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 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-18.7K- 35.64% |
$2.09M - $2.31M
|
33.7K
$4.57M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-20.5K- 66.99% |
$2.3M - $2.54M
|
10.1K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.8KClosed |
$2.34M - $2.57M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-22K- 52.33% |
$2.47M - $2.72M
|
20.1K
$2.72M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.1K- 3.28% |
$2.48M - $2.73M
|
652K
$88.4M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.6K- 20.79% |
$2.76M - $3.04M
|
93.6K
$12.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-30.4K- 77.27% |
$3.41M - $3.75M
|
8.93K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33.1K- 4.97% |
$3.71M - $4.09M
|
632K
$85.7M
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-34.8KClosed |
$3.91M - $4.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36K- 42.51% |
$4.04M - $4.44M
|
48.6K
$6.6M
|
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-39.8KClosed |
$4.47M - $4.92M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-40.6K- 57.1% |
$4.56M - $5.02M
|
30.5K
$4.14M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-47.2K- 14.6% |
$5.3M - $5.84M
|
276K
$37.5M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.7K- 25.85% |
$5.35M - $5.89M
|
137K
$18.5M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.7K- 0.55% |
$5.58M - $6.15M
|
9M
$1.22B
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-60.4KClosed |
$6.78M - $7.46M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-70.6K- 78.66% |
$7.93M - $8.73M
|
19.2K
$2.6M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-73K- 41.93% |
$8.19M - $9.02M
|
101K
$13.7M
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-73.3K- 19.12% |
$8.23M - $9.06M
|
310K
$42M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-75.9K- 42.46% |
$8.51M - $9.38M
|
103K
$13.9M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.8K- 0.9% |
$9.18M - $10.1M
|
9M
$1.22B
|
|
|
May 13, 2022
Q1 2022
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-83K- 48.92% |
$9.31M - $10.3M
|
86.7K
$11.8M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-86.3K- 2.63% |
$9.69M - $10.7M
|
3.2M
$434M
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-98.7K- 61.07% |
$11.1M - $12.2M
|
62.9K
$8.53M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-104KClosed |
$11.7M - $12.9M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-120KClosed |
$13.5M - $14.8M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-127K- 14.52% |
$14.2M - $15.7M
|
747K
$101M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-138K- 3.28% |
$15.4M - $17M
|
4.06M
$551M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-183K- 8.18% |
$20.5M - $22.6M
|
2.05M
$278M
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-212K- 72.65% |
$23.8M - $26.2M
|
79.9K
$10.8M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-351K- 99.7% |
$39.3M - $43.3M
|
1.06K
$144K
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-424K- 98.67% |
$47.6M - $52.4M
|
5.7K
$774K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-714K- 3.96% |
$80.1M - $88.2M
|
17.3M
$2.35B
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-916K- 63.86% |
$103M - $113M
|
518K
$70.3M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.56M- 18.78% |
$175M - $193M
|
6.76M
$917M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.29MClosed |
$370M - $407M
|
0
$0
|