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 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.23K- 31.77% |
$222K - $271K
|
4.79K
$629K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.41K- 9.83% |
$240K - $293K
|
22.1K
$2.9M
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.43KClosed |
$241K - $295K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.43KClosed |
$241K - $295K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.46K- 28.14% |
$244K - $299K
|
6.27K
$823K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.48K- 67.45% |
$246K - $301K
|
1.2K
$157K
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.52K- 26.09% |
$251K - $307K
|
7.14K
$937K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.52K- 6.27% |
$251K - $307K
|
37.7K
$4.95M
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.54K- 5.41% |
$253K - $309K
|
44.5K
$5.83M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.55K- 12.28% |
$254K - $310K
|
18.2K
$2.39M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.59KClosed |
$257K - $315K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.67KClosed |
$266K - $325K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.78K- 14.49% |
$276K - $338K
|
16.4K
$2.15M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.01K- 11.99% |
$299K - $366K
|
22.1K
$2.9M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.04K- 2.54% |
$302K - $370K
|
117K
$15.3M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.05K- 18.78% |
$303K - $371K
|
13.2K
$1.73M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.06K- 1.76% |
$304K - $372K
|
171K
$22.4M
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-3.07K- 9.29% |
$305K - $374K
|
30K
$3.94M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.17KClosed |
$315K - $385K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-3.2KClosed |
$318K - $389K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3.29K- 1.34% |
$327K - $400K
|
241K
$31.7M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.4K- 5.0% |
$338K - $414K
|
64.7K
$8.49M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.44K- 56.87% |
$342K - $418K
|
2.61K
$342K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.66K- 25.59% |
$364K - $445K
|
10.6K
$1.4M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.77K- 16.89% |
$375K - $459K
|
18.6K
$2.44M
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
SELL
|
- |
-3.8K- 2.83% |
$378K - $463K
|
130K
$17.1M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.81K- 32.23% |
$379K - $464K
|
8.02K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.86KClosed |
$383K - $469K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.08K- 2.88% |
$406K - $496K
|
137K
$18M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.36K- 71.85% |
$433K - $530K
|
1.71K
$224K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.45K- 5.59% |
$443K - $541K
|
75.2K
$9.87M
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.46KClosed |
$443K - $543K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
SELL
|
- |
-4.56K- 17.51% |
$453K - $555K
|
21.5K
$2.82M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.58KClosed |
$455K - $557K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.89K- 16.53% |
$486K - $595K
|
24.7K
$3.24M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.95KClosed |
$492K - $602K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.31K- 23.97% |
$528K - $646K
|
16.9K
$2.21M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5.34K- 51.9% |
$531K - $650K
|
4.95K
$649K
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.38K- 56.28% |
$534K - $654K
|
4.18K
$548K
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.38KClosed |
$535K - $654K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.65K- 42.5% |
$562K - $687K
|
7.65K
$1M
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-5.78K- 68.68% |
$575K - $703K
|
2.64K
$346K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.82K- 0.89% |
$578K - $708K
|
646K
$84.8M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.96K- 9.23% |
$592K - $724K
|
58.6K
$7.69M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.96K- 43.48% |
$593K - $725K
|
7.75K
$1.02M
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.72K- 56.15% |
$668K - $818K
|
5.25K
$689K
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-7.33K- 7.16% |
$729K - $892K
|
95.1K
$12.5M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.43K- 73.67% |
$739K - $904K
|
2.66K
$348K
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-7.59K- 3.22% |
$754K - $923K
|
228K
$29.9M
|
|
Aug 08, 2022
Q2 2022
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-7.77K- 8.96% |
$772K - $945K
|
78.9K
$10.4M
|