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 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.13K+ 640.36% |
$235K - $253K
|
2.46K
$330K
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
2.11K+ 1.94% |
$234K - $251K
|
111K
$14.9M
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
2KNew |
$221K - $238K
|
2K
$269K
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.99K+ 2.98% |
$220K - $237K
|
68.7K
$9.23M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.93KNew |
$214K - $230K
|
1.93K
$260K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
1.93KNew |
$213K - $230K
|
1.93K
$259K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$212K - $228K
|
1.91K
$257K
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.91K+ 0.29% |
$211K - $227K
|
659K
$88.6M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.83KNew |
$203K - $218K
|
1.83K
$246K
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
1.83K+ 1.36% |
$202K - $217K
|
136K
$18.3M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.77K+ 0.1% |
$196K - $211K
|
1.76M
$236M
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.71K+ 2.32% |
$189K - $204K
|
75.6K
$10.2M
|
|
Oct 18, 2021
Q3 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.64K+ 1.1% |
$181K - $195K
|
150K
$20.2M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.63K+ 656.45% |
$180K - $194K
|
1.88K
$252K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.58K+ 0.18% |
$175K - $188K
|
893K
$120M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.48K+ 1.86% |
$164K - $176K
|
81.2K
$10.9M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47K+ 1.85% |
$162K - $175K
|
80.7K
$10.8M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.44K+ 17.16% |
$160K - $172K
|
9.85K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.44K+ 17.16% |
$160K - $172K
|
9.85K
$1.32M
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.39K+ 3.59% |
$154K - $166K
|
40.2K
$5.4M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
1.35K+ 12.74% |
$149K - $160K
|
11.9K
$1.6M
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.29K+ 100.62% |
$143K - $154K
|
2.58K
$346K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.29K+ 7.97% |
$143K - $154K
|
17.5K
$2.35M
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 3.52% |
$139K - $150K
|
37K
$4.97M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.23K+ 1641.33% |
$136K - $147K
|
1.31K
$175K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 0.05% |
$135K - $145K
|
2.22M
$299M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.21KNew |
$134K - $144K
|
1.21K
$163K
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 11.62% |
$127K - $137K
|
11K
$1.48M
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 3.2% |
$124K - $133K
|
36K
$4.84M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.1K+ 13.27% |
$122K - $131K
|
9.42K
$1.27M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.08K+ 0.62% |
$120K - $129K
|
177K
$23.8M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.07K+ 6.24% |
$118K - $127K
|
18.1K
$2.44M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.03K+ 44.0% |
$114K - $123K
|
3.37K
$453K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.03K+ 327.48% |
$113K - $122K
|
1.34K
$180K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 8.05% |
$113K - $122K
|
13.7K
$1.84M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
971+ 0.35% |
$107K - $116K
|
282K
$37.9M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
960New |
$106K - $114K
|
960
$129K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
931+ 8.18% |
$103K - $111K
|
12.3K
$1.65M
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
930+ 6.13% |
$103K - $111K
|
16.1K
$2.16M
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
913+ 3.24% |
$101K - $109K
|
29.1K
$3.91M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
901+ 20.12% |
$99.7K - $107K
|
5.38K
$723K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
885+ 26.84% |
$97.9K - $105K
|
4.18K
$562K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
861+ 1.36% |
$95.3K - $102K
|
64.3K
$8.64M
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
861+ 32.48% |
$95.3K - $102K
|
3.51K
$472K
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
828+ 0.78% |
$91.6K - $98.6K
|
107K
$14.3M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
809+ 0.94% |
$89.5K - $96.3K
|
87.2K
$11.7M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
749+ 29.9% |
$82.9K - $89.2K
|
3.25K
$437K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
744+ 0.19% |
$82.3K - $88.6K
|
385K
$51.7M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
706+ 3.43% |
$78.1K - $84K
|
21.3K
$2.86M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
701+ 2.53% |
$77.6K - $83.4K
|
28.4K
$3.81M
|