Purchases and Sales Made in Q3 2022 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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
Oct 24, 2022 Q3 2022
Amarillo National Bank

BUY
 -
8.83K
+ 30.26%
$848K - $1.02M
38K $4.99M
Nov 15, 2022 Q3 2022
Washington Trust Bank

BUY
 -
8.28K
+ 42.9%
$795K - $958K
27.6K $3.62M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
8.01K
+ 18.49%
$770K - $928K
51.4K $6.74M
Nov 14, 2022 Q3 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
7.79K
+ 11.72%
$748K - $902K
74.2K $9.74M
Oct 28, 2022 Q3 2022
Conning Inc.

BUY
 -
7.56K
+ 56.91%
$726K - $875K
20.8K $2.74M
Nov 10, 2022 Q3 2022
Cadence Bank

Tupelo, MS
BUY
 -
7.55K
New
$725K - $873K
7.55K $990K
Oct 18, 2022 Q3 2022
Intergy Private Wealth, LLC

BUY
 -
7.53K
New
$724K - $872K
7.53K $988K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
7.26K
+ 93.89%
$697K - $840K
15K $1.97M
Feb 14, 2023 Q3 2022
Y Intercept (Hong Kong) LTD

BUY
 -
7.17K
New
$688K - $830K
7.17K $940K
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
6.83K
+ 115.23%
$656K - $790K
12.8K $1.67M
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
6.7K
New
$643K - $775K
6.7K $879K
Oct 14, 2022 Q3 2022
West Bancorporation Inc

BUY
 -
6.66K
+ 62.12%
$639K - $770K
17.4K $2.28M
Oct 18, 2022 Q3 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
6.43K
New
$618K - $745K
6.43K $844K
Nov 14, 2022 Q3 2022
Little House Capital LLC

Braintree, MA
BUY
 -
6.41K
+ 9.2%
$616K - $742K
76.1K $9.98M
Nov 02, 2022 Q3 2022
Auxano Advisors, LLC

BUY
 -
6.32K
New
$607K - $732K
6.32K $830K
Oct 21, 2022 Q3 2022
Hapanowicz & Associates Financial Services, Inc

BUY
 -
6.11K
+ 3.74%
$587K - $707K
170K $22.3M
Oct 20, 2022 Q3 2022
Beam Wealth Advisors, Inc.

BUY
 -
6.05K
+ 12.12%
$581K - $700K
56K $7.34M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
5.79K
+ 1.95%
$556K - $670K
303K $39.8M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
5.33K
+ 5.57%
$512K - $617K
101K $13.3M
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
5.3K
+ 5.13%
$509K - $614K
109K $14.3M
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
5.11K
+ 1.89%
$491K - $591K
275K $36.1M
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
5.11K
+ 16.75%
$491K - $591K
35.6K $4.67M
Nov 14, 2022 Q3 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
5.06K
+ 11.92%
$486K - $586K
47.5K $6.24M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.06K
+ 17.3%
$486K - $586K
34.3K $4.5M
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
5.02K
+ 1.78%
$482K - $581K
288K $37.7M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
4.96K
New
$476K - $574K
4.96K $651K
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.92K
+ 24.33%
$473K - $570K
25.2K $3.3M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
4.92K
+ 15.91%
$472K - $569K
35.8K $4.7M
Oct 31, 2022 Q3 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
4.92K
+ 19.81%
$472K - $569K
29.7K $3.9M
Nov 14, 2022 Q3 2022
Monetary Management Group Inc

St Louis, MO
BUY
 -
4.75K
New
$456K - $550K
4.75K $623K
Nov 14, 2022 Q3 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
4.73K
New
$454K - $547K
4.73K $621K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
4.45K
+ 55.48%
$427K - $515K
12.5K $1.64M
Nov 10, 2022 Q3 2022
Rhumbline Advisers

Boston, MA
BUY
 -
4.3K
New
$413K - $498K
4.3K $565K
Jan 25, 2023 Q3 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
4.23K
+ 5.48%
$406K - $489K
81.4K $10.7M
Nov 14, 2022 Q3 2022
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
4.19K
+ 3.05%
$402K - $484K
142K $18.6M
Oct 05, 2022 Q3 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
3.9K
New
$374K - $451K
3.9K $511K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
3.76K
+ 17.6%
$361K - $435K
25.1K $3.3M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
3.6K
New
$346K - $417K
3.6K $472K
Nov 14, 2022 Q3 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
3.59K
+ 60.14%
$345K - $415K
9.56K $1.25M
Oct 26, 2022 Q3 2022
Avestar Capital, LLC

BUY
 -
3.53K
New
$339K - $408K
3.53K $463K
Nov 08, 2022 Q3 2022
Accredited Investors Inc.

BUY
 -
3.47K
+ 89.63%
$333K - $401K
7.33K $962K
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
3.38K
+ 13.68%
$324K - $391K
28.1K $3.68M
Oct 17, 2022 Q3 2022
Bms Financial Advisors, LLC

BUY
 -
3.38K
New
$324K - $391K
3.38K $443K
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
3.31K
New
$318K - $384K
3.31K $435K
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
3.31K
+ 9.02%
$318K - $383K
40K $5.25M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
3.29K
+ 10.48%
$316K - $381K
34.7K $4.55M
Nov 09, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
3.03K
+ 19.09%
$291K - $351K
18.9K $2.48M
Oct 24, 2022 Q3 2022
First Bancorp, Inc

BUY
 -
3K
New
$288K - $347K
3K $394K
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

BUY
 -
2.92K
+ 1.21%
$280K - $337K
244K $32M

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