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 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-32- 1.19% |
$3.54K - $3.81K
|
2.67K
$346K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-34- 0.32% |
$3.76K - $4.05K
|
10.6K
$1.37M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-36- 0.09% |
$3.98K - $4.29K
|
40.9K
$5.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-38Closed |
$4.21K - $4.52K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-42- 0.54% |
$4.65K - $5K
|
7.77K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-43- 14.19% |
$4.76K - $5.12K
|
260
$33.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-44- 0.08% |
$4.87K - $5.24K
|
55.6K
$7.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-48- 0.35% |
$5.31K - $5.71K
|
13.8K
$1.79M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-52- 1.42% |
$5.75K - $6.19K
|
3.61K
$468K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-53- 0.78% |
$5.87K - $6.31K
|
6.77K
$878K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.6% |
$5.87K - $6.31K
|
8.78K
$1.14M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-55- 0.88% |
$6.09K - $6.55K
|
6.22K
$807K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-58Closed |
$6.42K - $6.9K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-59Closed |
$6.53K - $7.02K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-61- 1.26% |
$6.75K - $7.26K
|
4.78K
$620K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-61- 0.84% |
$6.75K - $7.26K
|
7.24K
$938K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-64- 1.21% |
$7.08K - $7.62K
|
5.21K
$676K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-81- 24.92% |
$8.96K - $9.64K
|
244
$31.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-81- 1.42% |
$8.96K - $9.64K
|
5.62K
$729K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-82- 3.74% |
$9.07K - $9.76K
|
2.11K
$274K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-82- 0.46% |
$9.07K - $9.76K
|
17.6K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-86- 15.38% |
$9.52K - $10.2K
|
473
$61.3K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-86- 66.67% |
$9.52K - $10.2K
|
43
$5.58K
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-90Closed |
$9.96K - $10.7K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-91- 48.66% |
$10.1K - $10.8K
|
96
$12.4K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-94- 1.29% |
$10.4K - $11.2K
|
7.17K
$930K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-95- 1.87% |
$10.5K - $11.3K
|
4.99K
$647K
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 50.0% |
$11.1K - $11.9K
|
100
$13K
|
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.31% |
$11.1K - $11.9K
|
7.55K
$978K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-100- 0.25% |
$11.1K - $11.9K
|
40.2K
$5.21M
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-101- 0.34% |
$11.2K - $12K
|
29.5K
$3.82M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-105- 0.48% |
$11.6K - $12.5K
|
21.7K
$2.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-113- 1.58% |
$12.5K - $13.5K
|
7.05K
$914K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-124- 1.57% |
$13.7K - $14.8K
|
7.8K
$1.01M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-124- 6.35% |
$13.7K - $14.8K
|
1.83K
$237K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-124- 1.86% |
$13.7K - $14.8K
|
6.56K
$851K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-125- 3.79% |
$13.8K - $14.9K
|
3.18K
$412K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-137- 2.13% |
$15.2K - $16.3K
|
6.3K
$817K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-138- 0.15% |
$15.3K - $16.4K
|
94.8K
$12.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-139- 7.04% |
$15.4K - $16.5K
|
1.84K
$238K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-145- 3.54% |
$16K - $17.3K
|
3.95K
$512K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-153- 2.47% |
$16.9K - $18.2K
|
6.04K
$783K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-153- 2.23% |
$16.9K - $18.2K
|
6.72K
$871K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-157Closed |
$17.4K - $18.7K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-166- 5.01% |
$18.4K - $19.8K
|
3.15K
$408K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-174- 6.79% |
$19.3K - $20.7K
|
2.39K
$309K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-174- 3.93% |
$19.3K - $20.7K
|
4.26K
$552K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-178- 3.36% |
$19.7K - $21.2K
|
5.12K
$663K
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 1.34% |
$19.9K - $21.4K
|
13.2K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-186- 4.39% |
$20.6K - $22.1K
|
4.05K
$525K
|