Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 15, 2022 Q2 2022
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
18.5K
+ 275.18%
$1.83M - $2.24M
25.2K $3.21M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
17.8K
+ 9.98%
$1.77M - $2.17M
196K $25.1M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
17.3K
+ 484.45%
$1.72M - $2.1M
20.9K $2.66M
Aug 04, 2022 Q2 2022
Washington Trust Bank

BUY
 -
17.3K
+ 843.77%
$1.72M - $2.1M
19.3K $2.46M
Aug 12, 2022 Q2 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
16.5K
+ 82.06%
$1.64M - $2M
36.5K $4.66M
Aug 15, 2022 Q2 2022
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
14.8K
New
$1.47M - $1.8M
14.8K $1.89M
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

BUY
 -
14.6K
+ 100.84%
$1.45M - $1.78M
29.1K $3.72M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
14.3K
+ 49.42%
$1.43M - $1.74M
43.4K $5.54M
Aug 10, 2022 Q2 2022
Kennedy Capital Management, Inc.

St Louis, MO
BUY
 -
13.3K
+ 76.3%
$1.33M - $1.62M
30.8K $3.94M
Aug 10, 2022 Q2 2022
Eagle Strategies LLC

New York, NY
BUY
 -
13K
+ 67.28%
$1.3M - $1.59M
32.4K $4.14M
Aug 02, 2022 Q2 2022
Capital Wealth Alliance, LLC

BUY
 -
11.3K
New
$1.13M - $1.38M
11.3K $1.45M
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
10.9K
+ 116.49%
$1.08M - $1.32M
20.2K $2.58M
Aug 09, 2022 Q2 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
10.1K
+ 68.13%
$1M - $1.22M
24.8K $3.17M
Jul 15, 2022 Q2 2022
West Bancorporation Inc

BUY
 -
9.62K
+ 876.85%
$956K - $1.17M
10.7K $1.37M
Jul 27, 2022 Q2 2022
Country Club Bank

BUY
 -
8.46K
New
$841K - $1.03M
8.46K $1.08M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
8.33K
+ 13.79%
$828K - $1.01M
68.7K $8.78M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
8.23K
+ 12.15%
$818K - $1M
75.9K $9.69M
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

BUY
 -
8.19K
+ 6.65%
$814K - $996K
131K $16.8M
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
8.06K
+ 17.92%
$801K - $980K
53K $6.77M
Jul 18, 2022 Q2 2022
Hapanowicz & Associates Financial Services, Inc

BUY
 -
7.99K
+ 5.13%
$794K - $971K
164K $20.9M
Jul 20, 2022 Q2 2022
Falcon Wealth Planning

BUY
 -
7.85K
+ 161.56%
$780K - $955K
12.7K $1.62M
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
7.59K
+ 100.33%
$754K - $923K
15.2K $1.94M
Aug 05, 2022 Q2 2022
Cullen/Frost Bankers, Inc.

BUY
 -
7.09K
+ 229.56%
$705K - $863K
10.2K $1.3M
Aug 02, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
7.07K
New
$703K - $860K
7.07K $903K
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
6.81K
+ 21.18%
$677K - $829K
39K $4.98M
Jul 20, 2022 Q2 2022
First Pacific Financial

BUY
 -
6.78K
+ 46.91%
$674K - $825K
21.2K $2.71M
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
6.77K
New
$673K - $823K
6.77K $864K
Aug 15, 2022 Q2 2022
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
6.72K
New
$668K - $817K
6.72K $858K
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
6.48K
+ 2.35%
$644K - $788K
283K $36.1M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.4K
+ 3.98%
$636K - $779K
167K $21.4M
Aug 02, 2022 Q2 2022
Powell Investment Advisors, LLC

BUY
 -
6.29K
+ 14.33%
$626K - $765K
50.2K $6.41M
Aug 01, 2022 Q2 2022
Beam Wealth Advisors, Inc.

BUY
 -
6.17K
+ 14.11%
$614K - $751K
49.9K $6.38M
Jul 20, 2022 Q2 2022
Conning Inc.

BUY
 -
6.13K
+ 85.7%
$610K - $746K
13.3K $1.7M
Jul 18, 2022 Q2 2022
Financial Sense Advisors, Inc.

BUY
 -
6.06K
New
$602K - $737K
6.06K $774K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
5.93K
+ 23.29%
$590K - $722K
31.4K $4.01M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
5.9K
+ 16.73%
$587K - $718K
41.2K $5.26M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.75K
+ 5.1%
$572K - $700K
119K $15.1M
Aug 03, 2022 Q2 2022
Renasant Bank

BUY
 -
5.35K
+ 84.93%
$532K - $651K
11.6K $1.49M
Jul 27, 2022 Q2 2022
Inspirion Wealth Advisors, LLC

BUY
 -
5.29K
+ 9.43%
$526K - $643K
61.3K $7.83M
Jul 27, 2022 Q2 2022
Covenant Partners, LLC

BUY
 -
5.12K
+ 3.28%
$509K - $623K
162K $20.6M
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

BUY
 -
5.12K
New
$509K - $622K
5.12K $653K
Aug 11, 2022 Q2 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
5.08K
+ 13.58%
$505K - $618K
42.5K $5.42M
Aug 10, 2022 Q2 2022
Boston Partners

Boston, MA
BUY
 -
4.77K
+ 268.71%
$474K - $580K
6.54K $835K
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

BUY
 -
4.73K
+ 4.76%
$470K - $575K
104K $13.3M
Feb 14, 2024 Q2 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
4.73K
+ 4.76%
$470K - $575K
104K $13.3M
Jan 25, 2023 Q2 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
4.67K
+ 6.44%
$464K - $568K
77.2K $9.85M
Jul 11, 2022 Q2 2022
Tpg Financial Advisors, LLC

BUY
 -
4.66K
+ 190.47%
$463K - $566K
7.1K $907K
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

BUY
 -
4.17K
+ 47.67%
$414K - $507K
12.9K $1.65M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
4.08K
+ 23.6%
$406K - $496K
21.4K $2.73M

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