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
|
First Manhattan CO
New York, NY |
BUY
|
- |
213+ 14.3% |
$21.3K - $24.8K
|
1.7K
$223K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
211+ 8.74% |
$21.1K - $24.5K
|
2.63K
$345K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
205+ 2.78% |
$20.5K - $23.8K
|
7.57K
$993K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
202New |
$20.2K - $23.5K
|
202
$26.5K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
191+ 0.31% |
$19.1K - $22.2K
|
61.1K
$8.01M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
174+ 3.67% |
$17.4K - $20.2K
|
4.91K
$644K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
170New |
$17K - $19.8K
|
170
$22.3K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
168+ 18.56% |
$16.8K - $19.5K
|
1.07K
$141K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
161+ 3.78% |
$16.1K - $18.7K
|
4.42K
$580K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
157New |
$15.7K - $18.2K
|
157
$20.6K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
155+ 3.07% |
$15.5K - $18K
|
5.2K
$682K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
146+ 5.33% |
$14.6K - $17K
|
2.88K
$378K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
144+ 0.44% |
$14.4K - $16.7K
|
32.5K
$4.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
137+ 117.09% |
$13.7K - $15.9K
|
254
$33.3K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
136New |
$13.6K - $15.8K
|
136
$17.8K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
132+ 0.48% |
$13.2K - $15.3K
|
27.7K
$3.63M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
131+ 0.39% |
$13.1K - $15.2K
|
33.5K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
123+ 4.59% |
$12.3K - $14.3K
|
2.8K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
121+ 3.14% |
$12.1K - $14.1K
|
3.97K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
114+ 0.47% |
$11.4K - $13.3K
|
24.5K
$3.21M
|
|
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
114+ 0.47% |
$11.4K - $13.3K
|
24.5K
$3.21M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
112+ 167.16% |
$11.2K - $13K
|
179
$23.5K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
108+ 2.11% |
$10.8K - $12.6K
|
5.22K
$685K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
104+ 2.44% |
$10.4K - $12.1K
|
4.37K
$573K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
103New |
$10.3K - $12K
|
103
$13.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
102+ 1.42% |
$10.2K - $11.9K
|
7.31K
$959K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
97+ 808.33% |
$9.72K - $11.3K
|
109
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
96+ 1.1% |
$9.62K - $11.2K
|
8.85K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
95+ 4.06% |
$9.52K - $11K
|
2.43K
$319K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
93New |
$9.32K - $10.8K
|
93
$12.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.88% |
$9.12K - $10.6K
|
4.94K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
86+ 3.49% |
$8.62K - $10K
|
2.55K
$335K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
84+ 1.4% |
$8.42K - $9.76K
|
6.08K
$798K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
76+ 18.23% |
$7.62K - $8.83K
|
493
$64.7K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
74+ 1.74% |
$7.42K - $8.6K
|
4.34K
$569K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
74+ 69.81% |
$7.42K - $8.6K
|
180
$23.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
71New |
$7.12K - $8.25K
|
71
$9.32K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
65New |
$6.51K - $7.55K
|
65
$8.53K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
56New |
$5.61K - $6.51K
|
56
$7.35K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
56+ 2.02% |
$5.61K - $6.51K
|
2.83K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
49+ 0.06% |
$4.91K - $5.7K
|
81.7K
$10.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
48+ 0.71% |
$4.81K - $5.58K
|
6.82K
$894K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
44+ 0.47% |
$4.41K - $5.11K
|
9.48K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.13% |
$3.91K - $4.53K
|
29.1K
$3.82M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
39+ 0.48% |
$3.91K - $4.53K
|
8.11K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
37+ 0.55% |
$3.71K - $4.3K
|
6.73K
$884K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 1.89% |
$3.61K - $4.18K
|
1.94K
$255K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36New |
$3.61K - $4.18K
|
36
$4.72K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35New |
$3.51K - $4.07K
|
35
$4.59K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
33+ 0.43% |
$3.31K - $3.84K
|
7.79K
$1.02M
|