Purchases and Sales Made in Q2 2023 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 2023. 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, 2023 Q2 2023
Bishop & CO Investment Management, LLC

BUY
 -
24.5M
+ 10840.38%
$2.49B - $2.69B
24.8M $3.24B
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.06M
+ 98.75%
$108M - $117M
2.14M $280M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
552K
+ 14.67%
$56M - $60.6M
4.31M $564M
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
391K
+ 35.38%
$39.7M - $42.9M
1.5M $196M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
302K
+ 4.57%
$30.7M - $33.2M
6.91M $905M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
218K
+ 12.16%
$22.2M - $24M
2.01M $264M
Jul 28, 2023 Q2 2023
Zions Bancorporation, N.A.

BUY
 -
130K
+ 10.94%
$13.2M - $14.3M
1.32M $172M
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

BUY
 -
120K
New
$12.2M - $13.2M
120K $15.7M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
97.4K
+ 0.76%
$9.89M - $10.7M
12.9M $1.69B
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
91.1K
+ 400.55%
$9.25M - $10M
114K $14.9M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
66.3K
New
$6.73M - $7.28M
66.3K $8.68M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
60.1K
+ 0.76%
$6.1M - $6.61M
7.93M $1.04B
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
41.9K
+ 6.41%
$4.25M - $4.6M
695K $91M
Aug 03, 2023 Q2 2023
Vaughan Nelson Investment Management, L.P.

BUY
 -
40.9K
+ 18.34%
$4.15M - $4.49M
264K $34.6M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
40.8K
+ 58.1%
$4.14M - $4.48M
111K $14.5M
Jul 17, 2023 Q2 2023
Stephens Group Asset Management, LLC

BUY
 -
37K
+ 5.94%
$3.76M - $4.06M
660K $86.4M
Jul 31, 2023 Q2 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
32.8K
New
$3.33M - $3.6M
32.8K $4.29M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
31K
+ 1497.44%
$3.15M - $3.4M
33.1K $4.33M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
31K
New
$3.15M - $3.4M
31K $4.06M
Jul 07, 2023 Q2 2023
Auour Investments LLC

Wenham, MA
BUY
 -
27.4K
New
$2.78M - $3.01M
27.4K $3.59M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
26.5K
New
$2.69M - $2.91M
26.5K $3.47M
Aug 11, 2023 Q2 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
24.8K
+ 47.11%
$2.52M - $2.73M
77.5K $10.1M
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
22.1K
+ 6.55%
$2.24M - $2.43M
360K $47.1M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
21.4K
+ 3.18%
$2.17M - $2.35M
693K $90.8M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
20.2K
New
$2.05M - $2.22M
20.2K $2.65M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
19.4K
+ 507.7%
$1.97M - $2.13M
23.2K $3.04M
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
18.4K
New
$1.87M - $2.02M
18.4K $2.41M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
18K
+ 162.51%
$1.83M - $1.98M
29.1K $3.81M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
16.3K
+ 12.97%
$1.66M - $1.79M
142K $18.6M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
16.1K
New
$1.63M - $1.77M
16.1K $2.11M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
14.2K
+ 119.7%
$1.44M - $1.55M
26K $3.4M
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
11.8K
+ 4.39%
$1.2M - $1.3M
281K $36.8M
Jul 14, 2023 Q2 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
11.6K
+ 6.57%
$1.18M - $1.27M
188K $24.6M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
11.2K
New
$1.14M - $1.23M
11.2K $1.47M
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
11.1K
+ 6.0%
$1.13M - $1.22M
197K $25.8M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
10.5K
+ 7.53%
$1.07M - $1.16M
150K $19.7M
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
10K
+ 27813.89%
$1.02M - $1.1M
10K $1.32M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
9.43K
+ 0.4%
$957K - $1.04M
2.36M $309M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
8.94K
+ 252.87%
$907K - $982K
12.5K $1.63M
Aug 07, 2023 Q2 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
8.93K
+ 1.04%
$906K - $980K
868K $114M
Aug 04, 2023 Q2 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
8.92K
+ 122.95%
$905K - $980K
16.2K $2.12M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
8.5K
+ 9.23%
$862K - $933K
101K $13.2M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.99K
+ 54.07%
$811K - $878K
22.8K $2.98M
Aug 11, 2023 Q2 2023
Meeder Asset Management Inc

BUY
 -
7.96K
+ 51.91%
$808K - $874K
23.3K $3.05M
Aug 11, 2023 Q2 2023
Covenant Partners, LLC

BUY
 -
7.95K
+ 4.28%
$807K - $873K
194K $25.3M
Aug 14, 2023 Q2 2023
Hbk Investments L P

Dallas, TX
BUY
 -
7.9K
New
$802K - $868K
7.9K $1.03M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
7.41K
+ 8.57%
$752K - $813K
93.8K $12.3M
Aug 09, 2023 Q2 2023
Heritage Wealth Advisors

BUY
 -
6.93K
+ 1.5%
$703K - $761K
470K $61.6M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
6.71K
New
$681K - $737K
6.71K $879K

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