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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.99K+ 23.65% |
$397K - $485K
|
20.9K
$2.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.87KNew |
$385K - $471K
|
3.87K
$508K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.81K+ 11.06% |
$379K - $464K
|
38.3K
$5.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.76KNew |
$374K - $457K
|
3.76K
$494K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.62K+ 100.86% |
$360K - $440K
|
7.21K
$946K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.45K+ 1.17% |
$343K - $420K
|
297K
$39M
|
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.36K+ 60.0% |
$334K - $408K
|
8.95K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.3KNew |
$328K - $401K
|
3.3K
$432K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.18KNew |
$316K - $387K
|
3.18K
$418K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
3.15K+ 4.14% |
$313K - $383K
|
79.2K
$10.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.12K+ 11.96% |
$311K - $380K
|
29.3K
$3.84M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12KNew |
$310K - $380K
|
3.12K
$410K
|
|
|
Aug 12, 2022
Q2 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.98K+ 20.38% |
$296K - $362K
|
17.6K
$2.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.94K+ 0.98% |
$292K - $357K
|
302K
$39.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9KNew |
$288K - $353K
|
2.9K
$381K
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.86KNew |
$284K - $348K
|
2.86K
$375K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.71KNew |
$270K - $330K
|
2.71K
$356K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.61K+ 71.32% |
$259K - $317K
|
6.27K
$822K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.56K+ 29.79% |
$255K - $312K
|
11.2K
$1.47M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.39K+ 32.45% |
$238K - $291K
|
9.77K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.31KNew |
$230K - $281K
|
2.31K
$303K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.3KNew |
$229K - $280K
|
2.3K
$302K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.25K+ 44.07% |
$224K - $274K
|
7.37K
$966K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
2.18K+ 5.12% |
$216K - $265K
|
44.7K
$5.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.17KNew |
$216K - $264K
|
2.17K
$285K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.07K+ 77.07% |
$206K - $252K
|
4.77K
$625K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.06KNew |
$205K - $251K
|
2.06K
$271K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.06K+ 55.15% |
$205K - $251K
|
5.8K
$761K
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.05KNew |
$204K - $250K
|
2.05K
$270K
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2K+ 15.83% |
$199K - $244K
|
14.6K
$1.92M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.99K+ 10.7% |
$198K - $242K
|
20.6K
$2.71M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.98KNew |
$197K - $241K
|
1.98K
$260K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.96K+ 6.43% |
$195K - $239K
|
32.5K
$4.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.93K+ 1.94% |
$192K - $235K
|
101K
$13.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.91K+ 5.5% |
$190K - $232K
|
36.7K
$4.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.91K+ 3.85% |
$189K - $232K
|
51.4K
$6.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.81K+ 5.71% |
$180K - $220K
|
33.5K
$4.39M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.81K+ 5.71% |
$180K - $220K
|
33.5K
$4.39M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.78KNew |
$177K - $217K
|
1.78K
$234K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.75K+ 67.72% |
$174K - $213K
|
4.34K
$569K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.71K+ 2.64% |
$170K - $208K
|
66.4K
$8.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.65KNew |
$164K - $200K
|
1.65K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 20.16% |
$162K - $199K
|
9.73K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.63K+ 8.36% |
$162K - $198K
|
21.1K
$2.77M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.6K+ 0.82% |
$159K - $194K
|
197K
$25.9M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.6K+ 0.82% |
$159K - $194K
|
197K
$25.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.59K+ 29.22% |
$158K - $193K
|
7.01K
$920K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.55K+ 54.46% |
$154K - $188K
|
4.38K
$575K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.52K+ 30.95% |
$151K - $185K
|
6.44K
$845K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.51K+ 38.65% |
$150K - $183K
|
5.41K
$709K
|