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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.58% |
$2.69K - $2.97K
|
4.19K
$540K
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
23+ 0.38% |
$2.58K - $2.84K
|
6.11K
$788K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 3.17% |
$2.47K - $2.72K
|
716
$92.3K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.39% |
$2.24K - $2.47K
|
5.16K
$664K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
20+ 0.12% |
$2.24K - $2.47K
|
16K
$2.07M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17+ 0.1% |
$1.91K - $2.1K
|
16.2K
$2.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
17+ 7.23% |
$1.91K - $2.1K
|
252
$32.5K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$1.8K - $1.98K
|
16
$2.06K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
16+ 1.04% |
$1.8K - $1.98K
|
1.56K
$201K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
16+ 0.55% |
$1.8K - $1.98K
|
2.95K
$380K
|
|
|
May 06, 2022
Q1 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
11+ 0.23% |
$1.23K - $1.36K
|
4.71K
$606K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$1.12K - $1.24K
|
5.15K
$664K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
10+ 0.28% |
$1.12K - $1.24K
|
3.58K
$461K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
9+ 0.15% |
$1.01K - $1.11K
|
5.95K
$766K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 6.4% |
$898 - $989
|
133
$17.1K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 0.37% |
$898 - $989
|
2.17K
$280K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 4.04% |
$898 - $989
|
206
$26.5K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
7+ 0.1% |
$786 - $865
|
6.73K
$867K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.35% |
$786 - $865
|
2.01K
$259K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
7+ 0.08% |
$786 - $865
|
8.73K
$1.12M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$786 - $865
|
1.95K
$251K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.23% |
$673 - $742
|
2.58K
$332K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
6+ 0.11% |
$673 - $742
|
5.67K
$731K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$561 - $618
|
5
$644
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.27% |
$561 - $618
|
1.89K
$243K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.38% |
$449 - $494
|
1.07K
$137K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.12% |
$449 - $494
|
3.22K
$415K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$449 - $494
|
3.56K
$458K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.17% |
$449 - $494
|
2.38K
$307K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
4+ 0.87% |
$449 - $494
|
464
$59.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3+ 0.49% |
$337 - $371
|
611
$78.7K
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$337 - $371
|
12.6K
$1.63M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.08% |
$224 - $247
|
2.51K
$324K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$224 - $247
|
2.43K
$313K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.08% |
$224 - $247
|
2.46K
$317K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.27% |
$224 - $247
|
733
$94.5K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.1% |
$224 - $247
|
2.07K
$266K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
2+ 0.05% |
$224 - $247
|
3.96K
$510K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$224 - $247
|
551
$71K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.05% |
$224 - $247
|
4.11K
$529K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.0% |
$224 - $247
|
94.6K
$12.2M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$112 - $124
|
1.53K
$197K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.3% |
$112 - $124
|
333
$42.9K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.4% |
$112 - $124
|
251
$32.3K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1+ 0.05% |
$112 - $124
|
2.22K
$286K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$112 - $124
|
1.67K
$216K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$112 - $124
|
184
$23.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.26K
$420K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.12% |
$112 - $124
|
805
$104K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3- 0.05% |
$337 - $371
|
6.52K
$841K
|