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
Gsb Wealth Management, LLC

BUY
 -
1.87K
New
$190K - $205K
1.87K $245K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.83K
+ 5.04%
$186K - $201K
38.1K $5M
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
1.83K
New
$186K - $201K
1.83K $240K
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.83K
New
$185K - $200K
1.83K $239K
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
1.68K
+ 45.92%
$170K - $184K
5.33K $699K
Jul 13, 2023 Q2 2023
Paradigm Financial Partners, LLC

BUY
 -
1.67K
+ 14.84%
$169K - $183K
12.9K $1.69M
Aug 14, 2023 Q2 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
1.65K
+ 5.68%
$167K - $181K
30.7K $4.03M
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
1.56K
New
$158K - $171K
1.56K $204K
Jul 11, 2023 Q2 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
1.54K
+ 51.04%
$157K - $170K
4.57K $600K
Aug 11, 2023 Q2 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
1.53K
+ 3.44%
$155K - $168K
45.9K $6.02M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.38K
+ 1.69%
$140K - $152K
83.2K $10.9M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.37K
+ 5.42%
$139K - $151K
26.7K $3.5M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.37K
+ 17.42%
$139K - $150K
9.2K $1.21M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.36K
+ 10.26%
$138K - $150K
14.6K $1.92M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
1.32K
+ 10.69%
$134K - $145K
13.7K $1.8M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
1.25K
+ 8.93%
$126K - $137K
15.2K $1.99M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.21K
+ 4.9%
$123K - $133K
25.9K $3.4M
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
1.17K
+ 118.94%
$119K - $128K
2.15K $282K
Aug 11, 2023 Q2 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
1.16K
+ 15.08%
$118K - $128K
8.88K $1.16M
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.13K
+ 46.44%
$115K - $124K
3.56K $468K
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.09K
+ 44.81%
$110K - $119K
3.51K $461K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
1.07K
New
$109K - $118K
1.07K $141K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.04K
+ 33.96%
$106K - $114K
4.11K $539K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.03K
+ 18.5%
$105K - $114K
6.62K $869K
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.03K
+ 7.91%
$105K - $113K
14.1K $1.85M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.02K
New
$103K - $112K
1.02K $133K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
996
+ 2165.22%
$101K - $109K
1.04K $137K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
993
+ 35.68%
$101K - $109K
3.78K $495K
Aug 03, 2023 Q2 2023
Simmons Bank

BUY
 -
989
+ 43.15%
$100K - $109K
3.28K $431K
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
976
+ 11.33%
$99.1K - $107K
9.59K $1.26M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
972
+ 13.75%
$98.7K - $107K
8.04K $1.06M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
935
+ 12.91%
$94.9K - $103K
8.18K $1.07M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
934
New
$94.8K - $103K
934 $123K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
930
+ 7.21%
$94.4K - $102K
13.8K $1.81M
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
919
+ 7.72%
$93.3K - $101K
12.8K $1.68M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
906
New
$92K - $99.5K
906 $119K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
891
New
$90.4K - $97.9K
891 $117K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
886
+ 12.91%
$89.9K - $97.3K
7.75K $1.02M
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
880
+ 10.37%
$89.3K - $96.7K
9.37K $1.23M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
796
+ 14.87%
$80.8K - $87.4K
6.15K $807K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
763
+ 31.57%
$77.4K - $83.8K
3.18K $417K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
751
+ 8.66%
$76.2K - $82.5K
9.43K $1.24M
Aug 04, 2023 Q2 2023
Insight 2811, Inc.

Chicago, IL
BUY
 -
717
+ 3.06%
$72.8K - $78.8K
24.1K $3.17M
Jul 17, 2023 Q2 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
715
+ 7.87%
$72.6K - $78.5K
9.8K $1.29M
Aug 10, 2023 Q2 2023
West Hill Financial Advisors, Inc.

BUY
 -
710
+ 1.16%
$72.1K - $78K
61.8K $8.1M
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
700
+ 15.13%
$71.1K - $76.9K
5.33K $699K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
685
+ 4.96%
$69.5K - $75.2K
14.5K $1.9M
Aug 28, 2024 Q2 2023
Peterson Financial Group, Inc.

BUY
 -
679
+ 12.14%
$68.9K - $74.6K
6.27K $823K
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
655
+ 0.45%
$66.5K - $71.9K
146K $19.2M

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