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 19, 2022
Q2 2022
|
Leeward Investments, LLC Ma
|
BUY
|
- |
1.46K+ 17.38% |
$146K - $178K
|
9.89K
$1.3M
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.45K+ 2.47% |
$144K - $176K
|
60.1K
$7.89M
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
1.44KNew |
$143K - $175K
|
1.44K
$188K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.43K+ 1.95% |
$143K - $174K
|
74.9K
$9.83M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 4.66% |
$142K - $174K
|
32.1K
$4.21M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.42K+ 2.5% |
$141K - $172K
|
58.1K
$7.63M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.39K+ 0.52% |
$138K - $168K
|
270K
$35.4M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 58.25% |
$134K - $164K
|
3.67K
$481K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.32K+ 28.64% |
$131K - $160K
|
5.92K
$777K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.3K+ 1.31% |
$129K - $158K
|
100K
$13.2M
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
1.28KNew |
$127K - $156K
|
1.28K
$168K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.25K+ 3.7% |
$124K - $151K
|
34.9K
$4.58M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.22K+ 7.56% |
$121K - $149K
|
17.4K
$2.28M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.22K+ 21.78% |
$121K - $148K
|
6.8K
$892K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.19KNew |
$118K - $144K
|
1.19K
$156K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.17K+ 4.18% |
$116K - $142K
|
29K
$3.81M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.11KNew |
$111K - $136K
|
1.11K
$146K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1K+ 1.07% |
$110K - $134K
|
104K
$13.7M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 5.09% |
$108K - $132K
|
22.4K
$2.94M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.08KNew |
$107K - $131K
|
1.08K
$142K
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.02K+ 40.33% |
$101K - $124K
|
3.54K
$464K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.01K+ 16.2% |
$100K - $123K
|
7.24K
$950K
|
|
Jul 27, 2022
Q2 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
1K+ 7.27% |
$99.4K - $122K
|
14.8K
$1.94M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1K+ 6.41% |
$99.4K - $122K
|
16.6K
$2.18M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
999+ 8.22% |
$99.3K - $122K
|
13.1K
$1.72M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
996+ 1.38% |
$99K - $121K
|
73.4K
$9.63M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
953+ 6.93% |
$94.7K - $116K
|
14.7K
$1.93M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
952+ 14.6% |
$94.6K - $116K
|
7.47K
$981K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
910+ 46.52% |
$90.5K - $111K
|
2.87K
$376K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
909+ 0.99% |
$90.4K - $111K
|
92.7K
$12.2M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
902+ 0.6% |
$89.7K - $110K
|
152K
$20M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
895New |
$89K - $109K
|
895
$117K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
889+ 11.34% |
$88.4K - $108K
|
8.73K
$1.15M
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
884+ 68.21% |
$87.9K - $108K
|
2.18K
$286K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
857+ 3.08% |
$85.2K - $104K
|
28.7K
$3.77M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
835+ 8.72% |
$83K - $102K
|
10.4K
$1.37M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
830New |
$82.5K - $101K
|
830
$109K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
821+ 15.67% |
$81.6K - $99.9K
|
6.06K
$795K
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
814+ 23.07% |
$80.9K - $99K
|
4.34K
$570K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
785+ 34.51% |
$78K - $95.5K
|
3.06K
$402K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
781+ 69.05% |
$77.6K - $95K
|
1.91K
$251K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
769+ 106.81% |
$76.5K - $93.5K
|
1.49K
$195K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
732+ 1.56% |
$72.8K - $89K
|
47.8K
$6.27M
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
704+ 13.85% |
$70K - $85.6K
|
5.79K
$759K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
700+ 0.41% |
$69.6K - $85.1K
|
170K
$22.2M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
684+ 2.64% |
$68K - $83.2K
|
26.6K
$3.49M
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
673New |
$66.9K - $81.9K
|
673
$88.3K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
660+ 69.69% |
$65.6K - $80.3K
|
1.61K
$211K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
650+ 26.76% |
$64.6K - $79.1K
|
3.08K
$404K
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
633+ 7.88% |
$62.9K - $77K
|
8.66K
$1.14M
|