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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
32+ 0.62% |
$3.07K - $3.7K
|
5.21K
$683K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32+ 2.45% |
$3.07K - $3.7K
|
1.34K
$175K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
29+ 0.61% |
$2.79K - $3.36K
|
4.75K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 0.45% |
$2.69K - $3.24K
|
6.26K
$822K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27New |
$2.59K - $3.12K
|
27
$3.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26+ 0.65% |
$2.5K - $3.01K
|
4.03K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.9% |
$2.31K - $2.78K
|
2.68K
$352K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
22+ 0.69% |
$2.11K - $2.55K
|
3.2K
$420K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22+ 0.41% |
$2.11K - $2.55K
|
5.43K
$712K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18+ 0.04% |
$1.73K - $2.08K
|
43.6K
$5.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 11.94% |
$1.54K - $1.85K
|
150
$19.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 0.55% |
$1.44K - $1.74K
|
2.73K
$359K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
14New |
$1.34K - $1.62K
|
14
$1.84K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
13+ 0.08% |
$1.25K - $1.5K
|
15.8K
$2.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.52% |
$1.06K - $1.27K
|
2.11K
$277K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
10+ 0.59% |
$961 - $1.16K
|
1.72K
$225K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9+ 0.31% |
$864 - $1.04K
|
2.95K
$388K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.73% |
$576 - $694
|
833
$109K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.14% |
$480 - $579
|
3.56K
$468K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.64% |
$480 - $579
|
783
$103K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4+ 0.65% |
$384 - $463
|
617
$81K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$384 - $463
|
9.15K
$1.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.11% |
$288 - $347
|
2.74K
$360K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.09% |
$192 - $231
|
186
$24.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$192 - $231
|
5.11K
$671K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.79% |
$192 - $231
|
254
$33.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$96.1 - $116
|
2.2K
$289K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.26% |
$96.1 - $116
|
390
$51.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.04% |
$96.1 - $116
|
2.51K
$330K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 3.13% |
$96.1 - $116
|
33
$4.33K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.01% |
$96.1 - $116
|
17K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.05% |
$480 - $579
|
9.72K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-6- 0.14% |
$576 - $694
|
4.26K
$558K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 5.88% |
$576 - $694
|
96
$12.6K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 5.19% |
$672 - $810
|
128
$16.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-7- 4.46% |
$672 - $810
|
150
$19.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-9- 0.4% |
$864 - $1.04K
|
2.24K
$294K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-12- 0.54% |
$1.15K - $1.39K
|
2.21K
$289K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 5.68% |
$1.25K - $1.5K
|
216
$28.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 1.29% |
$1.34K - $1.62K
|
1.07K
$140K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15- 0.55% |
$1.44K - $1.74K
|
2.72K
$357K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-15- 0.38% |
$1.44K - $1.74K
|
3.99K
$523K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-16- 0.19% |
$1.54K - $1.85K
|
8.48K
$1.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-18- 0.14% |
$1.73K - $2.08K
|
12.9K
$1.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-18- 13.95% |
$1.73K - $2.08K
|
111
$14.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-18- 0.12% |
$1.73K - $2.08K
|
15.3K
$2.01M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-21- 0.99% |
$2.02K - $2.43K
|
2.1K
$275K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-22- 0.19% |
$2.11K - $2.55K
|
11.6K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-22- 0.74% |
$2.11K - $2.55K
|
2.95K
$387K
|