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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.3K+ 5.56% |
$1.14M - $1.22M
|
195K
$26.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
10.1K+ 267.18% |
$1.12M - $1.21M
|
13.9K
$1.87M
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.1K+ 5.69% |
$1.12M - $1.21M
|
188K
$25.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.1K+ 52.63% |
$1.12M - $1.21M
|
29.4K
$3.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.8KNew |
$1.08M - $1.17M
|
9.8K
$1.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.52KNew |
$1.05M - $1.13M
|
9.52K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.11K+ 8.31% |
$1.01M - $1.08M
|
119K
$16M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.81K+ 65.25% |
$975K - $1.05M
|
22.3K
$3M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.6K+ 9.04% |
$952K - $1.02M
|
104K
$13.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.81K+ 10.84% |
$754K - $811K
|
69.6K
$9.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.77K+ 116.43% |
$750K - $806K
|
12.6K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.68K+ 3.33% |
$739K - $795K
|
208K
$27.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.38K+ 8.43% |
$706K - $760K
|
82.1K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.49KNew |
$607K - $653K
|
5.49K
$737K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.46K+ 55.6% |
$604K - $650K
|
15.3K
$2.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
5.45KNew |
$603K - $648K
|
5.45K
$732K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.12K+ 0.83% |
$567K - $609K
|
620K
$83.3M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.11K+ 6.15% |
$566K - $609K
|
88.2K
$11.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
5.11K+ 6.15% |
$566K - $609K
|
88.2K
$11.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.11K+ 15.02% |
$566K - $608K
|
39.1K
$5.26M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
5.06K+ 131.53% |
$560K - $602K
|
8.91K
$1.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.81KNew |
$532K - $572K
|
4.81K
$646K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.78KNew |
$528K - $568K
|
4.78K
$642K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
4.76KNew |
$527K - $567K
|
4.76K
$640K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.5K+ 224.8% |
$498K - $535K
|
6.5K
$873K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
4.42K+ 2.11% |
$489K - $527K
|
214K
$28.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.34K+ 2.95% |
$480K - $516K
|
151K
$20.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.32K+ 204.93% |
$478K - $514K
|
6.43K
$864K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
4.26K+ 1.21% |
$471K - $507K
|
355K
$47.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.13KNew |
$457K - $491K
|
4.13K
$555K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.95K+ 6.0% |
$437K - $470K
|
69.8K
$9.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.67KNew |
$406K - $437K
|
3.67K
$493K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
3.66KNew |
$405K - $435K
|
3.66K
$491K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
3.33K+ 11.56% |
$368K - $396K
|
32.1K
$4.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.2K+ 4.78% |
$354K - $381K
|
70K
$9.41M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.07K+ 40.98% |
$340K - $365K
|
10.6K
$1.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.94KNew |
$325K - $350K
|
2.94K
$395K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.89K+ 19.49% |
$320K - $344K
|
17.7K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.79K+ 23.79% |
$309K - $332K
|
14.5K
$1.95M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.55KNew |
$282K - $304K
|
2.55K
$343K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.54K+ 3.11% |
$281K - $302K
|
84K
$11.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.38K+ 3.41% |
$263K - $283K
|
72.2K
$9.7M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.33KNew |
$258K - $277K
|
2.33K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.32KNew |
$257K - $276K
|
2.32K
$312K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.32KNew |
$257K - $276K
|
2.32K
$312K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.31K+ 4.43% |
$255K - $275K
|
54.4K
$7.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.26KNew |
$250K - $268K
|
2.26K
$303K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.24K+ 32.27% |
$248K - $267K
|
9.19K
$1.24M
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.23K+ 4.29% |
$246K - $265K
|
54.1K
$7.27M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.13K+ 2.87% |
$236K - $253K
|
76.2K
$10.2M
|