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 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2- 0.02% |
$200 - $232
|
9.96K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-3- 0.15% |
$301 - $349
|
2.05K
$269K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.02% |
$301 - $349
|
13.9K
$1.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-4- 0.05% |
$401 - $465
|
7.54K
$989K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5- 0.7% |
$501 - $581
|
713
$93.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9- 0.37% |
$902 - $1.05K
|
2.43K
$318K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-10- 0.14% |
$1K - $1.16K
|
7.33K
$962K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-12Closed |
$1.2K - $1.39K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13- 0.3% |
$1.3K - $1.51K
|
4.38K
$575K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 16.85% |
$1.5K - $1.74K
|
74
$9.71K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-16- 0.55% |
$1.6K - $1.86K
|
2.89K
$379K
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18- 0.14% |
$1.8K - $2.09K
|
13K
$1.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-19- 0.41% |
$1.9K - $2.21K
|
4.62K
$606K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-21- 0.84% |
$2.1K - $2.44K
|
2.48K
$325K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-23- 0.62% |
$2.31K - $2.67K
|
3.67K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-24- 0.02% |
$2.41K - $2.79K
|
149K
$19.6M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-27- 0.5% |
$2.71K - $3.14K
|
5.32K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-27- 0.47% |
$2.71K - $3.14K
|
5.69K
$747K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-28- 0.05% |
$2.81K - $3.25K
|
60K
$7.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-30- 0.25% |
$3.01K - $3.49K
|
11.9K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-30- 0.83% |
$3.01K - $3.49K
|
3.57K
$468K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-30- 1.44% |
$3.01K - $3.49K
|
2.06K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-32- 1.6% |
$3.21K - $3.72K
|
1.97K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-35- 8.79% |
$3.51K - $4.07K
|
363
$47.6K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36- 0.65% |
$3.61K - $4.18K
|
5.48K
$720K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-37- 0.48% |
$3.71K - $4.3K
|
7.62K
$1M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-39- 1.22% |
$3.91K - $4.53K
|
3.15K
$414K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-40- 1.73% |
$4.01K - $4.65K
|
2.27K
$298K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-41- 0.27% |
$4.11K - $4.77K
|
15K
$1.97M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-42- 0.71% |
$4.21K - $4.88K
|
5.9K
$774K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-43- 1.25% |
$4.31K - $5K
|
3.39K
$445K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-43- 1.9% |
$4.31K - $5K
|
2.22K
$291K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-49- 0.73% |
$4.91K - $5.7K
|
6.65K
$873K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-50- 12.14% |
$5.01K - $5.81K
|
362
$47.5K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-51- 2.65% |
$5.11K - $5.93K
|
1.87K
$246K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-52- 0.55% |
$5.21K - $6.04K
|
9.45K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-53- 1.54% |
$5.31K - $6.16K
|
3.4K
$446K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-55- 0.65% |
$5.51K - $6.39K
|
8.34K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-57- 0.67% |
$5.71K - $6.63K
|
8.49K
$1.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-57- 1.03% |
$5.71K - $6.63K
|
5.48K
$719K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-58- 0.5% |
$5.81K - $6.74K
|
11.6K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-60- 2.03% |
$6.01K - $6.97K
|
2.89K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-61- 0.39% |
$6.11K - $7.09K
|
15.5K
$2.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-62- 0.98% |
$6.21K - $7.21K
|
6.28K
$824K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-65- 2.29% |
$6.51K - $7.55K
|
2.78K
$364K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-68- 0.93% |
$6.81K - $7.9K
|
7.24K
$950K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-70- 1.38% |
$7.02K - $8.14K
|
5.01K
$657K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-74- 41.11% |
$7.42K - $8.6K
|
106
$13.9K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-74- 0.92% |
$7.42K - $8.6K
|
7.95K
$1.04M
|