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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32.7K- 99.6% |
$3.16M - $3.66M
|
131
$17K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-35.6K- 10.52% |
$3.44M - $3.98M
|
303K
$39.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.7K- 2.17% |
$3.64M - $4.21M
|
1.7M
$221M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-68.3K- 15.71% |
$6.6M - $7.63M
|
367K
$47.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-73.5K- 96.68% |
$7.1M - $8.21M
|
2.52K
$327K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-74.7K- 88.72% |
$7.21M - $8.34M
|
9.49K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-87.5K- 14.89% |
$8.45M - $9.78M
|
500K
$64.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-99.5K- 14.36% |
$9.61M - $11.1M
|
594K
$77M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-126K- 5.73% |
$12.2M - $14.1M
|
2.07M
$268M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-140K- 48.3% |
$13.5M - $15.6M
|
150K
$19.4M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-142K- 57.45% |
$13.7M - $15.8M
|
105K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-149K- 2.28% |
$14.4M - $16.7M
|
6.39M
$829M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-159K- 3.49% |
$15.4M - $17.8M
|
4.4M
$571M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-177K- 45.5% |
$17.1M - $19.7M
|
212K
$27.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-445K- 3.31% |
$43M - $49.7M
|
13M
$1.69B
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-761K- 34.98% |
$73.5M - $85M
|
1.41M
$183M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.04M- 11.49% |
$101M - $116M
|
8.02M
$1.04B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-84.7M- 100.0% |
$8.18B - $9.46B
|
1.58K
$205K
|