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 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
23+ 0.37% |
$2.33K - $2.53K
|
6.26K
$841K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 0.58% |
$2.23K - $2.42K
|
3.82K
$514K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20New |
$2.03K - $2.2K
|
20
$2.69K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 57.58% |
$1.93K - $2.09K
|
52
$6.99K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.37% |
$1.93K - $2.09K
|
5.12K
$688K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18+ 0.15% |
$1.83K - $1.98K
|
11.9K
$1.6M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.1% |
$1.83K - $1.98K
|
17.8K
$2.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18+ 0.34% |
$1.83K - $1.98K
|
5.28K
$709K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18New |
$1.83K - $1.98K
|
18
$2.42K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 0.37% |
$1.73K - $1.87K
|
4.56K
$612K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
16+ 2.53% |
$1.62K - $1.76K
|
649
$87.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
16+ 0.1% |
$1.62K - $1.76K
|
16.1K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.31% |
$1.52K - $1.65K
|
4.78K
$642K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14+ 0.65% |
$1.42K - $1.54K
|
2.17K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14+ 0.32% |
$1.42K - $1.54K
|
4.35K
$585K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 2.64% |
$1.32K - $1.43K
|
506
$68K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 10.16% |
$1.32K - $1.43K
|
141
$18.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12+ 0.41% |
$1.22K - $1.32K
|
2.96K
$398K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$1.12K - $1.21K
|
14.1K
$1.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
9+ 0.31% |
$914 - $989
|
2.9K
$389K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 0.17% |
$914 - $989
|
5.34K
$717K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
9+ 0.03% |
$914 - $989
|
33.5K
$4.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9+ 0.28% |
$914 - $989
|
3.21K
$431K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 0.36% |
$812 - $879
|
2.21K
$297K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 1.06% |
$812 - $879
|
763
$103K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
8+ 0.28% |
$812 - $879
|
2.84K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8+ 0.2% |
$812 - $879
|
4.06K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.34% |
$711 - $769
|
2.05K
$275K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.24% |
$508 - $549
|
2.08K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.37% |
$406 - $439
|
1.09K
$146K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4+ 0.14% |
$406 - $439
|
2.89K
$388K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.18% |
$406 - $439
|
2.26K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 3.77% |
$406 - $439
|
110
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.13% |
$305 - $330
|
2.25K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$305 - $330
|
7.16K
$962K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.11% |
$305 - $330
|
2.63K
$353K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.36% |
$305 - $330
|
844
$113K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.14% |
$305 - $330
|
2.09K
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.18% |
$203 - $220
|
1.12K
$150K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.24% |
$203 - $220
|
836
$112K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.53K
$340K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$102 - $110
|
4.54K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.05% |
$102 - $110
|
2.22K
$298K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$102 - $110
|
4.56K
$613K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $110
|
3.15K
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$102 - $110
|
5.32K
$714K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.02% |
$102 - $110
|
5.69K
$765K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.38% |
$102 - $110
|
266
$35.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$102 - $110
|
7.3K
$980K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.6% |
$102 - $110
|
168
$22.6K
|