Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 16, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
15M
+ 36421.43%
$1.66B - $1.79B
15.1M $1.96B
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
8.79M
New
$973M - $1.05B
8.79M $1.14B
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.39M
New
$154M - $165M
1.39M $181M
Nov 10, 2021 Q3 2021
American Century Companies Inc

Kansas City, MO
BUY
 -
408K
New
$45.2M - $48.6M
408K $53.2M
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
406K
+ 61.07%
$45M - $48.4M
1.07M $140M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
257K
+ 9.51%
$28.5M - $30.6M
2.96M $386M
Oct 27, 2021 Q3 2021
Vaughan Nelson Investment Management, L.P.

BUY
 -
218K
+ 1538.74%
$24.1M - $26M
232K $30.2M
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

BUY
 -
147K
+ 1.84%
$16.3M - $17.5M
8.12M $1.06B
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
118K
New
$13M - $14M
118K $15.4M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
95.2K
+ 72.94%
$10.5M - $11.3M
226K $29.4M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
79.7K
+ 6.64%
$8.82M - $9.49M
1.28M $167M
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
74.5K
+ 94.02%
$8.25M - $8.87M
154K $20M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
74.1K
+ 3.93%
$8.2M - $8.82M
1.96M $255M
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
67.4K
New
$7.46M - $8.02M
67.4K $8.78M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
66.5K
+ 46.96%
$7.36M - $7.92M
208K $27.1M
Nov 10, 2021 Q3 2021
Zions Bancorporation, N.A.

BUY
 -
55.7K
+ 8.23%
$6.16M - $6.63M
733K $95.4M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
52.4K
+ 3.28%
$5.8M - $6.24M
1.65M $215M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
48.8K
+ 6.22%
$5.4M - $5.81M
833K $108M
Nov 05, 2021 Q3 2021
Thompson Siegel & Walmsley LLC

BUY
 -
47.7K
+ 329.02%
$5.28M - $5.68M
62.2K $8.1M
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
42.7K
New
$4.73M - $5.09M
42.7K $5.56M
Oct 19, 2021 Q3 2021
Jmg Financial Group, Ltd.

BUY
 -
42.5K
+ 40.41%
$4.71M - $5.06M
148K $19.2M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
39.5K
+ 5.46%
$4.37M - $4.7M
763K $99.3M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
39.1K
+ 1302.86%
$4.33M - $4.66M
42.1K $5.49M
Nov 10, 2021 Q3 2021
Alliancebernstein L.P.

New York, NY
BUY
 -
34.5K
+ 1170.88%
$3.82M - $4.11M
37.4K $4.88M
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
BUY
 -
32.2K
+ 11.01%
$3.57M - $3.84M
325K $42.3M
Nov 15, 2021 Q3 2021
Nuance Investments, LLC

Kansas City, MO
BUY
 -
30.4K
+ 262.7%
$3.36M - $3.62M
41.9K $5.46M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
28.9K
New
$3.2M - $3.45M
28.9K $3.77M
Oct 21, 2021 Q3 2021
Farmers & Merchants Investments Inc

BUY
 -
27.7K
+ 7912.86%
$3.07M - $3.3M
28K $3.65M
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

BUY
 -
25.9K
New
$2.87M - $3.09M
25.9K $3.38M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
25K
New
$2.77M - $2.98M
25K $3.26M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
24.1K
+ 0.67%
$2.67M - $2.87M
3.65M $476M
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
24.1K
+ 249.52%
$2.67M - $2.87M
33.8K $4.4M
Nov 12, 2021 Q3 2021
Sei Investments CO

Oaks, PA
BUY
 -
23.2K
New
$2.56M - $2.76M
23.2K $3.02M
Oct 02, 2024 Q3 2021
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
22.2K
New
$2.45M - $2.64M
22.2K $2.89M
Nov 02, 2021 Q3 2021
Victory Capital Management Inc

BUY
 -
22K
+ 1.69%
$2.43M - $2.62M
1.33M $173M
Oct 13, 2021 Q3 2021
Five Oceans Advisors

BUY
 -
17.1K
New
$1.89M - $2.03M
17.1K $2.22M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
16.7K
+ 8.09%
$1.84M - $1.98M
223K $29M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
15.7K
+ 10.46%
$1.74M - $1.87M
166K $21.6M
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

BUY
 -
15.4K
+ 767.78%
$1.7M - $1.83M
17.4K $2.26M
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
14.3K
+ 168.47%
$1.59M - $1.71M
22.8K $2.97M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
13.2K
+ 21.71%
$1.46M - $1.58M
74.2K $9.66M
Nov 29, 2021 Q3 2021
Badgley Phelps Wealth Managers, LLC

BUY
 -
12.9K
New
$1.43M - $1.53M
12.9K $1.68M
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
12.5K
+ 3.75%
$1.39M - $1.49M
347K $45.2M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
12.4K
+ 4.34%
$1.37M - $1.47M
298K $38.8M
Nov 15, 2021 Q3 2021
Earnest Partners LLC

Atlanta, GA
BUY
 -
11.8K
+ 106.55%
$1.3M - $1.4M
22.8K $2.97M
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
11.7K
New
$1.3M - $1.4M
11.7K $1.53M
Oct 14, 2021 Q3 2021
Aprio Wealth Management, LLC

BUY
 -
10.9K
+ 64.24%
$1.21M - $1.3M
27.9K $3.64M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
10.8K
New
$1.2M - $1.29M
10.8K $1.41M
Nov 15, 2021 Q3 2021
Kennedy Capital Management, Inc.

St Louis, MO
BUY
 -
10.4K
+ 431.56%
$1.15M - $1.24M
12.8K $1.67M

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