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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
25+ 1.15% |
$2.41K - $2.79K
|
2.21K
$284K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
22+ 0.2% |
$2.12K - $2.46K
|
11.1K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$1.83K - $2.12K
|
19
$2.45K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 135.71% |
$1.83K - $2.12K
|
33
$4.25K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 0.89% |
$1.74K - $2.01K
|
2.03K
$262K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
17New |
$1.64K - $1.9K
|
17
$2.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.32% |
$1.45K - $1.68K
|
4.74K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15+ 0.49% |
$1.45K - $1.68K
|
3.1K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15New |
$1.45K - $1.68K
|
15
$1.93K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
14+ 0.53% |
$1.35K - $1.56K
|
2.66K
$343K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
14+ 0.4% |
$1.35K - $1.56K
|
3.48K
$448K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
14New |
$1.35K - $1.56K
|
14
$1.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.69% |
$1.26K - $1.45K
|
1.9K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
12+ 1.12% |
$1.16K - $1.34K
|
1.08K
$139K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
12New |
$1.16K - $1.34K
|
12
$1.55K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11New |
$1.06K - $1.23K
|
11
$1.42K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.47% |
$966 - $1.12K
|
2.12K
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.42% |
$966 - $1.12K
|
2.42K
$311K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10+ 0.24% |
$966 - $1.12K
|
4.26K
$549K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.28% |
$966 - $1.12K
|
3.53K
$455K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 9.38% |
$869 - $1.01K
|
105
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8+ 0.04% |
$773 - $894
|
18.7K
$2.41M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8+ 0.04% |
$773 - $894
|
18.7K
$2.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 1.1% |
$676 - $782
|
644
$83K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.31% |
$676 - $782
|
2.25K
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$676 - $782
|
7
$902
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6+ 0.14% |
$579 - $670
|
4.26K
$549K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.61% |
$483 - $558
|
819
$106K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.23% |
$483 - $558
|
2.21K
$284K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$483 - $558
|
2.59K
$333K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.14% |
$483 - $558
|
3.57K
$460K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.07% |
$483 - $558
|
7.2K
$928K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 19.05% |
$386 - $447
|
25
$3.22K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4+ 0.48% |
$386 - $447
|
837
$108K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.08% |
$386 - $447
|
4.76K
$613K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.12% |
$290 - $335
|
2.54K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3New |
$290 - $335
|
3
$387
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$290 - $335
|
3
$387
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3+ 5.36% |
$290 - $335
|
59
$7.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.08% |
$290 - $335
|
3.69K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$290 - $335
|
831
$107K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$193 - $223
|
4.94K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.02% |
$193 - $223
|
9.96K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.1% |
$193 - $223
|
2.06K
$266K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.46% |
$96.6 - $112
|
217
$28K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1New |
$96.6 - $112
|
1
$129
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.02% |
$96.6 - $112
|
4.74K
$610K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.01% |
$96.6 - $112
|
17K
$2.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$96.6 - $112
|
7.75K
$999K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.39% |
$96.6 - $112
|
255
$32.9K
|