Purchases and Sales Made in Q3 2022 in Ishares Russell Midcap Value E (IWS)
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 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-135- 1.3% |
$13K - $15.6K
|
10.3K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-136- 0.59% |
$13.1K - $15.7K
|
23K
$2.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-138- 0.93% |
$13.3K - $16K
|
14.7K
$1.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-138- 0.42% |
$13.3K - $16K
|
32.9K
$4.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-140- 5.31% |
$13.4K - $16.2K
|
2.5K
$319K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-143- 5.99% |
$13.7K - $16.6K
|
2.24K
$287K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-147- 5.47% |
$14.1K - $17K
|
2.54K
$324K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-147- 3.71% |
$14.1K - $17K
|
3.81K
$487K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-148- 5.51% |
$14.2K - $17.1K
|
2.54K
$324K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 24.0% |
$14.4K - $17.4K
|
475
$60.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-154- 2.79% |
$14.8K - $17.8K
|
5.36K
$684K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-157- 3.43% |
$15.1K - $18.2K
|
4.42K
$564K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-157- 4.02% |
$15.1K - $18.2K
|
3.75K
$479K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-164- 54.67% |
$15.8K - $19K
|
136
$17.4K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-173- 1.42% |
$16.6K - $20K
|
12K
$1.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-185- 86.05% |
$17.8K - $21.4K
|
30
$3.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-186- 4.39% |
$17.9K - $21.5K
|
4.05K
$517K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-188- 75.81% |
$18.1K - $21.8K
|
60
$7.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-191- 0.59% |
$18.3K - $22.1K
|
32.2K
$4.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-199- 0.64% |
$19.1K - $23K
|
31.1K
$3.97M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-228- 1.26% |
$21.9K - $26.4K
|
17.9K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-230- 2.26% |
$22.1K - $26.6K
|
9.96K
$1.27M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-243- 72.54% |
$23.3K - $28.1K
|
92
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-246- 2.76% |
$23.6K - $28.5K
|
8.66K
$1.11M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-246- 2.14% |
$23.6K - $28.5K
|
11.3K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-257- 0.16% |
$24.7K - $29.7K
|
156K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-260- 51.18% |
$25K - $30.1K
|
248
$31.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-262- 2.93% |
$25.2K - $30.3K
|
8.69K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-269- 0.16% |
$25.8K - $31.1K
|
169K
$21.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-272- 4.24% |
$26.1K - $31.5K
|
6.15K
$785K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-285- 35.54% |
$27.4K - $33K
|
517
$66K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-315- 1.73% |
$30.3K - $36.5K
|
17.9K
$2.29M
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-317- 3.54% |
$30.4K - $36.7K
|
8.63K
$1.1M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-321- 1.17% |
$30.8K - $37.2K
|
27.1K
$3.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-332- 5.76% |
$31.9K - $38.4K
|
5.43K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-357- 44.35% |
$34.3K - $41.3K
|
448
$57.2K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-370- 1.71% |
$35.5K - $42.8K
|
21.3K
$2.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-385- 0.37% |
$37K - $44.6K
|
104K
$13.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-385- 15.3% |
$37K - $44.6K
|
2.13K
$272K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-389- 15.88% |
$37.4K - $45K
|
2.06K
$263K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-393- 4.6% |
$37.7K - $45.5K
|
8.15K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-396- 0.58% |
$38K - $45.8K
|
68.3K
$8.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-398- 9.17% |
$38.2K - $46.1K
|
3.94K
$504K
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-413- 4.24% |
$39.7K - $47.8K
|
9.32K
$1.19M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-416- 3.68% |
$40K - $48.1K
|
10.9K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-424- 0.66% |
$40.7K - $49.1K
|
64.3K
$8.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-428- 10.22% |
$41.1K - $49.5K
|
3.76K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-448- 25.99% |
$43K - $51.9K
|
1.28K
$163K
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-451- 2.22% |
$43.3K - $52.2K
|
19.9K
$2.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-460- 0.75% |
$44.2K - $53.2K
|
60.9K
$7.77M
|