Purchases and Sales Made in Q1 2023 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 2023. 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 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-704- 5.62% |
$70.6K - $81.8K
|
11.8K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-715- 0.41% |
$71.7K - $83.1K
|
172K
$22.2M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-728- 8.94% |
$73K - $84.6K
|
7.42K
$956K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-743- 7.74% |
$74.5K - $86.4K
|
8.85K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-744- 1.68% |
$74.6K - $86.5K
|
43.6K
$5.62M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-747- 3.41% |
$74.9K - $86.8K
|
21.2K
$2.73M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-775- 1.1% |
$77.7K - $90.1K
|
69.8K
$8.99M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-775- 11.37% |
$77.7K - $90.1K
|
6.04K
$778K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-781- 5.46% |
$78.3K - $90.8K
|
13.5K
$1.74M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-795- 19.64% |
$79.7K - $92.4K
|
3.25K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-803- 20.11% |
$80.5K - $93.3K
|
3.19K
$411K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-835- 8.5% |
$83.7K - $97.1K
|
8.99K
$1.16M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-835- 75.57% |
$83.7K - $97.1K
|
270
$34.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-844- 8.5% |
$84.6K - $98.1K
|
9.09K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-848- 5.6% |
$85K - $98.6K
|
14.3K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-858- 80.64% |
$86K - $99.7K
|
206
$26.5K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-875- 22.44% |
$87.7K - $102K
|
3.03K
$390K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-900- 69.23% |
$90.2K - $105K
|
400
$51.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-902- 7.68% |
$90.4K - $105K
|
10.8K
$1.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-920- 3.21% |
$92.2K - $107K
|
27.7K
$3.57M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-930- 17.68% |
$93.2K - $108K
|
4.33K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-951- 98.75% |
$95.3K - $111K
|
12
$1.55K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-983- 8.68% |
$98.5K - $114K
|
10.3K
$1.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-998- 0.56% |
$100K - $116K
|
177K
$22.9M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 11.64% |
$100K - $116K
|
7.59K
$978K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1K- 3.55% |
$100K - $116K
|
27.2K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.01K- 3.8% |
$101K - $117K
|
25.6K
$3.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.03K- 12.83% |
$103K - $119K
|
6.99K
$900K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.03K- 13.47% |
$104K - $120K
|
6.64K
$856K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.06K- 91.93% |
$106K - $123K
|
93
$12K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.08K- 26.64% |
$109K - $126K
|
2.99K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.09K- 9.6% |
$109K - $127K
|
10.3K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.1K- 63.43% |
$110K - $128K
|
633
$81.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.1K- 1.88% |
$111K - $128K
|
57.7K
$7.43M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.13K- 33.78% |
$113K - $131K
|
2.21K
$284K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.13K- 33.78% |
$113K - $131K
|
2.21K
$284K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.15K- 3.49% |
$115K - $133K
|
31.6K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.18K- 2.56% |
$118K - $137K
|
45K
$5.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.19K- 0.86% |
$119K - $138K
|
136K
$17.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.19K- 0.19% |
$119K - $138K
|
623K
$80.3M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.2K- 3.88% |
$120K - $139K
|
29.6K
$3.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 8.69% |
$123K - $143K
|
12.9K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.27K- 7.39% |
$127K - $147K
|
15.9K
$2.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.31K- 0.84% |
$131K - $152K
|
155K
$20M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.36K- 14.76% |
$136K - $158K
|
7.84K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.36K- 19.76% |
$137K - $159K
|
5.54K
$714K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.37K- 11.72% |
$138K - $160K
|
10.3K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.38K- 0.61% |
$138K - $160K
|
223K
$28.8M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.43K- 10.12% |
$143K - $166K
|
12.7K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.45K- 29.78% |
$146K - $169K
|
3.42K
$441K
|