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 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
642
+ 6.84%
$65.2K - $70.5K
10K $1.32M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
617
+ 11.26%
$62.6K - $67.8K
6.1K $800K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
611
+ 21.02%
$62K - $67.1K
3.52K $462K
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
603
+ 12.28%
$61.2K - $66.2K
5.51K $723K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
571
+ 0.67%
$58K - $62.7K
85.6K $11.2M
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
500
+ 0.98%
$50.8K - $54.9K
51.6K $6.77M
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
419
+ 3.82%
$42.5K - $46K
11.4K $1.49M
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
415
+ 11.74%
$42.1K - $45.6K
3.95K $518K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
402
+ 7.33%
$40.8K - $44.2K
5.89K $772K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
387
New
$39.3K - $42.5K
387 $50.8K
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
375
+ 19.36%
$38.1K - $41.2K
2.31K $303K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
372
+ 12400.0%
$37.8K - $40.9K
375 $49.2K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
371
+ 1.14%
$37.7K - $40.8K
32.9K $4.32M
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
370
+ 1.42%
$37.6K - $40.6K
26.4K $3.46M
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
369
+ 1.74%
$37.5K - $40.5K
21.6K $2.83M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
336
+ 12.29%
$34.1K - $36.9K
3.07K $403K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
319
+ 9.28%
$32.4K - $35K
3.76K $493K
Jul 26, 2023 Q2 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
318
+ 8.55%
$32.3K - $34.9K
4.04K $530K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
314
+ 1.42%
$31.9K - $34.5K
22.4K $2.93M
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
300
+ 50.76%
$30.5K - $33K
891 $117K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
299
+ 2.3%
$30.3K - $32.8K
13.3K $1.74M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
294
+ 9.94%
$29.8K - $32.3K
3.25K $427K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
282
+ 12.03%
$28.6K - $31K
2.63K $345K
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
273
+ 1.72%
$27.7K - $30K
16.2K $2.12M
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
272
+ 12.6%
$27.6K - $29.9K
2.43K $319K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
272
+ 12.6%
$27.6K - $29.9K
2.43K $319K
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
253
+ 1.21%
$25.7K - $27.8K
21.1K $2.77M
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
238
+ 10.09%
$24.2K - $26.1K
2.6K $341K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
237
+ 0.92%
$24.1K - $26K
26K $3.41M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
218
+ 0.66%
$22.1K - $23.9K
33K $4.34M
Aug 14, 2023 Q2 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
216
+ 1.95%
$21.9K - $23.7K
11.3K $1.48M
Jul 18, 2023 Q2 2023
Atlas Brown,Inc.

BUY
 -
215
+ 1.06%
$21.8K - $23.6K
20.6K $2.7M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
208
+ 1.21%
$21.1K - $22.8K
17.4K $2.28M
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
204
+ 10.52%
$20.7K - $22.4K
2.14K $281K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
202
+ 9.58%
$20.5K - $22.2K
2.31K $303K
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
200
+ 2.23%
$20.3K - $22K
9.16K $1.2M
Aug 07, 2023 Q2 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
193
+ 4.35%
$19.6K - $21.2K
4.63K $607K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
190
New
$19.3K - $20.9K
190 $24.9K
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
190
+ 1.16%
$19.3K - $20.9K
16.5K $2.17M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
186
+ 51.24%
$18.9K - $20.4K
549 $72K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
184
+ 1.96%
$18.7K - $20.2K
9.56K $1.25M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
165
+ 128.91%
$16.7K - $18.1K
293 $38.4K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
164
+ 7.7%
$16.6K - $18K
2.3K $301K
Aug 07, 2023 Q2 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
163
+ 5.6%
$16.5K - $17.9K
3.07K $403K
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
155
+ 3.55%
$15.7K - $17K
4.52K $593K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
153
New
$15.5K - $16.8K
153 $20.1K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
150
+ 8.16%
$15.2K - $16.5K
1.99K $261K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
146
+ 4.0%
$14.8K - $16K
3.79K $498K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
146
+ 4.66%
$14.8K - $16K
3.28K $431K

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