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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
6.72KNew |
$767K - $825K
|
6.72K
$899K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.61K+ 8.04% |
$753K - $811K
|
88.7K
$11.9M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
6.6KNew |
$753K - $810K
|
6.6K
$882K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.39K+ 7.91% |
$728K - $784K
|
87.1K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.32K+ 31.5% |
$721K - $776K
|
26.4K
$3.53M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6.29K+ 22.43% |
$717K - $772K
|
34.3K
$4.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
6.28K+ 1.77% |
$717K - $771K
|
361K
$48.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.08K+ 5.43% |
$694K - $747K
|
118K
$15.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5.92KNew |
$675K - $726K
|
5.92K
$791K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.83K+ 6.69% |
$665K - $716K
|
93K
$12.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.81KNew |
$663K - $713K
|
5.81K
$777K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.69K+ 150.71% |
$649K - $699K
|
9.47K
$1.27M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.67KNew |
$646K - $696K
|
5.67K
$758K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.65K+ 90.19% |
$644K - $693K
|
11.9K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.45KNew |
$621K - $669K
|
5.45K
$728K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.42KNew |
$618K - $665K
|
5.42K
$724K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.4K+ 61.53% |
$616K - $663K
|
14.2K
$1.9M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.36KNew |
$611K - $658K
|
5.36K
$717K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.17KNew |
$589K - $634K
|
5.17K
$691K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.9K+ 5.84% |
$559K - $602K
|
88.9K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.88K+ 6.24% |
$557K - $599K
|
83.1K
$11.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
4.84K+ 3.54% |
$551K - $593K
|
141K
$18.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.66KNew |
$531K - $572K
|
4.66K
$623K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.59K+ 11.74% |
$524K - $564K
|
43.7K
$5.85M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
4.51KNew |
$515K - $554K
|
4.51K
$603K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.48K+ 1.29% |
$511K - $550K
|
352K
$47M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4.48K+ 23.48% |
$511K - $550K
|
23.5K
$3.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.46KNew |
$509K - $547K
|
4.46K
$596K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.35K+ 4.39% |
$496K - $533K
|
103K
$13.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.29KNew |
$489K - $526K
|
4.29K
$573K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.25KNew |
$485K - $522K
|
4.25K
$568K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4KNew |
$456K - $491K
|
4K
$535K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.98K+ 2.79% |
$454K - $488K
|
147K
$19.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8K+ 38.81% |
$434K - $467K
|
13.6K
$1.82M
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.74KNew |
$426K - $458K
|
3.74K
$499K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.73K+ 66.61% |
$425K - $457K
|
9.32K
$1.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
3.62KNew |
$413K - $444K
|
3.62K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.51K+ 11.94% |
$400K - $430K
|
32.9K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.43KNew |
$391K - $421K
|
3.43K
$459K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.42K+ 157.56% |
$390K - $419K
|
5.58K
$747K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.41KNew |
$389K - $419K
|
3.41K
$456K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.39KNew |
$386K - $416K
|
3.39K
$453K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.36KNew |
$383K - $412K
|
3.36K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.3K+ 4.89% |
$376K - $404K
|
70.7K
$9.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.23K+ 29.79% |
$368K - $396K
|
14.1K
$1.88M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.17K+ 1.27% |
$361K - $389K
|
252K
$33.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 28.1% |
$354K - $381K
|
14.1K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.06KNew |
$349K - $376K
|
3.06K
$410K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3K+ 1.13% |
$342K - $368K
|
268K
$35.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.98KNew |
$340K - $366K
|
2.98K
$399K
|