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 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.67K- 1.55% |
$449K - $541K
|
297K
$39M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-4.97K- 3.09% |
$477K - $575K
|
156K
$20.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.87K- 6.38% |
$564K - $679K
|
86.1K
$11.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-6KClosed |
$576K - $694K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6.27K- 6.18% |
$602K - $725K
|
95.2K
$12.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.99K- 12.02% |
$671K - $809K
|
51.2K
$6.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.25K- 9.33% |
$697K - $839K
|
70.5K
$9.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-7.49K- 5.74% |
$719K - $867K
|
123K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.64K- 10.84% |
$734K - $884K
|
62.8K
$8.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-7.81K- 78.98% |
$750K - $904K
|
2.08K
$273K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.81K- 48.69% |
$750K - $904K
|
8.23K
$1.08M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.92K- 7.61% |
$761K - $917K
|
96.2K
$12.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.92K- 7.61% |
$761K - $917K
|
96.2K
$12.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-8.57K- 1.04% |
$823K - $992K
|
816K
$107M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.87KClosed |
$852K - $1.03M
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-8.89K- 34.4% |
$854K - $1.03M
|
17K
$2.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.91K- 25.79% |
$856K - $1.03M
|
25.6K
$3.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.71K- 4.28% |
$933K - $1.12M
|
217K
$28.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 71.49% |
$1M - $1.21M
|
4.16K
$546K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.5K- 5.32% |
$1M - $1.21M
|
186K
$24.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-11K- 13.96% |
$1.06M - $1.27M
|
67.9K
$8.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.8K- 14.0% |
$1.14M - $1.37M
|
72.6K
$9.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-11.9K- 38.6% |
$1.14M - $1.38M
|
18.9K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-12.7K- 76.55% |
$1.22M - $1.47M
|
3.89K
$510K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.8K- 2.13% |
$1.23M - $1.48M
|
588K
$77.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-13.7K- 30.71% |
$1.31M - $1.58M
|
30.8K
$4.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15.3K- 76.57% |
$1.47M - $1.77M
|
4.68K
$614K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.5K- 13.3% |
$1.49M - $1.8M
|
101K
$13.3M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-16.9K- 3.39% |
$1.62M - $1.96M
|
481K
$63.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-17.5K- 16.69% |
$1.68M - $2.03M
|
87.5K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-18.9K- 65.88% |
$1.82M - $2.19M
|
9.79K
$1.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.9K- 3.06% |
$2.1M - $2.53M
|
693K
$91M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-23.2K- 36.07% |
$2.23M - $2.69M
|
41.1K
$5.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-24.7K- 67.66% |
$2.37M - $2.86M
|
11.8K
$1.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-25.9K- 15.3% |
$2.49M - $3M
|
144K
$18.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-26.7K- 74.32% |
$2.56M - $3.09M
|
9.22K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.5K- 1.52% |
$2.84M - $3.42M
|
1.91M
$250M
|
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-31.6K- 11.6% |
$3.03M - $3.66M
|
241K
$31.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.9K- 26.16% |
$3.07M - $3.7M
|
90.2K
$11.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32.7K- 62.2% |
$3.14M - $3.79M
|
19.9K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33.7K- 89.37% |
$3.24M - $3.9M
|
4.01K
$527K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34.6K- 5.35% |
$3.32M - $4M
|
611K
$80.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.7K- 4.21% |
$3.72M - $4.48M
|
881K
$116M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-43.8K- 68.06% |
$4.21M - $5.07M
|
20.6K
$2.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-46.4K- 86.48% |
$4.45M - $5.37M
|
7.25K
$951K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-48.4K- 7.26% |
$4.65M - $5.6M
|
618K
$81.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-55.3K- 50.13% |
$5.32M - $6.41M
|
55.1K
$7.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-62.2K- 3.32% |
$5.97M - $7.2M
|
1.81M
$238M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-64.1K- 59.67% |
$6.15M - $7.42M
|
43.3K
$5.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-67.9K- 88.39% |
$6.52M - $7.85M
|
8.91K
$1.17M
|