Purchases and Sales Made in Q2 2023 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-690- 5.43% |
$70K - $75.8K
|
12K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-718- 1.56% |
$72.9K - $78.9K
|
45.3K
$5.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-726- 2.03% |
$73.7K - $79.7K
|
35K
$4.14M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-745- 1.28% |
$75.6K - $81.8K
|
57.5K
$6.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-750- 1.89% |
$76.1K - $82.4K
|
39K
$4.61M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-769- 45.18% |
$78.1K - $84.5K
|
933
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-805- 12.58% |
$81.7K - $88.4K
|
5.59K
$661K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-851- 13.99% |
$86.4K - $93.5K
|
5.23K
$619K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-855- 31.46% |
$86.8K - $93.9K
|
1.86K
$220K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-856- 13.62% |
$86.9K - $94K
|
5.43K
$642K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-863- 1.3% |
$87.6K - $94.8K
|
65.6K
$7.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-881- 3.52% |
$89.4K - $96.8K
|
24.1K
$2.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-897- 10.13% |
$91K - $98.5K
|
7.95K
$940K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-910- 23.88% |
$92.4K - $100K
|
2.9K
$343K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-972- 43.01% |
$98.7K - $107K
|
1.29K
$152K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-983- 1.68% |
$99.8K - $108K
|
57.6K
$6.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-999- 0.77% |
$101K - $110K
|
129K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1K- 33.55% |
$102K - $110K
|
1.98K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.03K- 5.13% |
$104K - $113K
|
19K
$2.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-1.04K- 60.41% |
$105K - $114K
|
679
$80.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.04K- 28.45% |
$106K - $115K
|
2.63K
$310K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 14.06% |
$106K - $115K
|
6.41K
$758K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 21.86% |
$107K - $116K
|
3.77K
$446K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.09K- 3.44% |
$110K - $119K
|
30.5K
$3.6M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.09K- 22.94% |
$111K - $120K
|
3.67K
$434K
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-1.11K- 0.84% |
$113K - $122K
|
132K
$15.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 1.89% |
$116K - $125K
|
59.3K
$7.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.14K- 1.68% |
$116K - $126K
|
66.7K
$7.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.16K- 11.14% |
$118K - $127K
|
9.24K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.21K- 25.4% |
$122K - $132K
|
3.54K
$419K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.23K- 4.2% |
$125K - $135K
|
28.1K
$3.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.25K- 24.61% |
$127K - $137K
|
3.83K
$453K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.28K- 22.02% |
$130K - $140K
|
4.52K
$534K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.29K- 5.42% |
$131K - $142K
|
22.6K
$2.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.32K- 7.16% |
$134K - $145K
|
17.1K
$2.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.33K- 48.09% |
$135K - $146K
|
1.44K
$170K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.34K- 1.47% |
$136K - $147K
|
89.4K
$10.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.34K- 9.65% |
$136K - $147K
|
12.5K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.37K- 9.79% |
$139K - $150K
|
12.6K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.38K- 20.87% |
$140K - $151K
|
5.23K
$618K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.4K- 13.58% |
$143K - $154K
|
8.93K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.46K- 0.92% |
$148K - $160K
|
157K
$18.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 24.61% |
$152K - $165K
|
4.6K
$543K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.53K- 12.67% |
$155K - $168K
|
10.6K
$1.25M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.55K- 7.84% |
$158K - $171K
|
18.3K
$2.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.67K- 8.81% |
$170K - $184K
|
17.3K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.81K- 19.4% |
$184K - $199K
|
7.53K
$890K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.81K- 2.39% |
$184K - $199K
|
73.9K
$8.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.85K- 46.49% |
$187K - $203K
|
2.13K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.85K- 9.87% |
$187K - $203K
|
16.9K
$2M
|