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 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2- 0.09% |
$193 - $223
|
2.25K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4- 0.11% |
$386 - $447
|
3.57K
$462K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.45% |
$483 - $558
|
1.11K
$144K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5- 0.04% |
$483 - $558
|
14.1K
$1.83M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-6- 0.03% |
$579 - $670
|
21.3K
$2.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6- 0.12% |
$579 - $670
|
4.95K
$642K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-7- 2.65% |
$676 - $782
|
257
$33.3K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 1.77% |
$773 - $894
|
443
$57.4K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8- 0.29% |
$773 - $894
|
2.73K
$354K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 4.81% |
$869 - $1.01K
|
178
$23.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.36% |
$966 - $1.12K
|
2.76K
$358K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-10- 0.86% |
$966 - $1.12K
|
1.16K
$150K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13- 3.33% |
$1.26K - $1.45K
|
377
$48.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 10.0% |
$1.45K - $1.68K
|
135
$17.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-16- 0.88% |
$1.55K - $1.79K
|
1.8K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-17- 16.35% |
$1.64K - $1.9K
|
87
$11.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-17- 4.11% |
$1.64K - $1.9K
|
397
$51.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18- 0.14% |
$1.74K - $2.01K
|
13K
$1.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18- 0.19% |
$1.74K - $2.01K
|
9.39K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-31- 0.77% |
$2.99K - $3.46K
|
3.99K
$518K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-39- 30.47% |
$3.77K - $4.36K
|
89
$11.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-41- 1.95% |
$3.96K - $4.58K
|
2.06K
$267K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-42- 0.22% |
$4.06K - $4.69K
|
19.2K
$2.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-42- 2.85% |
$4.06K - $4.69K
|
1.43K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-44- 1.65% |
$4.25K - $4.91K
|
2.62K
$339K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-48- 1.55% |
$4.64K - $5.36K
|
3.04K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-49- 0.08% |
$4.73K - $5.47K
|
60.9K
$7.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 4.1% |
$4.83K - $5.58K
|
1.17K
$152K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-60- 2.86% |
$5.79K - $6.7K
|
2.04K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-62- 1.17% |
$5.99K - $6.92K
|
5.24K
$680K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-67- 1.3% |
$6.47K - $7.48K
|
5.08K
$658K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-67- 0.56% |
$6.47K - $7.48K
|
11.9K
$1.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-72- 2.17% |
$6.95K - $8.04K
|
3.25K
$421K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-72- 1.11% |
$6.95K - $8.04K
|
6.39K
$829K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-72- 36.18% |
$6.95K - $8.04K
|
127
$16.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-77- 0.98% |
$7.44K - $8.6K
|
7.78K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-78- 0.56% |
$7.53K - $8.71K
|
13.9K
$1.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-80- 2.06% |
$7.73K - $8.94K
|
3.81K
$494K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-88- 11.24% |
$8.5K - $9.83K
|
695
$90.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-89- 1.38% |
$8.59K - $9.94K
|
6.35K
$823K
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-91- 2.19% |
$8.79K - $10.2K
|
4.07K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-92- 2.5% |
$8.88K - $10.3K
|
3.6K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-93- 3.62% |
$8.98K - $10.4K
|
2.48K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-95- 3.78% |
$9.17K - $10.6K
|
2.42K
$314K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-100- 1.43% |
$9.66K - $11.2K
|
6.91K
$896K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-103- 34.33% |
$9.95K - $11.5K
|
197
$25.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-103- 4.4% |
$9.95K - $11.5K
|
2.24K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-105- 0.83% |
$10.1K - $11.7K
|
12.5K
$1.62M
|