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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.81K- 22.36% |
$181K - $210K
|
6.28K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.89K- 3.34% |
$189K - $219K
|
54.7K
$7.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.94K- 1.63% |
$195K - $226K
|
118K
$15.3M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.95K- 25.91% |
$196K - $227K
|
5.58K
$727K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.98K- 65.21% |
$198K - $230K
|
1.06K
$138K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.02K- 21.67% |
$202K - $235K
|
7.3K
$951K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.17K- 3.17% |
$217K - $252K
|
66.2K
$8.62M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.25K- 12.79% |
$226K - $262K
|
15.4K
$2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.34K- 6.14% |
$235K - $272K
|
35.8K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.37K- 53.31% |
$237K - $275K
|
2.08K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.7K- 2.04% |
$271K - $314K
|
130K
$16.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.72K- 23.43% |
$272K - $316K
|
8.88K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.79K- 47.12% |
$280K - $325K
|
3.14K
$408K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.82K- 16.26% |
$283K - $328K
|
14.5K
$1.89M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.87K- 12.37% |
$288K - $334K
|
20.4K
$2.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-2.88K- 0.87% |
$288K - $334K
|
326K
$42.5M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.95K- 49.31% |
$295K - $343K
|
3.03K
$395K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.04K- 28.73% |
$305K - $354K
|
7.55K
$983K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.13K- 4.41% |
$313K - $364K
|
67.9K
$8.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-3.15K- 18.5% |
$316K - $366K
|
13.9K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-3.16K- 4.53% |
$316K - $367K
|
66.5K
$8.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.21K- 9.86% |
$322K - $373K
|
29.3K
$3.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.22K- 2.36% |
$323K - $374K
|
133K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.29K- 8.05% |
$329K - $382K
|
37.6K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.3K- 6.39% |
$331K - $384K
|
48.4K
$6.3M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.41K- 37.9% |
$342K - $396K
|
5.59K
$728K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.48K- 3.92% |
$349K - $405K
|
85.3K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.56K- 5.1% |
$357K - $414K
|
66.2K
$8.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-3.7K- 6.7% |
$371K - $430K
|
51.5K
$6.71M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.93K- 1.44% |
$394K - $457K
|
269K
$35.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 26.59% |
$398K - $462K
|
11K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3.98K- 99.9% |
$399K - $463K
|
4
$521
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.12K- 4.44% |
$413K - $479K
|
88.7K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.29K- 32.07% |
$429K - $498K
|
9.08K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.36K- 3.03% |
$437K - $507K
|
140K
$18.2M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.37K- 18.11% |
$438K - $508K
|
19.8K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.55K- 3.04% |
$456K - $529K
|
145K
$18.9M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.7K- 60.78% |
$471K - $546K
|
3.03K
$395K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.83K- 4.7% |
$484K - $561K
|
97.9K
$12.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.08K- 29.55% |
$509K - $590K
|
12.1K
$1.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.37K- 19.23% |
$538K - $624K
|
22.6K
$2.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-5.69K- 20.28% |
$570K - $661K
|
22.4K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.76K- 1.87% |
$577K - $669K
|
301K
$39.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.11K- 4.46% |
$612K - $710K
|
131K
$17M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.2KClosed |
$622K - $721K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-6.61K- 63.49% |
$662K - $768K
|
3.8K
$495K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.75K- 5.05% |
$677K - $785K
|
127K
$16.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.05K- 21.33% |
$707K - $819K
|
26K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.35K- 6.06% |
$737K - $854K
|
114K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.48K- 3.96% |
$750K - $870K
|
182K
$23.7M
|