Purchases and Sales Made in Q3 2021 in Ishares Russell Midcap Value E (IWS)
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 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.15K- 5.14% |
$238K - $256K
|
39.7K
$5.34M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.16K- 3.17% |
$239K - $257K
|
65.9K
$8.85M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.22KClosed |
$245K - $264K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.23K- 5.76% |
$247K - $266K
|
36.5K
$4.91M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.37K- 68.1% |
$262K - $282K
|
1.11K
$149K
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-2.53K- 12.44% |
$280K - $301K
|
17.8K
$2.39M
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.83KClosed |
$313K - $337K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-3.01KClosed |
$333K - $358K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.07K- 7.87% |
$340K - $366K
|
36K
$4.83M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.07K- 7.87% |
$340K - $366K
|
36K
$4.83M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.09K- 3.72% |
$342K - $368K
|
80K
$10.7M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.26K- 2.48% |
$361K - $388K
|
128K
$17.2M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.3K- 41.11% |
$365K - $392K
|
4.72K
$634K
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.64K- 6.18% |
$403K - $434K
|
55.3K
$7.43M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.73K- 5.39% |
$413K - $444K
|
65.5K
$8.8M
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.85K- 2.4% |
$426K - $458K
|
157K
$21M
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-3.92KClosed |
$434K - $467K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.04K- 2.53% |
$447K - $481K
|
155K
$20.9M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.41K- 0.78% |
$488K - $525K
|
562K
$75.5M
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-4.67K- 4.94% |
$516K - $555K
|
89.8K
$12.1M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.76K- 2.11% |
$527K - $567K
|
221K
$29.7M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-5.06K- 1.94% |
$560K - $603K
|
255K
$34.3M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.08K- 3.34% |
$562K - $604K
|
147K
$19.8M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.49K- 76.97% |
$608K - $654K
|
1.64K
$221K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.53K- 39.79% |
$612K - $658K
|
8.37K
$1.12M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.63K- 17.23% |
$623K - $670K
|
27.1K
$3.64M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.84K- 43.53% |
$646K - $695K
|
7.58K
$1.02M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.54KClosed |
$724K - $778K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.58KClosed |
$728K - $784K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.1K- 4.74% |
$785K - $845K
|
143K
$19.2M
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-7.24KClosed |
$801K - $861K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-7.38K- 4.54% |
$817K - $878K
|
155K
$20.8M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.53K- 36.49% |
$834K - $897K
|
13.1K
$1.76M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.68K- 64.93% |
$850K - $914K
|
4.15K
$558K
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8.1K- 60.04% |
$896K - $964K
|
5.39K
$724K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.99K- 20.75% |
$1.11M - $1.19M
|
38.1K
$5.13M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10K- 0.05% |
$1.11M - $1.19M
|
18.6M
$2.49B
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11.5KClosed |
$1.27M - $1.37M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-11.8K- 17.62% |
$1.31M - $1.41M
|
55.3K
$7.42M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.3K- 10.83% |
$1.36M - $1.46M
|
101K
$13.6M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-13.8KClosed |
$1.52M - $1.64M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 22.02% |
$1.57M - $1.69M
|
50.3K
$6.75M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-15.1K- 62.65% |
$1.67M - $1.79M
|
8.98K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-15.2KClosed |
$1.69M - $1.81M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-18.6KClosed |
$2.06M - $2.21M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.6K- 14.23% |
$2.06M - $2.21M
|
112K
$15.1M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.5K- 17.87% |
$2.38M - $2.56M
|
99K
$13.3M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.6K- 55.12% |
$2.72M - $2.93M
|
20K
$2.69M
|
|
Oct 25, 2021
Q3 2021
|
Wealth Cmt
|
SELL
|
- |
-26KClosed |
$2.88M - $3.1M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.8K- 17.68% |
$3.08M - $3.31M
|
130K
$17.4M
|