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
Horst & Graben Wealth Management LLC

BUY
 -
840
+ 3.04%
$80.7K - $97.2K
28.5K $3.74M
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
830
+ 13.04%
$79.7K - $96.1K
7.19K $944K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
828
New
$79.5K - $95.8K
828 $109K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
817
New
$78.5K - $94.6K
817 $107K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
814
New
$78.2K - $94.2K
814 $107K
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
793
+ 4.47%
$76.2K - $91.8K
18.5K $2.43M
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
792
+ 15.48%
$76.1K - $91.7K
5.91K $775K
Nov 14, 2022 Q3 2022
West Hill Financial Advisors, Inc.

BUY
 -
768
+ 1.28%
$73.8K - $88.9K
60.9K $7.99M
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
743
+ 6.89%
$71.4K - $86K
11.5K $1.51M
Oct 20, 2022 Q3 2022
First Financial Corp

BUY
 -
719
+ 32.98%
$69.1K - $83.2K
2.9K $380K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
673
New
$64.6K - $77.9K
673 $88.3K
Nov 14, 2022 Q3 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
653
+ 21.04%
$62.7K - $75.6K
3.76K $493K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
628
+ 3.15%
$60.3K - $72.7K
20.6K $2.7M
Oct 28, 2022 Q3 2022
Northwest Investment Counselors, LLC

BUY
 -
620
New
$59.6K - $71.8K
620 $81.4K
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
577
+ 13.25%
$55.4K - $66.8K
4.93K $647K
Oct 12, 2022 Q3 2022
Dentgroup LLC

BUY
 -
554
+ 8.01%
$53.2K - $64.1K
7.47K $980K
Nov 03, 2022 Q3 2022
Financial Management Network Inc

BUY
 -
534
+ 6.57%
$51.3K - $61.8K
8.66K $1.14M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
531
New
$51K - $61.5K
531 $69.7K
Oct 26, 2022 Q3 2022
Sequoia Financial Advisors, LLC

BUY
 -
525
+ 4.16%
$50.4K - $60.8K
13.1K $1.72M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
518
+ 4.18%
$49.8K - $60K
12.9K $1.7M
Nov 10, 2022 Q3 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
493
+ 23.59%
$47.4K - $57.1K
2.58K $339K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
480
New
$46.1K - $55.6K
480 $63K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
475
+ 117.0%
$45.6K - $55K
881 $116K
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
461
+ 37.51%
$44.3K - $53.4K
1.69K $222K
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
450
New
$43.2K - $52.1K
450 $59K
Oct 24, 2022 Q3 2022
Mc Adam, LLC

BUY
 -
446
+ 1.28%
$42.8K - $51.6K
35.3K $4.64M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
429
+ 0.54%
$41.2K - $49.7K
80.5K $10.6M
Nov 02, 2022 Q3 2022
Connecticut Wealth Management, LLC

BUY
 -
427
+ 0.45%
$41K - $49.4K
95.2K $12.5M
Nov 10, 2022 Q3 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
400
+ 0.82%
$38.4K - $46.3K
49.3K $6.47M
Nov 14, 2022 Q3 2022
Haverford Trust CO

Radnor, PA
BUY
 -
374
+ 14.36%
$35.9K - $43.3K
2.98K $391K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
374
+ 16.6%
$35.9K - $43.3K
2.63K $345K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
358
+ 384.95%
$34.4K - $41.4K
451 $59.2K
Nov 07, 2022 Q3 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
356
+ 14.74%
$34.2K - $41.2K
2.77K $364K
Oct 21, 2022 Q3 2022
Delta Investment Management, LLC

BUY
 -
355
+ 1.26%
$34.1K - $41.1K
28.6K $3.75M
Nov 03, 2022 Q3 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
354
+ 10.01%
$34K - $41K
3.89K $510K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
345
+ 6.05%
$33.1K - $39.9K
6.04K $793K
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
341
+ 4.82%
$32.8K - $39.5K
7.41K $973K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
318
+ 0.42%
$30.5K - $36.8K
76.2K $10M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
316
+ 4.71%
$30.4K - $36.6K
7.03K $922K
Oct 11, 2022 Q3 2022
Stephens Group Asset Management, LLC

BUY
 -
276
+ 0.04%
$26.5K - $31.9K
623K $81.8M
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
264
+ 2.2%
$25.4K - $30.6K
12.3K $1.61M
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
258
+ 3.05%
$24.8K - $29.9K
8.71K $1.14M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
245
+ 9.84%
$23.5K - $28.4K
2.74K $359K
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
237
+ 7.54%
$22.8K - $27.4K
3.38K $443K
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
229
+ 2.93%
$22K - $26.5K
8.04K $1.06M
Nov 14, 2022 Q3 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
229
+ 8.02%
$22K - $26.5K
3.09K $405K
Nov 14, 2022 Q3 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
217
+ 28.37%
$20.8K - $25.1K
982 $129K
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
206
+ 91.15%
$19.8K - $23.8K
432 $56.7K
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
205
+ 4.12%
$19.7K - $23.7K
5.18K $680K

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