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 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-286- 12.28% |
$32.6K - $35.1K
|
2.04K
$260K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-295- 9.37% |
$33.6K - $36.2K
|
2.86K
$363K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-300- 1.09% |
$34.2K - $36.8K
|
27.2K
$3.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-310- 4.59% |
$35.4K - $38.1K
|
6.44K
$819K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-318- 3.8% |
$36.3K - $39K
|
8.05K
$1.02M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-325- 1.01% |
$37.1K - $39.9K
|
31.8K
$4.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-335- 14.43% |
$38.2K - $41.1K
|
1.99K
$252K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-343- 1.74% |
$39.1K - $42.1K
|
19.4K
$2.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-347- 1.03% |
$39.6K - $42.6K
|
33.5K
$4.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-355- 0.14% |
$40.5K - $43.6K
|
255K
$32.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-372Closed |
$42.4K - $45.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-383- 1.25% |
$43.7K - $47K
|
30.2K
$3.84M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-405- 1.37% |
$46.2K - $49.7K
|
29.1K
$3.69M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-409- 9.24% |
$46.6K - $50.2K
|
4.02K
$511K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-440- 81.48% |
$50.2K - $54K
|
100
$12.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-440- 2.64% |
$50.2K - $54K
|
16.2K
$2.06M
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-450- 2.1% |
$51.3K - $55.2K
|
21K
$2.67M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-477- 24.57% |
$54.4K - $58.6K
|
1.46K
$186K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-480- 1.19% |
$54.7K - $58.9K
|
39.8K
$5.06M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-485- 3.61% |
$55.3K - $59.5K
|
13K
$1.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-498- 7.09% |
$56.8K - $61.1K
|
6.53K
$829K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-501- 2.09% |
$57.1K - $61.5K
|
23.5K
$2.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-501- 0.45% |
$57.1K - $61.5K
|
110K
$14M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-509- 3.99% |
$58K - $62.5K
|
12.2K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-516- 3.01% |
$58.8K - $63.3K
|
16.6K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-528- 8.28% |
$60.2K - $64.8K
|
5.85K
$743K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-549- 1.08% |
$62.6K - $67.4K
|
50.3K
$6.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-553- 15.25% |
$63.1K - $67.9K
|
3.07K
$391K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-575- 2.57% |
$65.6K - $70.6K
|
21.8K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-581- 8.24% |
$66.3K - $71.3K
|
6.47K
$822K
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 7.95% |
$68.4K - $73.7K
|
6.95K
$883K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-605- 0.92% |
$69K - $74.3K
|
65.2K
$8.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-623- 9.59% |
$71K - $76.5K
|
5.87K
$746K
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-633- 3.94% |
$72.2K - $77.7K
|
15.4K
$1.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-646- 2.23% |
$73.7K - $79.3K
|
28.3K
$3.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-683Closed |
$77.9K - $83.8K
|
0
$0
|
|
|
Mar 04, 2025
Q4 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-693- 5.67% |
$79K - $85.1K
|
11.5K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-707- 9.77% |
$80.6K - $86.8K
|
6.53K
$830K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-746- 0.77% |
$85.1K - $91.6K
|
96.6K
$12.3M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-760- 12.25% |
$86.7K - $93.3K
|
5.44K
$692K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-778- 10.38% |
$88.7K - $95.5K
|
6.72K
$854K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-779- 9.17% |
$88.8K - $95.6K
|
7.72K
$981K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-808- 0.52% |
$92.1K - $99.2K
|
156K
$19.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-868Closed |
$99K - $107K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-885- 21.16% |
$101K - $109K
|
3.3K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-918- 0.42% |
$105K - $113K
|
216K
$27.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-972Closed |
$111K - $119K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-981- 2.65% |
$112K - $120K
|
36K
$4.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.06K- 4.5% |
$121K - $130K
|
22.5K
$2.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.18K- 3.29% |
$135K - $145K
|
34.8K
$4.42M
|