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
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
6.42K
+ 5.72%
$652K - $705K
119K $15.6M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
6.42K
+ 5.72%
$652K - $705K
119K $15.6M
Jul 13, 2023 Q2 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
6.32K
+ 22.41%
$641K - $694K
34.5K $4.53M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
5.79K
+ 7.66%
$588K - $636K
81.5K $10.7M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
5.7K
+ 4.75%
$579K - $626K
126K $16.5M
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
5.33K
+ 4.87%
$541K - $585K
115K $15.1M
Jul 28, 2023 Q2 2023
Alaska Permanent Capital Management

BUY
 -
5.26K
New
$534K - $577K
5.26K $690K
Aug 14, 2023 Q2 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
4.7K
+ 897.71%
$477K - $517K
5.23K $686K
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

BUY
 -
4.61K
New
$468K - $507K
4.61K $605K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
4.45K
+ 3.14%
$451K - $488K
146K $19.2M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.28K
+ 41.33%
$434K - $470K
14.6K $1.92M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.13K
+ 3.25%
$419K - $454K
131K $17.2M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.12K
+ 12.49%
$418K - $453K
37.1K $4.87M
Jul 17, 2023 Q2 2023
J2 Capital Management Inc

BUY
 -
3.68K
New
$374K - $404K
3.68K $483K
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
3.53K
New
$358K - $387K
3.53K $463K
Jul 13, 2023 Q2 2023
Artemis Wealth Advisors, LLC

BUY
 -
3.5K
New
$355K - $384K
3.5K $459K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.47K
+ 2.01%
$352K - $381K
176K $23.1M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
3.47K
+ 56.95%
$352K - $381K
9.56K $1.25M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
3.46K
+ 3.54%
$352K - $380K
101K $13.3M
Jul 21, 2023 Q2 2023
Corundum Group, Inc.

BUY
 -
3.27K
+ 6.73%
$332K - $359K
51.9K $6.81M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.96K
+ 2.3%
$300K - $325K
132K $17.3M
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
2.94K
New
$299K - $323K
2.94K $386K
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
2.76K
+ 6.04%
$280K - $303K
48.4K $6.35M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
2.75K
New
$280K - $302K
2.75K $361K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.75K
New
$279K - $302K
2.75K $361K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.73K
New
$277K - $299K
2.73K $358K
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
2.72K
New
$276K - $298K
2.72K $357K
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
2.71K
+ 19.27%
$275K - $298K
16.8K $2.2M
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
2.66K
+ 4.44%
$270K - $293K
62.7K $8.23M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
2.54K
+ 1.63%
$257K - $279K
158K $20.7M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.48K
+ 2.95%
$252K - $273K
86.7K $11.4M
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
2.47K
+ 1.82%
$251K - $271K
139K $18.2M
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
2.44K
New
$248K - $268K
2.44K $320K
Jul 31, 2023 Q2 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
2.44K
+ 2.31%
$248K - $268K
108K $14.2M
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
2.41K
+ 15.06%
$245K - $265K
18.4K $2.42M
Jul 24, 2023 Q2 2023
Prossimo Advisors, LLC

San Luis Obispo, CA
BUY
 -
2.28K
New
$232K - $251K
2.28K $299K
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
2.23K
New
$226K - $245K
2.23K $292K
Aug 08, 2023 Q2 2023
Biechele Royce Advisors

BUY
 -
2.18K
New
$222K - $240K
2.18K $286K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
2.16K
New
$219K - $237K
2.16K $283K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.16K
New
$219K - $237K
2.16K $283K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.08K
+ 2.03%
$211K - $228K
104K $13.7M
Jul 28, 2023 Q2 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
2.07K
New
$210K - $227K
2.07K $272K
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
2.01K
New
$204K - $221K
2.01K $263K
Aug 11, 2023 Q2 2023
Nuance Investments, LLC

Kansas City, MO
BUY
 -
2K
+ 8.66%
$203K - $220K
25.1K $3.3M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.97K
+ 8.44%
$200K - $216K
25.3K $3.32M
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
1.92K
New
$195K - $211K
1.92K $252K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.91K
+ 24.05%
$194K - $210K
9.87K $1.29M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.9K
+ 38.85%
$193K - $209K
6.79K $891K
Aug 14, 2023 Q2 2023
Ariel Investments, LLC

Chicago, IL
BUY
 -
1.88K
New
$191K - $206K
1.88K $247K

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