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 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-926- 72.57% |
$89.4K - $103K
|
350
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-926- 9.93% |
$89.4K - $103K
|
8.4K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-942- 29.61% |
$91K - $105K
|
2.24K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-964- 17.3% |
$93.1K - $108K
|
4.61K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.02K- 1.2% |
$98.4K - $114K
|
83.6K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 6.07% |
$99.9K - $116K
|
16K
$2.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.05K- 11.52% |
$102K - $118K
|
8.09K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.07K- 1.49% |
$103K - $120K
|
71K
$9.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 2.18% |
$104K - $120K
|
48.2K
$6.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 2.76% |
$104K - $120K
|
38K
$4.92M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-1.18K- 10.92% |
$114K - $131K
|
9.6K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.2K- 8.68% |
$116K - $134K
|
12.6K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.21K- 7.35% |
$117K - $135K
|
15.3K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.31K- 8.51% |
$126K - $146K
|
14.1K
$1.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.37K- 4.81% |
$132K - $153K
|
27.1K
$3.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.38K- 16.91% |
$133K - $154K
|
6.77K
$877K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.39K- 9.29% |
$135K - $156K
|
13.6K
$1.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.4K- 2.98% |
$135K - $156K
|
45.6K
$5.9M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.42K- 6.51% |
$137K - $159K
|
20.4K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.47K- 37.9% |
$142K - $165K
|
2.42K
$313K
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.54K- 0.68% |
$149K - $172K
|
226K
$29.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.54K- 39.51% |
$149K - $172K
|
2.36K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.66K- 8.35% |
$161K - $186K
|
18.3K
$2.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.67K- 1.36% |
$161K - $187K
|
121K
$15.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.69K- 0.62% |
$164K - $189K
|
273K
$35.4M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.7K- 5.89% |
$164K - $190K
|
27.2K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.71K- 45.49% |
$165K - $191K
|
2.05K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.77K- 49.03% |
$171K - $197K
|
1.84K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.79K- 1.47% |
$173K - $200K
|
119K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.81K- 1.42% |
$175K - $202K
|
126K
$16.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 4.8% |
$177K - $204K
|
36.3K
$4.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.87K- 5.3% |
$181K - $209K
|
33.5K
$4.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.9K- 19.84% |
$183K - $212K
|
7.66K
$993K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-2.02K- 6.67% |
$195K - $225K
|
28.2K
$3.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2.04K- 27.09% |
$197K - $228K
|
5.49K
$712K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 5.88% |
$199K - $231K
|
33.1K
$4.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-2.11K- 25.76% |
$204K - $236K
|
6.09K
$788K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.16K- 7.02% |
$209K - $242K
|
28.6K
$3.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-2.17K- 5.71% |
$209K - $242K
|
35.8K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.18K- 33.82% |
$211K - $243K
|
4.27K
$553K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.19K- 6.16% |
$212K - $245K
|
33.4K
$4.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 15.59% |
$212K - $245K
|
11.9K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.25K- 12.61% |
$217K - $252K
|
15.6K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.27K- 20.91% |
$219K - $254K
|
8.59K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-2.3K- 1.48% |
$222K - $257K
|
154K
$19.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.32K- 44.39% |
$224K - $259K
|
2.9K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.52K- 19.74% |
$243K - $281K
|
10.2K
$1.33M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.59K- 63.96% |
$250K - $289K
|
1.46K
$189K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.68K- 2.94% |
$259K - $300K
|
88.7K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.74K- 6.3% |
$265K - $306K
|
40.8K
$5.29M
|