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
Dec 01, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-1.18K
- 3.29%
$135K - $145K
34.8K $4.11M
Feb 09, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-1.18K
- 3.29%
$135K - $145K
34.8K $4.11M
Jan 25, 2022 Q4 2021
Jmg Financial Group, Ltd.

SELL
 -
-1.19K
- 0.8%
$135K - $145K
147K $17.3M
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-1.21K
Closed
$138K - $149K
0 $0
Feb 11, 2022 Q4 2021
Goelzer Investment Management, Inc.

SELL
 -
-1.22K
- 5.63%
$139K - $150K
20.5K $2.42M
Jan 31, 2022 Q4 2021
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.6K
- 30.79%
$182K - $196K
3.59K $424K
Feb 17, 2022 Q4 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-1.63K
- 4.28%
$186K - $200K
36.4K $4.31M
Feb 08, 2022 Q4 2021
Baker Tilly Wealth Management, LLC

SELL
 -
-1.64K
- 13.47%
$187K - $201K
10.5K $1.24M
Jan 31, 2022 Q4 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-1.75K
- 0.54%
$199K - $214K
323K $38.2M
Feb 15, 2022 Q4 2021
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1.76K
- 4.95%
$201K - $216K
33.7K $3.99M
Feb 10, 2022 Q4 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-1.8K
Closed
$206K - $221K
0 $0
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1.85K
- 1.17%
$211K - $227K
157K $18.5M
Feb 07, 2022 Q4 2021
North Rock Partners, LLC

SELL
 -
-1.86K
- 23.87%
$212K - $228K
5.94K $702K
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-1.91K
Closed
$218K - $235K
0 $0
Jan 25, 2022 Q4 2021
Old National Bancorp

SELL
 -
-1.93K
Closed
$220K - $237K
0 $0
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
SELL
 -
-1.96K
- 15.54%
$223K - $240K
10.6K $1.26M
Feb 07, 2022 Q4 2021
Mc Ginn Investment Management, Inc.

SELL
 -
-2K
Closed
$228K - $246K
0 $0
Feb 15, 2022 Q4 2021
Covenant Partners, LLC

SELL
 -
-2.12K
- 1.36%
$241K - $260K
153K $18.1M
Jan 28, 2022 Q4 2021
Argi Investment Services, LLC

SELL
 -
-2.14K
Closed
$244K - $263K
0 $0
Feb 02, 2022 Q4 2021
Financial Planning & Information Services, Inc.

SELL
 -
-2.15K
- 2.39%
$245K - $264K
87.6K $10.4M
Feb 14, 2022 Q4 2021
Credit Suisse Ag

Zurich, V8
SELL
 -
-2.32K
Closed
$265K - $285K
0 $0
Jan 26, 2022 Q4 2021
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-2.35K
Closed
$268K - $289K
0 $0
Jan 11, 2022 Q4 2021
Churchill Management Corp

SELL
 -
-2.44K
- 1.73%
$278K - $300K
138K $16.4M
Feb 15, 2022 Q4 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-2.46K
- 6.74%
$281K - $302K
34.1K $4.03M
Jan 24, 2022 Q4 2021
Roman Butler Fullerton & CO

SELL
 -
-2.85K
Closed
$325K - $350K
0 $0
Feb 11, 2022 Q4 2021
Annapolis Financial Services, LLC

SELL
 -
-3.16K
- 15.52%
$360K - $388K
17.2K $2.03M
Jan 20, 2022 Q4 2021
Horst & Graben Wealth Management LLC

SELL
 -
-3.33K
- 9.21%
$380K - $409K
32.8K $3.88M
Mar 02, 2022 Q4 2021
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-3.36K
Closed
$384K - $413K
0 $0
Feb 11, 2022 Q4 2021
New South Capital Management Inc

Memphis, TN
SELL
 -
-3.4K
- 18.42%
$388K - $417K
15.1K $1.78M
Feb 17, 2023 Q4 2021
Artemis Wealth Advisors, LLC

SELL
 -
-3.5K
Closed
$399K - $430K
0 $0
Feb 09, 2022 Q4 2021
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-3.55K
- 24.45%
$405K - $436K
11K $1.3M
Feb 14, 2022 Q4 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-3.63K
- 4.85%
$414K - $446K
71.2K $8.42M
Feb 08, 2022 Q4 2021
Cibc Private Wealth Group, LLC

SELL
 -
-3.77K
- 2.43%
$430K - $462K
152K $17.9M
Jan 12, 2022 Q4 2021
Kmg Fiduciary Partners, LLC

SELL
 -
-3.81K
- 6.88%
$434K - $467K
51.5K $6.09M
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-3.81K
- 45.4%
$434K - $468K
4.58K $542K
Feb 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-4.24K
- 99.53%
$483K - $520K
20 $2.36K
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

SELL
 -
-4.31K
- 47.97%
$491K - $529K
4.67K $553K
Jan 04, 2022 Q4 2021
Stephens Group Asset Management, LLC

SELL
 -
-4.54K
- 0.69%
$518K - $557K
655K $77.4M
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-4.59K
- 1.97%
$524K - $564K
228K $27M
Feb 08, 2022 Q4 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-4.6K
- 5.75%
$524K - $564K
75.4K $8.91M
Jan 18, 2022 Q4 2021
Strong Tower Advisory Services

Minneapolis, MN
SELL
 -
-4.81K
Closed
$548K - $590K
0 $0
Feb 14, 2022 Q4 2021
Commerce Bank

Kansas City, MO
SELL
 -
-4.83K
- 0.15%
$551K - $593K
3.29M $389M
Feb 14, 2022 Q4 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-5.21K
Closed
$594K - $639K
0 $0
Feb 09, 2022 Q4 2021
Umb Bank, N.A.

SELL
 -
-5.7K
- 3.24%
$649K - $699K
170K $20.1M
Feb 14, 2022 Q4 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-6.32K
Closed
$721K - $776K
0 $0
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-6.42K
- 44.14%
$732K - $788K
8.12K $960K
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

SELL
 -
-7.69K
- 11.01%
$877K - $944K
62.1K $7.35M
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

SELL
 -
-8.26K
- 36.18%
$942K - $1.01M
14.6K $1.72M
Feb 16, 2022 Q4 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-10.3K
- 5.27%
$1.17M - $1.26M
184K $21.8M

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