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
Jul 21, 2022 Q2 2022
Means Investment Co., Inc.

BUY
 -
613
+ 17.15%
$60.9K - $74.6K
4.19K $535K
Aug 09, 2022 Q2 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
608
+ 1.98%
$60.4K - $74K
31.3K $3.99M
Oct 11, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
584
+ 8.63%
$58.1K - $71K
7.35K $939K
Aug 05, 2022 Q2 2022
Amg National Trust Bank

BUY
 -
583
+ 0.16%
$58K - $70.9K
368K $46.9M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
568
+ 4.8%
$56.5K - $69.1K
12.4K $1.58M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
557
+ 15.35%
$55.4K - $67.8K
4.19K $535K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
556
+ 3.08%
$55.3K - $67.6K
18.6K $2.37M
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

BUY
 -
549
+ 14.85%
$54.6K - $66.8K
4.25K $542K
Jul 26, 2022 Q2 2022
Cypress Capital Group

BUY
 -
527
+ 17.16%
$52.4K - $64.1K
3.6K $460K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
525
+ 2.72%
$52.2K - $63.9K
19.9K $2.54M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
496
+ 3.12%
$49.3K - $60.3K
16.4K $2.09M
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

BUY
 -
475
+ 2.79%
$47.2K - $57.8K
17.5K $2.23M
Jul 28, 2022 Q2 2022
Pacific Sun Financial Corp

BUY
 -
475
+ 3.42%
$47.2K - $57.8K
14.4K $1.83M
Aug 15, 2022 Q2 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
475
New
$47.2K - $57.8K
475 $60.7K
Aug 08, 2022 Q2 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
467
+ 14.33%
$46.4K - $56.8K
3.73K $476K
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
453
+ 6.57%
$45K - $55.1K
7.35K $939K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
443
+ 1.45%
$44K - $53.9K
30.9K $3.95M
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
425
+ 13.03%
$42.3K - $51.7K
3.69K $471K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
406
New
$40.4K - $49.4K
406 $51.9K
Aug 15, 2022 Q2 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
393
+ 0.25%
$39.1K - $47.8K
156K $20M
Aug 19, 2022 Q2 2022
Horizons Wealth Management

Asheville, NC
BUY
 -
373
New
$37.1K - $45.4K
373 $47.6K
Aug 12, 2022 Q2 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
361
+ 0.37%
$35.9K - $43.9K
97.1K $12.4M
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
357
+ 79.69%
$35.5K - $43.4K
805 $103K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
357
+ 268.42%
$35.5K - $43.4K
490 $62.6K
Aug 11, 2022 Q2 2022
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
338
+ 3.6%
$33.6K - $41.1K
9.74K $1.24M
Jul 20, 2022 Q2 2022
Peterson Financial Group, Inc.

BUY
 -
329
+ 4.01%
$32.7K - $40K
8.54K $1.09M
Aug 01, 2022 Q2 2022
Busey Wealth Management

BUY
 -
327
+ 4.55%
$32.5K - $39.8K
7.51K $959K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
314
+ 49.92%
$31.2K - $38.2K
943 $120K
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

BUY
 -
304
+ 6.33%
$30.2K - $37K
5.11K $652K
Nov 13, 2023 Q2 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
300
New
$29.8K - $36.5K
300 $38.3K
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
297
+ 0.08%
$29.5K - $36.1K
372K $47.5M
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
287
+ 1.95%
$28.5K - $34.9K
15K $1.92M
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

BUY
 -
285
+ 55.13%
$28.3K - $34.7K
802 $102K
Aug 11, 2022 Q2 2022
Knott David M Jr

Syosset, NY
BUY
 -
273
New
$27.1K - $33.2K
273 $34.9K
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
267
+ 52.25%
$26.5K - $32.5K
778 $99.4K
Jul 22, 2022 Q2 2022
Grimes & Company, Inc.

BUY
 -
261
+ 13.45%
$25.9K - $31.7K
2.2K $281K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
258
+ 0.6%
$25.7K - $31.4K
43.6K $5.56M
Aug 04, 2022 Q2 2022
Glassman Wealth Services

BUY
 -
255
+ 16.37%
$25.4K - $31K
1.81K $232K
Aug 10, 2022 Q2 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
251
+ 12.15%
$25K - $30.5K
2.32K $296K
Jul 28, 2022 Q2 2022
Ntv Asset Management LLC

BUY
 -
238
+ 11.44%
$23.7K - $29K
2.32K $296K
Aug 01, 2022 Q2 2022
Montecito Bank & Trust

BUY
 -
233
+ 6.96%
$23.2K - $28.3K
3.58K $457K
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

BUY
 -
228
New
$22.7K - $27.7K
228 $29.1K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
217
+ 2.89%
$21.6K - $26.4K
7.73K $987K
Jul 26, 2022 Q2 2022
First Premier Bank

BUY
 -
217
New
$21.6K - $26.4K
217 $27.7K
Jul 11, 2022 Q2 2022
Financial Management Network Inc

BUY
 -
213
+ 2.69%
$21.2K - $25.9K
8.12K $1.04M
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
211
+ 8.34%
$21K - $25.7K
2.74K $350K
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
210
+ 6.94%
$20.9K - $25.5K
3.23K $413K
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
203
+ 9.22%
$20.2K - $24.7K
2.41K $307K
Aug 16, 2022 Q2 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
202
New
$20.1K - $24.6K
202 $25.8K

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