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 13, 2022 Q1 2022
Ariel Investments, LLC

Chicago, IL
BUY
 -
3.2K
New
$359K - $395K
3.2K $403K
May 13, 2022 Q1 2022
Merit Financial Group, LLC

BUY
 -
3.17K
New
$355K - $391K
3.17K $398K
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
3.14K
+ 128.41%
$352K - $388K
5.58K $702K
May 11, 2022 Q1 2022
Erts Wealth Advisors, LLC

BUY
 -
3.11K
+ 25.31%
$349K - $385K
15.4K $1.94M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
3.11K
+ 29.26%
$349K - $385K
13.7K $1.73M
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
3.07K
New
$345K - $380K
3.07K $387K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.07K
New
$345K - $379K
3.07K $386K
May 05, 2022 Q1 2022
Gen Wealth Group, Inc.

BUY
 -
3.02K
+ 2.15%
$339K - $374K
144K $18.1M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
3.02K
New
$339K - $374K
3.02K $381K
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

BUY
 -
3K
+ 5.38%
$336K - $370K
58.7K $7.39M
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
2.86K
+ 3.21%
$321K - $353K
91.8K $11.6M
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
2.84K
New
$318K - $351K
2.84K $357K
May 02, 2022 Q1 2022
Xml Financial, LLC

BUY
 -
2.8K
+ 3.82%
$314K - $346K
76.1K $9.57M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.8K
+ 3.95%
$314K - $345K
73.5K $9.25M
May 05, 2022 Q1 2022
Roman Butler Fullerton & CO

BUY
 -
2.75K
New
$309K - $340K
2.75K $347K
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.73K
New
$306K - $337K
2.73K $343K
May 09, 2022 Q1 2022
Old National Bancorp

BUY
 -
2.72K
New
$305K - $336K
2.72K $342K
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.71K
New
$304K - $335K
2.71K $341K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
2.65K
+ 25.9%
$297K - $328K
12.9K $1.62M
May 13, 2022 Q1 2022
Trexquant Investment LP

Stamford, CT
BUY
 -
2.65K
New
$297K - $327K
2.65K $333K
Apr 29, 2022 Q1 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
2.64K
New
$297K - $327K
2.64K $333K
May 16, 2022 Q1 2022
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
2.6K
New
$292K - $321K
2.6K $327K
May 12, 2022 Q1 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
2.6K
New
$291K - $321K
2.6K $327K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.55K
+ 9.87%
$287K - $316K
28.4K $3.58M
May 12, 2022 Q1 2022
Charles Carroll Financial Partners, LLC

BUY
 -
2.5K
+ 22.22%
$281K - $309K
13.8K $1.73M
Apr 14, 2022 Q1 2022
Tpg Financial Advisors, LLC

BUY
 -
2.44K
New
$274K - $302K
2.44K $308K
Apr 14, 2022 Q1 2022
Inspirion Wealth Advisors, LLC

BUY
 -
2.43K
+ 4.54%
$273K - $301K
56.1K $7.05M
May 03, 2022 Q1 2022
Guyasuta Investment Advisors Inc

BUY
 -
2.43K
New
$272K - $300K
2.43K $306K
Apr 27, 2022 Q1 2022
Virginia National Bank

BUY
 -
2.38K
New
$267K - $294K
2.38K $300K
Apr 26, 2022 Q1 2022
Beam Wealth Advisors, Inc.

BUY
 -
2.27K
+ 5.48%
$255K - $281K
43.7K $5.51M
May 11, 2022 Q1 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
2.25K
+ 70.87%
$253K - $278K
5.43K $683K
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
2.2K
New
$247K - $272K
2.2K $277K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
2.2K
+ 41.07%
$247K - $272K
7.56K $952K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.19K
+ 38.68%
$245K - $270K
7.84K $986K
May 16, 2022 Q1 2022
Y Intercept (Hong Kong) LTD

BUY
 -
2.16K
New
$242K - $267K
2.16K $272K
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.15K
+ 12.43%
$242K - $266K
19.5K $2.45M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.14K
+ 39.83%
$240K - $264K
7.51K $946K
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
2.13K
New
$239K - $263K
2.13K $268K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
2.09K
New
$235K - $258K
2.09K $263K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.06K
+ 8.54%
$231K - $254K
26.1K $3.29M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
2.05K
+ 5.27%
$230K - $253K
40.9K $5.15M
May 13, 2022 Q1 2022
Washington Trust Bank

BUY
 -
2.05K
New
$230K - $253K
2.05K $257K
Apr 18, 2022 Q1 2022
Sky Oak Wealth, LLC

BUY
 -
2.03K
New
$228K - $251K
2.03K $255K
Apr 20, 2022 Q1 2022
Peak Financial Management, Inc.

BUY
 -
2K
New
$224K - $247K
2K $252K
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.92K
+ 96.82%
$215K - $237K
3.9K $491K
May 02, 2022 Q1 2022
Arkadios Wealth Advisors

BUY
 -
1.86K
+ 63.05%
$209K - $230K
4.81K $605K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
1.85K
+ 1.31%
$207K - $228K
142K $17.9M
May 09, 2022 Q1 2022
Shufro Rose & CO LLC

BUY
 -
1.83K
New
$205K - $226K
1.83K $230K
May 10, 2022 Q1 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.71K
+ 2.57%
$191K - $211K
68.1K $8.57M

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