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 06, 2022 Q1 2022
Auxano Advisors, LLC

BUY
 -
1.69K
New
$190K - $209K
1.69K $216K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
1.66K
+ 16.31%
$186K - $205K
11.8K $1.51M
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

BUY
 -
1.64K
+ 15.57%
$184K - $202K
12.2K $1.55M
May 25, 2022 Q1 2022
First National Bank Of Omaha

Omaha, NE
BUY
 -
1.63K
+ 29.91%
$183K - $202K
7.08K $905K
Apr 22, 2022 Q1 2022
Investment Partners, Ltd.

BUY
 -
1.63K
+ 5.42%
$183K - $201K
31.7K $4.05M
May 03, 2022 Q1 2022
Rtd Financial Advisors, Inc.

BUY
 -
1.62K
+ 1.06%
$181K - $200K
155K $19.7M
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.57K
+ 5.15%
$177K - $195K
32.2K $4.11M
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.55K
+ 82.31%
$173K - $191K
3.42K $437K
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

BUY
 -
1.49K
+ 2.69%
$167K - $184K
56.7K $7.25M
Apr 07, 2022 Q1 2022
Diversified Trust CO

BUY
 -
1.43K
+ 77.65%
$161K - $177K
3.27K $418K
Apr 14, 2022 Q1 2022
First Financial Corp

BUY
 -
1.25K
+ 2913.95%
$141K - $155K
1.3K $166K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
1.23K
+ 4.19%
$137K - $151K
30.5K $3.9M
May 16, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.2K
+ 13.67%
$134K - $148K
9.96K $1.27M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.19K
+ 0.67%
$133K - $147K
179K $22.8M
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1.18K
+ 6.55%
$133K - $146K
19.3K $2.46M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
1.15K
+ 1.49%
$129K - $142K
78.2K $10M
May 10, 2022 Q1 2022
Advanced Research Investment Solutions, LLC

BUY
 -
1.1K
New
$123K - $136K
1.1K $140K
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.08K
+ 30.71%
$121K - $134K
4.61K $589K
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
1.06K
+ 19.55%
$119K - $131K
6.51K $831K
May 09, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
1.05K
+ 0.54%
$118K - $130K
196K $25M
Apr 13, 2022 Q1 2022
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
1.04K
+ 4.95%
$117K - $129K
22.1K $2.82M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.04K
+ 22.95%
$116K - $128K
5.55K $709K
May 16, 2022 Q1 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.03K
+ 3.04%
$115K - $127K
34.8K $4.44M
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
996
+ 2.98%
$112K - $123K
34.5K $4.4M
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
950
+ 5.51%
$107K - $117K
18.2K $2.33M
Apr 14, 2022 Q1 2022
Stephens Group Asset Management, LLC

BUY
 -
889
+ 0.14%
$99.8K - $110K
656K $83.8M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
873
+ 2.16%
$98K - $108K
41.2K $5.27M
May 16, 2022 Q1 2022
Port Capital LLC

Chicago, IL
BUY
 -
853
+ 9.91%
$95.7K - $105K
9.46K $1.21M
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
846
+ 23.64%
$94.9K - $105K
4.42K $565K
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
819
+ 7.23%
$91.9K - $101K
12.1K $1.55M
May 16, 2022 Q1 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
813
+ 1.62%
$91.2K - $100K
51.1K $6.53M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
793
+ 7.18%
$89K - $98K
11.8K $1.51M
May 10, 2022 Q1 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
754
+ 2.52%
$84.6K - $93.2K
30.7K $3.92M
Jun 15, 2022 Q1 2022
Mathes Company, Inc.

BUY
 -
750
+ 10.8%
$84.2K - $92.7K
7.7K $983K
Mar 04, 2025 Q1 2022
Berkeley, Inc

Boise, ID
BUY
 -
733
+ 6.35%
$82.3K - $90.6K
12.3K $1.57M
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
701
+ 1.77%
$78.7K - $86.6K
40.2K $5.14M
Apr 13, 2022 Q1 2022
Lbj Family Wealth Advisors, Ltd.

BUY
 -
698
+ 0.49%
$78.3K - $86.3K
142K $18.2M
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

BUY
 -
689
+ 37.63%
$77.3K - $85.2K
2.52K $322K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
689
+ 37.63%
$77.3K - $85.2K
2.52K $322K
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
684
+ 33.48%
$76.8K - $84.5K
2.73K $349K
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
660
+ 34.2%
$74.1K - $81.6K
2.59K $331K
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
658
+ 4.68%
$73.8K - $81.3K
14.7K $1.88M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
627
+ 3.6%
$70.4K - $77.5K
18K $2.31M
Apr 21, 2022 Q1 2022
Dagco, Inc.

BUY
 -
616
+ 7.58%
$69.1K - $76.1K
8.75K $1.12M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
601
+ 9.42%
$67.5K - $74.3K
6.98K $892K
May 05, 2022 Q1 2022
Pacific Sun Financial Corp

BUY
 -
600
+ 4.52%
$67.3K - $74.2K
13.9K $1.77M
May 16, 2022 Q1 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 -
577
New
$64.8K - $71.3K
577 $73.7K
May 13, 2022 Q1 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
576
+ 0.6%
$64.6K - $71.2K
96.7K $12.4M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
575
+ 18.17%
$64.5K - $71.1K
3.74K $478K

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