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 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-126- 0.38% |
$14.1K - $15.6K
|
33.4K
$4.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-129Closed |
$14.5K - $15.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-133- 6.47% |
$14.9K - $16.4K
|
1.92K
$267K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-142- 2.57% |
$15.9K - $17.5K
|
5.37K
$745K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-144- 5.69% |
$16.2K - $17.8K
|
2.39K
$331K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-146- 7.0% |
$16.4K - $18K
|
1.94K
$269K
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-146- 1.03% |
$16.4K - $18K
|
14K
$1.94M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-148- 6.73% |
$16.6K - $18.3K
|
2.05K
$284K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-148Closed |
$16.6K - $18.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-159- 0.1% |
$17.8K - $19.7K
|
151K
$21M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-161- 1.65% |
$18.1K - $19.9K
|
9.58K
$1.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-170- 0.99% |
$19.1K - $21K
|
17K
$2.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-172- 3.61% |
$19.3K - $21.3K
|
4.59K
$636K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-177- 3.73% |
$19.9K - $21.9K
|
4.57K
$634K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-183- 58.28% |
$20.5K - $22.6K
|
131
$18.2K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-195- 1.91% |
$21.9K - $24.1K
|
10K
$1.39M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-195- 1.91% |
$21.9K - $24.1K
|
10K
$1.39M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-210- 7.47% |
$23.6K - $26K
|
2.6K
$360K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-211- 2.73% |
$23.7K - $26.1K
|
7.51K
$1.04M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-213- 3.49% |
$23.9K - $26.3K
|
5.89K
$817K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-216- 6.13% |
$24.2K - $26.7K
|
3.31K
$459K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-220- 3.11% |
$24.7K - $27.2K
|
6.86K
$951K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-223Closed |
$25K - $27.6K
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-228- 75.25% |
$25.6K - $28.2K
|
75
$10.4K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-234- 4.59% |
$26.3K - $28.9K
|
4.87K
$675K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-235- 5.72% |
$26.4K - $29K
|
3.88K
$537K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-241- 0.86% |
$27K - $29.8K
|
27.8K
$3.86M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-250- 5.88% |
$28.1K - $30.9K
|
4K
$555K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-253Closed |
$28.4K - $31.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-256- 2.08% |
$28.7K - $31.6K
|
12K
$1.67M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-258- 1.61% |
$29K - $31.9K
|
15.8K
$2.19M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-260- 0.69% |
$29.2K - $32.1K
|
37.4K
$5.18M
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-263- 1.79% |
$29.5K - $32.5K
|
14.5K
$2M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-269Closed |
$30.2K - $33.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-272Closed |
$30.5K - $33.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-275Closed |
$30.9K - $34K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-281- 9.85% |
$31.5K - $34.7K
|
2.57K
$357K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-285- 19.47% |
$32K - $35.2K
|
1.18K
$163K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-287- 1.95% |
$32.2K - $35.5K
|
14.4K
$2M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-288- 41.03% |
$32.3K - $35.6K
|
414
$57.4K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-298- 26.61% |
$33.4K - $36.8K
|
822
$114K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-298- 32.15% |
$33.4K - $36.8K
|
629
$87.2K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-303- 0.28% |
$34K - $37.4K
|
108K
$15M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-305- 4.01% |
$34.2K - $37.7K
|
7.31K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-305- 0.88% |
$34.2K - $37.7K
|
34.4K
$4.77M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-308- 13.07% |
$34.6K - $38.1K
|
2.05K
$284K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-317- 27.78% |
$35.6K - $39.2K
|
824
$114K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-325- 16.03% |
$36.5K - $40.2K
|
1.7K
$236K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-325- 25.55% |
$36.5K - $40.2K
|
947
$131K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-335- 8.7% |
$37.6K - $41.4K
|
3.52K
$488K
|