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 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-68- 0.93% |
$6.81K - $7.9K
|
7.24K
$856K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-70- 1.38% |
$7.02K - $8.14K
|
5.01K
$592K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-74- 41.11% |
$7.42K - $8.6K
|
106
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-74- 0.92% |
$7.42K - $8.6K
|
7.95K
$940K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-77- 3.44% |
$7.72K - $8.95K
|
2.16K
$255K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-85- 34.84% |
$8.52K - $9.88K
|
159
$18.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-89- 1.46% |
$8.92K - $10.3K
|
6.02K
$712K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-90- 3.44% |
$9.02K - $10.5K
|
2.53K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-95- 1.5% |
$9.52K - $11K
|
6.26K
$740K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-97- 4.66% |
$9.72K - $11.3K
|
1.99K
$235K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-99- 8.56% |
$9.92K - $11.5K
|
1.06K
$125K
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-108- 2.65% |
$10.8K - $12.6K
|
3.96K
$469K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-110- 0.14% |
$11K - $12.8K
|
79.4K
$9.39M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-113- 2.29% |
$11.3K - $13.1K
|
4.82K
$570K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-124- 0.6% |
$12.4K - $14.4K
|
20.5K
$2.42M
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-127- 0.88% |
$12.7K - $14.8K
|
14.3K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-130- 0.5% |
$13K - $15.1K
|
25.8K
$3.05M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-135- 2.14% |
$13.5K - $15.7K
|
6.18K
$731K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-136- 6.6% |
$13.6K - $15.8K
|
1.93K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-138- 1.47% |
$13.8K - $16K
|
9.25K
$1.09M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-139- 4.27% |
$13.9K - $16.2K
|
3.12K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-139- 6.03% |
$13.9K - $16.2K
|
2.17K
$256K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-141- 0.7% |
$14.1K - $16.4K
|
20.1K
$2.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 53.18% |
$14.2K - $16.5K
|
125
$14.8K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-152- 4.97% |
$15.2K - $17.7K
|
2.91K
$344K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-154- 3.28% |
$15.4K - $17.9K
|
4.54K
$537K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-157- 0.43% |
$15.7K - $18.2K
|
36.4K
$4.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-160- 6.26% |
$16K - $18.6K
|
2.4K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-164- 2.33% |
$16.4K - $19.1K
|
6.86K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-164- 6.34% |
$16.4K - $19.1K
|
2.42K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-182- 2.38% |
$18.2K - $21.2K
|
7.46K
$882K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-190- 5.88% |
$19K - $22.1K
|
3.04K
$360K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-194- 2.19% |
$19.4K - $22.5K
|
8.67K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-195- 0.22% |
$19.5K - $22.7K
|
88.9K
$10.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-199- 4.18% |
$19.9K - $23.1K
|
4.56K
$539K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-199- 0.12% |
$19.9K - $23.1K
|
164K
$19.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-216- 0.97% |
$21.6K - $25.1K
|
22K
$2.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-218- 2.81% |
$21.8K - $25.3K
|
7.54K
$892K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-225- 2.47% |
$22.5K - $26.2K
|
8.88K
$1.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-226- 1.17% |
$22.6K - $26.3K
|
19.1K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-229- 1.47% |
$23K - $26.6K
|
15.4K
$1.82M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-240- 7.33% |
$24.1K - $27.9K
|
3.04K
$359K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-245- 27.81% |
$24.6K - $28.5K
|
636
$75.2K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-261- 8.76% |
$26.2K - $30.3K
|
2.72K
$321K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-263- 8.56% |
$26.4K - $30.6K
|
2.81K
$332K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-271- 4.24% |
$27.2K - $31.5K
|
6.12K
$724K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-276- 2.17% |
$27.7K - $32.1K
|
12.4K
$1.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-278- 8.58% |
$27.9K - $32.3K
|
2.96K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-281- 1.1% |
$28.2K - $32.7K
|
25.3K
$2.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-297- 7.02% |
$29.8K - $34.5K
|
3.93K
$465K
|