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
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-331- 9.38% |
$33.2K - $38.5K
|
3.2K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-333- 13.39% |
$33.4K - $38.7K
|
2.15K
$279K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-333- 5.71% |
$33.4K - $38.7K
|
5.5K
$713K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-336- 0.18% |
$33.7K - $39.1K
|
186K
$24.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-343- 10.55% |
$34.4K - $39.9K
|
2.91K
$377K
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-346- 0.71% |
$34.7K - $40.2K
|
48.6K
$6.31M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-347- 0.28% |
$34.8K - $40.3K
|
126K
$16.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-353- 3.45% |
$35.4K - $41K
|
9.88K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-366- 82.62% |
$36.7K - $42.5K
|
77
$9.98K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-379- 1.63% |
$38K - $44.1K
|
22.8K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-388- 1.33% |
$38.9K - $45.1K
|
28.8K
$3.74M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-389- 15.27% |
$39K - $45.2K
|
2.16K
$280K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-394- 16.9% |
$39.5K - $45.8K
|
1.94K
$251K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-396- 0.07% |
$39.7K - $46K
|
593K
$76.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-403- 15.13% |
$40.4K - $46.8K
|
2.26K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-428- 2.67% |
$42.9K - $49.7K
|
15.6K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-433- 6.15% |
$43.4K - $50.3K
|
6.6K
$856K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-438- 1.86% |
$43.9K - $50.9K
|
23.2K
$3M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-440- 2.07% |
$44.1K - $51.1K
|
20.8K
$2.7M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-441- 29.13% |
$44.2K - $51.3K
|
1.07K
$139K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-448- 37.24% |
$44.9K - $52.1K
|
755
$97.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-448- 23.53% |
$44.9K - $52.1K
|
1.46K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-466- 5.26% |
$46.7K - $54.2K
|
8.4K
$1.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-489- 3.99% |
$49K - $56.8K
|
11.8K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-511- 1.41% |
$51.2K - $59.4K
|
35.8K
$4.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-522- 14.63% |
$52.3K - $60.7K
|
3.05K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-530- 21.81% |
$53.1K - $61.6K
|
1.9K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-540- 5.72% |
$54.1K - $62.8K
|
8.9K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-548- 2.29% |
$54.9K - $63.7K
|
23.4K
$3.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-548- 4.61% |
$54.9K - $63.7K
|
11.3K
$1.47M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-551- 0.9% |
$55.2K - $64K
|
60.4K
$7.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-578- 60.65% |
$57.9K - $67.2K
|
375
$48.6K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-582- 2.85% |
$58.3K - $67.6K
|
19.8K
$2.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-600- 3.04% |
$60.1K - $69.7K
|
19.1K
$2.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-612- 4.5% |
$61.3K - $71.1K
|
13K
$1.68M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-621- 5.33% |
$62.2K - $72.2K
|
11K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-629- 14.33% |
$63K - $73.1K
|
3.76K
$487K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-643- 0.7% |
$64.4K - $74.7K
|
90.8K
$11.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-662- 3.37% |
$66.3K - $76.9K
|
19K
$2.46M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-664- 7.49% |
$66.5K - $77.2K
|
8.2K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-667- 7.12% |
$66.8K - $77.5K
|
8.71K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-684- 2.78% |
$68.6K - $79.5K
|
23.9K
$3.1M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-691- 5.29% |
$69.3K - $80.3K
|
12.4K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-700- 12.28% |
$70.2K - $81.4K
|
5K
$648K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-703- 14.8% |
$70.5K - $81.7K
|
4.05K
$525K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-704- 5.62% |
$70.6K - $81.8K
|
11.8K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-715- 0.41% |
$71.7K - $83.1K
|
172K
$22.4M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-728- 8.94% |
$73K - $84.6K
|
7.42K
$962K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-743- 7.74% |
$74.5K - $86.4K
|
8.85K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-744- 1.68% |
$74.6K - $86.5K
|
43.6K
$5.66M
|