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 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$342 - $368
|
12.6K
$1.69M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3+ 0.5% |
$342 - $368
|
608
$81.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.09% |
$342 - $368
|
3.22K
$430K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$228 - $246
|
549
$73.4K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 0.61% |
$228 - $246
|
332
$44.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$228 - $246
|
1.53K
$204K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2+ 0.08% |
$228 - $246
|
2.67K
$356K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$228 - $246
|
3.26K
$436K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.1% |
$228 - $246
|
2.06K
$276K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $123
|
4.86K
$650K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$114 - $123
|
3.03K
$405K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
1+ 0.05% |
$114 - $123
|
2K
$267K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.05% |
$114 - $123
|
1.83K
$245K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 9.09% |
$114 - $123
|
10
$1.34K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1- 0.03% |
$114 - $123
|
3K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$228 - $246
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 3.01% |
$456 - $491
|
129
$17.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-7- 0.15% |
$798 - $859
|
4.77K
$638K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-9- 15.79% |
$1.03K - $1.1K
|
48
$6.41K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11- 0.03% |
$1.25K - $1.35K
|
33.6K
$4.49M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-12- 0.2% |
$1.37K - $1.47K
|
6.1K
$816K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-14- 0.56% |
$1.6K - $1.72K
|
2.51K
$335K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-15- 0.61% |
$1.71K - $1.84K
|
2.44K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15- 0.12% |
$1.71K - $1.84K
|
12.3K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-16- 1.03% |
$1.82K - $1.96K
|
1.54K
$206K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 5.21% |
$1.94K - $2.09K
|
309
$41.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-18Closed |
$2.05K - $2.21K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-18- 0.67% |
$2.05K - $2.21K
|
2.65K
$354K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-19- 0.11% |
$2.17K - $2.33K
|
17K
$2.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-19- 0.18% |
$2.17K - $2.33K
|
10.5K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-20- 0.32% |
$2.28K - $2.46K
|
6.3K
$842K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-23- 0.64% |
$2.62K - $2.82K
|
3.57K
$476K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-23- 4.76% |
$2.62K - $2.82K
|
460
$61.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-24- 0.97% |
$2.74K - $2.95K
|
2.44K
$326K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 5.29% |
$2.85K - $3.07K
|
448
$59.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
SELL
|
- |
-25- 0.3% |
$2.85K - $3.07K
|
8.18K
$1.09M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-30Closed |
$3.42K - $3.68K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-30- 2.37% |
$3.42K - $3.68K
|
1.24K
$165K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-32- 0.58% |
$3.65K - $3.93K
|
5.45K
$729K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34- 0.16% |
$3.88K - $4.17K
|
21.3K
$2.84M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 0.2% |
$3.99K - $4.3K
|
17.7K
$2.36M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-41- 4.75% |
$4.68K - $5.03K
|
822
$110K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-42- 1.18% |
$4.79K - $5.16K
|
3.53K
$471K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-43- 1.04% |
$4.9K - $5.28K
|
4.08K
$546K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-44- 1.47% |
$5.02K - $5.4K
|
2.95K
$394K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 3.45% |
$5.13K - $5.52K
|
1.26K
$169K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-48Closed |
$5.47K - $5.89K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 2.49% |
$5.7K - $6.14K
|
1.96K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-51- 27.72% |
$5.82K - $6.26K
|
133
$17.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 5.21% |
$5.82K - $6.26K
|
927
$124K
|