Purchases and Sales Made in Q4 2021 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 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
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-58
Closed
$6.61K - $7.12K
0 $0
Jan 13, 2022 Q4 2021
Vaughan Nelson Investment Management, L.P.

SELL
 -
-60
- 0.03%
$6.84K - $7.37K
232K $31M
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-60
Closed
$6.84K - $7.37K
0 $0
Feb 14, 2022 Q4 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-67
- 2.74%
$7.64K - $8.22K
2.38K $318K
Feb 16, 2022 Q4 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-68
- 2.8%
$7.75K - $8.35K
2.36K $315K
Feb 14, 2022 Q4 2021
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-73
- 1.63%
$8.32K - $8.96K
4.39K $587K
Feb 14, 2022 Q4 2021
Cranbrook Wealth Management, LLC

SELL
 -
-86
- 2.44%
$9.81K - $10.6K
3.44K $459K
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-87
- 0.5%
$9.92K - $10.7K
17.4K $2.33M
Jan 18, 2022 Q4 2021
Family Legacy, Inc.

SELL
 -
-87
- 2.96%
$9.92K - $10.7K
2.86K $382K
Jan 18, 2022 Q4 2021
Acg Wealth

SELL
 -
-89
- 2.2%
$10.1K - $10.9K
3.96K $529K
Jan 07, 2022 Q4 2021
Mc Adam, LLC

SELL
 -
-94
- 0.28%
$10.7K - $11.5K
33.5K $4.47M
Feb 10, 2022 Q4 2021
Zhang Financial LLC

SELL
 -
-94
- 2.21%
$10.7K - $11.5K
4.17K $557K
Jan 21, 2022 Q4 2021
Foundations Investment Advisors, LLC

SELL
 -
-99
- 4.05%
$11.3K - $12.2K
2.34K $313K
Feb 14, 2022 Q4 2021
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-99
- 6.03%
$11.3K - $12.2K
1.54K $206K
Feb 14, 2022 Q4 2021
Fin Trust Capital Advisors, LLC

SELL
 -
-100
- 4.19%
$11.4K - $12.3K
2.29K $306K
Mar 23, 2022 Q4 2021
City State Bank

Norwalk, IA
SELL
 -
-100
- 28.57%
$11.4K - $12.3K
250 $33.4K
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
SELL
 -
-102
- 45.74%
$11.6K - $12.5K
121 $16.2K
Jan 27, 2022 Q4 2021
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-103
- 0.76%
$11.7K - $12.6K
13.4K $1.79M
Jan 07, 2022 Q4 2021
Valeo Financial Advisors, LLC

SELL
 -
-106
- 2.94%
$12.1K - $13K
3.5K $468K
Feb 09, 2022 Q4 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-115
- 4.3%
$13.1K - $14.1K
2.56K $342K
Jan 31, 2022 Q4 2021
Affinity Capital Advisors, LLC

SELL
 -
-119
- 0.98%
$13.6K - $14.6K
12K $1.6M
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-126
- 4.76%
$14.4K - $15.5K
2.52K $337K
Jan 13, 2022 Q4 2021
Sound Income Strategies, LLC

SELL
 -
-128
- 4.04%
$14.6K - $15.7K
3.04K $406K
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-141
Closed
$16.1K - $17.3K
0 $0
Feb 02, 2022 Q4 2021
Wesbanco Bank Inc

SELL
 -
-155
- 0.96%
$17.7K - $19K
16K $2.14M
Feb 09, 2022 Q4 2021
Lazard Asset Management LLC

New York, NY
SELL
 -
-165
- 5.55%
$18.8K - $20.3K
2.81K $376K
Jan 25, 2022 Q4 2021
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-171
- 4.28%
$19.5K - $21K
3.83K $512K
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-175
Closed
$20K - $21.5K
0 $0
Jan 24, 2022 Q4 2021
Connecticut Wealth Management, LLC

SELL
 -
-177
- 0.19%
$20.2K - $21.7K
94.6K $12.7M
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-185
- 1.96%
$21.1K - $22.7K
9.23K $1.23M
Jan 18, 2022 Q4 2021
Thomasville National Bank

SELL
 -
-186
- 1.67%
$21.2K - $22.8K
10.9K $1.46M
Jan 19, 2022 Q4 2021
Key F Inancial Inc

SELL
 -
-189
- 12.85%
$21.6K - $23.2K
1.28K $171K
Feb 15, 2022 Q4 2021
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-192
- 0.48%
$21.9K - $23.6K
39.5K $5.28M
Jan 19, 2022 Q4 2021
Whittier Trust CO Of Nevada Inc

SELL
 -
-196
- 0.97%
$22.4K - $24.1K
20K $2.67M
Jan 24, 2022 Q4 2021
Private Capital Group, LLC

SELL
 -
-202
- 3.21%
$23K - $24.8K
6.1K $815K
Feb 11, 2022 Q4 2021
St Germain D J CO Inc

Springfield, MA
SELL
 -
-215
- 7.58%
$24.5K - $26.4K
2.62K $351K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-221
Closed
$25.2K - $27.1K
0 $0
Jan 26, 2022 Q4 2021
Lincoln National Corp

SELL
 -
-221
- 2.05%
$25.2K - $27.1K
10.5K $1.41M
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-221
Closed
$25.2K - $27.1K
0 $0
Feb 14, 2022 Q4 2021
Better Money Decisions, LLC

SELL
 -
-226
Closed
$25.8K - $27.7K
0 $0
Feb 01, 2022 Q4 2021
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-226
- 5.83%
$25.8K - $27.7K
3.65K $488K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-230
- 0.89%
$26.2K - $28.2K
25.6K $3.43M
Jan 21, 2022 Q4 2021
First Pacific Financial

SELL
 -
-230
- 1.54%
$26.2K - $28.2K
14.7K $1.97M
Feb 15, 2022 Q4 2021
Zacks Investment Management

Chicago, IL
SELL
 -
-233
- 8.76%
$26.6K - $28.6K
2.43K $324K
Feb 01, 2022 Q4 2021
Cahaba Wealth Management, Inc.

SELL
 -
-251
- 4.69%
$28.6K - $30.8K
5.1K $682K
May 11, 2023 Q4 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-252
- 89.36%
$28.7K - $30.9K
30 $4.01K
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-278
Closed
$31.7K - $34.1K
0 $0
Jan 27, 2022 Q4 2021
Community Bank, N.A.

SELL
 -
-280
- 0.69%
$31.9K - $34.4K
40K $5.35M
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-286
- 12.28%
$32.6K - $35.1K
2.04K $273K

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