Purchases and Sales Made in Q4 2022 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q4 2022. 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, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
84.7M+ 120049.48% |
$8.18B - $9.46B
|
84.7M
$11B
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
831KNew |
$80.3M - $92.8M
|
831K
$108M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
253K+ 4.32% |
$24.4M - $28.2M
|
6.11M
$795M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
187KNew |
$18M - $20.9M
|
187K
$24.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
158KNew |
$15.2M - $17.6M
|
158K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
139K+ 3.6% |
$13.4M - $15.5M
|
3.99M
$520M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
138K+ 91.01% |
$13.3M - $15.4M
|
290K
$37.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
125KNew |
$12.1M - $14M
|
125K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
124K+ 118.28% |
$12M - $13.9M
|
229K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
100K+ 6.64% |
$9.68M - $11.2M
|
1.61M
$210M
|
|
|
Feb 02, 2023
Q4 2022
|
Leeward Investments, LLC Ma
|
BUY
|
- |
79K+ 3803.9% |
$7.63M - $8.83M
|
81.1K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79K+ 13.39% |
$7.63M - $8.82M
|
669K
$87.1M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
74.3K+ 1139.6% |
$7.17M - $8.29M
|
80.8K
$10.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.3K+ 4572.38% |
$6.99M - $8.08M
|
73.9K
$9.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
72K+ 4.83% |
$6.95M - $8.04M
|
1.56M
$203M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
69.6K+ 93.81% |
$6.73M - $7.78M
|
144K
$18.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.7K+ 30.25% |
$6.35M - $7.34M
|
283K
$36.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
58.7K+ 496.87% |
$5.67M - $6.56M
|
70.5K
$9.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
57.8K+ 3.19% |
$5.58M - $6.45M
|
1.87M
$244M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
57K+ 94916.67% |
$5.5M - $6.36M
|
57K
$7.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
56.7K+ 83.58% |
$5.48M - $6.34M
|
125K
$16.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
56.6KNew |
$5.47M - $6.32M
|
56.6K
$7.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.3K+ 0.88% |
$5.34M - $6.17M
|
6.36M
$828M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49K+ 362.01% |
$4.73M - $5.48M
|
62.6K
$8.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
47.9K+ 653.31% |
$4.63M - $5.35M
|
55.2K
$7.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
45.9K+ 289.12% |
$4.43M - $5.13M
|
61.8K
$8.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
45.3KNew |
$4.38M - $5.06M
|
45.3K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
45KNew |
$4.35M - $5.03M
|
45K
$5.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.7K+ 59.19% |
$4.22M - $4.88M
|
117K
$15.3M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.7K+ 59.19% |
$4.22M - $4.88M
|
117K
$15.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.8K+ 1680.0% |
$4.14M - $4.78M
|
45.4K
$5.91M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
42.7K+ 6.9% |
$4.12M - $4.77M
|
661K
$86.1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.2K+ 43.05% |
$3.98M - $4.6M
|
137K
$17.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
38.7K+ 26.65% |
$3.74M - $4.33M
|
184K
$24M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
36.4KNew |
$3.52M - $4.07M
|
36.4K
$4.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
35.6K+ 1.18% |
$3.44M - $3.98M
|
3.06M
$398M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
32.8K+ 88.78% |
$3.17M - $3.66M
|
69.7K
$9.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
30.1K+ 159.12% |
$2.91M - $3.36M
|
49.1K
$6.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.3K+ 1.27% |
$2.83M - $3.27M
|
2.34M
$305M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.1K+ 2.96% |
$2.71M - $3.14M
|
979K
$128M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
27.7K+ 3056.95% |
$2.67M - $3.09M
|
28.6K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
27.5KNew |
$2.66M - $3.07M
|
27.5K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.3K+ 679.9% |
$2.64M - $3.05M
|
31.3K
$4.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.6KNew |
$2.47M - $2.86M
|
25.6K
$3.33M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.7K+ 8.58% |
$2.38M - $2.76M
|
312K
$40.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
24.4K+ 273.36% |
$2.35M - $2.72M
|
33.3K
$4.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.1K+ 2.73% |
$2.32M - $2.69M
|
905K
$118M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
18.1KNew |
$1.75M - $2.02M
|
18.1K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.8K+ 202.91% |
$1.72M - $1.99M
|
26.6K
$3.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Reinhart Partners, Inc.
|
BUY
|
- |
17.8KNew |
$1.72M - $1.99M
|
17.8K
$2.32M
|