Purchases and Sales Made in Q1 2023 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 2023. 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 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.51M+ 106.76% |
$151M - $175M
|
2.92M
$381M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
496K+ 31.75% |
$49.7M - $57.7M
|
2.06M
$268M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
213K+ 3.33% |
$21.3M - $24.7M
|
6.61M
$861M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
142K+ 6.88% |
$14.3M - $16.6M
|
2.21M
$288M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
142K+ 864.98% |
$14.2M - $16.5M
|
158K
$20.6M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
126K+ 114.78% |
$12.7M - $14.7M
|
237K
$30.8M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
123KNew |
$12.3M - $14.3M
|
123K
$16M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
97.8KNew |
$9.81M - $11.4M
|
97.8K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.8K+ 9.79% |
$9.6M - $11.1M
|
1.08M
$140M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.5K+ 5.5% |
$9.37M - $10.9M
|
1.8M
$234M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.3K+ 16.65% |
$8.35M - $9.68M
|
584K
$76M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
70.6K+ 1.77% |
$7.07M - $8.2M
|
4.06M
$529M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
69.6K+ 6.24% |
$6.98M - $8.09M
|
1.19M
$155M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
54.6K+ 171.35% |
$5.47M - $6.34M
|
86.4K
$11.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
50K+ 247.9% |
$5.01M - $5.81M
|
70.2K
$9.14M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.5KNew |
$4.36M - $5.05M
|
43.5K
$5.66M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
40.7KNew |
$4.08M - $4.73M
|
40.7K
$5.3M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
28.3K+ 3.4% |
$2.83M - $3.29M
|
860K
$112M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
25.6K+ 8.19% |
$2.56M - $2.97M
|
338K
$44M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
25KNew |
$2.5M - $2.91M
|
25K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.8K+ 35.42% |
$1.98M - $2.3M
|
75.7K
$9.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
17.6K+ 52.69% |
$1.77M - $2.05M
|
51.1K
$6.66M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16K+ 12226.72% |
$1.61M - $1.86M
|
16.1K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16K+ 12226.72% |
$1.61M - $1.86M
|
16.1K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
15.1K+ 76.36% |
$1.51M - $1.75M
|
34.8K
$4.54M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 1000.54% |
$1.49M - $1.73M
|
16.4K
$2.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 29.14% |
$1.33M - $1.54M
|
58.6K
$7.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 12.02% |
$1.29M - $1.5M
|
120K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 4.51% |
$1.26M - $1.46M
|
291K
$37.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.5K+ 69.18% |
$1.16M - $1.34M
|
28.2K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.3K+ 13.97% |
$1.03M - $1.2M
|
84.2K
$11M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.78K+ 8.83% |
$980K - $1.14M
|
121K
$15.7M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.29K+ 22.94% |
$931K - $1.08M
|
49.8K
$6.49M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.22K+ 8.96% |
$924K - $1.07M
|
112K
$14.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9.22K+ 8.96% |
$924K - $1.07M
|
112K
$14.6M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.14KNew |
$916K - $1.06M
|
9.14K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
8.88K+ 5.78% |
$890K - $1.03M
|
163K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.53K+ 6.49% |
$855K - $991K
|
140K
$18.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.15K+ 0.35% |
$817K - $947K
|
2.35M
$306M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.01KNew |
$802K - $930K
|
8.01K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
7.39K+ 26.29% |
$740K - $858K
|
35.5K
$4.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.38K+ 7.22% |
$739K - $857K
|
110K
$14.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.37KNew |
$739K - $857K
|
7.37K
$961K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.02K+ 17.81% |
$704K - $816K
|
46.5K
$6.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.99KNew |
$700K - $812K
|
6.99K
$910K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.85K+ 25.16% |
$686K - $796K
|
34.1K
$4.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.85K+ 37.46% |
$686K - $796K
|
25.1K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6.55K+ 1.43% |
$656K - $761K
|
463K
$60.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.01K+ 114.95% |
$603K - $699K
|
11.2K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.76K+ 1.87% |
$577K - $669K
|
314K
$40.9M
|