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 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.21KClosed |
$138K - $149K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.22K- 5.63% |
$139K - $150K
|
20.5K
$2.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.6K- 30.79% |
$182K - $196K
|
3.59K
$479K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.63K- 4.28% |
$186K - $200K
|
36.4K
$4.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.64K- 13.47% |
$187K - $201K
|
10.5K
$1.41M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.75K- 0.54% |
$199K - $214K
|
323K
$43.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.76K- 4.95% |
$201K - $216K
|
33.7K
$4.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-1.79K- 11.04% |
$204K - $220K
|
14.4K
$1.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.8KClosed |
$206K - $221K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.85K- 1.17% |
$211K - $227K
|
157K
$20.9M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-1.86K- 23.87% |
$212K - $228K
|
5.94K
$793K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91KClosed |
$218K - $235K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-1.93KClosed |
$220K - $237K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.96K- 15.54% |
$223K - $240K
|
10.6K
$1.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2KClosed |
$228K - $246K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-2.12K- 1.36% |
$241K - $260K
|
153K
$20.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.14KClosed |
$244K - $263K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.15K- 2.39% |
$245K - $264K
|
87.6K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.32KClosed |
$265K - $285K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.35KClosed |
$268K - $289K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
SELL
|
- |
-2.44K- 1.73% |
$278K - $300K
|
138K
$18.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.46K- 6.74% |
$281K - $302K
|
34.1K
$4.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.85KClosed |
$325K - $350K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.16K- 15.52% |
$360K - $388K
|
17.2K
$2.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.33K- 9.21% |
$380K - $409K
|
32.8K
$4.38M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.36KClosed |
$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
$2.01M
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-3.5KClosed |
$399K - $430K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.55K- 24.45% |
$405K - $436K
|
11K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.63K- 4.85% |
$414K - $446K
|
71.2K
$9.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.77K- 2.43% |
$430K - $462K
|
152K
$20.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.81K- 6.88% |
$434K - $467K
|
51.5K
$6.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.81K- 45.4% |
$434K - $468K
|
4.58K
$612K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.24K- 99.53% |
$483K - $520K
|
20
$2.67K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.31K- 47.97% |
$491K - $529K
|
4.67K
$624K
|
|
|
Jan 04, 2022
Q4 2021
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-4.54K- 0.69% |
$518K - $557K
|
655K
$87.5M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-4.59K- 1.97% |
$524K - $564K
|
228K
$30.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.6K- 5.75% |
$524K - $564K
|
75.4K
$10.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.81KClosed |
$548K - $590K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.83K- 0.15% |
$551K - $593K
|
3.29M
$439M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.21KClosed |
$594K - $639K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-5.7K- 3.24% |
$649K - $699K
|
170K
$22.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.32KClosed |
$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
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.69K- 11.01% |
$877K - $944K
|
62.1K
$8.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.26K- 36.18% |
$942K - $1.01M
|
14.6K
$1.95M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.3K- 5.27% |
$1.17M - $1.26M
|
184K
$24.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.5K- 52.34% |
$1.2M - $1.29M
|
9.55K
$1.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-10.6K- 10.28% |
$1.21M - $1.3M
|
92.6K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.8K- 28.85% |
$1.23M - $1.33M
|
26.6K
$3.56M
|