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 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.84KNew |
$274K - $317K
|
2.84K
$368K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.79K+ 4.99% |
$270K - $312K
|
58.8K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.71K+ 1.97% |
$261K - $302K
|
140K
$18.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.62KNew |
$253K - $292K
|
2.62K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 9618.52% |
$251K - $290K
|
2.62K
$340K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.58K+ 2.53% |
$249K - $288K
|
104K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.56KNew |
$247K - $286K
|
2.56K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.49KNew |
$240K - $278K
|
2.49K
$323K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.47KNew |
$239K - $276K
|
2.47K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.43KNew |
$235K - $271K
|
2.43K
$315K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
2.43K+ 13.97% |
$234K - $271K
|
19.8K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.41KNew |
$233K - $270K
|
2.41K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.41K+ 22.15% |
$233K - $270K
|
13.3K
$1.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.39K+ 12.01% |
$231K - $267K
|
22.3K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.34KNew |
$226K - $261K
|
2.34K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.31KNew |
$223K - $258K
|
2.31K
$300K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.28KNew |
$220K - $254K
|
2.28K
$295K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.26K+ 4.21% |
$218K - $252K
|
55.9K
$7.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.23K+ 3.27% |
$216K - $250K
|
70.6K
$9.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.18KNew |
$211K - $244K
|
2.18K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$209K - $241K
|
2.16K
$280K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$209K - $241K
|
2.16K
$280K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.1KNew |
$203K - $235K
|
2.1K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.08KNew |
$201K - $233K
|
2.08K
$270K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.08KNew |
$201K - $232K
|
2.08K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.07K+ 39.32% |
$200K - $231K
|
7.34K
$952K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.07KNew |
$200K - $231K
|
2.07K
$268K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.07KNew |
$200K - $231K
|
2.07K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.05KNew |
$198K - $229K
|
2.05K
$266K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.04KNew |
$197K - $227K
|
2.04K
$264K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.03K+ 5.04% |
$196K - $227K
|
42.3K
$5.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.03K+ 2.48% |
$196K - $227K
|
83.8K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.01KNew |
$194K - $224K
|
2.01K
$260K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.01KNew |
$194K - $224K
|
2.01K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
2KNew |
$193K - $223K
|
2K
$259K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2KNew |
$193K - $223K
|
2K
$259K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2KNew |
$193K - $223K
|
2K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.98KNew |
$191K - $221K
|
1.98K
$257K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.98KNew |
$191K - $221K
|
1.98K
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.91K+ 6.43% |
$185K - $214K
|
31.6K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.9KNew |
$184K - $213K
|
1.9K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.9KNew |
$183K - $212K
|
1.9K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.85K+ 0.3% |
$179K - $207K
|
613K
$79.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.78K+ 79.14% |
$172K - $198K
|
4.02K
$521K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
1.77K+ 50.56% |
$171K - $198K
|
5.28K
$685K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.77K+ 5.55% |
$171K - $198K
|
33.7K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.75K+ 83.33% |
$169K - $195K
|
3.85K
$499K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.7K+ 30.36% |
$164K - $190K
|
7.29K
$945K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.67K+ 1.07% |
$162K - $187K
|
158K
$20.5M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.66K+ 10.12% |
$160K - $185K
|
18K
$2.34M
|