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 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-269- 0.3% |
$27.3K - $29.5K
|
88.4K
$11.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-278- 2.81% |
$28.2K - $30.5K
|
9.6K
$1.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-281- 7.09% |
$28.5K - $30.9K
|
3.68K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-283- 1.24% |
$28.7K - $31.1K
|
22.5K
$2.96M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-289- 19.85% |
$29.3K - $31.7K
|
1.17K
$153K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-295- 3.31% |
$29.9K - $32.4K
|
8.61K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-305- 2.34% |
$31K - $33.5K
|
12.7K
$1.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-308- 1.57% |
$31.3K - $33.8K
|
19.3K
$2.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-308- 5.68% |
$31.3K - $33.8K
|
5.11K
$671K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-313- 5.31% |
$31.8K - $34.4K
|
5.58K
$733K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-323- 1.12% |
$32.8K - $35.5K
|
28.5K
$3.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-338- 29.47% |
$34.3K - $37.1K
|
809
$106K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-361- 1.56% |
$36.6K - $39.7K
|
22.8K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-381- 5.0% |
$38.7K - $41.8K
|
7.24K
$950K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-390- 13.16% |
$39.6K - $42.8K
|
2.57K
$338K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-393- 0.48% |
$39.9K - $43.2K
|
81.4K
$10.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-400- 19.21% |
$40.6K - $43.9K
|
1.68K
$221K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-400- 19.21% |
$40.6K - $43.9K
|
1.68K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-403- 2.24% |
$40.9K - $44.3K
|
17.6K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-408- 13.44% |
$41.4K - $44.8K
|
2.63K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-424- 4.47% |
$43K - $46.6K
|
9.07K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-424- 9.18% |
$43K - $46.6K
|
4.2K
$551K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-457- 5.48% |
$46.4K - $50.2K
|
7.89K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-466- 1.93% |
$47.3K - $51.2K
|
23.7K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-466- 0.15% |
$47.3K - $51.2K
|
301K
$39.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-471- 48.01% |
$47.8K - $51.7K
|
510
$66.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-473- 9.02% |
$48K - $52K
|
4.77K
$626K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-500- 6.45% |
$50.8K - $54.9K
|
7.25K
$951K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-502- 1.01% |
$51K - $55.1K
|
49.3K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-504- 3.25% |
$51.2K - $55.4K
|
15K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-505- 3.47% |
$51.3K - $55.5K
|
14K
$1.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-515- 2.05% |
$52.3K - $56.6K
|
24.6K
$3.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-525- 1.02% |
$53.3K - $57.7K
|
51K
$6.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-532- 3.83% |
$54K - $58.4K
|
13.3K
$1.75M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-580- 16.94% |
$58.9K - $63.7K
|
2.84K
$373K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-587- 15.4% |
$59.6K - $64.5K
|
3.22K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-603- 9.3% |
$61.2K - $66.2K
|
5.88K
$771K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-603- 6.93% |
$61.2K - $66.2K
|
8.1K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-608- 17.94% |
$61.7K - $66.8K
|
2.78K
$365K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-638- 0.8% |
$64.8K - $70.1K
|
78.8K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-644- 2.54% |
$65.4K - $70.7K
|
24.8K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-679- 95.1% |
$68.9K - $74.6K
|
35
$4.59K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-683- 46.62% |
$69.3K - $75K
|
782
$103K
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-689- 2.82% |
$69.9K - $75.7K
|
23.8K
$3.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-689- 2.82% |
$69.9K - $75.7K
|
23.8K
$3.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-690- 5.43% |
$70K - $75.8K
|
12K
$1.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-718- 1.56% |
$72.9K - $78.9K
|
45.3K
$5.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-726- 2.03% |
$73.7K - $79.7K
|
35K
$4.6M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-745- 1.28% |
$75.6K - $81.8K
|
57.5K
$7.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-750- 1.89% |
$76.1K - $82.4K
|
39K
$5.11M
|