Purchases and Sales Made in Q2 2023 in Ishares Russell Midcap Value E (IWS)
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 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.01% |
$102 - $110
|
7.2K
$945K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.02% |
$102 - $110
|
6.28K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$102 - $110
|
1
$131
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $110
|
3.05K
$400K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $110
|
3.69K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-1- -0.0% |
$102 - $110
|
37.9K
$4.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.16% |
$102 - $110
|
616
$80.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1Closed |
$102 - $110
|
0
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-4- 0.21% |
$406 - $439
|
1.92K
$251K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-4- 0.05% |
$406 - $439
|
7.54K
$989K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 2.62% |
$609 - $659
|
223
$29.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-7- 0.07% |
$711 - $769
|
9.44K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.72% |
$812 - $879
|
1.11K
$145K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.72% |
$812 - $879
|
1.11K
$145K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-9- 81.82% |
$914 - $989
|
2
$262
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 3.91% |
$1.02K - $1.1K
|
246
$32.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-11- -0.0% |
$1.12K - $1.21K
|
244K
$32.1M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 0.4% |
$1.32K - $1.43K
|
3.2K
$420K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-13- 0.6% |
$1.32K - $1.43K
|
2.15K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-15- 0.42% |
$1.52K - $1.65K
|
3.55K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-15- 2.26% |
$1.52K - $1.65K
|
650
$85.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-19- 0.35% |
$1.93K - $2.09K
|
5.36K
$703K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-25- 0.13% |
$2.54K - $2.75K
|
19.1K
$2.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-25- 0.25% |
$2.54K - $2.75K
|
9.94K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-26- 0.99% |
$2.64K - $2.86K
|
2.6K
$341K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-28- 6.07% |
$2.84K - $3.08K
|
433
$56.8K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-29- 39.19% |
$2.94K - $3.19K
|
45
$5.9K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-32- 2.39% |
$3.25K - $3.51K
|
1.31K
$171K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-33- 8.85% |
$3.35K - $3.62K
|
340
$44.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-36- 0.96% |
$3.65K - $3.95K
|
3.72K
$489K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-38- 16.52% |
$3.86K - $4.17K
|
192
$25.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-39- 0.34% |
$3.96K - $4.28K
|
11.3K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-40- 1.65% |
$4.06K - $4.39K
|
2.38K
$312K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.29% |
$4.06K - $4.39K
|
13.7K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-42- 0.8% |
$4.26K - $4.61K
|
5.18K
$679K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-46- 1.86% |
$4.67K - $5.05K
|
2.43K
$319K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-47- 6.15% |
$4.77K - $5.16K
|
717
$94.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-54- 0.43% |
$5.48K - $5.93K
|
12.4K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-55- 0.45% |
$5.58K - $6.04K
|
12.2K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-60- 0.65% |
$6.09K - $6.59K
|
9.19K
$1.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-60- 1.83% |
$6.09K - $6.59K
|
3.21K
$422K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-61- 1.59% |
$6.19K - $6.7K
|
3.77K
$494K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.0% |
$6.19K - $6.7K
|
3K
$393K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-65- 1.55% |
$6.6K - $7.14K
|
4.13K
$542K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-72- 0.53% |
$7.31K - $7.91K
|
13.5K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-74- 2.54% |
$7.51K - $8.13K
|
2.83K
$372K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-75- 0.64% |
$7.61K - $8.24K
|
11.7K
$1.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-87- 0.57% |
$8.83K - $9.56K
|
15.1K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-90- 0.72% |
$9.14K - $9.89K
|
12.4K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-90- 4.37% |
$9.14K - $9.89K
|
1.97K
$259K
|