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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-475- 5.7% |
$45.6K - $55K
|
7.86K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-483- 0.32% |
$46.4K - $55.9K
|
152K
$19.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-486- 2.97% |
$46.7K - $56.2K
|
15.9K
$2.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-496- 8.55% |
$47.6K - $57.4K
|
5.31K
$678K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-500- 2.88% |
$48K - $57.9K
|
16.9K
$2.15M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-503- 8.28% |
$48.3K - $58.2K
|
5.57K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-512- 3.13% |
$49.2K - $59.3K
|
15.9K
$2.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-514- 5.87% |
$49.4K - $59.5K
|
8.24K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-545- 20.04% |
$52.3K - $63.1K
|
2.18K
$278K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-548- 5.36% |
$52.6K - $63.4K
|
9.67K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-560- 8.94% |
$53.8K - $64.8K
|
5.71K
$729K
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-563- 3.84% |
$54.1K - $65.2K
|
14.1K
$1.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-599- 2.32% |
$57.5K - $69.3K
|
25.2K
$3.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-686- 0.8% |
$65.9K - $79.4K
|
84.6K
$10.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-756- 80.17% |
$72.6K - $87.5K
|
187
$23.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-764- 33.41% |
$73.4K - $88.4K
|
1.52K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-779- 2.07% |
$74.8K - $90.2K
|
36.9K
$4.72M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-785- 1.98% |
$75.4K - $90.9K
|
38.9K
$4.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-787- 3.2% |
$75.6K - $91.1K
|
23.8K
$3.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-790- 22.07% |
$75.9K - $91.4K
|
2.79K
$356K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-792- 7.77% |
$76.1K - $91.7K
|
9.41K
$1.2M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-792- 7.77% |
$76.1K - $91.7K
|
9.41K
$1.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-797- 20.57% |
$76.6K - $92.2K
|
3.08K
$393K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-835- 2.69% |
$80.2K - $96.6K
|
30.2K
$3.86M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-841- 13.88% |
$80.8K - $97.3K
|
5.22K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-850- 4.12% |
$81.6K - $98.4K
|
19.8K
$2.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-862- 20.01% |
$82.8K - $99.8K
|
3.45K
$440K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-879- 11.95% |
$84.4K - $102K
|
6.47K
$827K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-890- 9.0% |
$85.5K - $103K
|
8.99K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-893- 1.05% |
$85.8K - $103K
|
84.2K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-897- 27.22% |
$86.2K - $104K
|
2.4K
$306K
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-909- 0.58% |
$87.3K - $105K
|
156K
$19.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-951- 23.12% |
$91.3K - $110K
|
3.16K
$404K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-989- 2.58% |
$95K - $114K
|
37.3K
$4.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-991- 12.39% |
$95.2K - $115K
|
7.01K
$895K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-998- 23.83% |
$95.9K - $116K
|
3.19K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.03K- 14.69% |
$98.9K - $119K
|
5.98K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.04K- 0.42% |
$99.4K - $120K
|
246K
$31.5M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.06K- 17.49% |
$102K - $123K
|
5K
$639K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.06K- 20.03% |
$102K - $123K
|
4.25K
$543K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 6.21% |
$104K - $125K
|
16.4K
$2.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.1K- 0.29% |
$105K - $127K
|
371K
$47.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.1K- 4.38% |
$106K - $128K
|
24.1K
$3.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.1K- 3.39% |
$106K - $128K
|
31.4K
$4.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 42.58% |
$106K - $128K
|
1.49K
$190K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 6.18% |
$108K - $130K
|
17.1K
$2.18M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.13K- 1.5% |
$108K - $130K
|
73.8K
$9.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.13K- 1.5% |
$108K - $130K
|
73.8K
$9.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.14K- 19.22% |
$109K - $132K
|
4.78K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.19K- 5.38% |
$114K - $137K
|
20.9K
$2.67M
|