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 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
190
+ 10.13%
$21.3K - $23.5K
2.07K $264K
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
180
+ 0.54%
$20.2K - $22.2K
33.6K $4.29M
May 11, 2022 Q1 2022
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
178
+ 3.76%
$20K - $22K
4.91K $627K
May 03, 2022 Q1 2022
Sandy Spring Bank

BUY
 -
160
+ 2.48%
$18K - $19.8K
6.6K $843K
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
156
+ 1.69%
$17.5K - $19.3K
9.39K $1.2M
Apr 22, 2022 Q1 2022
Bishop & CO Investment Management, LLC

BUY
 -
145
+ 0.06%
$16.3K - $17.9K
235K $30M
May 11, 2022 Q1 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
144
New
$16.2K - $17.8K
144 $18.4K
May 13, 2022 Q1 2022
West Michigan Advisors, LLC

Holland, MI
BUY
 -
139
+ 5.49%
$15.6K - $17.2K
2.67K $341K
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
136
+ 6.36%
$15.3K - $16.8K
2.28K $290K
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
135
+ 2.04%
$15.2K - $16.7K
6.75K $861K
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
128
+ 3.72%
$14.4K - $15.8K
3.57K $456K
Apr 14, 2022 Q1 2022
First Command Bank

BUY
 -
126
+ 7.34%
$14.1K - $15.6K
1.84K $235K
Apr 14, 2022 Q1 2022
First Command Financial Services, Inc.

BUY
 -
126
+ 7.34%
$14.1K - $15.6K
1.84K $235K
May 05, 2022 Q1 2022
Signature Securities Group Corporation

BUY
 -
126
+ 1.07%
$14.1K - $15.6K
11.9K $1.51M
Apr 14, 2022 Q1 2022
Atlas Brown,Inc.

BUY
 -
115
+ 0.42%
$12.9K - $14.2K
27.3K $3.48M
Jun 01, 2022 Q1 2022
City State Bank

Norwalk, IA
BUY
 -
100
+ 40.0%
$11.2K - $12.4K
350 $44.7K
Apr 21, 2022 Q1 2022
Financial Management Network Inc

BUY
 -
99
+ 1.27%
$11.1K - $12.2K
7.91K $1.01M
Aug 12, 2024 Q1 2022
Abound Wealth Management

Franklin, TN
BUY
 -
94
+ 77.69%
$10.5K - $11.6K
215 $27.4K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
84
+ 3.66%
$9.43K - $10.4K
2.38K $304K
May 05, 2022 Q1 2022
Falcon Wealth Planning

BUY
 -
84
+ 1.76%
$9.43K - $10.4K
4.86K $620K
Apr 20, 2022 Q1 2022
Stegner Investment Associates Inc.

BUY
 -
79
+ 0.97%
$8.87K - $9.76K
8.23K $1.05M
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
78
+ 0.37%
$8.75K - $9.64K
21.3K $2.72M
May 10, 2022 Q1 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
76
New
$8.53K - $9.39K
76 $9.7K
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
71
+ 2.64%
$7.97K - $8.77K
2.76K $353K
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

BUY
 -
69
+ 1.53%
$7.74K - $8.53K
4.59K $586K
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

BUY
 -
67
+ 0.38%
$7.52K - $8.28K
17.7K $2.26M
Sep 11, 2024 Q1 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
66
+ 0.91%
$7.41K - $8.16K
7.36K $939K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
59
New
$6.62K - $7.29K
59 $7.53K
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
58
New
$6.51K - $7.17K
58 $7.4K
Apr 27, 2022 Q1 2022
Eukles Asset Management

BUY
 -
56
+ 0.31%
$6.28K - $6.92K
18K $2.3M
Apr 28, 2022 Q1 2022
Hardy Reed LLC

BUY
 -
55
New
$6.17K - $6.8K
55 $7.02K
Apr 19, 2022 Q1 2022
Highland Capital Management, LLC

BUY
 -
50
+ 0.72%
$5.61K - $6.18K
7.02K $896K
May 10, 2022 Q1 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
49
+ 1.08%
$5.5K - $6.06K
4.6K $588K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
48
+ 0.13%
$5.39K - $5.93K
36.8K $4.7M
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
47
+ 35.34%
$5.27K - $5.81K
180 $23K
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
46
+ 3.93%
$5.16K - $5.69K
1.22K $155K
Apr 25, 2022 Q1 2022
Sugarloaf Wealth Management, LLC

BUY
 -
44
+ 4.21%
$4.94K - $5.44K
1.09K $139K
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
41
+ 0.51%
$4.6K - $5.07K
8.03K $1.03M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
41
+ 1.55%
$4.6K - $5.07K
2.69K $343K
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
35
+ 8.68%
$3.93K - $4.33K
438 $55.9K
Apr 27, 2022 Q1 2022
Tiedemann Advisors, LLC

BUY
 -
35
+ 0.66%
$3.93K - $4.33K
5.38K $686K
Apr 28, 2022 Q1 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
34
+ 0.89%
$3.82K - $4.2K
3.86K $493K
May 13, 2022 Q1 2022
Brandywine Global Investment Management, LLC

Philadelphia, PA
BUY
 -
32
+ 1.66%
$3.59K - $3.95K
1.96K $250K
Apr 28, 2022 Q1 2022
Fullen Financial Group

BUY
 -
31
+ 0.38%
$3.48K - $3.83K
8.21K $1.05M
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
30
+ 0.28%
$3.37K - $3.71K
10.6K $1.35M
Apr 18, 2022 Q1 2022
Cadence Bank Na

BUY
 -
29
+ 0.39%
$3.25K - $3.58K
7.55K $963K
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
BUY
 -
28
+ 0.03%
$3.14K - $3.46K
103K $13.2M
May 16, 2022 Q1 2022
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
25
+ 0.37%
$2.81K - $3.09K
6.71K $856K
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
24
+ 0.58%
$2.69K - $2.97K
4.19K $535K

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