Purchases and Sales Made in Q3 2022 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.17MNew |
$209M - $252M
|
2.17M
$285M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
966K+ 18.11% |
$92.8M - $112M
|
6.3M
$825M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
884K+ 31.93% |
$84.9M - $102M
|
3.65M
$478M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
336K+ 7.96% |
$32.3M - $38.9M
|
4.56M
$597M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
244K+ 11.79% |
$23.4M - $28.3M
|
2.31M
$303M
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
150K+ 62.9% |
$14.4M - $17.4M
|
388K
$50.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
135K+ 2.11% |
$13M - $15.7M
|
6.54M
$857M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
103KNew |
$9.85M - $11.9M
|
103K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.6K+ 18.38% |
$8.79M - $10.6M
|
590K
$77.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
88.2KNew |
$8.47M - $10.2M
|
88.2K
$11.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
86.6K+ 1698.1% |
$8.31M - $10M
|
91.6K
$12M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
85.1K+ 2.26% |
$8.17M - $9.85M
|
3.85M
$505M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
63.3K+ 6.1% |
$6.08M - $7.33M
|
1.1M
$144M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.2KNew |
$4.15M - $5.01M
|
43.2K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.2KNew |
$4.15M - $5.01M
|
43.2K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.8KNew |
$3.92M - $4.72M
|
40.8K
$5.34M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
40.7KNew |
$3.91M - $4.72M
|
40.7K
$5.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
39.8K+ 10.82% |
$3.82M - $4.6M
|
407K
$53.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.6K+ 453.36% |
$3.8M - $4.58M
|
48.3K
$6.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.6K+ 4.12% |
$3.62M - $4.36M
|
951K
$125M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25.9KNew |
$2.49M - $2.99M
|
25.9K
$3.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
24.2K+ 30.59% |
$2.33M - $2.8M
|
103K
$13.5M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24K+ 47.83% |
$2.3M - $2.78M
|
74.2K
$9.71M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
23.8KNew |
$2.29M - $2.76M
|
23.8K
$3.12M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
21.8K+ 6.88% |
$2.09M - $2.52M
|
339K
$44.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.5K+ 17.27% |
$1.97M - $2.37M
|
139K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.4K+ 1.37% |
$1.96M - $2.36M
|
1.51M
$198M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.2K+ 297.78% |
$1.84M - $2.22M
|
25.6K
$3.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
19.1KNew |
$1.83M - $2.21M
|
19.1K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.3K+ 5.53% |
$1.66M - $2M
|
330K
$43.2M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
16.1K+ 184.42% |
$1.55M - $1.86M
|
24.8K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16K+ 75.75% |
$1.54M - $1.85M
|
37.1K
$4.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
15.9K+ 3.41% |
$1.52M - $1.84M
|
481K
$63M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14K+ 10.62% |
$1.34M - $1.62M
|
145K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.2K+ 0.15% |
$1.27M - $1.53M
|
9.06M
$1.19B
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.9KNew |
$1.24M - $1.5M
|
12.9K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
BUY
|
- |
12.7K+ 7.84% |
$1.22M - $1.46M
|
174K
$22.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6K+ 4.5% |
$1.21M - $1.46M
|
292K
$38.3M
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
12.1K+ 42.74% |
$1.16M - $1.4M
|
40.3K
$5.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.3K+ 504.06% |
$1.09M - $1.31M
|
13.5K
$1.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11K+ 11.57% |
$1.06M - $1.27M
|
106K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.7K+ 9.99% |
$1.03M - $1.24M
|
118K
$15.5M
|
|
|
Oct 03, 2022
Q3 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
10.6K+ 7.47% |
$1.02M - $1.23M
|
152K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 12.07% |
$990K - $1.19M
|
95.7K
$12.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
10.3K+ 26.65% |
$985K - $1.19M
|
48.8K
$6.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2K+ 6.1% |
$980K - $1.18M
|
177K
$23.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
9.53K+ 2.8% |
$915K - $1.1M
|
350K
$45.9M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.03K+ 70.62% |
$867K - $1.05M
|
21.8K
$2.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9K+ 9.68% |
$864K - $1.04M
|
102K
$13.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.86KNew |
$851K - $1.03M
|
8.86K
$1.16M
|