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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.43% |
$2.43K - $2.62K
|
5.11K
$663K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
17+ 0.41% |
$1.88K - $2.02K
|
4.14K
$536K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17+ 0.16% |
$1.88K - $2.02K
|
10.5K
$1.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16+ 0.64% |
$1.77K - $1.9K
|
2.52K
$327K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
16+ 0.47% |
$1.77K - $1.9K
|
3.44K
$446K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
16+ 0.21% |
$1.77K - $1.9K
|
7.55K
$978K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
16+ 0.14% |
$1.77K - $1.9K
|
11.1K
$1.44M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14+ 0.02% |
$1.55K - $1.67K
|
80.8K
$10.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14+ 0.07% |
$1.55K - $1.67K
|
19.3K
$2.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 0.48% |
$1.33K - $1.43K
|
2.51K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
12+ 0.34% |
$1.33K - $1.43K
|
3.59K
$465K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12+ 1200.0% |
$1.33K - $1.43K
|
13
$1.69K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$1.22K - $1.31K
|
11
$1.43K
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
10+ 0.43% |
$1.11K - $1.19K
|
2.35K
$305K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.28% |
$775 - $833
|
2.54K
$329K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6+ 0.17% |
$664 - $714
|
3.44K
$446K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.21% |
$664 - $714
|
2.85K
$369K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6New |
$664 - $714
|
6
$778
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$553 - $595
|
2.49K
$323K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 20.0% |
$553 - $595
|
30
$3.89K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$443 - $476
|
3.54K
$460K
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4+ 0.03% |
$443 - $476
|
13.9K
$1.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.2% |
$443 - $476
|
2.04K
$265K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.55% |
$332 - $357
|
547
$70.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$332 - $357
|
6.26K
$812K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$221 - $238
|
2
$259
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.82% |
$221 - $238
|
247
$32K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
2+ 0.05% |
$221 - $238
|
4.05K
$525K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.1% |
$111 - $119
|
972
$126K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.3% |
$111 - $119
|
330
$42.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.45% |
$111 - $119
|
221
$28.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1+ 0.03% |
$111 - $119
|
3K
$389K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.11% |
$111 - $119
|
91
$11.8K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 100.0% |
$111 - $119
|
2
$259
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1- 0.01% |
$111 - $119
|
8.5K
$1.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 3.36% |
$553 - $595
|
144
$18.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-6- 0.38% |
$664 - $714
|
1.56K
$202K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12- 0.18% |
$1.33K - $1.43K
|
6.82K
$884K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-12- 92.31% |
$1.33K - $1.43K
|
1
$130
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 1.02% |
$1.44K - $1.55K
|
1.27K
$164K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15- 0.56% |
$1.66K - $1.79K
|
2.68K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-18- 0.4% |
$1.99K - $2.14K
|
4.51K
$584K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-19- 0.88% |
$2.1K - $2.26K
|
2.14K
$277K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-20- 0.47% |
$2.21K - $2.38K
|
4.26K
$552K
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-22Closed |
$2.43K - $2.62K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-22- 10.89% |
$2.43K - $2.62K
|
180
$23.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-22- 0.35% |
$2.43K - $2.62K
|
6.32K
$819K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-24- 1.13% |
$2.66K - $2.86K
|
2.1K
$272K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-28- 0.44% |
$3.1K - $3.33K
|
6.37K
$826K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-32- 1.53% |
$3.54K - $3.81K
|
2.06K
$267K
|