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 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
151
+ 6.57%
$16.7K - $18K
2.45K $329K
Oct 29, 2021 Q3 2021
Foster & Motley Inc

Cincinnati, OH
BUY
 -
149
+ 3.87%
$16.5K - $17.7K
4K $537K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
141
New
$15.6K - $16.8K
141 $18.9K
Nov 12, 2021 Q3 2021
9258 Wealth Management, LLC

BUY
 -
139
+ 3.09%
$15.4K - $16.5K
4.63K $623K
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

BUY
 -
138
+ 2.04%
$15.3K - $16.4K
6.89K $926K
Nov 15, 2021 Q3 2021
Altium Wealth Management LLC

BUY
 -
134
+ 6.86%
$14.8K - $16K
2.09K $280K
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
134
+ 2.18%
$14.8K - $16K
6.28K $844K
Nov 10, 2021 Q3 2021
Essex Financial Services, Inc.

BUY
 -
128
+ 3.18%
$14.2K - $15.2K
4.15K $558K
Nov 10, 2021 Q3 2021
Rodgers & Associates, LTD

BUY
 -
125
+ 0.09%
$13.8K - $14.9K
144K $19.3M
Nov 05, 2021 Q3 2021
Fort Pitt Capital Group, LLC

BUY
 -
122
+ 6.53%
$13.5K - $14.5K
1.99K $268K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
118
+ 6.47%
$13.1K - $14K
1.94K $261K
Oct 26, 2021 Q3 2021
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
117
+ 0.57%
$12.9K - $13.9K
20.7K $2.78M
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
107
+ 2.45%
$11.8K - $12.7K
4.47K $600K
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
97
+ 0.67%
$10.7K - $11.5K
14.5K $1.95M
Nov 12, 2021 Q3 2021
Accredited Investors Inc.

BUY
 -
88
+ 2.19%
$9.74K - $10.5K
4.1K $551K
Nov 15, 2021 Q3 2021
Beacon Financial Advisory LLC

BUY
 -
85
+ 4.43%
$9.41K - $10.1K
2K $269K
Nov 04, 2021 Q3 2021
Total Wealth Planning, LLC

BUY
 -
82
+ 1.55%
$9.07K - $9.76K
5.36K $720K
Oct 07, 2021 Q3 2021
Global Trust Asset Management, LLC

BUY
 -
81
+ 1.17%
$8.96K - $9.64K
7.02K $944K
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
81
+ 4.09%
$8.96K - $9.64K
2.06K $277K
Oct 25, 2021 Q3 2021
Cubic Asset Management, LLC

BUY
 -
81
+ 1.44%
$8.96K - $9.64K
5.7K $766K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
74
+ 2.12%
$8.19K - $8.81K
3.57K $479K
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

BUY
 -
73
+ 58.4%
$8.08K - $8.69K
198 $26.6K
Oct 14, 2021 Q3 2021
First United Bank & Trust

BUY
 -
73
+ 1.68%
$8.08K - $8.69K
4.43K $595K
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
70
+ 2.47%
$7.75K - $8.33K
2.91K $391K
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
59
+ 3.09%
$6.53K - $7.02K
1.97K $265K
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
58
New
$6.42K - $6.9K
58 $7.79K
Nov 15, 2021 Q3 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
54
+ 1.45%
$5.98K - $6.43K
3.78K $508K
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

BUY
 -
53
+ 10.27%
$5.87K - $6.31K
569 $76.5K
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
51
+ 5.5%
$5.64K - $6.07K
978 $131K
Oct 06, 2021 Q3 2021
Mascoma Wealth Management LLC

BUY
 -
50
New
$5.53K - $5.95K
50 $6.72K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
46
+ 3.11%
$5.09K - $5.48K
1.52K $205K
Nov 09, 2021 Q3 2021
Condor Capital Management

Martinsville, NJ
BUY
 -
45
+ 0.15%
$4.98K - $5.36K
29.5K $3.97M
Oct 26, 2021 Q3 2021
Country Trust Bank

BUY
 -
42
New
$4.65K - $5K
42 $5.64K
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

BUY
 -
42
+ 0.94%
$4.65K - $5K
4.52K $607K
Nov 15, 2021 Q3 2021
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
40
+ 0.62%
$4.43K - $4.76K
6.5K $874K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
40
+ 2.71%
$4.43K - $4.76K
1.52K $204K
Nov 12, 2021 Q3 2021
Neuberger Berman Group LLC

New York, NY
BUY
 -
40
+ 1.1%
$4.43K - $4.76K
3.69K $496K
Nov 12, 2021 Q3 2021
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
40
+ 2.19%
$4.43K - $4.76K
1.87K $251K
Nov 04, 2021 Q3 2021
Barnett & Company, Inc.

BUY
 -
39
New
$4.32K - $4.64K
39 $5.24K
Nov 01, 2021 Q3 2021
Whittier Trust CO Of Nevada Inc

BUY
 -
36
+ 0.18%
$3.98K - $4.29K
20.2K $2.71M
Dec 06, 2021 Q3 2021
Fullen Financial Group

BUY
 -
36
+ 0.44%
$3.98K - $4.29K
8.2K $1.1M
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
31
New
$3.43K - $3.69K
31 $4.17K
Oct 15, 2021 Q3 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
29
+ 3.77%
$3.21K - $3.45K
799 $107K
Nov 12, 2021 Q3 2021
Lee Financial CO

Dallas, TX
BUY
 -
29
New
$3.21K - $3.45K
29 $3.9K
Nov 15, 2021 Q3 2021
Townsquare Capital LLC

BUY
 -
29
+ 1.45%
$3.21K - $3.45K
2.03K $273K
Nov 12, 2021 Q3 2021
Massmutual Trust CO Fsb

BUY
 -
26
+ 8.67%
$2.88K - $3.1K
326 $43.8K
Nov 05, 2021 Q3 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
23
+ 0.87%
$2.55K - $2.74K
2.66K $357K
Oct 15, 2021 Q3 2021
Sym Financial Corp

BUY
 -
23
+ 5.0%
$2.55K - $2.74K
483 $64.9K
Oct 06, 2021 Q3 2021
Private Trust CO Na

BUY
 -
23
+ 0.33%
$2.55K - $2.74K
7.08K $951K

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