Purchases and Sales Made in Q4 2021 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.29MNew |
$376M - $404M
|
3.29M
$440M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
835K+ 62.91% |
$95.2M - $102M
|
2.16M
$289M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
545K+ 14.94% |
$62.2M - $67M
|
4.2M
$561M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
383KNew |
$43.7M - $47.1M
|
383K
$51.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
295K+ 3.35% |
$33.6M - $36.1M
|
9.08M
$1.21B
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
286K+ 4531.82% |
$32.6M - $35.1M
|
292K
$39M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
204K+ 2.51% |
$23.2M - $25M
|
8.32M
$1.11B
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
196K+ 6.62% |
$22.4M - $24.1M
|
3.16M
$422M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
193KNew |
$22M - $23.7M
|
193K
$25.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171K+ 3.09% |
$19.5M - $21M
|
5.7M
$762M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
153KNew |
$17.4M - $18.8M
|
153K
$20.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
136K+ 18.56% |
$15.5M - $16.7M
|
869K
$116M
|
|
|
Feb 09, 2022
Q4 2021
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
128K+ 304.41% |
$14.6M - $15.7M
|
170K
$22.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 5.63% |
$12.6M - $13.5M
|
2.07M
$276M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
101KNew |
$11.6M - $12.4M
|
101K
$13.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
99.4K+ 159.83% |
$11.3M - $12.2M
|
162K
$21.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
86K+ 616.81% |
$9.81M - $10.6M
|
99.9K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
77.4K+ 76.43% |
$8.83M - $9.5M
|
179K
$23.9M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
75KNew |
$8.55M - $9.21M
|
75K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.5K+ 545.12% |
$8.15M - $8.77M
|
84.6K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
60.4KNew |
$6.89M - $7.41M
|
60.4K
$8.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.9K+ 18.77% |
$6.37M - $6.86M
|
354K
$47.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.9K+ 6.35% |
$6.03M - $6.49M
|
886K
$118M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
52.3KNew |
$5.97M - $6.42M
|
52.3K
$6.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.3K+ 3.85% |
$5.63M - $6.06M
|
1.33M
$178M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.1K+ 2.57% |
$5.14M - $5.54M
|
1.8M
$241M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
44.7K+ 7.2% |
$5.1M - $5.48M
|
665K
$88.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.5K+ 3.2% |
$5.07M - $5.46M
|
1.43M
$192M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.4K+ 19.22% |
$4.94M - $5.32M
|
269K
$35.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
43.1K+ 2.61% |
$4.91M - $5.29M
|
1.69M
$226M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
39.8KNew |
$4.54M - $4.89M
|
39.8K
$5.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
38.8KNew |
$4.43M - $4.77M
|
38.8K
$5.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
34.8KNew |
$3.97M - $4.27M
|
34.8K
$4.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
31.9K+ 4.19% |
$3.64M - $3.92M
|
795K
$106M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
30.6KNew |
$3.5M - $3.76M
|
30.6K
$4.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.1KNew |
$3.2M - $3.45M
|
28.1K
$3.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
27.7K+ 13.33% |
$3.15M - $3.4M
|
235K
$31.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
27.6K+ 384.19% |
$3.14M - $3.38M
|
34.7K
$4.64M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
27.1KNew |
$3.09M - $3.33M
|
27.1K
$3.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Wealth Cmt
|
BUY
|
- |
26.1KNew |
$2.98M - $3.2M
|
26.1K
$3.49M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.8K+ 61.25% |
$2.94M - $3.17M
|
67.9K
$9.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7K+ 259.37% |
$2.82M - $3.03M
|
34.2K
$4.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.4K+ 134.65% |
$2.67M - $2.87M
|
40.8K
$5.45M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
23.1KNew |
$2.64M - $2.84M
|
23.1K
$3.09M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
22KNew |
$2.5M - $2.7M
|
22K
$2.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.5KNew |
$2.45M - $2.64M
|
21.5K
$2.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21K+ 1096.24% |
$2.4M - $2.58M
|
22.9K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
20.4KNew |
$2.33M - $2.51M
|
20.4K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 13.17% |
$2.31M - $2.49M
|
174K
$23.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.1K+ 9.05% |
$2.3M - $2.47M
|
243K
$32.4M
|