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 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
19.3K+ 84.65% |
$2.2M - $2.37M
|
42.1K
$5.62M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 18.93% |
$2.14M - $2.3M
|
118K
$15.7M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.2K+ 1901.44% |
$1.96M - $2.11M
|
18.1K
$2.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
16.7KNew |
$1.9M - $2.04M
|
16.7K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$1.89M - $2.03M
|
16.6K
$2.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 2.76% |
$1.86M - $2M
|
607K
$81.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
16.1KNew |
$1.83M - $1.97M
|
16.1K
$2.15M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16K+ 21.61% |
$1.83M - $1.97M
|
90.2K
$12.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
15.7K+ 28.41% |
$1.79M - $1.93M
|
70.9K
$9.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
14.8K+ 287.38% |
$1.69M - $1.82M
|
19.9K
$2.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
14.7KNew |
$1.68M - $1.81M
|
14.7K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13.8K+ 11.65% |
$1.58M - $1.7M
|
133K
$17.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 35.64% |
$1.55M - $1.67M
|
51.7K
$6.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$1.52M - $1.63M
|
13.3K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.2K+ 174.71% |
$1.51M - $1.62M
|
20.8K
$2.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.6K+ 5.68% |
$1.43M - $1.54M
|
234K
$31.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.4K+ 11.97% |
$1.42M - $1.52M
|
116K
$15.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12.2KNew |
$1.39M - $1.5M
|
12.2K
$1.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.9KNew |
$1.36M - $1.47M
|
11.9K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
11.9KNew |
$1.36M - $1.47M
|
11.9K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.9K+ 15.55% |
$1.35M - $1.46M
|
88.1K
$11.8M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.8K+ 7.1% |
$1.34M - $1.44M
|
177K
$23.7M
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11.7K+ 6.21% |
$1.33M - $1.44M
|
200K
$26.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.6K+ 4.11% |
$1.32M - $1.42M
|
294K
$39.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11.4K+ 40.76% |
$1.3M - $1.4M
|
39.3K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
11.3KNew |
$1.29M - $1.39M
|
11.3K
$1.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
11.3KNew |
$1.28M - $1.38M
|
11.3K
$1.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.1K+ 189.64% |
$1.27M - $1.37M
|
17K
$2.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 0.49% |
$1.25M - $1.34M
|
2.23M
$298M
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10.8K+ 6691.93% |
$1.23M - $1.32M
|
10.9K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.78K+ 37.75% |
$1.12M - $1.2M
|
35.7K
$4.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.66KNew |
$1.1M - $1.19M
|
9.66K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.99K+ 216.78% |
$1.03M - $1.1M
|
13.1K
$1.76M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
8.73KNew |
$996K - $1.07M
|
8.73K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
8.72KNew |
$994K - $1.07M
|
8.72K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
8.67K+ 67.66% |
$989K - $1.06M
|
21.5K
$2.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.53K+ 10.5% |
$973K - $1.05M
|
89.8K
$12M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.39K+ 29.56% |
$957K - $1.03M
|
36.8K
$4.91M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.37KNew |
$955K - $1.03M
|
8.37K
$1.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
8.22K+ 3.84% |
$937K - $1.01M
|
222K
$29.7M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
7.93KNew |
$904K - $973K
|
7.93K
$1.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.77KNew |
$886K - $954K
|
7.77K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
7.76K+ 5.13% |
$885K - $953K
|
159K
$21.2M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.69K+ 13.11% |
$877K - $944K
|
66.4K
$8.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.45K+ 10.7% |
$850K - $915K
|
77.1K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
7.37K+ 21.72% |
$840K - $905K
|
41.3K
$5.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.08KNew |
$808K - $869K
|
7.08K
$946K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.99K+ 40.95% |
$798K - $859K
|
24.1K
$3.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.99K+ 17.63% |
$797K - $858K
|
46.6K
$6.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
6.98K+ 214.44% |
$796K - $857K
|
10.2K
$1.37M
|