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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-341- 3.33% |
$33.9K - $41.5K
|
9.88K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-343- 3.88% |
$34.1K - $41.7K
|
8.5K
$1.11M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-392- 89.09% |
$39K - $47.7K
|
48
$6.25K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-397- 11.6% |
$39.5K - $48.3K
|
3.03K
$394K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-398- 1.19% |
$39.6K - $48.4K
|
33K
$4.3M
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-409- 4.59% |
$40.7K - $49.8K
|
8.5K
$1.11M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-413- 6.22% |
$41.1K - $50.2K
|
6.23K
$812K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-423- 5.63% |
$42.1K - $51.5K
|
7.09K
$923K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-425- 9.61% |
$42.3K - $51.7K
|
4K
$521K
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-446- 0.83% |
$44.3K - $54.3K
|
53.6K
$6.98M
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-479- 3.18% |
$47.6K - $58.3K
|
14.6K
$1.9M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-482Closed |
$47.9K - $58.6K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-483- 0.34% |
$48K - $58.8K
|
142K
$18.5M
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-497- 10.35% |
$49.4K - $60.5K
|
4.31K
$561K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-507- 7.79% |
$50.4K - $61.7K
|
6K
$782K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-528- 4.58% |
$52.5K - $64.2K
|
11K
$1.43M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-531Closed |
$52.8K - $64.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-534- 7.11% |
$53.1K - $65K
|
6.98K
$909K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-541- 17.85% |
$53.8K - $65.8K
|
2.49K
$324K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-551Closed |
$54.8K - $67K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-561- 2.84% |
$55.8K - $68.2K
|
19.2K
$2.5M
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-567- 11.78% |
$56.4K - $69K
|
4.25K
$553K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-577Closed |
$57.4K - $70.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-607- 14.78% |
$60.3K - $73.8K
|
3.5K
$456K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-615- 20.85% |
$61.1K - $74.8K
|
2.34K
$304K
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-625- 56.92% |
$62.1K - $76K
|
473
$61.6K
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-627Closed |
$62.3K - $76.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-639- 6.72% |
$63.5K - $77.7K
|
8.87K
$1.16M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-652- 0.6% |
$64.8K - $79.3K
|
107K
$14M
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-655- 23.7% |
$65.1K - $79.7K
|
2.11K
$275K
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-677- 7.16% |
$67.3K - $82.4K
|
8.78K
$1.14M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-680- 5.79% |
$67.6K - $82.7K
|
11.1K
$1.44M
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-682- 18.65% |
$67.8K - $83K
|
2.97K
$387K
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-696- 6.38% |
$69.2K - $84.7K
|
10.2K
$1.33M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-705- 12.63% |
$70.1K - $85.8K
|
4.88K
$635K
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-720- 10.44% |
$71.6K - $87.6K
|
6.18K
$805K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-754- 4.14% |
$75K - $91.7K
|
17.4K
$2.27M
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-763Closed |
$75.9K - $92.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-767- 0.8% |
$76.3K - $93.3K
|
95.7K
$12.5M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-801Closed |
$79.6K - $97.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-805Closed |
$80K - $97.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-822Closed |
$81.7K - $100K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-832- 62.18% |
$82.7K - $101K
|
506
$65.9K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-838- 3.3% |
$83.3K - $102K
|
24.6K
$3.2M
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-860- 1.73% |
$85.5K - $105K
|
48.9K
$6.37M
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-874- 3.64% |
$86.9K - $106K
|
23.1K
$3.01M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-876- 24.79% |
$87.1K - $107K
|
2.66K
$346K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-885- 9.43% |
$88K - $108K
|
8.5K
$1.11M
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-886- 25.01% |
$88.1K - $108K
|
2.66K
$346K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-905- 18.03% |
$90K - $110K
|
4.11K
$536K
|