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 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-927- 2.52% |
$92.2K - $113K
|
35.9K
$4.68M
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-953- 0.6% |
$94.7K - $116K
|
157K
$20.4M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-968- 13.39% |
$96.2K - $118K
|
6.26K
$816K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-971- 15.52% |
$96.5K - $118K
|
5.28K
$688K
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1K- 11.72% |
$99.4K - $122K
|
7.54K
$982K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.04K- 18.66% |
$103K - $126K
|
4.52K
$588K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.05K- 15.56% |
$104K - $128K
|
5.7K
$742K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 7.76% |
$105K - $129K
|
12.6K
$1.64M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.11K- 0.49% |
$111K - $136K
|
227K
$29.6M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.16K- 1.35% |
$115K - $140K
|
84.4K
$11M
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.16K- 6.04% |
$116K - $142K
|
18.1K
$2.36M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.17K- 14.57% |
$116K - $142K
|
6.86K
$894K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.21K- 11.69% |
$120K - $147K
|
9.14K
$1.19M
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.23K- 3.88% |
$122K - $150K
|
30.5K
$3.97M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 1.05% |
$130K - $159K
|
123K
$16M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.37K- 72.92% |
$136K - $166K
|
508
$66.2K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.38K- 38.12% |
$137K - $168K
|
2.24K
$292K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.49K- 1.06% |
$148K - $182K
|
139K
$18.1M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.57K- 5.36% |
$156K - $191K
|
27.7K
$3.6M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.57K- 12.19% |
$156K - $191K
|
11.3K
$1.47M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.61K- 13.59% |
$160K - $196K
|
10.3K
$1.34M
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.65K- 11.32% |
$164K - $201K
|
12.9K
$1.69M
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-1.66K- 3.47% |
$165K - $202K
|
46.2K
$6.02M
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.67KClosed |
$166K - $204K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.68KClosed |
$167K - $204K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.68KClosed |
$167K - $205K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$168K - $206K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.7KClosed |
$169K - $207K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.74KClosed |
$172K - $211K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-1.77KClosed |
$176K - $215K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.77KClosed |
$176K - $216K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.8KClosed |
$179K - $219K
|
0
$0
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.83K- 25.76% |
$181K - $222K
|
5.26K
$685K
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.83KClosed |
$182K - $222K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.84KClosed |
$183K - $223K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.85KClosed |
$184K - $225K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.91KClosed |
$190K - $233K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.92K- 1.44% |
$191K - $234K
|
131K
$17.1M
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.95KClosed |
$194K - $237K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.96K- 2.25% |
$195K - $239K
|
85.3K
$11.1M
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.99KClosed |
$198K - $242K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.02KClosed |
$200K - $245K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-2.02K- 9.39% |
$201K - $246K
|
19.5K
$2.54M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.04K- 27.78% |
$203K - $249K
|
5.31K
$692K
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.06KClosed |
$205K - $250K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.07K- 13.49% |
$206K - $252K
|
13.3K
$1.73M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.09KClosed |
$207K - $254K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.13KClosed |
$211K - $259K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.16KClosed |
$215K - $262K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.21KClosed |
$219K - $268K
|
0
$0
|