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
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
538+ 6.43% |
$60.4K - $66.5K
|
8.91K
$1.21M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
532+ 2.27% |
$59.7K - $65.7K
|
24K
$3.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
529+ 17.06% |
$59.4K - $65.4K
|
3.63K
$492K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
525+ 3.99% |
$58.9K - $64.9K
|
13.7K
$1.85M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
470+ 5.44% |
$52.7K - $58.1K
|
9.12K
$1.24M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
470+ 4.17% |
$52.7K - $58.1K
|
11.7K
$1.59M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
452+ 0.15% |
$50.7K - $55.9K
|
294K
$39.9M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
451New |
$50.6K - $55.7K
|
451
$61.2K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
450+ 14.62% |
$50.5K - $55.6K
|
3.53K
$478K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
440+ 12.56% |
$49.4K - $54.4K
|
3.94K
$535K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
423New |
$47.5K - $52.3K
|
423
$57.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
419+ 19.86% |
$47K - $51.8K
|
2.53K
$343K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
412+ 0.88% |
$46.2K - $50.9K
|
47K
$6.38M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
392+ 816.67% |
$44K - $48.4K
|
440
$59.7K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
382+ 6.53% |
$42.9K - $47.2K
|
6.23K
$845K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
350+ 82.94% |
$39.3K - $43.3K
|
772
$105K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
336+ 4.77% |
$37.7K - $41.5K
|
7.37K
$1M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
335+ 17.9% |
$37.6K - $41.4K
|
2.21K
$299K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
328+ 151.15% |
$36.8K - $40.5K
|
545
$73.9K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
325+ 19.22% |
$36.5K - $40.2K
|
2.02K
$273K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
324+ 7.62% |
$36.4K - $40K
|
4.58K
$621K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
305+ 7.71% |
$34.2K - $37.7K
|
4.26K
$578K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300+ 400.0% |
$33.7K - $37.1K
|
375
$50.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
299+ 4.77% |
$33.6K - $37K
|
6.56K
$890K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
295New |
$33.1K - $36.5K
|
295
$40K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
282+ 11.6% |
$31.6K - $34.9K
|
2.71K
$368K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
280+ 0.1% |
$31.4K - $34.6K
|
269K
$36.4M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
275+ 8.35% |
$30.9K - $34K
|
3.57K
$484K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
275+ 33.45% |
$30.9K - $34K
|
1.1K
$149K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
274New |
$30.8K - $33.9K
|
274
$37.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
272+ 6.56% |
$30.5K - $33.6K
|
4.42K
$600K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
262+ 2.9% |
$29.4K - $32.4K
|
9.29K
$1.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
259+ 2.77% |
$29.1K - $32K
|
9.6K
$1.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
256+ 2.14% |
$28.7K - $31.6K
|
12.2K
$1.66M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
255+ 7.41% |
$28.6K - $31.5K
|
3.7K
$501K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
254+ 12.7% |
$28.5K - $31.4K
|
2.25K
$306K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
246+ 1.75% |
$27.6K - $30.4K
|
14.3K
$1.94M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
243New |
$27.3K - $30K
|
243
$33K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
243+ 168.75% |
$27.3K - $30K
|
387
$52.5K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
241+ 100.0% |
$27K - $29.8K
|
482
$65.4K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
224+ 45.16% |
$25.1K - $27.7K
|
720
$97.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
221New |
$24.8K - $27.3K
|
221
$30K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
214New |
$24K - $26.4K
|
214
$29K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
210+ 0.13% |
$23.6K - $26K
|
156K
$21.2M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
209+ 20.49% |
$23.5K - $25.8K
|
1.23K
$167K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
208+ 0.95% |
$23.3K - $25.7K
|
22.2K
$3.01M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
193+ 1.2% |
$21.7K - $23.9K
|
16.3K
$2.21M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
193+ 1.7% |
$21.7K - $23.9K
|
11.5K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
190+ 10.13% |
$21.3K - $23.5K
|
2.07K
$280K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
180+ 0.54% |
$20.2K - $22.2K
|
33.6K
$4.56M
|