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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-98- 0.85% |
$9.95K - $10.8K
|
11.5K
$1.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-99- 1.98% |
$10K - $10.9K
|
4.91K
$644K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-102- 3.54% |
$10.4K - $11.2K
|
2.78K
$365K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-110- 0.84% |
$11.2K - $12.1K
|
13K
$1.71M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-111- 3.53% |
$11.3K - $12.2K
|
3.03K
$398K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-112- 0.16% |
$11.4K - $12.3K
|
71.9K
$9.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-113- 13.76% |
$11.5K - $12.4K
|
708
$92.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-115- 4.06% |
$11.7K - $12.6K
|
2.72K
$357K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-118- 3.85% |
$12K - $13K
|
2.95K
$387K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-122- 1.8% |
$12.4K - $13.4K
|
6.67K
$875K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-124- 5.17% |
$12.6K - $13.6K
|
2.27K
$298K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-130- 2.12% |
$13.2K - $14.3K
|
5.99K
$786K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 35.14% |
$13.2K - $14.3K
|
240
$31.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-131- 1.97% |
$13.3K - $14.4K
|
6.52K
$856K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-131- 2.21% |
$13.3K - $14.4K
|
5.8K
$760K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-131- 0.36% |
$13.3K - $14.4K
|
36.2K
$4.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-137- 2.58% |
$13.9K - $15K
|
5.17K
$679K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-137- 6.21% |
$13.9K - $15K
|
2.07K
$271K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-137- 53.94% |
$13.9K - $15K
|
117
$15.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-141- 2.8% |
$14.3K - $15.5K
|
4.89K
$642K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-141- 6.69% |
$14.3K - $15.5K
|
1.97K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-141- 3.98% |
$14.3K - $15.5K
|
3.4K
$447K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-142- 1.44% |
$14.4K - $15.6K
|
9.75K
$1.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-145- 3.13% |
$14.7K - $15.9K
|
4.49K
$589K
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-147- 1.05% |
$14.9K - $16.1K
|
13.9K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-148- 6.87% |
$15K - $16.3K
|
2.01K
$263K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-150- 2.24% |
$15.2K - $16.5K
|
6.54K
$858K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-153- 5.45% |
$15.5K - $16.8K
|
2.66K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-155- 1.94% |
$15.7K - $17K
|
7.85K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-157- 2.12% |
$15.9K - $17.2K
|
7.26K
$953K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-158- 4.52% |
$16K - $17.4K
|
3.34K
$438K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-168- 10.45% |
$17.1K - $18.5K
|
1.44K
$189K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-169- 3.05% |
$17.2K - $18.6K
|
5.37K
$705K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-169- 3.51% |
$17.2K - $18.6K
|
4.65K
$610K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-179- 2.56% |
$18.2K - $19.7K
|
6.81K
$893K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-180- 1.2% |
$18.3K - $19.8K
|
14.9K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-199- 9.33% |
$20.2K - $21.9K
|
1.93K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-203- 2.55% |
$20.6K - $22.3K
|
7.75K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-205- 2.71% |
$20.8K - $22.5K
|
7.37K
$966K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-211- 4.06% |
$21.4K - $23.2K
|
4.99K
$655K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-223- 3.27% |
$22.6K - $24.5K
|
6.59K
$865K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-225- 5.72% |
$22.8K - $24.7K
|
3.71K
$487K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-229- 10.57% |
$23.2K - $25.2K
|
1.94K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-232- 0.23% |
$23.5K - $25.5K
|
99.6K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-237- 1.26% |
$24.1K - $26K
|
18.6K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-244- 7.61% |
$24.8K - $26.8K
|
2.96K
$389K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-245- 8.3% |
$24.9K - $26.9K
|
2.71K
$355K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-257- 11.63% |
$26.1K - $28.2K
|
1.95K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-259- 1.48% |
$26.3K - $28.4K
|
17.2K
$2.26M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-265- 93.97% |
$26.9K - $29.1K
|
17
$2.23K
|