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 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
6.22K+ 0.76% |
$601K - $695K
|
822K
$107M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6.16KNew |
$595K - $688K
|
6.16K
$799K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.08KNew |
$587K - $679K
|
6.08K
$789K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
6.08K+ 40.79% |
$587K - $679K
|
21K
$2.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.07K+ 16.27% |
$586K - $677K
|
43.4K
$5.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.03K+ 5.96% |
$582K - $673K
|
107K
$13.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6KNew |
$579K - $670K
|
6K
$778K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.65KNew |
$546K - $631K
|
5.65K
$733K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.65KNew |
$546K - $631K
|
5.65K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.3KNew |
$512K - $592K
|
5.3K
$688K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.28K+ 29.45% |
$510K - $590K
|
23.2K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.26K+ 4.17% |
$508K - $587K
|
131K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.16K+ 4.74% |
$498K - $576K
|
114K
$14.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.08KNew |
$491K - $568K
|
5.08K
$659K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.08KNew |
$490K - $567K
|
5.08K
$658K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.97K+ 1.64% |
$480K - $555K
|
308K
$40M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
4.85K+ 25.87% |
$468K - $542K
|
23.6K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.85KNew |
$468K - $541K
|
4.85K
$628K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.84KNew |
$467K - $541K
|
4.84K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.74K+ 13.67% |
$458K - $530K
|
39.4K
$5.11M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.55K+ 3.13% |
$440K - $509K
|
150K
$19.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.39KNew |
$424K - $491K
|
4.39K
$570K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$424K - $490K
|
4.39K
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.15K+ 16.48% |
$400K - $463K
|
29.3K
$3.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.07KNew |
$393K - $455K
|
4.07K
$528K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.07KNew |
$393K - $455K
|
4.07K
$528K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.77K+ 69.38% |
$364K - $421K
|
9.19K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
3.75K+ 100.81% |
$362K - $419K
|
7.46K
$968K
|
|
|
Feb 09, 2024
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3.58K+ 17.22% |
$345K - $399K
|
24.3K
$3.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.54KNew |
$341K - $395K
|
3.54K
$458K
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3.5KNew |
$338K - $391K
|
3.5K
$454K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.45KNew |
$333K - $385K
|
3.45K
$447K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.44K+ 2.03% |
$332K - $384K
|
173K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.43KNew |
$331K - $383K
|
3.43K
$444K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
3.42KNew |
$330K - $382K
|
3.42K
$443K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.39KNew |
$327K - $379K
|
3.39K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.39KNew |
$327K - $378K
|
3.39K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
3.38KNew |
$326K - $378K
|
3.38K
$438K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.33KNew |
$322K - $372K
|
3.33K
$432K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.33KNew |
$322K - $372K
|
3.33K
$432K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.27K+ 4.29% |
$316K - $365K
|
79.5K
$10.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.24KNew |
$313K - $362K
|
3.24K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.14K+ 1.69% |
$303K - $350K
|
189K
$24.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.09K+ 2.61% |
$298K - $345K
|
121K
$15.7M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.06KNew |
$296K - $342K
|
3.06K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.06K+ 7.64% |
$295K - $341K
|
43.1K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.05KNew |
$294K - $340K
|
3.05K
$395K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 99.5% |
$286K - $330K
|
5.93K
$769K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.89KNew |
$279K - $323K
|
2.89K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.85K+ 32.17% |
$275K - $318K
|
11.7K
$1.52M
|