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 09, 2021 Q3 2021
Carlton Hofferkamp & Jenks Wealth Management, LLC

SELL
 -
-189
- 5.88%
$20.9K - $22.5K
3.03K $407K
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

SELL
 -
-193
- 9.5%
$21.4K - $23K
1.84K $247K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

SELL
 -
-201
Closed
$22.2K - $23.9K
0 $0
Oct 08, 2021 Q3 2021
F Dx Advisors, Inc.

SELL
 -
-208
- 6.67%
$23K - $24.8K
2.91K $391K
Nov 08, 2021 Q3 2021
Sja Financial Advisory, LLC

SELL
 -
-210
- 1.77%
$23.2K - $25K
11.6K $1.56M
Nov 05, 2021 Q3 2021
Pfg Advisors

SELL
 -
-217
- 2.52%
$24K - $25.8K
8.38K $1.13M
Nov 12, 2021 Q3 2021
Brown Advisory Inc

SELL
 -
-221
- 0.11%
$24.5K - $26.3K
194K $26.1M
Oct 05, 2021 Q3 2021
Mc Adam, LLC

SELL
 -
-231
- 0.68%
$25.6K - $27.5K
33.5K $4.51M
Oct 26, 2021 Q3 2021
Financial Counselors Inc

SELL
 -
-233
- 1.42%
$25.8K - $27.7K
16.2K $2.18M
Nov 05, 2021 Q3 2021
Mission Wealth Management, LP

SELL
 -
-240
- 7.65%
$26.6K - $28.6K
2.9K $389K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-244
Closed
$27K - $29K
0 $0
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-252
- 89.36%
$27.9K - $30K
30 $4.03K
Oct 26, 2021 Q3 2021
Sol Capital Management CO

SELL
 -
-255
- 1.35%
$28.2K - $30.4K
18.7K $2.51M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-256
- 1.48%
$28.3K - $30.5K
17K $2.29M
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-279
- 2.02%
$30.9K - $33.2K
13.5K $1.82M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-293
- 10.92%
$32.4K - $34.9K
2.39K $321K
Oct 19, 2021 Q3 2021
Pacific Financial Group Inc

SELL
 -
-300
- 10.45%
$33.2K - $35.7K
2.57K $345K
Oct 14, 2021 Q3 2021
Appleton Partners Inc

SELL
 -
-300
- 12.27%
$33.2K - $35.7K
2.15K $288K
Nov 08, 2021 Q3 2021
Davis R M Inc

Portland, ME
SELL
 -
-334
- 9.79%
$37K - $39.8K
3.08K $414K
Oct 13, 2021 Q3 2021
Wc Walker & Associates, Inc.

SELL
 -
-338
- 7.4%
$37.4K - $40.2K
4.23K $568K
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-341
- 2.11%
$37.7K - $40.6K
15.8K $2.13M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-364
- 2.09%
$40.3K - $43.3K
17.1K $2.3M
Oct 12, 2021 Q3 2021
Sound Income Strategies, LLC

SELL
 -
-364
- 10.31%
$40.3K - $43.3K
3.17K $426K
Nov 08, 2021 Q3 2021
Perennial Advisors, LLC

New York, NY
SELL
 -
-366
Closed
$40.5K - $43.6K
0 $0
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

SELL
 -
-397
- 11.52%
$43.9K - $47.3K
3.05K $410K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-406
- 0.41%
$44.9K - $48.3K
99K $13.3M
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-417
- 74.73%
$46.1K - $49.6K
141 $18.9K
Oct 28, 2021 Q3 2021
Truepoint, Inc.

SELL
 -
-429
- 7.49%
$47.5K - $51.1K
5.3K $712K
Oct 14, 2021 Q3 2021
Atlas Brown,Inc.

SELL
 -
-440
- 1.58%
$48.7K - $52.4K
27.5K $3.69M
Oct 15, 2021 Q3 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-450
- 2.0%
$49.8K - $53.6K
22.1K $2.97M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
SELL
 -
-478
- 4.62%
$52.9K - $56.9K
9.86K $1.33M
Nov 15, 2021 Q3 2021
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-483
- 0.73%
$53.5K - $57.5K
65.8K $8.84M
Oct 19, 2021 Q3 2021
First Pacific Financial

SELL
 -
-501
- 3.24%
$55.4K - $59.6K
14.9K $2.01M
Dec 21, 2021 Q3 2021
Rovin Capital

SELL
 -
-512
- 2.92%
$56.7K - $60.9K
17K $2.28M
Oct 08, 2021 Q3 2021
Inspirion Wealth Advisors, LLC

SELL
 -
-512
- 0.95%
$56.7K - $60.9K
53.4K $7.17M
Nov 04, 2021 Q3 2021
Brighton Jones LLC

SELL
 -
-520
- 2.61%
$57.5K - $61.9K
19.4K $2.61M
Nov 12, 2021 Q3 2021
Brandywine Global Investment Management, LLC

Philadelphia, PA
SELL
 -
-547
- 24.99%
$60.5K - $65.1K
1.64K $221K
Nov 12, 2021 Q3 2021
Glenview Trust CO

Louisville, KY
SELL
 -
-600
- 8.78%
$66.4K - $71.4K
6.23K $838K
Oct 25, 2021 Q3 2021
Rockland Trust CO

SELL
 -
-620
- 9.21%
$68.6K - $73.8K
6.12K $822K
Oct 15, 2021 Q3 2021
Cahaba Wealth Management, Inc.

SELL
 -
-630
- 10.53%
$69.7K - $75K
5.35K $719K
Oct 19, 2021 Q3 2021
Amarillo National Bank

SELL
 -
-630
- 2.02%
$69.7K - $75K
30.6K $4.11M
Oct 12, 2021 Q3 2021
Wesbanco Bank Inc

SELL
 -
-632
- 3.76%
$69.9K - $75.2K
16.2K $2.17M
Nov 16, 2021 Q3 2021
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-638
Closed
$70.6K - $75.9K
0 $0
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-665
- 26.94%
$73.6K - $79.2K
1.8K $242K
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-678
Closed
$75K - $80.7K
0 $0
Nov 05, 2021 Q3 2021
Roosevelt Investment Group LLC

SELL
 -
-685
- 1.38%
$75.8K - $81.5K
49K $6.59M
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-696
Closed
$77K - $82.9K
0 $0
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-707
- 3.96%
$78.2K - $84.2K
17.1K $2.3M
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-710
- 10.78%
$78.6K - $84.5K
5.88K $790K

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