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 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
240+ 6000.0% |
$27.4K - $29.5K
|
244
$32.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
234+ 0.4% |
$26.7K - $28.7K
|
58K
$7.76M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
230+ 1.06% |
$26.2K - $28.2K
|
21.9K
$2.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
223New |
$25.4K - $27.4K
|
223
$29.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
221+ 3.66% |
$25.2K - $27.1K
|
6.27K
$837K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
214+ 0.15% |
$24.4K - $26.3K
|
141K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
207+ 10.71% |
$23.6K - $25.4K
|
2.14K
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
206+ 9.48% |
$23.5K - $25.3K
|
2.38K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
203New |
$23.2K - $24.9K
|
203
$27.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
200+ 78.13% |
$22.8K - $24.6K
|
456
$60.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
192+ 0.48% |
$21.9K - $23.6K
|
40.3K
$5.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
187+ 4.15% |
$21.3K - $23K
|
4.69K
$627K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
187+ 1.05% |
$21.3K - $23K
|
18K
$2.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
186+ 4.59% |
$21.2K - $22.8K
|
4.24K
$566K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
183New |
$20.9K - $22.5K
|
183
$24.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
181+ 0.87% |
$20.6K - $22.2K
|
20.9K
$2.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
181+ 0.28% |
$20.6K - $22.2K
|
64.6K
$8.63M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
179+ 1.5% |
$20.4K - $22K
|
12.1K
$1.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
175+ 124.11% |
$20K - $21.5K
|
316
$42.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
170+ 5.68% |
$19.4K - $20.9K
|
3.16K
$423K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
167+ 1.21% |
$19K - $20.5K
|
13.9K
$1.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
160+ 3.07% |
$18.2K - $19.6K
|
5.37K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
156+ 472.73% |
$17.8K - $19.1K
|
189
$25.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
148New |
$16.9K - $18.2K
|
148
$19.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
144+ 2.99% |
$16.4K - $17.7K
|
4.97K
$664K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
134+ 74.44% |
$15.3K - $16.4K
|
314
$42K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
133+ 6.91% |
$15.2K - $16.3K
|
2.06K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
124+ 5.19% |
$14.1K - $15.2K
|
2.52K
$336K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
115+ 1.1% |
$13.1K - $14.1K
|
10.6K
$1.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
113New |
$12.9K - $13.9K
|
113
$15.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
112+ 0.87% |
$12.8K - $13.7K
|
13K
$1.74M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
108+ 5.03% |
$12.3K - $13.3K
|
2.25K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
107+ 4.79% |
$12.2K - $13.1K
|
2.34K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
88+ 3.04% |
$10K - $10.8K
|
2.98K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
84+ 0.17% |
$9.58K - $10.3K
|
50.3K
$6.73M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
81New |
$9.24K - $9.94K
|
81
$10.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
80+ 0.89% |
$9.12K - $9.82K
|
9.03K
$1.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
80+ 17.17% |
$9.12K - $9.82K
|
546
$73K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
72+ 2.48% |
$8.21K - $8.84K
|
2.98K
$398K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
70New |
$7.98K - $8.59K
|
70
$9.35K
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
62New |
$7.07K - $7.61K
|
62
$8.29K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
60+ 12.74% |
$6.84K - $7.37K
|
531
$71K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
59+ 0.3% |
$6.73K - $7.24K
|
19.4K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
57New |
$6.5K - $7K
|
57
$7.62K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
56+ 2.59% |
$6.39K - $6.87K
|
2.22K
$296K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
55New |
$6.27K - $6.75K
|
55
$7.35K
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
53+ 0.88% |
$6.04K - $6.51K
|
6.09K
$814K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
50+ 1.64% |
$5.7K - $6.14K
|
3.1K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
50New |
$5.7K - $6.14K
|
50
$6.68K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
50+ 13.81% |
$5.7K - $6.14K
|
412
$55.1K
|