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 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 50.57% |
$1.68M - $1.94M
|
51.7K
$6.94M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
16.7KNew |
$1.61M - $1.86M
|
16.7K
$2.24M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.6K+ 16.0% |
$1.6M - $1.85M
|
120K
$16.2M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
15.1KNew |
$1.46M - $1.68M
|
15.1K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 12.51% |
$1.44M - $1.66M
|
134K
$18M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
14.7K+ 26.64% |
$1.41M - $1.64M
|
69.6K
$9.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14.6K+ 1.33% |
$1.41M - $1.64M
|
1.12M
$150M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.6K+ 0.77% |
$1.41M - $1.63M
|
1.92M
$258M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.6K+ 59.89% |
$1.32M - $1.52M
|
36.4K
$4.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.3K+ 24.11% |
$1.28M - $1.48M
|
68.3K
$9.18M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$1.24M - $1.44M
|
12.9K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
12.7K+ 13.83% |
$1.22M - $1.42M
|
104K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
12.7KNew |
$1.22M - $1.42M
|
12.7K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12.5KNew |
$1.21M - $1.4M
|
12.5K
$1.68M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
11.8K+ 6.75% |
$1.14M - $1.31M
|
186K
$25M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$1.08M - $1.25M
|
11.2K
$1.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
11.2K+ 514.3% |
$1.08M - $1.25M
|
13.4K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11.2KNew |
$1.08M - $1.25M
|
11.2K
$1.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
10.7K+ 6.41% |
$1.04M - $1.2M
|
178K
$24M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
10.5KNew |
$1.02M - $1.18M
|
10.5K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$999K - $1.16M
|
10.4K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.3K+ 14.24% |
$998K - $1.15M
|
82.9K
$11.1M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
9.93KNew |
$959K - $1.11M
|
9.93K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.51K+ 207.24% |
$918K - $1.06M
|
14.1K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.31K+ 9.17% |
$899K - $1.04M
|
111K
$14.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
9.3KNew |
$898K - $1.04M
|
9.3K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9KNew |
$869K - $1M
|
9K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.76KNew |
$845K - $978K
|
8.76K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.67K+ 10.77% |
$837K - $968K
|
89.1K
$12M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.62K+ 95.89% |
$833K - $963K
|
17.6K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
8.45KNew |
$816K - $944K
|
8.45K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
8.22KNew |
$794K - $918K
|
8.22K
$1.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.21K+ 231.93% |
$793K - $917K
|
11.7K
$1.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
8.12KNew |
$784K - $907K
|
8.12K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
8.1K+ 208.23% |
$782K - $905K
|
12K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.01KNew |
$773K - $894K
|
8.01K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.85K+ 95.38% |
$758K - $877K
|
16.1K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.76K+ 5.48% |
$749K - $866K
|
149K
$20.1M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
7.71KNew |
$745K - $861K
|
7.71K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.39K+ 30.97% |
$713K - $825K
|
31.2K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.3K+ 251.72% |
$705K - $815K
|
10.2K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
7.24K+ 34.72% |
$699K - $808K
|
28.1K
$3.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
7K+ 13.62% |
$676K - $781K
|
58.4K
$7.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
6.79KNew |
$655K - $758K
|
6.79K
$912K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.74K+ 7.01% |
$651K - $753K
|
103K
$13.8M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.74K+ 7.01% |
$651K - $753K
|
103K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.66K+ 8.63% |
$643K - $744K
|
83.9K
$11.3M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.65KNew |
$642K - $742K
|
6.65K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.26KNew |
$604K - $699K
|
6.26K
$841K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.24K+ 418.74% |
$602K - $696K
|
7.72K
$1.04M
|