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 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-2.83K- 14.54% |
$273K - $316K
|
16.6K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-2.99K- 10.84% |
$289K - $334K
|
24.6K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.1K- 3.23% |
$299K - $346K
|
92.8K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.1K- 0.84% |
$300K - $347K
|
368K
$47.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.14K- 20.27% |
$303K - $350K
|
12.3K
$1.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.29K- 9.18% |
$318K - $368K
|
32.6K
$4.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.34K- 13.3% |
$323K - $373K
|
21.8K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.51K- 7.07% |
$339K - $392K
|
46.2K
$5.99M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.67K- 21.67% |
$355K - $410K
|
13.3K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.7K- 17.72% |
$358K - $414K
|
17.2K
$2.23M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.78K- 3.73% |
$365K - $422K
|
97.5K
$12.6M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-3.82K- 14.11% |
$369K - $426K
|
23.2K
$3.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.99K- 3.75% |
$385K - $445K
|
102K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.04K- 21.04% |
$390K - $451K
|
15.2K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.31K- 13.36% |
$416K - $481K
|
27.9K
$3.62M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-4.61K- 26.08% |
$445K - $514K
|
13.1K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.68K- 7.44% |
$452K - $522K
|
58.1K
$7.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.77K- 25.24% |
$461K - $533K
|
14.1K
$1.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.86K- 4.52% |
$470K - $543K
|
103K
$13.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-5.47K- 33.61% |
$528K - $611K
|
10.8K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.59K- 32.52% |
$540K - $624K
|
11.6K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.79K- 6.72% |
$559K - $646K
|
80.4K
$10.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.06K- 4.22% |
$585K - $677K
|
138K
$17.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.34K- 4.56% |
$612K - $708K
|
133K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.37K- 9.91% |
$615K - $711K
|
57.9K
$7.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.84K- 13.37% |
$660K - $764K
|
44.3K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.17KClosed |
$692K - $800K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.54K- 20.93% |
$825K - $954K
|
32.3K
$4.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.9K- 9.71% |
$956K - $1.11M
|
92.1K
$11.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13.1K- 83.38% |
$1.27M - $1.47M
|
2.62K
$340K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.2K- 4.51% |
$1.27M - $1.47M
|
279K
$36.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-14.1K- 3.45% |
$1.36M - $1.57M
|
393K
$51M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.2K- 50.46% |
$1.37M - $1.58M
|
13.9K
$1.8M
|
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-16.1K- 10.56% |
$1.55M - $1.8M
|
136K
$17.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-16.2K- 6.75% |
$1.57M - $1.81M
|
224K
$29.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.5K- 38.15% |
$1.59M - $1.84M
|
26.7K
$3.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-16.6K- 37.25% |
$1.61M - $1.86M
|
28K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19K- 21.53% |
$1.83M - $2.12M
|
69.2K
$8.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.1K- 6.43% |
$1.85M - $2.14M
|
278K
$36.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-19.3K- 75.42% |
$1.87M - $2.16M
|
6.3K
$817K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-20.8K- 50.46% |
$2.01M - $2.32M
|
20.4K
$2.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-21.4K- 6.11% |
$2.07M - $2.39M
|
329K
$42.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.6K- 6.86% |
$2.18M - $2.53M
|
307K
$39.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-23.6K- 24.79% |
$2.28M - $2.64M
|
71.6K
$9.29M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-24.3K- 5.04% |
$2.34M - $2.71M
|
457K
$59.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-24.3K- 5.04% |
$2.34M - $2.71M
|
457K
$59.2M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-25.8K- 0.71% |
$2.49M - $2.88M
|
3.63M
$470M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-29.8K- 21.3% |
$2.88M - $3.33M
|
110K
$14.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-30.7K- 70.94% |
$2.97M - $3.43M
|
12.6K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-31K- 15.9% |
$3M - $3.47M
|
164K
$21.3M
|