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 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
683New |
$75.6K - $81.3K
|
683
$88.6K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
675New |
$74.7K - $80.4K
|
675
$87.5K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
623+ 1.6% |
$68.9K - $74.2K
|
39.6K
$5.14M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
620+ 7.98% |
$68.6K - $73.8K
|
8.39K
$1.09M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
614New |
$68K - $73.1K
|
614
$79.6K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
570+ 0.89% |
$63.1K - $67.9K
|
64.4K
$8.35M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
547+ 9.27% |
$60.5K - $65.1K
|
6.45K
$836K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
546+ 3.39% |
$60.4K - $65K
|
16.7K
$2.16M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
521+ 0.9% |
$57.7K - $62K
|
58.7K
$7.61M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
508+ 25.97% |
$56.2K - $60.5K
|
2.46K
$319K
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
499+ 7.8% |
$55.2K - $59.4K
|
6.9K
$894K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
494+ 15.94% |
$54.7K - $58.8K
|
3.59K
$466K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
484+ 5.9% |
$53.6K - $57.6K
|
8.68K
$1.13M
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
474+ 20.05% |
$52.5K - $56.4K
|
2.84K
$368K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
474+ 18.49% |
$52.5K - $56.4K
|
3.04K
$394K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
472+ 2.22% |
$52.2K - $56.2K
|
21.7K
$2.81M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
469+ 1.66% |
$51.9K - $55.8K
|
28.7K
$3.72M
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
462+ 1.97% |
$51.1K - $55K
|
24K
$3.11M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
451New |
$49.9K - $53.7K
|
451
$58.5K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
451+ 1.35% |
$49.9K - $53.7K
|
33.9K
$4.4M
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
444+ 4.38% |
$49.1K - $52.9K
|
10.6K
$1.37M
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
432+ 13.58% |
$47.8K - $51.4K
|
3.61K
$468K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
419New |
$46.4K - $49.9K
|
419
$54.3K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
419+ 0.44% |
$46.4K - $49.9K
|
95.7K
$12.4M
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
378+ 3.08% |
$41.8K - $45K
|
12.6K
$1.64M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
371+ 8.34% |
$41.1K - $44.2K
|
4.82K
$625K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
352+ 5.06% |
$39K - $41.9K
|
7.31K
$948K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
352+ 295.8% |
$39K - $41.9K
|
471
$61.1K
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
330+ 2.76% |
$36.5K - $39.3K
|
12.3K
$1.59M
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
324+ 5.51% |
$35.9K - $38.6K
|
6.2K
$804K
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
323+ 16.92% |
$35.7K - $38.4K
|
2.23K
$289K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
322+ 15.14% |
$35.6K - $38.3K
|
2.45K
$318K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
295+ 5.13% |
$32.6K - $35.1K
|
6.04K
$784K
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
289+ 3.49% |
$32K - $34.4K
|
8.58K
$1.11M
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
285+ 2.16% |
$31.5K - $33.9K
|
13.5K
$1.75M
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
279+ 1.43% |
$30.9K - $33.2K
|
19.7K
$2.56M
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
278New |
$30.8K - $33.1K
|
278
$36K
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
258+ 1.57% |
$28.6K - $30.7K
|
16.7K
$2.16M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
257+ 2.47% |
$28.4K - $30.6K
|
10.6K
$1.38M
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
255+ 13.3% |
$28.2K - $30.4K
|
2.17K
$282K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
253+ 118.78% |
$28K - $30.1K
|
466
$60.4K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
250+ 13.65% |
$27.7K - $29.8K
|
2.08K
$270K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
248+ 7.58% |
$27.4K - $29.5K
|
3.52K
$456K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
246+ 0.69% |
$27.2K - $29.3K
|
36.1K
$4.69M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
233+ 9.6% |
$25.8K - $27.7K
|
2.66K
$345K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
213+ 1.7% |
$23.6K - $25.4K
|
12.7K
$1.65M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
184New |
$20.4K - $21.9K
|
184
$23.9K
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
168+ 1.98% |
$18.6K - $20K
|
8.64K
$1.12M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
160+ 35.96% |
$17.7K - $19K
|
605
$78.4K
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
154+ 0.06% |
$17K - $18.3K
|
249K
$32.3M
|