Purchases and Sales Made in Q2 2022 in Ishares Russell Midcap Value E (IWS)
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 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-95- 1.63% |
$9.44K - $11.6K
|
5.72K
$730K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 8.14% |
$9.54K - $11.7K
|
1.08K
$138K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-96- 13.1% |
$9.54K - $11.7K
|
637
$81.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-98- 1.9% |
$9.74K - $11.9K
|
5.05K
$645K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-100- 0.38% |
$9.94K - $12.2K
|
26.3K
$3.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-103- 3.07% |
$10.2K - $12.5K
|
3.25K
$416K
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-111- 0.54% |
$11K - $13.5K
|
20.3K
$2.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-119- 4.17% |
$11.8K - $14.5K
|
2.74K
$350K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-125- 2.12% |
$12.4K - $15.2K
|
5.77K
$736K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-125- 2.57% |
$12.4K - $15.2K
|
4.74K
$606K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-128- 1.4% |
$12.7K - $15.6K
|
8.99K
$1.15M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-135- 33.42% |
$13.4K - $16.4K
|
269
$34.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-141- 4.25% |
$14K - $17.2K
|
3.18K
$406K
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-151- 5.37% |
$15K - $18.4K
|
2.66K
$340K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-154- 1.69% |
$15.3K - $18.7K
|
8.95K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-156- 82.54% |
$15.5K - $19K
|
33
$4.21K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-157- 5.7% |
$15.6K - $19.1K
|
2.6K
$332K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
SELL
|
- |
-162- 0.55% |
$16.1K - $19.7K
|
29.2K
$3.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-163- 0.32% |
$16.2K - $19.8K
|
50.9K
$6.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-165- 6.08% |
$16.4K - $20.1K
|
2.55K
$325K
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-165- 6.35% |
$16.4K - $20.1K
|
2.43K
$311K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-165- 6.08% |
$16.4K - $20.1K
|
2.55K
$325K
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-169- 1.17% |
$16.8K - $20.6K
|
14.3K
$1.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-178- 3.62% |
$17.7K - $21.7K
|
4.74K
$605K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-180- 1.48% |
$17.9K - $21.9K
|
12K
$1.53M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-185- 0.85% |
$18.4K - $22.5K
|
21.6K
$2.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-189- 5.74% |
$18.8K - $23K
|
3.1K
$396K
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-193- 1.19% |
$19.2K - $23.5K
|
16.1K
$2.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-195- 6.35% |
$19.4K - $23.7K
|
2.88K
$367K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-200- 2.74% |
$19.9K - $24.3K
|
7.11K
$908K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-200- 0.5% |
$19.9K - $24.3K
|
39.7K
$5.07M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-209- 14.23% |
$20.8K - $25.4K
|
1.26K
$161K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-226- 0.93% |
$22.5K - $27.5K
|
24K
$3.07M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-228- 3.83% |
$22.7K - $27.7K
|
5.72K
$730K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-231- 7.83% |
$23K - $28.1K
|
2.72K
$347K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-236- 3.36% |
$23.5K - $28.7K
|
6.78K
$866K
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-238- 12.13% |
$23.7K - $29K
|
1.72K
$220K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-238- 5.8% |
$23.7K - $29K
|
3.87K
$494K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-258- 2.19% |
$25.7K - $31.4K
|
11.5K
$1.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-260- 4.17% |
$25.8K - $31.6K
|
5.97K
$762K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-265- 25.73% |
$26.3K - $32.2K
|
765
$97.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-272- 5.91% |
$27K - $33.1K
|
4.33K
$553K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-274Closed |
$27.2K - $33.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-279- 4.39% |
$27.7K - $33.9K
|
6.07K
$776K
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-294- 1.13% |
$29.2K - $35.8K
|
25.8K
$3.29M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-304- 7.26% |
$30.2K - $37K
|
3.89K
$496K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-332- 12.76% |
$33K - $40.4K
|
2.27K
$290K
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
SELL
|
- |
-332- 1.84% |
$33K - $40.4K
|
17.7K
$2.26M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-333Closed |
$33.1K - $40.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-335Closed |
$33.3K - $40.7K
|
0
$0
|