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 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
205+ 8.87% |
$19.7K - $23.7K
|
2.52K
$330K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
203+ 3.24% |
$19.5K - $23.5K
|
6.46K
$848K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
197+ 294.03% |
$18.9K - $22.8K
|
264
$34.6K
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
197+ 0.69% |
$18.9K - $22.8K
|
28.9K
$3.79M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
193+ 15.05% |
$18.5K - $22.3K
|
1.48K
$194K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
184+ 2.16% |
$17.7K - $21.3K
|
8.69K
$1.14M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
184+ 2.94% |
$17.7K - $21.3K
|
6.45K
$846K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
180New |
$17.3K - $20.8K
|
180
$23.6K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
178New |
$17.1K - $20.6K
|
178
$23.4K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
176+ 0.18% |
$16.9K - $20.4K
|
95.9K
$12.6M
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
167+ 8.23% |
$16K - $19.3K
|
2.2K
$288K
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
165+ 1.06% |
$15.8K - $19.1K
|
15.7K
$2.05M
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
157+ 2.75% |
$15.1K - $18.2K
|
5.86K
$769K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
150New |
$14.4K - $17.4K
|
150
$19.7K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
147New |
$14.1K - $17K
|
147
$19.3K
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
142+ 1.08% |
$13.6K - $16.4K
|
13.3K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
132+ 0.88% |
$12.7K - $15.3K
|
15.1K
$1.99M
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
130+ 5.03% |
$12.5K - $15K
|
2.71K
$356K
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
119+ 2.06% |
$11.4K - $13.8K
|
5.91K
$775K
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
119+ 3.31% |
$11.4K - $13.8K
|
3.72K
$488K
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
101+ 2.13% |
$9.7K - $11.7K
|
4.84K
$636K
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
97New |
$9.32K - $11.2K
|
97
$12.7K
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
97+ 0.5% |
$9.32K - $11.2K
|
19.5K
$2.56M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
92+ 2.47% |
$8.84K - $10.6K
|
3.82K
$501K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89New |
$8.55K - $10.3K
|
89
$11.7K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
88+ 0.3% |
$8.45K - $10.2K
|
29.2K
$3.83M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
88+ 0.23% |
$8.45K - $10.2K
|
39.1K
$5.13M
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
83+ 0.04% |
$7.97K - $9.61K
|
228K
$29.9M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
78New |
$7.49K - $9.03K
|
78
$10.2K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
77+ 0.91% |
$7.4K - $8.91K
|
8.58K
$1.13M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
75+ 1.57% |
$7.2K - $8.68K
|
4.84K
$635K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
75+ 3.31% |
$7.2K - $8.68K
|
2.34K
$308K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
61+ 0.44% |
$5.86K - $7.06K
|
14K
$1.83M
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
55New |
$5.28K - $6.37K
|
55
$7.22K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
54New |
$5.19K - $6.25K
|
54
$7.09K
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
53+ 0.59% |
$5.09K - $6.13K
|
9.04K
$1.19M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
53+ 151.43% |
$5.09K - $6.13K
|
88
$11.5K
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
51+ 0.62% |
$4.9K - $5.9K
|
8.29K
$1.09M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
50+ 0.17% |
$4.8K - $5.79K
|
29.1K
$3.81M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
49New |
$4.71K - $5.67K
|
49
$6.43K
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
48+ 0.59% |
$4.61K - $5.56K
|
8.2K
$1.08M
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
47+ 82.46% |
$4.51K - $5.44K
|
104
$13.6K
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
45+ 0.62% |
$4.32K - $5.21K
|
7.29K
$956K
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
43+ 1.32% |
$4.13K - $4.98K
|
3.31K
$434K
|
|
Nov 14, 2022
Q3 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
42+ 0.48% |
$4.03K - $4.86K
|
8.83K
$1.16M
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
40+ 0.31% |
$3.84K - $4.63K
|
13K
$1.71M
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
37+ 0.49% |
$3.55K - $4.28K
|
7.54K
$990K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
34+ 0.74% |
$3.27K - $3.94K
|
4.62K
$607K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
33New |
$3.17K - $3.82K
|
33
$4.33K
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
33+ 0.23% |
$3.17K - $3.82K
|
14.3K
$1.88M
|