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
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.39% |
$2.24K - $2.47K
|
5.16K
$715K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
20+ 0.12% |
$2.24K - $2.47K
|
16K
$2.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
17+ 7.23% |
$1.91K - $2.1K
|
252
$34.9K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17+ 0.1% |
$1.91K - $2.1K
|
16.2K
$2.25M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
16+ 0.55% |
$1.8K - $1.98K
|
2.95K
$409K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$1.8K - $1.98K
|
16
$2.22K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
16+ 1.04% |
$1.8K - $1.98K
|
1.56K
$216K
|
|
|
May 06, 2022
Q1 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
11+ 0.23% |
$1.23K - $1.36K
|
4.71K
$652K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
10+ 0.28% |
$1.12K - $1.24K
|
3.58K
$496K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$1.12K - $1.24K
|
5.15K
$714K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
9+ 0.15% |
$1.01K - $1.11K
|
5.95K
$824K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 4.04% |
$898 - $989
|
206
$28.6K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 0.37% |
$898 - $989
|
2.17K
$301K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 6.4% |
$898 - $989
|
133
$18.4K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$786 - $865
|
1.95K
$270K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.35% |
$786 - $865
|
2.01K
$279K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
7+ 0.08% |
$786 - $865
|
8.73K
$1.21M
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
7+ 0.1% |
$786 - $865
|
6.73K
$933K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.23% |
$673 - $742
|
2.58K
$357K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
6+ 0.11% |
$673 - $742
|
5.67K
$786K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.27% |
$561 - $618
|
1.89K
$261K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$561 - $618
|
5
$693
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.38% |
$449 - $494
|
1.07K
$148K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.17% |
$449 - $494
|
2.38K
$330K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$449 - $494
|
3.56K
$493K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
4+ 0.87% |
$449 - $494
|
464
$64.3K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.12% |
$449 - $494
|
3.22K
$447K
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$337 - $371
|
12.6K
$1.75M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3+ 0.49% |
$337 - $371
|
611
$84.7K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.1% |
$224 - $247
|
2.07K
$286K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.27% |
$224 - $247
|
733
$102K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.0% |
$224 - $247
|
94.6K
$13.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.08% |
$224 - $247
|
2.46K
$341K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
2+ 0.05% |
$224 - $247
|
3.96K
$549K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.05% |
$224 - $247
|
4.11K
$569K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$224 - $247
|
2.43K
$337K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.08% |
$224 - $247
|
2.51K
$348K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$224 - $247
|
551
$76.4K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$112 - $124
|
1.67K
$232K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.4% |
$112 - $124
|
251
$34.8K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$112 - $124
|
1.53K
$212K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.3% |
$112 - $124
|
333
$46.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$112 - $124
|
184
$25.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.26K
$452K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1+ 0.05% |
$112 - $124
|
2.22K
$308K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.12% |
$112 - $124
|
805
$112K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3- 0.05% |
$337 - $371
|
6.52K
$904K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$673 - $742
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7Closed |
$786 - $865
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-8- 0.04% |
$898 - $989
|
20.4K
$2.83M
|