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 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.75KClosed |
$309K - $340K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-2.85KClosed |
$320K - $352K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.96K- 3.93% |
$333K - $366K
|
72.4K
$9.12M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.98K- 10.61% |
$334K - $368K
|
25.1K
$3.16M
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.05K- 8.95% |
$342K - $377K
|
31K
$3.9M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.15K- 9.04% |
$353K - $389K
|
31.7K
$3.98M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.15K- 9.04% |
$353K - $389K
|
31.7K
$3.98M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 33.58% |
$355K - $391K
|
6.26K
$787K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.19K- 14.63% |
$358K - $395K
|
18.6K
$2.34M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.39KClosed |
$380K - $418K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.39K- 4.08% |
$380K - $419K
|
79.7K
$10M
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.58K- 10.91% |
$402K - $442K
|
29.2K
$3.68M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-3.66K- 0.42% |
$410K - $452K
|
862K
$108M
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.71K- 2.53% |
$416K - $458K
|
143K
$18M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.71K- 2.09% |
$416K - $458K
|
174K
$21.9M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.72K- 26.44% |
$417K - $460K
|
10.4K
$1.3M
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.76K- 37.74% |
$422K - $465K
|
6.2K
$781K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.87K- 32.8% |
$435K - $479K
|
7.93K
$999K
|
|
May 16, 2022
Q1 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4K- 18.62% |
$449K - $494K
|
17.5K
$2.2M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-4.04K- 14.26% |
$453K - $499K
|
24.3K
$3.05M
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.15K- 98.67% |
$466K - $513K
|
56
$7.05K
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-4.16K- 3.0% |
$466K - $514K
|
134K
$16.9M
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.48K- 8.7% |
$503K - $554K
|
47K
$5.92M
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.67K- 32.96% |
$525K - $578K
|
9.51K
$1.2M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.87K- 7.17% |
$546K - $602K
|
63.1K
$7.94M
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.35K- 24.88% |
$600K - $661K
|
16.1K
$2.03M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.85K- 2.5% |
$657K - $723K
|
228K
$28.7M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.22KClosed |
$699K - $769K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-6.6KClosed |
$741K - $816K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.71K- 18.79% |
$753K - $829K
|
29K
$3.65M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-7.06K- 22.21% |
$792K - $872K
|
24.7K
$3.11M
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-7.33K- 2.91% |
$822K - $906K
|
245K
$30.8M
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-7.86K- 7.12% |
$882K - $971K
|
102K
$12.9M
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-7.93KClosed |
$890K - $980K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.98K- 39.99% |
$895K - $986K
|
12K
$1.51M
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-7.99K- 5.02% |
$896K - $987K
|
151K
$19M
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.42KClosed |
$945K - $1.04M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-8.43KClosed |
$946K - $1.04M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.2K- 9.08% |
$1.03M - $1.14M
|
92.1K
$11.6M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.62K- 10.92% |
$1.08M - $1.19M
|
78.5K
$9.88M
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-10.2K- 17.52% |
$1.14M - $1.26M
|
47.9K
$6.02M
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.4KClosed |
$1.17M - $1.29M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-10.5K- 16.28% |
$1.18M - $1.3M
|
54.1K
$6.8M
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-10.9KClosed |
$1.23M - $1.35M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.1K- 65.09% |
$1.24M - $1.37M
|
5.94K
$748K
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-11.9KClosed |
$1.34M - $1.47M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$1.37M - $1.51M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.3KClosed |
$1.49M - $1.64M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.3K- 50.09% |
$1.5M - $1.65M
|
13.3K
$1.67M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.6KClosed |
$1.53M - $1.68M
|
0
$0
|