Purchases and Sales Made in Q3 2022 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 2022. 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 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
2.88K
+ 2.91%
$277K - $333K
102K $13.7M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.78K
+ 12.41%
$267K - $322K
25.2K $3.39M
Nov 01, 2022 Q3 2022
Gyl Financial Synergies, LLC

BUY
 -
2.68K
New
$257K - $310K
2.68K $360K
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
2.57K
+ 3.25%
$247K - $298K
81.8K $11M
Oct 12, 2022 Q3 2022
Simplicity Wealth,Llc

BUY
 -
2.55K
New
$245K - $295K
2.55K $343K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
2.54K
+ 35.78%
$244K - $294K
9.65K $1.3M
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
2.54K
+ 15.02%
$244K - $294K
19.5K $2.62M
Nov 04, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
2.48K
+ 207.2%
$238K - $287K
3.67K $494K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
2.47K
+ 19.15%
$237K - $286K
15.4K $2.07M
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
2.43K
New
$233K - $281K
2.43K $326K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
2.25K
+ 4.38%
$216K - $260K
53.6K $7.21M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.22K
+ 81.48%
$213K - $257K
4.95K $665K
Feb 17, 2023 Q3 2022
Old National Bancorp

BUY
 -
2.02K
+ 7.14%
$194K - $233K
30.2K $4.07M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.98K
+ 2.64%
$190K - $230K
77.2K $10.4M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
1.97K
+ 3.72%
$190K - $228K
55K $7.39M
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
1.85K
+ 24.75%
$178K - $214K
9.32K $1.25M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.81K
New
$174K - $210K
1.81K $244K
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
1.81K
+ 12.3%
$174K - $209K
16.5K $2.22M
Nov 07, 2022 Q3 2022
Occidental Asset Management, LLC

BUY
 -
1.78K
+ 3.04%
$171K - $206K
60.4K $8.11M
Nov 14, 2022 Q3 2022
Nfj Investment Group, LLC

Dallas, TX
BUY
 -
1.74K
+ 121.05%
$167K - $201K
3.17K $426K
Nov 09, 2022 Q3 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.54K
+ 74.79%
$148K - $179K
3.61K $485K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.54K
+ 50.16%
$147K - $178K
4.6K $618K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.48K
+ 13.28%
$143K - $172K
12.7K $1.7M
Oct 20, 2022 Q3 2022
Country Trust Bank

BUY
 -
1.43K
+ 3404.76%
$137K - $166K
1.47K $198K
Nov 14, 2022 Q3 2022
Powell Investment Advisors, LLC

BUY
 -
1.38K
+ 2.75%
$132K - $160K
51.6K $6.94M
Nov 03, 2022 Q3 2022
Hills Bank & Trust CO

BUY
 -
1.37K
+ 107.11%
$132K - $159K
2.65K $356K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
1.3K
New
$125K - $150K
1.3K $175K
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
1.26K
+ 2.75%
$121K - $145K
47K $6.31M
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
1.17K
+ 50.61%
$112K - $135K
3.47K $467K
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
1.16K
+ 29050.0%
$112K - $134K
1.17K $157K
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
1.16K
+ 1.15%
$111K - $134K
101K $13.6M
Nov 15, 2022 Q3 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
1.13K
+ 14.79%
$109K - $131K
8.78K $1.18M
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.12K
+ 1.15%
$107K - $129K
98.2K $13.2M
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
1.1K
+ 66.01%
$106K - $128K
2.77K $373K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.1K
+ 24.27%
$105K - $127K
5.61K $754K
Oct 21, 2022 Q3 2022
First Pacific Financial

BUY
 -
1.05K
+ 4.94%
$101K - $121K
22.3K $3M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
1.05K
+ 10.2%
$100K - $121K
11.3K $1.52M
Nov 09, 2022 Q3 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.04K
+ 236.53%
$99.5K - $120K
1.47K $198K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
1.04K
+ 3.49%
$99.5K - $120K
30.7K $4.13M
Oct 28, 2022 Q3 2022
Eukles Asset Management

BUY
 -
1.03K
+ 5.79%
$98.5K - $119K
18.7K $2.52M
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
1.02K
+ 23.5%
$97.8K - $118K
5.35K $719K
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
988
+ 7.52%
$94.9K - $114K
14.1K $1.9M
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
982
+ 194.07%
$94.3K - $114K
1.49K $200K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
970
New
$93.2K - $112K
970 $130K
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
966
+ 92.26%
$92.8K - $112K
2.01K $271K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
902
+ 21.55%
$86.6K - $104K
5.09K $684K
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
885
+ 146.52%
$85K - $102K
1.49K $200K
Oct 27, 2022 Q3 2022
Aj Wealth Strategies, LLC

BUY
 -
869
+ 43.6%
$83.5K - $101K
2.86K $385K
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
850
+ 27.95%
$81.6K - $98.4K
3.89K $523K

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