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 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
39+ 0.3% |
$3.88K - $4.74K
|
13K
$1.71M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
34+ 0.75% |
$3.38K - $4.14K
|
4.58K
$600K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
34+ 0.37% |
$3.38K - $4.14K
|
9.33K
$1.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
33+ 1.6% |
$3.28K - $4.01K
|
2.1K
$275K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
31+ 0.38% |
$3.08K - $3.77K
|
8.24K
$1.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30+ 1.26% |
$2.98K - $3.65K
|
2.42K
$317K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
29+ 0.42% |
$2.88K - $3.53K
|
6.89K
$904K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
26+ 0.67% |
$2.58K - $3.16K
|
3.93K
$515K
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
24+ 0.39% |
$2.39K - $2.92K
|
6.14K
$805K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
21+ 0.13% |
$2.09K - $2.55K
|
16K
$2.11M
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 5.71% |
$1.99K - $2.43K
|
370
$48.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 0.37% |
$1.89K - $2.31K
|
5.17K
$679K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
18+ 0.42% |
$1.79K - $2.19K
|
4.26K
$559K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.38% |
$1.79K - $2.19K
|
4.73K
$620K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
16+ 0.78% |
$1.59K - $1.95K
|
2.07K
$271K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15+ 0.55% |
$1.49K - $1.82K
|
2.73K
$359K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.07% |
$1.39K - $1.7K
|
20K
$2.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$1.29K - $1.58K
|
4.59K
$602K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13+ 0.11% |
$1.29K - $1.58K
|
12.2K
$1.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
11+ 0.23% |
$1.09K - $1.34K
|
4.72K
$619K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.38% |
$994 - $1.22K
|
2.65K
$348K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
9+ 0.35% |
$895 - $1.09K
|
2.58K
$339K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
9+ 0.41% |
$895 - $1.09K
|
2.18K
$286K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$696 - $851
|
7
$919
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$696 - $851
|
7
$919
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
7New |
$696 - $851
|
7
$919
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.27% |
$597 - $730
|
2.25K
$296K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.21% |
$497 - $608
|
2.39K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.27% |
$497 - $608
|
1.89K
$248K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.38% |
$398 - $487
|
1.07K
$140K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.36% |
$298 - $365
|
827
$109K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$298 - $365
|
3.56K
$467K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.52% |
$199 - $243
|
389
$51K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.02% |
$199 - $243
|
8.75K
$1.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2+ 0.05% |
$199 - $243
|
3.96K
$520K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$199 - $243
|
3.31K
$434K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2+ 0.33% |
$199 - $243
|
613
$80.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.01% |
$99.4 - $122
|
17K
$2.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.4% |
$99.4 - $122
|
252
$33.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1New |
$99.4 - $122
|
1
$131
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$99.4 - $122
|
1
$131
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.1% |
$99.4 - $122
|
92
$12.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.75% |
$99.4 - $122
|
134
$17.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2Closed |
$199 - $243
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3- 0.04% |
$298 - $365
|
7.81K
$1.02M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3Closed |
$298 - $365
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-3- 0.12% |
$298 - $365
|
2.49K
$326K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-4- 0.86% |
$398 - $487
|
460
$60.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-5Closed |
$497 - $608
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5- 0.05% |
$497 - $608
|
10.6K
$1.39M
|