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 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-7.79K- 31.53% |
$775K - $948K
|
16.9K
$2.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.97K- 7.68% |
$792K - $969K
|
95.8K
$12.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.51K- 28.73% |
$846K - $1.04M
|
21.1K
$2.77M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.93KClosed |
$888K - $1.09M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.04K- 31.16% |
$899K - $1.1M
|
20K
$2.62M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.2K- 41.83% |
$914K - $1.12M
|
12.8K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-10.8K- 34.88% |
$1.08M - $1.32M
|
20.2K
$2.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.8K- 10.53% |
$1.08M - $1.32M
|
92K
$12.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3KClosed |
$1.23M - $1.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14KClosed |
$1.39M - $1.7M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-14.5K- 9.35% |
$1.44M - $1.76M
|
140K
$18.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.6K- 70.01% |
$1.45M - $1.77M
|
6.24K
$818K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16.6KClosed |
$1.65M - $2.02M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17.8K- 40.81% |
$1.77M - $2.17M
|
25.8K
$3.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-17.9KClosed |
$1.77M - $2.17M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.3K- 3.91% |
$2.01M - $2.46M
|
498K
$65.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-22.1KClosed |
$2.19M - $2.68M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-22.3K- 0.7% |
$2.21M - $2.71M
|
3.18M
$417M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.7KClosed |
$2.95M - $3.61M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.1K- 22.51% |
$3.19M - $3.9M
|
110K
$14.5M
|
|
|
Jul 07, 2022
Q2 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-32.7K- 4.99% |
$3.25M - $3.98M
|
623K
$81.7M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33.7KClosed |
$3.35M - $4.1M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-35.2K- 73.15% |
$3.5M - $4.28M
|
12.9K
$1.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-37K- 4.3% |
$3.68M - $4.5M
|
825K
$108M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-39.1K- 17.6% |
$3.89M - $4.76M
|
183K
$24M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-46.9K- 7.25% |
$4.67M - $5.71M
|
601K
$78.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-48.2K- 33.75% |
$4.79M - $5.87M
|
94.6K
$12.4M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-63.6K- 45.93% |
$6.33M - $7.74M
|
74.9K
$9.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-66.3K- 48.49% |
$6.59M - $8.07M
|
70.4K
$9.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-66.6K- 92.9% |
$6.63M - $8.11M
|
5.1K
$669K
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-67KClosed |
$6.66M - $8.15M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-80.3K- 10.75% |
$7.99M - $9.77M
|
667K
$87.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-87K- 94.46% |
$8.65M - $10.6M
|
5.1K
$669K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-90.9K- 11.28% |
$9.04M - $11.1M
|
715K
$93.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-99.1K- 77.82% |
$9.85M - $12.1M
|
28.2K
$3.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-101K- 100.0% |
$10M - $12.3M
|
4
$525
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-116K- 18.41% |
$11.6M - $14.1M
|
516K
$67.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-120K- 5.21% |
$11.9M - $14.5M
|
2.17M
$285M
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-144KClosed |
$14.3M - $17.5M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-246K- 79.24% |
$24.4M - $29.9M
|
64.4K
$8.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-354K- 5.23% |
$35.2M - $43M
|
6.41M
$841M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.32MClosed |
$231M - $282M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.62M- 20.91% |
$360M - $441M
|
13.7M
$1.8B
|