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 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
191+ 0.09% |
$19K - $23.2K
|
214K
$28.1M
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
189+ 2.81% |
$18.8K - $23K
|
6.92K
$908K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
187+ 306.56% |
$18.6K - $22.7K
|
248
$32.5K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
179+ 8.56% |
$17.8K - $21.8K
|
2.27K
$298K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
172New |
$17.1K - $20.9K
|
172
$22.6K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
169+ 1.59% |
$16.8K - $20.6K
|
10.8K
$1.41M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
167+ 6.63% |
$16.6K - $20.3K
|
2.69K
$353K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
167+ 6.63% |
$16.6K - $20.3K
|
2.69K
$353K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
165+ 2.03% |
$16.4K - $20.1K
|
8.29K
$1.09M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
165+ 1.64% |
$16.4K - $20.1K
|
10.2K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
165+ 1.64% |
$16.4K - $20.1K
|
10.2K
$1.34M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
164+ 2.69% |
$16.3K - $19.9K
|
6.26K
$822K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
158+ 5.29% |
$15.7K - $19.2K
|
3.14K
$412K
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
158+ 1.57% |
$15.7K - $19.2K
|
10.2K
$1.34M
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
157New |
$15.6K - $19.1K
|
157
$20.6K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
154+ 6.52% |
$15.3K - $18.7K
|
2.52K
$330K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150New |
$14.9K - $18.2K
|
150
$19.7K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
147+ 2.24% |
$14.6K - $17.9K
|
6.71K
$881K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
140New |
$13.9K - $17K
|
140
$18.4K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
136+ 2.53% |
$13.5K - $16.5K
|
5.51K
$723K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135New |
$13.4K - $16.4K
|
135
$17.7K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
134+ 0.39% |
$13.3K - $16.3K
|
34.6K
$4.53M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
132+ 0.14% |
$13.1K - $16.1K
|
94.8K
$12.4M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
129New |
$12.8K - $15.7K
|
129
$16.9K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
125+ 568.18% |
$12.4K - $15.2K
|
147
$19.3K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
120+ 6.0% |
$11.9K - $14.6K
|
2.12K
$278K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
117+ 2.41% |
$11.6K - $14.2K
|
4.98K
$653K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
117+ 4.91% |
$11.6K - $14.2K
|
2.5K
$328K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
115+ 3.65% |
$11.4K - $14K
|
3.26K
$428K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
108New |
$10.7K - $13.1K
|
108
$14.2K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
102New |
$10.1K - $12.4K
|
102
$13.4K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
96New |
$9.54K - $11.7K
|
96
$12.6K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
95+ 72.52% |
$9.44K - $11.6K
|
226
$29.7K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
92+ 37.86% |
$9.15K - $11.2K
|
335
$44K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
91+ 4.53% |
$9.05K - $11.1K
|
2.1K
$276K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 14.68% |
$7.95K - $9.73K
|
625
$82K
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.49% |
$7.46K - $9.12K
|
15.5K
$2.03M
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
70+ 0.26% |
$6.96K - $8.51K
|
27.4K
$3.59M
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
67New |
$6.66K - $8.15K
|
67
$8.79K
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
63+ 0.33% |
$6.26K - $7.66K
|
19.4K
$2.55M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
63+ 0.32% |
$6.26K - $7.66K
|
19.9K
$2.62M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
63+ 37.72% |
$6.26K - $7.66K
|
230
$30.2K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
62New |
$6.16K - $7.54K
|
62
$8.14K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
60+ 2.27% |
$5.97K - $7.3K
|
2.71K
$355K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
47+ 0.05% |
$4.67K - $5.72K
|
103K
$13.6M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
47+ 3.08% |
$4.67K - $5.72K
|
1.57K
$207K
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
43+ 1.91% |
$4.28K - $5.23K
|
2.3K
$301K
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
43+ 0.15% |
$4.28K - $5.23K
|
27.8K
$3.65M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
40New |
$3.98K - $4.87K
|
40
$5.25K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
39+ 0.62% |
$3.88K - $4.74K
|
6.36K
$835K
|