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 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
193+ 1.2% |
$21.7K - $23.9K
|
16.3K
$2.04M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
190+ 10.13% |
$21.3K - $23.5K
|
2.07K
$258K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
180+ 0.54% |
$20.2K - $22.2K
|
33.6K
$4.21M
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
178+ 3.76% |
$20K - $22K
|
4.91K
$615K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
160+ 2.48% |
$18K - $19.8K
|
6.6K
$826K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
156+ 1.69% |
$17.5K - $19.3K
|
9.39K
$1.17M
|
|
|
Apr 22, 2022
Q1 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
145+ 0.06% |
$16.3K - $17.9K
|
235K
$29.4M
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
144New |
$16.2K - $17.8K
|
144
$18K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
139+ 5.49% |
$15.6K - $17.2K
|
2.67K
$334K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
136+ 6.36% |
$15.3K - $16.8K
|
2.28K
$285K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
135+ 2.04% |
$15.2K - $16.7K
|
6.75K
$844K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
129New |
$14.5K - $15.9K
|
129
$16.1K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
128+ 3.72% |
$14.4K - $15.8K
|
3.57K
$447K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
126+ 1.07% |
$14.1K - $15.6K
|
11.9K
$1.48M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
126+ 7.34% |
$14.1K - $15.6K
|
1.84K
$231K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
126+ 7.34% |
$14.1K - $15.6K
|
1.84K
$231K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
115+ 0.42% |
$12.9K - $14.2K
|
27.3K
$3.42M
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 40.0% |
$11.2K - $12.4K
|
350
$43.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
99+ 1.27% |
$11.1K - $12.2K
|
7.91K
$990K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
94+ 77.69% |
$10.5K - $11.6K
|
215
$26.9K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 3.66% |
$9.43K - $10.4K
|
2.38K
$298K
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
84+ 1.76% |
$9.43K - $10.4K
|
4.86K
$608K
|
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
79+ 0.97% |
$8.87K - $9.76K
|
8.23K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
78+ 0.37% |
$8.75K - $9.64K
|
21.3K
$2.67M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
76New |
$8.53K - $9.39K
|
76
$9.51K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
71+ 2.64% |
$7.97K - $8.77K
|
2.76K
$346K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
69+ 1.53% |
$7.74K - $8.53K
|
4.59K
$574K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 0.38% |
$7.52K - $8.28K
|
17.7K
$2.22M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
66+ 0.91% |
$7.41K - $8.16K
|
7.36K
$920K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59New |
$6.62K - $7.29K
|
59
$7.38K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
58New |
$6.51K - $7.17K
|
58
$7.26K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
56+ 0.31% |
$6.28K - $6.92K
|
18K
$2.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
55New |
$6.17K - $6.8K
|
55
$6.88K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.72% |
$5.61K - $6.18K
|
7.02K
$878K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
49+ 1.08% |
$5.5K - $6.06K
|
4.6K
$576K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
48+ 0.13% |
$5.39K - $5.93K
|
36.8K
$4.61M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47+ 35.34% |
$5.27K - $5.81K
|
180
$22.5K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
46+ 3.93% |
$5.16K - $5.69K
|
1.22K
$152K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
44+ 4.21% |
$4.94K - $5.44K
|
1.09K
$136K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
41+ 0.51% |
$4.6K - $5.07K
|
8.03K
$1M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
41+ 1.55% |
$4.6K - $5.07K
|
2.69K
$337K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35+ 8.68% |
$3.93K - $4.33K
|
438
$54.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
35+ 0.66% |
$3.93K - $4.33K
|
5.38K
$673K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.89% |
$3.82K - $4.2K
|
3.86K
$483K
|
|
|
May 13, 2022
Q1 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
32+ 1.66% |
$3.59K - $3.95K
|
1.96K
$245K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
31+ 0.38% |
$3.48K - $3.83K
|
8.21K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30+ 0.28% |
$3.37K - $3.71K
|
10.6K
$1.33M
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
29+ 0.39% |
$3.25K - $3.58K
|
7.55K
$944K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28+ 0.03% |
$3.14K - $3.46K
|
103K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
25+ 0.37% |
$2.81K - $3.09K
|
6.71K
$839K
|