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 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.87K
+ 15.66%
$188K - $217K
13.8K $1.79M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.86K
+ 16.58%
$186K - $216K
13.1K $1.69M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
1.79K
+ 23.66%
$179K - $208K
9.34K $1.21M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
1.69K
+ 16.5%
$169K - $196K
11.9K $1.54M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
1.59K
+ 20.48%
$160K - $185K
9.38K $1.22M
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
1.59K
+ 11.73%
$160K - $185K
15.2K $1.97M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.47K
+ 1.83%
$147K - $171K
81.8K $10.6M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.47K
+ 70.6%
$147K - $171K
3.55K $460K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
1.46K
+ 11.57%
$146K - $169K
14.1K $1.82M
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
1.45K
+ 23.15%
$145K - $169K
7.71K $1M
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
1.41K
+ 0.58%
$141K - $164K
244K $31.7M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.37K
+ 60.14%
$137K - $159K
3.65K $473K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.31K
+ 14.55%
$132K - $153K
10.3K $1.34M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.3K
+ 58.17%
$130K - $151K
3.54K $458K
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
1.3K
+ 2.93%
$130K - $151K
45.6K $5.91M
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
1.29K
+ 22.36%
$129K - $150K
7.07K $917K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.29K
New
$129K - $150K
1.29K $167K
May 15, 2023 Q1 2023
Meeder Asset Management Inc

BUY
 -
1.26K
+ 8.99%
$127K - $147K
15.3K $1.99M
Aug 28, 2024 Q1 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
1.25K
+ 16.21%
$125K - $145K
8.96K $1.16M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
1.21K
+ 34.04%
$121K - $140K
4.75K $615K
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
1.19K
+ 45.33%
$120K - $139K
3.83K $496K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
1.17K
+ 1.4%
$118K - $136K
85K $11M
May 12, 2023 Q1 2023
Brandywine Global Investment Management, LLC

Philadelphia, PA
BUY
 -
1.12K
+ 318.57%
$112K - $130K
1.47K $190K
Apr 21, 2023 Q1 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1.1K
+ 1.05%
$110K - $128K
105K $13.7M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
1.08K
+ 8.38%
$108K - $125K
13.9K $1.81M
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
1.07K
New
$107K - $124K
1.07K $138K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.06K
+ 11.38%
$106K - $123K
10.4K $1.35M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
1.01K
+ 22.93%
$101K - $118K
5.42K $703K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
1.01K
+ 26.44%
$101K - $117K
4.83K $626K
May 15, 2023 Q1 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
1.01K
+ 52.92%
$101K - $117K
2.91K $377K
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
1.01K
+ 13.48%
$101K - $117K
8.47K $1.1M
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
1K
+ 12.36%
$100K - $116K
9.09K $1.18M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
996
+ 4.58%
$99.8K - $116K
22.8K $2.95M
Apr 27, 2023 Q1 2023
Hapanowicz & Associates Financial Services, Inc

BUY
 -
972
+ 0.57%
$97.4K - $113K
171K $22.2M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
946
+ 349.08%
$94.8K - $110K
1.22K $158K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
922
+ 6.11%
$92.4K - $107K
16K $2.08M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
911
New
$91.3K - $106K
911 $118K
May 03, 2023 Q1 2023
Intergy Private Wealth, LLC

BUY
 -
907
+ 16.51%
$90.9K - $105K
6.4K $830K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
878
+ 493.26%
$88K - $102K
1.06K $137K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
876
New
$87.8K - $102K
876 $114K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
869
+ 58.92%
$87.1K - $101K
2.34K $304K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
828
+ 0.09%
$83K - $96.2K
906K $117M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
814
New
$81.6K - $94.6K
814 $106K
May 15, 2023 Q1 2023
First Western Trust Bank

Denver, CO
BUY
 -
796
+ 5.99%
$79.8K - $92.5K
14.1K $1.83M
May 04, 2023 Q1 2023
Star Financial Bank

Fort Wayne, IN
BUY
 -
748
+ 4.14%
$75K - $86.9K
18.8K $2.44M
Aug 27, 2024 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
740
+ 13.23%
$74.2K - $86K
6.33K $821K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
737
+ 0.35%
$73.9K - $85.7K
212K $27.4M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
716
+ 12.42%
$71.8K - $83.2K
6.48K $840K
May 05, 2023 Q1 2023
Delta Investment Management, LLC

BUY
 -
715
+ 2.56%
$71.7K - $83.1K
28.6K $3.71M

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