Purchases and Sales Made in Q4 2021 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 04, 2022 Q4 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
616
+ 5.7%
$70.2K - $75.6K
11.4K $1.53M
Feb 09, 2022 Q4 2021
Trustcore Financial Services, LLC

BUY
 -
600
New
$68.4K - $73.7K
600 $80.2K
Jan 24, 2022 Q4 2021
Dagco, Inc.

BUY
 -
586
+ 7.77%
$66.8K - $71.9K
8.13K $1.09M
Apr 19, 2024 Q4 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
583
+ 3.5%
$66.5K - $71.6K
17.2K $2.3M
Mar 11, 2022 Q4 2021
First Citizens Bank & Trust CO

BUY
 -
581
+ 0.72%
$66.3K - $71.3K
81.4K $10.9M
Jan 21, 2022 Q4 2021
Baystate Wealth Management LLC

BUY
 -
570
+ 100.18%
$65K - $70K
1.14K $152K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

BUY
 -
557
+ 0.32%
$63.5K - $68.4K
177K $23.7M
Feb 15, 2022 Q4 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
543
+ 5.91%
$61.9K - $66.7K
9.74K $1.3M
Feb 11, 2022 Q4 2021
Rgt Wealth Advisors, LLC

BUY
 -
540
New
$61.6K - $66.3K
540 $72.2K
Jan 28, 2022 Q4 2021
Amplius Wealth Advisors, LLC

BUY
 -
533
New
$60.8K - $65.4K
533 $71.2K
Feb 14, 2022 Q4 2021
Financial Connections Group, Inc.

BUY
 -
517
New
$59K - $63.5K
517 $69.1K
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
512
+ 3.78%
$58.4K - $62.8K
14.1K $1.88M
Feb 25, 2022 Q4 2021
Garde Capital, Inc.

Seattle, WA
BUY
 -
509
+ 53.02%
$58K - $62.5K
1.47K $196K
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
504
+ 3.19%
$57.5K - $61.9K
16.3K $2.18M
May 09, 2022 Q4 2021
Insight Inv LLC

El Segundo, CA
BUY
 -
498
New
$56.8K - $61.1K
498 $66.6K
Feb 01, 2022 Q4 2021
Marcum Wealth, LLC

BUY
 -
485
+ 7.04%
$55.3K - $59.5K
7.37K $985K
Jan 13, 2022 Q4 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
478
+ 7.29%
$54.5K - $58.7K
7.04K $941K
Jun 28, 2024 Q4 2021
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
475
New
$54.2K - $58.3K
475 $63.5K
Sep 10, 2024 Q4 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
473
+ 6.94%
$53.9K - $58.1K
7.29K $974K
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
445
+ 6.32%
$50.7K - $54.6K
7.49K $1M
Feb 14, 2022 Q4 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
445
+ 65.93%
$50.7K - $54.6K
1.12K $150K
Feb 07, 2022 Q4 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
440
+ 175.3%
$50.2K - $54K
691 $92.3K
Jan 27, 2022 Q4 2021
Brown Advisory Inc

BUY
 -
440
+ 0.23%
$50.2K - $54K
195K $26M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
419
+ 2.47%
$47.8K - $51.4K
17.4K $2.33M
Feb 11, 2022 Q4 2021
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
412
+ 0.43%
$47K - $50.6K
96.1K $12.8M
Feb 11, 2022 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
382
+ 3.88%
$43.6K - $46.9K
10.2K $1.37M
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
382
+ 3.88%
$43.6K - $46.9K
10.2K $1.37M
Feb 09, 2022 Q4 2021
Condor Capital Management

Martinsville, NJ
BUY
 -
378
+ 1.28%
$43.1K - $46.4K
29.9K $4M
Feb 08, 2022 Q4 2021
Norwood Financial Corp

BUY
 -
360
New
$41.1K - $44.2K
360 $48.1K
Mar 11, 2022 Q4 2021
City State Bank

Norwalk, IA
BUY
 -
350
New
$39.9K - $43K
350 $46.8K
Feb 11, 2022 Q4 2021
Carl P. Sherr & Co., LLC

BUY
 -
346
+ 9.58%
$39.5K - $42.5K
3.96K $529K
Feb 09, 2022 Q4 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
340
+ 15.08%
$38.8K - $41.7K
2.6K $347K
Feb 08, 2022 Q4 2021
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
340
+ 9.68%
$38.8K - $41.7K
3.85K $515K
Feb 10, 2022 Q4 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
336
+ 2.45%
$38.3K - $41.2K
14.1K $1.88M
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
335
+ 5.34%
$38.2K - $41.1K
6.61K $884K
Jul 24, 2024 Q4 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
326
+ 1.8%
$37.2K - $40K
18.5K $2.47M
Jan 31, 2022 Q4 2021
Raymond James Trust N.A.

BUY
 -
305
+ 4.17%
$34.8K - $37.4K
7.62K $1.02M
Jan 19, 2023 Q4 2021
Stephens Consulting, LLC

Flint, MI
BUY
 -
303
New
$34.6K - $37.2K
303 $40.5K
May 13, 2022 Q4 2021
Mechanics Financial Corp

BUY
 -
300
New
$34.2K - $36.8K
300 $40.1K
Feb 11, 2022 Q4 2021
Brandywine Global Investment Management, LLC

Philadelphia, PA
BUY
 -
288
+ 17.54%
$32.8K - $35.4K
1.93K $258K
Jan 19, 2022 Q4 2021
Endurance Wealth Management, Inc.

BUY
 -
288
+ 69.57%
$32.8K - $35.4K
702 $93.8K
Feb 14, 2022 Q4 2021
Chilton Capital Management LLC

Houston, TX
BUY
 -
275
New
$31.4K - $33.8K
275 $36.8K
Feb 10, 2022 Q4 2021
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
272
New
$31K - $33.4K
272 $36.4K
Feb 10, 2022 Q4 2021
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
269
+ 11.96%
$30.7K - $33K
2.52K $337K
Jan 21, 2022 Q4 2021
Inspirion Wealth Advisors, LLC

BUY
 -
260
+ 0.49%
$29.7K - $31.9K
53.6K $7.17M
Feb 18, 2022 Q4 2021
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
253
New
$28.9K - $31.1K
253 $33.8K
Jan 10, 2022 Q4 2021
Private Trust CO Na

BUY
 -
250
+ 3.53%
$28.5K - $30.7K
7.33K $979K
Feb 15, 2022 Q4 2021
Crestwood Advisors Group LLC

BUY
 -
246
+ 12.59%
$28.1K - $30.2K
2.2K $294K
Aug 16, 2024 Q4 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
242
+ 1.08%
$27.6K - $29.7K
22.5K $3.01M

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