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
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
679+ 3.12% |
$68K - $78.9K
|
22.5K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
640+ 4.81% |
$64.1K - $74.4K
|
14K
$1.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
635+ 1.63% |
$63.6K - $73.8K
|
39.7K
$5.21M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
630+ 0.4% |
$63.1K - $73.2K
|
158K
$20.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
612New |
$61.3K - $71.1K
|
612
$80.3K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
607+ 25.93% |
$60.8K - $70.6K
|
2.95K
$387K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
601+ 4.74% |
$60.2K - $69.9K
|
13.3K
$1.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
599+ 7.47% |
$60K - $69.6K
|
8.62K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
598+ 3.36% |
$59.9K - $69.5K
|
18.4K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
593+ 23.99% |
$59.4K - $68.9K
|
3.07K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
591+ 5.62% |
$59.2K - $68.7K
|
11.1K
$1.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
562+ 13.8% |
$56.3K - $65.3K
|
4.63K
$608K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
511+ 1.43% |
$51.2K - $59.4K
|
36.3K
$4.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
507+ 23.22% |
$50.8K - $58.9K
|
2.69K
$353K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
505+ 3.6% |
$50.6K - $58.7K
|
14.5K
$1.91M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
488+ 16.02% |
$48.9K - $56.7K
|
3.54K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
475+ 0.52% |
$47.6K - $55.2K
|
92.1K
$12.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
474+ 2.47% |
$47.5K - $55.1K
|
19.6K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
470+ 1.03% |
$47.1K - $54.6K
|
46K
$6.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
463+ 0.47% |
$46.4K - $53.8K
|
99.8K
$13.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
450+ 2.59% |
$45.1K - $52.3K
|
17.8K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
450+ 12.01% |
$45.1K - $52.3K
|
4.2K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
449+ 29.93% |
$45K - $52.2K
|
1.95K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
448+ 168.42% |
$44.9K - $52.1K
|
714
$93.7K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
435+ 0.61% |
$43.6K - $50.6K
|
72.1K
$9.45M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
431+ 0.83% |
$43.2K - $50.1K
|
52.5K
$6.89M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
427+ 1.76% |
$42.8K - $49.6K
|
24.7K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
415+ 10.32% |
$41.6K - $48.2K
|
4.44K
$582K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
379+ 7.68% |
$38K - $44.1K
|
5.31K
$697K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
369+ 5.44% |
$37K - $42.9K
|
7.15K
$939K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
365+ 21.26% |
$36.6K - $42.4K
|
2.08K
$273K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
365+ 21.26% |
$36.6K - $42.4K
|
2.08K
$273K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
363New |
$36.4K - $42.2K
|
363
$47.6K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
356+ 6.21% |
$35.7K - $41.4K
|
6.09K
$800K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
335+ 0.58% |
$33.6K - $38.9K
|
58.2K
$7.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
335+ 9.9% |
$33.6K - $38.9K
|
3.72K
$488K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
328+ 12.5% |
$32.9K - $38.1K
|
2.95K
$387K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
312+ 6.22% |
$31.3K - $36.3K
|
5.33K
$699K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
304New |
$30.5K - $35.3K
|
304
$39.9K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
291+ 6.13% |
$29.2K - $33.8K
|
5.04K
$661K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
284+ 6.16% |
$28.5K - $33K
|
4.89K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
279+ 2.58% |
$28K - $32.4K
|
11.1K
$1.46M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
265New |
$26.6K - $30.8K
|
265
$34.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
265New |
$26.6K - $30.8K
|
265
$34.8K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
243+ 0.74% |
$24.4K - $28.2K
|
33.1K
$4.34M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
234+ 2.42% |
$23.5K - $27.2K
|
9.89K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
230+ 6.73% |
$23.1K - $26.7K
|
3.65K
$479K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
229New |
$23K - $26.6K
|
229
$30K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
224+ 6.97% |
$22.4K - $26K
|
3.44K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
223+ 377.97% |
$22.3K - $25.9K
|
282
$37K
|