Purchases and Sales Made in Q2 2022 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.99M+ 127.04% |
$297M - $363M
|
5.34M
$695M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.64M+ 2090.64% |
$263M - $321M
|
2.77M
$361M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
706K+ 53.5% |
$70.1M - $85.8M
|
2.02M
$264M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
391K+ 11.56% |
$38.8M - $47.5M
|
3.77M
$491M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
276K+ 206.07% |
$27.4M - $33.6M
|
410K
$53.4M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
221K+ 11.21% |
$22M - $26.9M
|
2.2M
$286M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
164K+ 4.05% |
$16.4M - $20M
|
4.22M
$550M
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
158K+ 198.33% |
$15.8M - $19.3M
|
238K
$31.1M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
129K+ 9.44% |
$12.8M - $15.6M
|
1.49M
$194M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
113K+ 6.18% |
$11.2M - $13.7M
|
1.94M
$252M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
109KNew |
$10.9M - $13.3M
|
109K
$14.2M
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
93.2K+ 25.05% |
$9.27M - $11.3M
|
465K
$60.6M
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
79.2KNew |
$7.87M - $9.63M
|
79.2K
$10.3M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
76.8KNew |
$7.63M - $9.34M
|
76.8K
$10M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
76.1K+ 242.82% |
$7.56M - $9.25M
|
107K
$14M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
70.7K+ 494.62% |
$7.03M - $8.61M
|
85K
$11.1M
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
70.5K+ 285.69% |
$7.01M - $8.57M
|
95.1K
$12.4M
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
69.7KNew |
$6.92M - $8.47M
|
69.7K
$9.07M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.2K+ 0.93% |
$5.38M - $6.59M
|
5.86M
$763M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50.8K+ 64.76% |
$5.05M - $6.18M
|
129K
$16.8M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.1K+ 71.77% |
$4.98M - $6.09M
|
120K
$15.6M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.7K+ 0.55% |
$4.94M - $6.05M
|
9.05M
$1.18B
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.7K+ 0.55% |
$4.94M - $6.05M
|
9.05M
$1.18B
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
47.3K+ 41.63% |
$4.7M - $5.75M
|
161K
$21M
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
42.2K+ 67.02% |
$4.19M - $5.13M
|
105K
$13.7M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
39.6K+ 13.13% |
$3.93M - $4.81M
|
341K
$44.4M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.3K+ 16.34% |
$3.91M - $4.78M
|
280K
$36.4M
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
38.5KNew |
$3.83M - $4.68M
|
38.5K
$5.02M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
36.6K+ 88.72% |
$3.64M - $4.45M
|
77.8K
$10.1M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
35.7K+ 1.94% |
$3.55M - $4.35M
|
1.88M
$244M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
35.4K+ 122.12% |
$3.52M - $4.31M
|
64.4K
$8.39M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
35.2K+ 203.01% |
$3.5M - $4.29M
|
52.6K
$6.85M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.3K+ 3.88% |
$3.41M - $4.17M
|
920K
$120M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.2K+ 3.77% |
$3.3M - $4.03M
|
913K
$119M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32.5K+ 3.23% |
$3.23M - $3.96M
|
1.04M
$135M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
31.8K+ 535.22% |
$3.16M - $3.87M
|
37.7K
$4.92M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
29.7KNew |
$2.95M - $3.61M
|
29.7K
$3.87M
|
|
Jul 22, 2022
Q2 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
29.3K+ 12.06% |
$2.91M - $3.56M
|
272K
$35.5M
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
28.7KNew |
$2.85M - $3.49M
|
28.7K
$3.74M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.5K+ 30.46% |
$2.84M - $3.47M
|
122K
$15.9M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
28.4K+ 1042.88% |
$2.82M - $3.45M
|
31.1K
$4.05M
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
28.2KNew |
$2.81M - $3.43M
|
28.2K
$3.68M
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25.9K+ 8.91% |
$2.58M - $3.15M
|
317K
$41.3M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.6K+ 104.58% |
$2.55M - $3.12M
|
50.2K
$6.54M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.9K+ 8.65% |
$2.47M - $3.03M
|
313K
$40.7M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.3K+ 35.43% |
$2.22M - $2.72M
|
85.4K
$11.1M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
21.1K+ 9.32% |
$2.1M - $2.57M
|
247K
$32.2M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.7K+ 26.48% |
$2.06M - $2.52M
|
98.9K
$12.9M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.9K+ 0.97% |
$1.98M - $2.43M
|
2.07M
$270M
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
18.6K+ 12.35% |
$1.85M - $2.27M
|
170K
$22.1M
|