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 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-100- 1.43% |
$9.66K - $11.2K
|
6.91K
$890K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-103- 4.4% |
$9.95K - $11.5K
|
2.24K
$288K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-103- 34.33% |
$9.95K - $11.5K
|
197
$25.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-105- 0.83% |
$10.1K - $11.7K
|
12.5K
$1.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-109- 4.65% |
$10.5K - $12.2K
|
2.24K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-118- 1.83% |
$11.4K - $13.2K
|
6.32K
$814K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-120- 33.33% |
$11.6K - $13.4K
|
240
$30.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-121- 1.01% |
$11.7K - $13.5K
|
11.9K
$1.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-125- 70.22% |
$12.1K - $14K
|
53
$6.83K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-131- 0.4% |
$12.7K - $14.6K
|
32.8K
$4.22M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-133- 0.48% |
$12.8K - $14.9K
|
27.5K
$3.55M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-136Closed |
$13.1K - $15.2K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-138- 2.89% |
$13.3K - $15.4K
|
4.64K
$598K
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-140- 4.3% |
$13.5K - $15.6K
|
3.12K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-142- 0.29% |
$13.7K - $15.9K
|
48.2K
$6.21M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-145- 5.24% |
$14K - $16.2K
|
2.62K
$338K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-145- 0.55% |
$14K - $16.2K
|
26K
$3.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-154- 1.46% |
$14.9K - $17.2K
|
10.4K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-157- 2.68% |
$15.2K - $17.5K
|
5.7K
$735K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-166- 2.03% |
$16K - $18.5K
|
8.03K
$1.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-166- 1.72% |
$16K - $18.5K
|
9.5K
$1.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-169- 4.91% |
$16.3K - $18.9K
|
3.28K
$422K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-173- 1.91% |
$16.7K - $19.3K
|
8.87K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-176- 5.19% |
$17K - $19.7K
|
3.21K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-177- 5.54% |
$17.1K - $19.8K
|
3.02K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-185- 3.74% |
$17.9K - $20.7K
|
4.76K
$614K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-188- 2.39% |
$18.2K - $21K
|
7.68K
$989K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 3.18% |
$19.3K - $22.3K
|
6.1K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-200- 7.88% |
$19.3K - $22.3K
|
2.34K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-202- 1.75% |
$19.5K - $22.6K
|
11.3K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-203- 2.8% |
$19.6K - $22.7K
|
7.04K
$908K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-204- 4.62% |
$19.7K - $22.8K
|
4.22K
$543K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-206- 2.78% |
$19.9K - $23K
|
7.21K
$929K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-210- 7.94% |
$20.3K - $23.5K
|
2.44K
$314K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-211- 62.61% |
$20.4K - $23.6K
|
126
$16.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-220- 2.36% |
$21.2K - $24.6K
|
9.1K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-220- 2.65% |
$21.2K - $24.6K
|
8.07K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-225- 1.47% |
$21.7K - $25.1K
|
15.1K
$1.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-229- 1.77% |
$22.1K - $25.6K
|
12.7K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-233- 8.35% |
$22.5K - $26K
|
2.56K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-235- 0.53% |
$22.7K - $26.2K
|
44.4K
$5.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-235- 5.26% |
$22.7K - $26.2K
|
4.23K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-245- 4.57% |
$23.7K - $27.4K
|
5.11K
$659K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-248- 0.61% |
$23.9K - $27.7K
|
40.5K
$5.22M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-280- 1.13% |
$27K - $31.3K
|
24.6K
$3.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-281- 2.91% |
$27.1K - $31.4K
|
9.37K
$1.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-285- 0.47% |
$27.5K - $31.8K
|
60.1K
$7.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-288- 0.12% |
$27.8K - $32.2K
|
243K
$31.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-298- 27.88% |
$28.8K - $33.3K
|
771
$99.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-302- 7.86% |
$29.2K - $33.7K
|
3.54K
$456K
|