Purchases and Sales Made in Q1 2023 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
5.72K
New
$573K - $665K
5.72K $742K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.67K
+ 4.72%
$568K - $659K
126K $16.3M
Apr 14, 2023 Q1 2023
West Bancorporation Inc

BUY
 -
5.6K
+ 28.3%
$562K - $651K
25.4K $3.29M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
5.19K
+ 120.41%
$520K - $603K
9.49K $1.23M
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
5.1K
+ 42.54%
$511K - $593K
17.1K $2.22M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
5.01K
+ 82.36%
$502K - $582K
11.1K $1.44M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4.94K
+ 5.07%
$495K - $575K
102K $13.3M
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
4.71K
+ 235.74%
$472K - $547K
6.71K $870K
May 09, 2023 Q1 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
4.6K
+ 4.99%
$461K - $535K
96.7K $12.5M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
4.32K
+ 268.99%
$433K - $502K
5.93K $768K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
3.98K
+ 99525.0%
$399K - $463K
3.99K $517K
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
3.81K
New
$382K - $443K
3.81K $494K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
3.79K
+ 2.68%
$380K - $441K
145K $18.8M
May 02, 2023 Q1 2023
Prw Wealth Management LLC

BUY
 -
3.76K
New
$377K - $437K
3.76K $488K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.7K
+ 12.61%
$370K - $430K
33K $4.28M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
3.68K
+ 3.13%
$369K - $428K
121K $15.7M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
3.68K
+ 3.13%
$369K - $428K
121K $15.7M
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
3.62K
+ 2.09%
$363K - $421K
176K $22.9M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
3.59K
New
$359K - $417K
3.59K $465K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
3.34K
+ 6.93%
$334K - $388K
51.5K $6.68M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
3.21K
New
$322K - $373K
3.21K $416K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
3.15K
New
$315K - $366K
3.15K $408K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
3.12K
+ 14.82%
$313K - $363K
24.2K $3.13M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.96K
New
$296K - $344K
2.96K $383K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.78K
New
$279K - $323K
2.78K $361K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
2.75K
+ 2.41%
$275K - $319K
117K $15.1M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
2.65K
New
$266K - $308K
2.65K $344K
Apr 20, 2023 Q1 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
2.63K
+ 5.8%
$263K - $306K
47.9K $6.22M
Sep 05, 2024 Q1 2023
Granite Fo LLC

Bedford, NH
BUY
 -
2.59K
+ 177.49%
$259K - $301K
4.04K $524K
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
2.44K
+ 35.06%
$244K - $283K
9.39K $1.22M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.42K
New
$242K - $281K
2.42K $313K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.39K
+ 10.29%
$239K - $278K
25.6K $3.32M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2.39K
+ 6.28%
$239K - $277K
40.4K $5.24M
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
2.36K
+ 7.47%
$237K - $275K
34K $4.41M
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
2.36K
New
$236K - $274K
2.36K $306K
Apr 28, 2023 Q1 2023
Simmons Bank

BUY
 -
2.29K
New
$230K - $266K
2.29K $297K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
2.29K
+ 65.38%
$230K - $266K
5.8K $751K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
2.26K
New
$227K - $263K
2.26K $293K
May 10, 2023 Q1 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
2.17K
New
$218K - $252K
2.17K $281K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.16K
New
$216K - $251K
2.16K $280K
May 09, 2023 Q1 2023
Bhk Investment Advisors, LLC

BUY
 -
2.12K
+ 17.83%
$212K - $246K
14K $1.82M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.11K
New
$211K - $245K
2.11K $273K
May 09, 2023 Q1 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
2.09K
New
$209K - $243K
2.09K $271K
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
2.06K
New
$207K - $240K
2.06K $267K
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
2.06K
+ 6.11%
$206K - $239K
35.8K $4.64M
Apr 25, 2023 Q1 2023
Amarillo National Bank

BUY
 -
2.02K
+ 5.63%
$202K - $235K
37.9K $4.91M
May 12, 2023 Q1 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
2.01K
+ 4.74%
$201K - $233K
44.3K $5.75M
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
1.96K
New
$196K - $227K
1.96K $254K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.9K
+ 12.4%
$190K - $220K
17.2K $2.23M

Track Institutional and Insider Activities on IWS

Follow ISHARES RUSSELL MIDCAP VALUE E and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWS shares.

Notify only if

Insider Trading

Get notified when an Ishares Russell Midcap Value E insider buys or sells IWS shares.

Notify only if

News

Receive news related to ISHARES RUSSELL MIDCAP VALUE E

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IWS