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 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
167New |
$16.1K - $18.7K
|
167
$22.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
166+ 8.68% |
$16K - $18.5K
|
2.08K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
150+ 0.39% |
$14.5K - $16.8K
|
39.1K
$5.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
144+ 192.0% |
$13.9K - $16.1K
|
219
$29.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
136+ 6.2% |
$13.1K - $15.2K
|
2.33K
$313K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
132+ 8.96% |
$12.7K - $14.7K
|
1.61K
$216K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
131New |
$12.7K - $14.6K
|
131
$17.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
117New |
$11.3K - $13.1K
|
117
$15.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
107+ 1.15% |
$10.3K - $12K
|
9.43K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
105+ 25.06% |
$10.1K - $11.7K
|
524
$70.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
104+ 9.46% |
$10K - $11.6K
|
1.2K
$162K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
99+ 0.69% |
$9.56K - $11.1K
|
14.4K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
96+ 1.04% |
$9.27K - $10.7K
|
9.31K
$1.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
95+ 0.44% |
$9.17K - $10.6K
|
21.7K
$2.92M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
92+ 52.57% |
$8.88K - $10.3K
|
267
$35.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
86+ 1.78% |
$8.31K - $9.61K
|
4.93K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
85+ 0.64% |
$8.21K - $9.49K
|
13.4K
$1.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
85+ 3.33% |
$8.21K - $9.49K
|
2.63K
$354K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.14% |
$8.02K - $9.27K
|
61K
$8.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
80+ 2.42% |
$7.73K - $8.94K
|
3.39K
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
72+ 1.17% |
$6.95K - $8.04K
|
6.21K
$834K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
71+ 2.82% |
$6.86K - $7.93K
|
2.59K
$348K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 1.51% |
$6.76K - $7.82K
|
4.69K
$631K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
70+ 0.62% |
$6.76K - $7.82K
|
11.4K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
67+ 1.79% |
$6.47K - $7.48K
|
3.82K
$513K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
65New |
$6.28K - $7.26K
|
65
$8.73K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
65+ 2.34% |
$6.28K - $7.26K
|
2.84K
$382K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
64+ 1.37% |
$6.18K - $7.15K
|
4.74K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
62+ 0.54% |
$5.99K - $6.92K
|
11.6K
$1.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
60+ 2.67% |
$5.79K - $6.7K
|
2.31K
$310K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
59New |
$5.7K - $6.59K
|
59
$7.93K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
59+ 2.17% |
$5.7K - $6.59K
|
2.77K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
57+ 0.55% |
$5.5K - $6.37K
|
10.5K
$1.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
54+ 1.04% |
$5.21K - $6.03K
|
5.24K
$704K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
47New |
$4.54K - $5.25K
|
47
$6.32K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
45+ 0.15% |
$4.35K - $5.03K
|
29.1K
$3.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
41New |
$3.96K - $4.58K
|
41
$5.51K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
41New |
$3.96K - $4.58K
|
41
$5.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
37+ 1.52% |
$3.57K - $4.13K
|
2.46K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
37+ 0.42% |
$3.57K - $4.13K
|
8.86K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
35+ 0.74% |
$3.38K - $3.91K
|
4.75K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
34+ 0.98% |
$3.28K - $3.8K
|
3.5K
$471K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
34New |
$3.28K - $3.8K
|
34
$4.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
32+ 0.56% |
$3.09K - $3.57K
|
5.74K
$771K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32+ 2.45% |
$3.09K - $3.57K
|
1.34K
$180K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
30+ 0.58% |
$2.9K - $3.35K
|
5.23K
$703K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.56% |
$2.8K - $3.24K
|
5.24K
$703K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
25+ 1.15% |
$2.41K - $2.79K
|
2.21K
$296K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
22+ 0.2% |
$2.12K - $2.46K
|
11.1K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$1.83K - $2.12K
|
19
$2.55K
|