Purchases and Sales Made in Q4 2022 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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
Jan 27, 2023 Q4 2022
Ballentine Partners, LLC

Waltham, MA
SELL
 -
-109
- 4.65%
$10.5K - $12.2K
2.24K $290K
Feb 10, 2023 Q4 2022
Sandy Spring Bank

SELL
 -
-118
- 1.83%
$11.4K - $13.2K
6.32K $819K
Jan 13, 2023 Q4 2022
Norwood Financial Corp

SELL
 -
-120
- 33.33%
$11.6K - $13.4K
240 $31.1K
Jan 09, 2023 Q4 2022
Pure Financial Advisors, LLC

SELL
 -
-121
- 1.01%
$11.7K - $13.5K
11.9K $1.54M
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-125
- 70.22%
$12.1K - $14K
53 $6.87K
Feb 06, 2023 Q4 2022
Parsec Financial Management, Inc.

SELL
 -
-131
- 0.4%
$12.7K - $14.6K
32.8K $4.25M
May 25, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
SELL
 -
-133
- 0.48%
$12.8K - $14.9K
27.5K $3.57M
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-136
Closed
$13.1K - $15.2K
0 $0
Jan 20, 2023 Q4 2022
Davenport & CO LLC

SELL
 -
-138
- 2.89%
$13.3K - $15.4K
4.64K $601K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-142
- 0.29%
$13.7K - $15.9K
48.2K $6.24M
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

SELL
 -
-145
- 5.24%
$14K - $16.2K
2.62K $340K
Feb 15, 2023 Q4 2022
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-154
- 1.46%
$14.9K - $17.2K
10.4K $1.35M
Feb 13, 2023 Q4 2022
Douglass Winthrop Advisors, LLC

New York, NY
SELL
 -
-157
- 2.68%
$15.2K - $17.5K
5.7K $739K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-166
- 2.03%
$16K - $18.5K
8.03K $1.04M
Jan 10, 2023 Q4 2022
Thomasville National Bank

SELL
 -
-166
- 1.72%
$16K - $18.5K
9.5K $1.23M
Jan 20, 2023 Q4 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-169
- 4.91%
$16.3K - $18.9K
3.28K $425K
Jan 13, 2023 Q4 2022
Ballew Advisors, Inc

SELL
 -
-173
- 1.91%
$16.7K - $19.3K
8.87K $1.15M
Feb 06, 2023 Q4 2022
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-176
- 5.19%
$17K - $19.7K
3.21K $416K
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-177
- 5.54%
$17.1K - $19.8K
3.02K $391K
Feb 13, 2023 Q4 2022
N.E.W. Advisory Services LLC

SELL
 -
-185
- 3.74%
$17.9K - $20.7K
4.76K $617K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

SELL
 -
-188
- 2.39%
$18.2K - $21K
7.68K $995K
Jan 25, 2023 Q4 2022
Mathes Company, Inc.

SELL
 -
-200
- 3.18%
$19.3K - $22.3K
6.1K $790K
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-200
- 7.88%
$19.3K - $22.3K
2.34K $303K
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-202
- 1.75%
$19.5K - $22.6K
11.3K $1.47M
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

SELL
 -
-203
- 2.8%
$19.6K - $22.7K
7.04K $913K
Feb 03, 2023 Q4 2022
9258 Wealth Management, LLC

SELL
 -
-204
- 4.62%
$19.7K - $22.8K
4.22K $546K
Jan 23, 2023 Q4 2022
Carnegie Capital Asset Management, LLC

SELL
 -
-206
- 2.78%
$19.9K - $23K
7.21K $934K
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-210
- 7.94%
$20.3K - $23.5K
2.44K $316K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

SELL
 -
-211
- 62.61%
$20.4K - $23.6K
126 $16.3K
Feb 13, 2023 Q4 2022
Viewpoint Capital Management LLC

Seattle, WA
SELL
 -
-220
- 2.36%
$21.2K - $24.6K
9.1K $1.18M
Feb 13, 2023 Q4 2022
Fullen Financial Group

SELL
 -
-220
- 2.65%
$21.2K - $24.6K
8.07K $1.05M
Jan 19, 2023 Q4 2022
Home Federal Bank Of Tennessee

SELL
 -
-225
- 1.47%
$21.7K - $25.1K
15.1K $1.95M
Jan 27, 2023 Q4 2022
Financial Guidance Group, Inc.

SELL
 -
-229
- 1.77%
$22.1K - $25.6K
12.7K $1.65M
Jan 20, 2023 Q4 2022
Montecito Bank & Trust

SELL
 -
-233
- 8.35%
$22.5K - $26K
2.56K $331K
Feb 03, 2023 Q4 2022
Regions Financial Corp

SELL
 -
-235
- 0.53%
$22.7K - $26.2K
44.4K $5.75M
Feb 09, 2023 Q4 2022
Trilogy Capital Inc.

SELL
 -
-235
- 5.26%
$22.7K - $26.2K
4.23K $548K
Feb 13, 2023 Q4 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-245
- 4.57%
$23.7K - $27.4K
5.11K $662K
Feb 02, 2023 Q4 2022
James J. Burns & Company, LLC

Melville, NY
SELL
 -
-248
- 0.61%
$23.9K - $27.7K
40.5K $5.25M
Jan 24, 2023 Q4 2022
National Bank Of Canada

SELL
 -
-280
- 1.13%
$27K - $31.3K
24.6K $3.18M
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 $7.78M
Feb 13, 2023 Q4 2022
Cedar Mountain Advisors, LLC

SELL
 -
-288
- 0.12%
$27.8K - $32.2K
243K $31.5M
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-298
- 27.88%
$28.8K - $33.3K
771 $99.9K
Feb 07, 2023 Q4 2022
Edge Capital Group, LLC

SELL
 -
-302
- 7.86%
$29.2K - $33.7K
3.54K $459K
Feb 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-304
- 5.68%
$29.4K - $34K
5.05K $654K
Feb 10, 2023 Q4 2022
Intrust Bank Na

Wichita, KS
SELL
 -
-335
- 3.95%
$32.4K - $37.4K
8.15K $1.06M
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-342
- 12.34%
$33K - $38.2K
2.43K $315K
Jan 27, 2023 Q4 2022
First Pacific Financial

SELL
 -
-347
- 1.56%
$33.5K - $38.8K
21.9K $2.84M
Feb 10, 2023 Q4 2022
Jsf Financial, LLC

SELL
 -
-347
- 3.54%
$33.5K - $38.8K
9.44K $1.22M

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