closed
$203K - $223K
0 $0
May 10, 2022 Q1 2022
Boston Partners

Boston, MA
SELL
 -
-1.85K
- 51.01%
$207K - $228K
1.77K $246K
Jul 19, 2022 Q1 2022
Peterson Financial Group, Inc.

SELL
 -
-1.91K
- 18.87%
$214K - $236K
8.21K $1.14M
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-1.94K
- 0.85%
$218K - $240K
226K $31.4M
May 16, 2022 Q1 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
SELL
 -
-1.96K
Closed
$219K - $242K
0 $0
Apr 25, 2022 Q1 2022
Welch & Forbes LLC

SELL
 -
-1.96K
Closed
$220K - $242K
0 $0
May 13, 2022 Q1 2022
Total Wealth Planning, LLC

SELL
 -
-1.98K
- 27.13%
$222K - $244K
5.31K $737K
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-1.99K
Closed
$223K - $245K
0 $0
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-2.04K
Closed
$229K - $252K
0 $0
Apr 28, 2022 Q1 2022
Keybank National Association

SELL
 -
-2.06K
- 0.95%
$231K - $255K
214K $29.6M
May 11, 2022 Q1 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-2.1K
Closed
$235K - $259K
0 $0
May 10, 2022 Q1 2022
Mas Advisors LLC

Miami, FL
SELL
 -
-2.22K
Closed
$249K - $274K
0 $0
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-2.31K
- 25.83%
$260K - $286K
6.64K $921K
Dec 05, 2023 Q1 2022
Morton Capital Management Llc/Ca

Calabasas, CA
SELL
 -
-2.37K
Closed
$266K - $293K
0 $0
May 13, 2022 Q1 2022
Chicago Wealth Management, Inc.

Chicago, IL
SELL
 -
-2.42K
- 3.49%
$272K - $299K
67K $9.28M
May 09, 2022 Q1 2022
Neumann Capital Management, LLC

SELL
 -
-2.5K
Closed
$280K - $308K
0 $0
May 25, 2022 Q1 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-2.5K
- 51.05%
$281K - $309K
2.4K $333K
Jan 25, 2023 Q1 2022
Etfidea, LLC

Syracuse, NY
SELL
 -
-2.51K
- 3.34%
$281K - $310K
72.5K $10M
May 16, 2022 Q1 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-2.54K
Closed
$285K - $314K
0 $0
May 10, 2022 Q1 2022
Viewpoint Capital Management LLC

Seattle, WA
SELL
 -
-2.54K
- 21.27%
$285K - $314K
9.4K $1.3M
May 16, 2022 Q1 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-2.57K
- 1.9%
$289K - $318K
133K $18.5M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-2.59K
- 21.73%
$291K - $321K
9.35K $1.3M
May 13, 2022 Q1 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-2.6K
Closed
$291K - $321K
0 $0
Apr 29, 2022 Q1 2022
Whittier Trust CO

SELL
 -
-2.69K
- 11.95%
$301K - $332K
19.8K $2.74M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-2.75K
Closed
$309K - $340K
0 $0
May 12, 2022 Q1 2022
Leisure Capital Management

SELL
 -
-2.85K
Closed
$320K - $352K
0 $0

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