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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-367- 5.39% |
$35.4K - $41K
|
6.45K
$836K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-370- 4.51% |
$35.7K - $41.3K
|
7.83K
$1.01M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-373- 6.07% |
$36K - $41.7K
|
5.78K
$749K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-375- 7.84% |
$36.2K - $41.9K
|
4.41K
$571K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-378- 2.57% |
$36.5K - $42.2K
|
14.3K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-398- 4.95% |
$38.4K - $44.5K
|
7.64K
$990K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-399- 1.94% |
$38.5K - $44.6K
|
20.2K
$2.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-432- 1.95% |
$41.7K - $48.3K
|
21.8K
$2.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-436- 7.03% |
$42.1K - $48.7K
|
5.77K
$747K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-445- 13.17% |
$43K - $49.7K
|
2.93K
$380K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-449- 0.47% |
$43.4K - $50.1K
|
94.7K
$12.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-453- 2.29% |
$43.7K - $50.6K
|
19.3K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-460- 19.33% |
$44.4K - $51.4K
|
1.92K
$249K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-464- 3.53% |
$44.8K - $51.8K
|
12.7K
$1.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-480- 12.87% |
$46.4K - $53.6K
|
3.25K
$421K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-485- 9.49% |
$46.8K - $54.2K
|
4.63K
$600K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-486- 1.96% |
$46.9K - $54.3K
|
24.3K
$3.15M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-488- 5.69% |
$47.1K - $54.5K
|
8.09K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-493- 19.09% |
$47.6K - $55.1K
|
2.09K
$271K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-495- 20.64% |
$47.8K - $55.3K
|
1.9K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-504- 8.54% |
$48.7K - $56.3K
|
5.4K
$700K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-528- 14.67% |
$51K - $59K
|
3.07K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-540- 3.77% |
$52.1K - $60.3K
|
13.8K
$1.79M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-558- 9.44% |
$53.9K - $62.3K
|
5.35K
$693K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-567- 1.81% |
$54.8K - $63.3K
|
30.8K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-570- 21.8% |
$55K - $63.7K
|
2.05K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-570- 2.87% |
$55K - $63.7K
|
19.3K
$2.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-580- 8.67% |
$56K - $64.8K
|
6.11K
$792K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-597- 88.71% |
$57.7K - $66.7K
|
76
$9.85K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-603- 2.39% |
$58.2K - $67.3K
|
24.6K
$3.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-612- 12.44% |
$59.1K - $68.4K
|
4.31K
$558K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-622- 0.6% |
$60.1K - $69.5K
|
103K
$13.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-623- 0.68% |
$60.2K - $69.6K
|
91.4K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-637- 4.48% |
$61.5K - $71.1K
|
13.6K
$1.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-643- 9.93% |
$62.1K - $71.8K
|
5.83K
$756K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-643- 7.43% |
$62.1K - $71.8K
|
8.01K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-670- 7.71% |
$64.7K - $74.8K
|
8.02K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-674- 2.36% |
$65.1K - $75.3K
|
27.9K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-689- 7.09% |
$66.5K - $77K
|
9.03K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-707- 8.58% |
$68.3K - $79K
|
7.53K
$976K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-710- 5.61% |
$68.6K - $79.3K
|
11.9K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-719- 4.59% |
$69.4K - $80.3K
|
14.9K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-790- 0.37% |
$76.3K - $88.2K
|
211K
$27.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-821- 27.79% |
$79.3K - $91.7K
|
2.13K
$276K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-830- 30.36% |
$80.2K - $92.7K
|
1.9K
$247K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-836- 3.26% |
$80.7K - $93.4K
|
24.8K
$3.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-861- 12.66% |
$83.1K - $96.2K
|
5.94K
$770K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-880- 17.78% |
$85K - $98.3K
|
4.07K
$527K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-905- 29.61% |
$87.4K - $101K
|
2.15K
$279K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-921- 0.38% |
$88.9K - $103K
|
243K
$31.5M
|