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
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
639
+ 16.45%
$61.7K - $71.4K
4.52K $587K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
638
New
$61.6K - $71.3K
638 $82.7K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
638
+ 134.32%
$61.6K - $71.3K
1.11K $144K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
636
+ 7.31%
$61.4K - $71K
9.33K $1.21M
Feb 13, 2023 Q4 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
625
+ 16.37%
$60.4K - $69.8K
4.44K $576K
Feb 13, 2023 Q4 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
623
+ 1.31%
$60.2K - $69.6K
48.2K $6.24M
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
617
New
$59.6K - $68.9K
617 $80K
Feb 06, 2023 Q4 2022
Hm Payson & CO

Portland, ME
BUY
 -
578
+ 154.13%
$55.8K - $64.6K
953 $124K
Feb 14, 2023 Q4 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 -
577
New
$55.7K - $64.4K
577 $74.8K
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
538
+ 5.24%
$52K - $60.1K
10.8K $1.4M
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
532
New
$51.4K - $59.4K
532 $69K
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
522
New
$50.4K - $58.3K
522 $67.7K
Feb 14, 2023 Q4 2022
Powell Investment Advisors, LLC

BUY
 -
468
+ 0.91%
$45.2K - $52.3K
52.1K $6.75M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
456
+ 2.21%
$44K - $50.9K
21K $2.73M
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
425
+ 2.81%
$41K - $47.5K
15.6K $2.02M
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
409
+ 8.0%
$39.5K - $45.7K
5.52K $716K
Feb 14, 2023 Q4 2022
Rhumbline Advisers

Boston, MA
BUY
 -
388
+ 9.02%
$37.5K - $43.3K
4.69K $608K
Feb 14, 2023 Q4 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
370
+ 6.19%
$35.7K - $41.3K
6.35K $823K
Feb 07, 2023 Q4 2022
Bedel Financial Consulting, Inc.

BUY
 -
365
+ 5.54%
$35.2K - $40.8K
6.95K $901K
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
363
+ 1037.14%
$35.1K - $40.5K
398 $51.6K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
356
+ 1.5%
$34.4K - $39.8K
24.1K $3.13M
Jan 20, 2023 Q4 2022
Falcon Wealth Planning

BUY
 -
344
+ 4.19%
$33.2K - $38.4K
8.55K $1.11M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
337
+ 1.98%
$32.5K - $37.6K
17.4K $2.25M
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
336
New
$32.4K - $37.5K
336 $43.6K
Feb 01, 2023 Q4 2022
Sage Mountain Advisors LLC

BUY
 -
315
+ 1500.0%
$30.4K - $35.2K
336 $43.6K
Feb 09, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
307
+ 12.63%
$29.6K - $34.3K
2.74K $355K
Jan 25, 2023 Q4 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
307
+ 0.38%
$29.6K - $34.3K
81.7K $10.6M
Jan 27, 2023 Q4 2022
Hapanowicz & Associates Financial Services, Inc

BUY
 -
302
+ 0.18%
$29.2K - $33.7K
170K $22M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
288
New
$27.8K - $32.2K
288 $37.3K
Jan 09, 2023 Q4 2022
Dentgroup LLC

BUY
 -
287
+ 3.84%
$27.7K - $32.1K
7.76K $1.01M
Feb 06, 2023 Q4 2022
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
283
+ 1.18%
$27.3K - $31.6K
24.3K $3.16M
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
282
+ 12.79%
$27.2K - $31.5K
2.49K $322K
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
266
New
$25.7K - $29.7K
266 $34.5K
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
265
+ 57.61%
$25.6K - $29.6K
725 $94K
Feb 08, 2023 Q4 2022
Glenview Trust CO

Louisville, KY
BUY
 -
262
+ 3.59%
$25.3K - $29.3K
7.55K $979K
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
257
+ 0.71%
$24.8K - $28.7K
36.5K $4.74M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
254
New
$24.5K - $28.4K
254 $32.9K
Jan 06, 2023 Q4 2022
Tompkins Financial Corp

BUY
 -
248
New
$23.9K - $27.7K
248 $32.2K
Jan 24, 2023 Q4 2022
Rtd Financial Advisors, Inc.

BUY
 -
238
+ 0.17%
$23K - $26.6K
137K $17.8M
Jan 12, 2023 Q4 2022
Corundum Group, Inc.

BUY
 -
219
+ 0.45%
$21.1K - $24.5K
49K $6.35M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
218
+ 7.68%
$21.1K - $24.3K
3.06K $396K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
216
New
$20.9K - $24.1K
216 $28K
Jan 19, 2023 Q4 2022
First United Bank & Trust

BUY
 -
210
+ 5.94%
$20.3K - $23.5K
3.75K $486K
Jan 25, 2023 Q4 2022
Sageworth Trust CO

BUY
 -
200
New
$19.3K - $22.3K
200 $25.9K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
198
New
$19.1K - $22.1K
198 $25.7K
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

BUY
 -
189
+ 6.91%
$18.3K - $21.1K
2.92K $379K
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

BUY
 -
182
+ 29.35%
$17.6K - $20.3K
802 $104K
Jan 20, 2023 Q4 2022
Transcend Capital Advisors, LLC

BUY
 -
179
+ 2.06%
$17.3K - $20K
8.87K $1.15M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
175
+ 3.62%
$16.9K - $19.5K
5.02K $650K

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