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 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.3K- 90.87% |
$1.28M - $1.38M
|
1.13K
$151K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11.4K- 7.72% |
$1.29M - $1.39M
|
136K
$18.1M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-11.7K- 52.93% |
$1.34M - $1.44M
|
10.4K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.9K- 18.17% |
$1.36M - $1.46M
|
53.6K
$7.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-13.9KClosed |
$1.59M - $1.71M
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-14K- 76.88% |
$1.59M - $1.72M
|
4.2K
$562K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-17KClosed |
$1.94M - $2.09M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.6KClosed |
$2.01M - $2.16M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-18.4K- 95.31% |
$2.09M - $2.25M
|
903
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.3K- 96.94% |
$2.2M - $2.37M
|
609
$81.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-22.5K- 89.88% |
$2.56M - $2.76M
|
2.53K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-23.2KClosed |
$2.64M - $2.84M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-26.7K- 1.39% |
$3.04M - $3.27M
|
1.89M
$252M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-27.5K- 3.08% |
$3.14M - $3.38M
|
865K
$116M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28.5K- 4.06% |
$3.25M - $3.5M
|
674K
$90.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
SELL
|
- |
-31.8K- 23.38% |
$3.63M - $3.91M
|
104K
$13.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.2K- 26.43% |
$3.9M - $4.2M
|
95.3K
$12.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-37.2K- 75.91% |
$4.24M - $4.57M
|
11.8K
$1.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-38K- 50.22% |
$4.33M - $4.66M
|
37.7K
$5.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.1K- 91.52% |
$4.46M - $4.8M
|
3.62K
$484K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-51.5K- 92.61% |
$5.87M - $6.32M
|
4.11K
$549K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-67.5K- 32.43% |
$7.7M - $8.28M
|
141K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-198K- 18.44% |
$22.5M - $24.3M
|
874K
$117M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-408KClosed |
$46.5M - $50.1M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-521K- 2.81% |
$59.5M - $64M
|
18M
$2.41B
|