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 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
2.85KNew |
$325K - $350K
|
2.85K
$381K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
2.83K+ 2.55% |
$322K - $347K
|
114K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.81KNew |
$320K - $344K
|
2.81K
$375K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.77K+ 3.14% |
$316K - $340K
|
91K
$12.2M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.77K+ 3.14% |
$316K - $340K
|
91K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.75KNew |
$314K - $338K
|
2.75K
$368K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.73K+ 134.19% |
$311K - $335K
|
4.76K
$636K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.69KNew |
$307K - $331K
|
2.69K
$360K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.64K+ 1.84% |
$302K - $325K
|
146K
$19.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.64KNew |
$301K - $324K
|
2.64K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.6KNew |
$297K - $320K
|
2.6K
$348K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.53KNew |
$289K - $311K
|
2.53K
$338K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$285K - $306K
|
2.5K
$333K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.43KNew |
$277K - $298K
|
2.43K
$325K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.37KNew |
$270K - $291K
|
2.37K
$317K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.32K+ 5.67% |
$264K - $284K
|
43.2K
$5.77M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.24K+ 33.28% |
$255K - $275K
|
8.96K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.22KNew |
$253K - $272K
|
2.22K
$296K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.2K+ 8.12% |
$251K - $270K
|
29.3K
$3.91M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.16KNew |
$247K - $266K
|
2.16K
$289K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.1K+ 1.78% |
$239K - $257K
|
120K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.03K+ 13.27% |
$231K - $249K
|
17.3K
$2.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.03KNew |
$231K - $249K
|
2.03K
$271K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
2.03KNew |
$231K - $249K
|
2.03K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2K+ 37.11% |
$228K - $246K
|
7.39K
$988K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.99K+ 30.94% |
$227K - $244K
|
8.42K
$1.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.96KNew |
$223K - $240K
|
1.96K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.96KNew |
$223K - $240K
|
1.96K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$222K - $239K
|
1.94K
$260K
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.93K+ 36.08% |
$220K - $237K
|
7.29K
$974K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
1.93KNew |
$220K - $237K
|
1.93K
$258K
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.93KNew |
$220K - $237K
|
1.93K
$258K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.89K+ 6.58% |
$215K - $232K
|
30.6K
$4.09M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.89K+ 62.15% |
$215K - $232K
|
4.93K
$658K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.88KNew |
$214K - $230K
|
1.88K
$251K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.88KNew |
$214K - $230K
|
1.88K
$251K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
1.84KNew |
$210K - $226K
|
1.84K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.83K+ 49.57% |
$208K - $224K
|
5.52K
$737K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.81KNew |
$206K - $222K
|
1.81K
$242K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.8KNew |
$205K - $221K
|
1.8K
$241K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
1.77KNew |
$202K - $218K
|
1.77K
$237K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.77KNew |
$202K - $217K
|
1.77K
$236K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$202K - $217K
|
1.77K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.76KNew |
$201K - $217K
|
1.76K
$236K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.75K+ 56.86% |
$199K - $214K
|
4.81K
$643K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.74KNew |
$198K - $213K
|
1.74K
$232K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.73K+ 1.62% |
$197K - $212K
|
108K
$14.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.71K+ 1.14% |
$195K - $210K
|
152K
$20.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.69K+ 2.42% |
$193K - $208K
|
71.7K
$9.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.69KNew |
$193K - $208K
|
1.69K
$226K
|