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 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
49New |
$5.59K - $6.01K
|
49
$6.55K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
48+ 0.57% |
$5.47K - $5.89K
|
8.43K
$1.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
47+ 6.56% |
$5.36K - $5.77K
|
764
$102K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
45New |
$5.13K - $5.52K
|
45
$6.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
44New |
$5.02K - $5.4K
|
44
$5.88K
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
41+ 0.73% |
$4.68K - $5.03K
|
5.66K
$757K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
39+ 0.5% |
$4.45K - $4.79K
|
7.81K
$1.04M
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
39+ 0.33% |
$4.45K - $4.79K
|
11.7K
$1.56M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32+ 2.45% |
$3.65K - $3.93K
|
1.34K
$179K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
32+ 1.74% |
$3.65K - $3.93K
|
1.87K
$250K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
31New |
$3.54K - $3.81K
|
31
$4.14K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30+ 0.64% |
$3.42K - $3.68K
|
4.75K
$635K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
30+ 1.18% |
$3.42K - $3.68K
|
2.57K
$343K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.23% |
$3.42K - $3.68K
|
13.3K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
29+ 0.34% |
$3.31K - $3.56K
|
8.61K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
28New |
$3.19K - $3.44K
|
28
$3.74K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
28New |
$3.19K - $3.44K
|
28
$3.74K
|
|
|
Feb 04, 2022
Q4 2021
|
Cohen Capital Management, Inc.
|
BUY
|
- |
26+ 0.56% |
$2.97K - $3.19K
|
4.69K
$628K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
25+ 0.86% |
$2.85K - $3.07K
|
2.93K
$392K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
23+ 0.45% |
$2.62K - $2.82K
|
5.14K
$687K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.43% |
$2.51K - $2.7K
|
5.14K
$687K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
22New |
$2.51K - $2.7K
|
22
$2.94K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
19New |
$2.17K - $2.33K
|
19
$2.54K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
19+ 0.22% |
$2.17K - $2.33K
|
8.76K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
15+ 0.86% |
$1.71K - $1.84K
|
1.77K
$236K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
14+ 0.12% |
$1.6K - $1.72K
|
11.7K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.64% |
$1.37K - $1.47K
|
1.88K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12+ 0.61% |
$1.37K - $1.47K
|
1.98K
$265K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 0.73% |
$1.25K - $1.35K
|
1.53K
$204K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$1.14K - $1.23K
|
12.3K
$1.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.95% |
$1.14K - $1.23K
|
1.06K
$142K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10New |
$1.14K - $1.23K
|
10
$1.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.28% |
$1.14K - $1.23K
|
3.58K
$478K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 2.54% |
$1.14K - $1.23K
|
403
$53.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$1.03K - $1.1K
|
3.04K
$406K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$912 - $982
|
3.55K
$475K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
8+ 0.03% |
$912 - $982
|
26.4K
$3.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$798 - $859
|
7
$936
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.88% |
$798 - $859
|
806
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6+ 0.17% |
$684 - $737
|
3.44K
$460K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
6New |
$684 - $737
|
6
$802
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
6+ 0.07% |
$684 - $737
|
8.65K
$1.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
6+ 0.24% |
$684 - $737
|
2.46K
$328K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$570 - $614
|
2.5K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.14% |
$570 - $614
|
3.52K
$471K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.19% |
$456 - $491
|
2.09K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 9.38% |
$342 - $368
|
35
$4.68K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.07% |
$342 - $368
|
4.1K
$549K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.21% |
$342 - $368
|
250
$33.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
3+ 0.12% |
$342 - $368
|
2.49K
$333K
|