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 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-7.69K- 93.62% |
$771K - $894K
|
524
$68.8K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-7.87K- 9.41% |
$789K - $915K
|
75.8K
$9.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-7.89K- 13.52% |
$791K - $917K
|
50.5K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10K- 20.79% |
$1M - $1.16M
|
38.1K
$5M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.5K- 24.28% |
$1.05M - $1.22M
|
32.8K
$4.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-10.8K- 51.56% |
$1.08M - $1.26M
|
10.2K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11K- 13.09% |
$1.1M - $1.28M
|
72.9K
$9.57M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11K- 7.87% |
$1.1M - $1.28M
|
129K
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.8K- 3.22% |
$1.19M - $1.37M
|
356K
$46.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.3K- 11.81% |
$1.24M - $1.43M
|
92.1K
$12.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-13.3K- 9.67% |
$1.33M - $1.55M
|
124K
$16.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.9K- 14.32% |
$1.4M - $1.62M
|
83.3K
$10.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.5K- 38.89% |
$1.45M - $1.68M
|
22.7K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.9K- 55.81% |
$1.5M - $1.74M
|
11.8K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15K- 47.84% |
$1.5M - $1.74M
|
16.3K
$2.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-15K- 55.43% |
$1.51M - $1.75M
|
12.1K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.3K- 2.29% |
$1.54M - $1.78M
|
653K
$85.7M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-16.2K- 65.84% |
$1.62M - $1.88M
|
8.4K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-16.7K- 7.28% |
$1.67M - $1.94M
|
212K
$27.8M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-16.8K- 68.43% |
$1.68M - $1.95M
|
7.75K
$1.02M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.5K- 54.19% |
$1.75M - $2.03M
|
14.8K
$1.94M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 3.1% |
$2.05M - $2.38M
|
641K
$84.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-21K- 25.93% |
$2.11M - $2.44M
|
60.1K
$7.88M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.4K- 1.2% |
$2.24M - $2.6M
|
1.85M
$243M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.9K- 77.3% |
$2.5M - $2.9M
|
7.32K
$960K
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-26K- 53.02% |
$2.61M - $3.02M
|
23K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-26K- 78.19% |
$2.61M - $3.02M
|
7.25K
$952K
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-27K- 26.25% |
$2.7M - $3.13M
|
75.8K
$9.94M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-30.2K- 48.9% |
$3.03M - $3.51M
|
31.6K
$4.14M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37.1K- 63.87% |
$3.72M - $4.32M
|
21K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38.4K- 6.27% |
$3.85M - $4.47M
|
575K
$75.4M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-43.8K- 62.14% |
$4.39M - $5.09M
|
26.7K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44.5K- 92.28% |
$4.46M - $5.17M
|
3.72K
$489K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-45.3K- 47.83% |
$4.54M - $5.27M
|
49.4K
$6.48M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52.1K- 18.67% |
$5.22M - $6.06M
|
227K
$29.8M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-56.9K- 99.83% |
$5.7M - $6.61M
|
97
$12.7K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-68.8K- 18.76% |
$6.89M - $8M
|
298K
$39.1M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70.8K- 3.68% |
$7.09M - $8.23M
|
1.85M
$243M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-80.7K- 5.01% |
$8.09M - $9.38M
|
1.53M
$201M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-83.9K- 29.67% |
$8.41M - $9.76M
|
199K
$26.1M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-88.2K- 55.99% |
$8.84M - $10.3M
|
69.4K
$9.1M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-95.5K- 45.14% |
$9.57M - $11.1M
|
116K
$15.2M
|
|
|
May 09, 2023
Q1 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-101K- 81.44% |
$10.2M - $11.8M
|
23.1K
$3.03M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-105K- 3.42% |
$10.5M - $12.2M
|
2.95M
$387M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-134K- 71.78% |
$13.4M - $15.6M
|
52.7K
$6.91M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-150K- 18.3% |
$15.1M - $17.5M
|
672K
$88.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 1.92% |
$15.5M - $17.9M
|
7.87M
$1.03B
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-157K- 99.06% |
$15.7M - $18.2M
|
1.49K
$196K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-170K- 1.31% |
$17.1M - $19.8M
|
12.8M
$1.69B
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182K- 2.99% |
$18.3M - $21.2M
|
5.92M
$777M
|