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 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.9K- 8.75% |
$193K - $209K
|
19.8K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 1.38% |
$195K - $211K
|
138K
$17.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.07K- 4.45% |
$210K - $227K
|
44.4K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.1K- 3.17% |
$213K - $230K
|
64.1K
$8.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.15K- 38.53% |
$218K - $236K
|
3.43K
$442K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.3K- 1.84% |
$234K - $253K
|
123K
$15.9M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.37K- 1.12% |
$241K - $261K
|
210K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.45K- 1.64% |
$249K - $270K
|
147K
$18.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.57K- 9.44% |
$261K - $282K
|
24.7K
$3.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 23.73% |
$261K - $283K
|
8.27K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-2.83K- 1.34% |
$287K - $311K
|
209K
$26.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.86K- 0.98% |
$290K - $314K
|
288K
$37.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.95K- 2.44% |
$299K - $324K
|
118K
$15.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.02K- 33.98% |
$306K - $331K
|
5.86K
$756K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.05K- 29.52% |
$310K - $335K
|
7.29K
$939K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.06K- 19.93% |
$311K - $336K
|
12.3K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.13K- 4.29% |
$318K - $344K
|
69.8K
$8.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.13K- 2.52% |
$318K - $344K
|
121K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.37K- 6.16% |
$342K - $370K
|
51.3K
$6.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.39K- 37.4% |
$344K - $373K
|
5.68K
$732K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.4K- 46.14% |
$345K - $374K
|
3.97K
$512K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.45K- 16.81% |
$350K - $378K
|
17K
$2.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.47K- 4.18% |
$352K - $381K
|
79.5K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-3.72K- 16.34% |
$378K - $409K
|
19K
$2.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-3.72K- 16.66% |
$378K - $409K
|
18.6K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.79K- 36.83% |
$384K - $416K
|
6.49K
$837K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-3.9K- 46.37% |
$395K - $428K
|
4.5K
$580K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4K- 28.4% |
$406K - $439K
|
10.1K
$1.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.08K- 12.0% |
$414K - $448K
|
29.9K
$3.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.26K- 1.2% |
$433K - $468K
|
352K
$45.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.31K- 64.25% |
$437K - $473K
|
2.4K
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.34K- 8.97% |
$440K - $476K
|
44K
$5.67M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.44K- 3.9% |
$451K - $488K
|
109K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.54K- 4.93% |
$461K - $499K
|
87.6K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-4.72K- 4.01% |
$479K - $518K
|
113K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.88K- 64.24% |
$495K - $535K
|
2.71K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-4.95K- 3.05% |
$503K - $544K
|
158K
$20.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5.37K- 19.36% |
$545K - $590K
|
22.4K
$2.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.42K- 53.38% |
$551K - $596K
|
4.74K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.54K- 18.69% |
$562K - $608K
|
24.1K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.57K- 4.78% |
$566K - $612K
|
111K
$14.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.62K- 24.92% |
$571K - $617K
|
16.9K
$2.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.13K- 1.95% |
$623K - $674K
|
308K
$39.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.2K- 3.5% |
$629K - $681K
|
171K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.46K- 30.75% |
$655K - $709K
|
14.5K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-6.55K- 42.54% |
$664K - $719K
|
8.84K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.55K- 1.02% |
$665K - $720K
|
634K
$81.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.66K- 33.68% |
$676K - $731K
|
13.1K
$1.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-6.75K- 12.86% |
$685K - $742K
|
45.7K
$5.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-6.94K- 4.06% |
$704K - $762K
|
164K
$21.1M
|