Purchases and Sales Made in Q4 2022 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

BUY
 -
1.65K
+ 18.47%
$159K - $184K
10.6K $1.37M
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
1.51K
New
$146K - $169K
1.51K $196K
Feb 06, 2023 Q4 2022
Country Club Bank

BUY
 -
1.5K
+ 17.22%
$145K - $168K
10.2K $1.32M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
1.5K
New
$145K - $168K
1.5K $194K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
1.49K
+ 4.85%
$144K - $166K
32.2K $4.18M
Jan 24, 2023 Q4 2022
Rockland Trust CO

BUY
 -
1.47K
+ 27.06%
$142K - $164K
6.9K $895K
Feb 14, 2023 Q4 2022
Davis R M Inc

Portland, ME
BUY
 -
1.43K
+ 36.31%
$138K - $160K
5.38K $697K
Feb 14, 2023 Q4 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
1.43K
+ 10.41%
$138K - $159K
15.1K $1.96M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1.42K
+ 1.58%
$137K - $159K
91.6K $11.9M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
1.42K
+ 44.33%
$137K - $158K
4.62K $599K
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.34K
+ 49.21%
$130K - $150K
4.07K $528K
Feb 07, 2023 Q4 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
1.33K
+ 4.27%
$128K - $148K
32.4K $4.2M
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
1.3K
+ 300.69%
$125K - $145K
1.73K $224K
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.29K
+ 8.09%
$124K - $144K
17.2K $2.23M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.27K
+ 20.93%
$122K - $141K
7.31K $948K
Jan 11, 2023 Q4 2022
Stephens Group Asset Management, LLC

BUY
 -
1.26K
+ 0.2%
$121K - $140K
624K $80.9M
Feb 08, 2023 Q4 2022
Tradewinds, Llc.

Raleigh, NC
BUY
 -
1.25K
New
$121K - $140K
1.25K $162K
Feb 10, 2023 Q4 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.17K
+ 1.19%
$113K - $131K
99.4K $12.9M
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
1.17K
New
$113K - $130K
1.17K $151K
Feb 14, 2023 Q4 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
1.16K
+ 13.42%
$112K - $130K
9.83K $1.27M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.15K
New
$111K - $129K
1.15K $149K
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
1.11K
New
$107K - $123K
1.11K $143K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
1.08K
+ 5.84%
$105K - $121K
19.6K $2.54M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.06K
New
$103K - $119K
1.06K $138K
Aug 29, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
1.05K
+ 15.77%
$101K - $117K
7.71K $1M
Feb 14, 2023 Q4 2022
Nfj Investment Group, LLC

Dallas, TX
BUY
 -
1.03K
+ 32.38%
$99.2K - $115K
4.2K $544K
Feb 07, 2023 Q4 2022
Insight 2811, Inc.

Chicago, IL
BUY
 -
1K
+ 4.36%
$96.8K - $112K
24K $3.11M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
1K
+ 7.74%
$96.7K - $112K
13.9K $1.81M
Jan 19, 2024 Q4 2022
Cedrus LLC

Littleton, CO
BUY
 -
995
+ 11.49%
$96.1K - $111K
9.66K $1.25M
Jan 20, 2023 Q4 2022
Avestar Capital, LLC

BUY
 -
959
+ 27.2%
$92.6K - $107K
4.49K $582K
Jan 23, 2023 Q4 2022
Allspring Global Investments Holdings, LLC

BUY
 -
942
+ 5.59%
$91K - $105K
17.8K $2.31M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
940
+ 20.46%
$90.8K - $105K
5.54K $718K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
933
+ 2.64%
$90.1K - $104K
36.3K $4.71M
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
905
New
$87.4K - $101K
905 $117K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
888
+ 17.45%
$85.8K - $99.2K
5.98K $775K
Feb 09, 2023 Q4 2022
F Dx Advisors, Inc.

BUY
 -
866
+ 36.95%
$83.6K - $96.7K
3.21K $416K
Feb 14, 2023 Q4 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
861
+ 13.94%
$83.1K - $96.2K
7.04K $912K
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
854
+ 783.49%
$82.5K - $95.4K
963 $125K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
845
+ 4.27%
$81.6K - $94.4K
20.6K $2.67M
Jan 13, 2023 Q4 2022
Wealth Cmt

BUY
 -
782
+ 3.66%
$75.5K - $87.3K
22.1K $2.87M
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
778
+ 16.62%
$75.1K - $86.9K
5.46K $708K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
764
+ 16.65%
$73.8K - $85.3K
5.35K $694K
Jan 13, 2023 Q4 2022
Rodgers & Associates, LTD

BUY
 -
756
+ 0.49%
$73K - $84.4K
157K $20.3M
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
718
New
$69.3K - $80.2K
718 $93.1K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
716
+ 2.84%
$69.1K - $80K
25.9K $3.36M
Jan 27, 2023 Q4 2022
Telos Capital Management, Inc.

BUY
 -
685
+ 3.51%
$66.2K - $76.5K
20.2K $2.62M
Jan 30, 2023 Q4 2022
Nadler Financial Group, Inc.

BUY
 -
680
+ 4.23%
$65.7K - $75.9K
16.8K $2.17M
Feb 10, 2023 Q4 2022
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
677
+ 3.55%
$65.4K - $75.6K
19.7K $2.56M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
640
+ 1333.33%
$61.8K - $71.5K
688 $89.2K

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