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 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.68KNew |
$192K - $207K
|
1.68K
$225K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.68KNew |
$191K - $206K
|
1.68K
$224K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.67KNew |
$191K - $205K
|
1.67K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$189K - $204K
|
1.66K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.66K+ 1.29% |
$189K - $204K
|
130K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.66K+ 0.43% |
$189K - $203K
|
387K
$51.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.65KNew |
$189K - $203K
|
1.65K
$221K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.65K+ 62.08% |
$188K - $203K
|
4.31K
$576K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.64KNew |
$187K - $201K
|
1.64K
$219K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
1.64KNew |
$187K - $201K
|
1.64K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.59K+ 2.94% |
$181K - $195K
|
55.7K
$7.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 19.7% |
$177K - $190K
|
9.42K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5K+ 17.22% |
$170K - $184K
|
10.2K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.49K+ 22.9% |
$170K - $183K
|
7.99K
$1.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.46K+ 66.23% |
$166K - $179K
|
3.66K
$489K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 7.55% |
$146K - $158K
|
18.3K
$2.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.27K+ 3.17% |
$145K - $156K
|
41.5K
$5.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.27KNew |
$145K - $156K
|
1.27K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.23K+ 22.64% |
$141K - $151K
|
6.68K
$893K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.22KNew |
$139K - $149K
|
1.22K
$163K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.18K+ 35.09% |
$135K - $145K
|
4.55K
$609K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.17K+ 11.9% |
$134K - $144K
|
11K
$1.48M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$130K - $140K
|
1.14K
$152K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 3.15% |
$130K - $140K
|
37.2K
$4.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.09K+ 1.51% |
$124K - $133K
|
73.3K
$9.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.08KNew |
$123K - $133K
|
1.08K
$144K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.05K+ 9.93% |
$120K - $129K
|
11.6K
$1.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.02K+ 5.45% |
$116K - $125K
|
19.7K
$2.64M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 18.63% |
$114K - $123K
|
6.38K
$853K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
1K+ 9.89% |
$114K - $123K
|
11.1K
$1.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
980+ 3.37% |
$112K - $120K
|
30.1K
$4.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
948+ 2430.77% |
$108K - $116K
|
987
$132K
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
882New |
$101K - $108K
|
882
$118K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
877+ 18.37% |
$100K - $108K
|
5.65K
$755K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
842New |
$96K - $103K
|
842
$113K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
834+ 1.53% |
$95.1K - $102K
|
55.2K
$7.38M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
808New |
$92.1K - $99.2K
|
808
$108K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
767+ 26.35% |
$87.5K - $94.1K
|
3.68K
$492K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
731+ 11.34% |
$83.4K - $89.7K
|
7.18K
$960K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
731New |
$83.4K - $89.7K
|
731
$97.7K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
705+ 27.23% |
$80.4K - $86.5K
|
3.29K
$440K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
700New |
$79.8K - $85.9K
|
700
$93.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
685+ 6.47% |
$78.1K - $84.1K
|
11.3K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
685+ 1.0% |
$78.1K - $84.1K
|
69.4K
$9.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
683+ 6.42% |
$77.9K - $83.8K
|
11.3K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
679New |
$77.4K - $83.3K
|
679
$90.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
664+ 1.03% |
$75.7K - $81.5K
|
64.9K
$8.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
645+ 17.95% |
$73.6K - $79.2K
|
4.24K
$566K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
638New |
$72.8K - $78.3K
|
638
$85.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
635+ 1076.27% |
$72.4K - $77.9K
|
694
$92.7K
|