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 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-739- 5.75% |
$81.8K - $88K
|
12.1K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-748- 0.95% |
$82.8K - $89K
|
78.2K
$10.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-756- 10.07% |
$83.7K - $90K
|
6.75K
$875K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-780- 20.68% |
$86.3K - $92.9K
|
2.99K
$388K
|
|
|
Nov 03, 2021
Q3 2021
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-800- 4.15% |
$88.5K - $95.2K
|
18.5K
$2.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-822- 2.39% |
$91K - $97.9K
|
33.6K
$4.35M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-846- 0.36% |
$93.6K - $101K
|
233K
$30.2M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-871- 10.41% |
$96.4K - $104K
|
7.5K
$972K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-920Closed |
$102K - $110K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-934- 2.27% |
$103K - $111K
|
40.3K
$5.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-945- 95.45% |
$105K - $112K
|
45
$5.83K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1KClosed |
$111K - $119K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.04K- 8.84% |
$116K - $124K
|
10.8K
$1.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.05K- 0.94% |
$116K - $125K
|
111K
$14.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.07K- 0.67% |
$118K - $127K
|
159K
$20.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.07K- 5.0% |
$119K - $127K
|
20.3K
$2.64M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-1.1KClosed |
$122K - $131K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.11K- 4.3% |
$123K - $132K
|
24.8K
$3.21M
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-1.14K- 4.14% |
$126K - $136K
|
26.4K
$3.42M
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-1.15K- 1.95% |
$127K - $137K
|
57.8K
$7.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.27KClosed |
$140K - $151K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 7.25% |
$147K - $158K
|
17K
$2.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.34KClosed |
$148K - $159K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.38K- 2.64% |
$152K - $164K
|
50.8K
$6.59M
|
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.41K- 8.04% |
$155K - $167K
|
16.1K
$2.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 15.53% |
$160K - $172K
|
7.87K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.46K- 1.92% |
$162K - $174K
|
74.8K
$9.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.54K- 12.47% |
$171K - $184K
|
10.8K
$1.41M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-1.55K- 0.71% |
$172K - $185K
|
217K
$28.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 11.16% |
$172K - $185K
|
12.4K
$1.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.59K- 6.64% |
$176K - $190K
|
22.4K
$2.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.61K- 0.6% |
$178K - $192K
|
265K
$34.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.66K- 19.31% |
$184K - $198K
|
6.95K
$901K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.7K- 7.34% |
$188K - $202K
|
21.5K
$2.78M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.72K- 7.88% |
$190K - $204K
|
20.1K
$2.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.72K- 1.74% |
$191K - $205K
|
97.3K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.75K- 36.25% |
$193K - $208K
|
3.07K
$398K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.76KClosed |
$195K - $210K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.78K- 1.25% |
$196K - $211K
|
140K
$18.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.78KClosed |
$197K - $212K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.79KClosed |
$198K - $213K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.8KClosed |
$199K - $214K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-1.82K- 1.03% |
$202K - $217K
|
176K
$22.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.93KClosed |
$213K - $229K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.95KClosed |
$216K - $232K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.97KClosed |
$217K - $234K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.99K- 33.96% |
$221K - $237K
|
3.88K
$502K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2KClosed |
$221K - $238K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2KClosed |
$221K - $238K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-2.06K- 8.04% |
$228K - $245K
|
23.5K
$3.05M
|