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 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 2.01% |
$2.21K - $2.66K
|
1.12K
$147K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-23- 0.12% |
$2.21K - $2.66K
|
19.2K
$2.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-23- 0.71% |
$2.21K - $2.66K
|
3.23K
$424K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.94% |
$2.59K - $3.12K
|
2.84K
$373K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.48% |
$2.88K - $3.47K
|
6.2K
$814K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.21% |
$2.88K - $3.47K
|
14.3K
$1.88M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-31- 6.92% |
$2.98K - $3.59K
|
417
$54.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-35- 1.32% |
$3.36K - $4.05K
|
2.62K
$344K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-35- 0.98% |
$3.36K - $4.05K
|
3.54K
$464K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-35- 2.79% |
$3.36K - $4.05K
|
1.22K
$160K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-38- 1.18% |
$3.65K - $4.4K
|
3.2K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-39- 0.49% |
$3.75K - $4.51K
|
7.86K
$1.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-43- 1.25% |
$4.13K - $4.98K
|
3.39K
$445K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-43- 8.53% |
$4.13K - $4.98K
|
461
$60.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-44- 1.92% |
$4.23K - $5.09K
|
2.25K
$296K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-46- 0.67% |
$4.42K - $5.32K
|
6.82K
$894K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-48- 1.85% |
$4.61K - $5.56K
|
2.55K
$334K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-53- 1.75% |
$5.09K - $6.13K
|
2.97K
$390K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-54- 1.12% |
$5.19K - $6.25K
|
4.78K
$627K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-64- 0.45% |
$6.15K - $7.41K
|
14.2K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-65- 2.86% |
$6.24K - $7.52K
|
2.21K
$289K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-66- 2.11% |
$6.34K - $7.64K
|
3.06K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-69- 47.92% |
$6.63K - $7.99K
|
75
$9.84K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-70- 1.4% |
$6.72K - $8.1K
|
4.92K
$645K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-72- 3.11% |
$6.92K - $8.33K
|
2.25K
$295K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-76- 1.1% |
$7.3K - $8.8K
|
6.82K
$894K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-88- 7.41% |
$8.45K - $10.2K
|
1.1K
$144K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-91- 1.87% |
$8.74K - $10.5K
|
4.78K
$628K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-92- 2.68% |
$8.84K - $10.6K
|
3.34K
$439K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-92Closed |
$8.84K - $10.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-93- 1.12% |
$8.93K - $10.8K
|
8.19K
$1.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-95- 3.47% |
$9.12K - $11K
|
2.65K
$347K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-95- 0.21% |
$9.12K - $11K
|
44.6K
$5.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-96- 1.83% |
$9.22K - $11.1K
|
5.15K
$675K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-97- 3.58% |
$9.32K - $11.2K
|
2.62K
$343K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-100- 0.46% |
$9.61K - $11.6K
|
21.6K
$2.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-102- 0.51% |
$9.8K - $11.8K
|
19.8K
$2.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-105- 0.4% |
$10.1K - $12.2K
|
26.2K
$3.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-105- 2.76% |
$10.1K - $12.2K
|
3.69K
$485K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
SELL
|
- |
-109- 0.51% |
$10.5K - $12.6K
|
21.4K
$2.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-110- 1.68% |
$10.6K - $12.7K
|
6.44K
$845K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-114- 3.32% |
$10.9K - $13.2K
|
3.32K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-118- 2.26% |
$11.3K - $13.7K
|
5.11K
$671K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-120- 4.51% |
$11.5K - $13.9K
|
2.54K
$333K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-126- 3.44% |
$12.1K - $14.6K
|
3.54K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-126- 27.21% |
$12.1K - $14.6K
|
337
$44.2K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-126- 6.84% |
$12.1K - $14.6K
|
1.72K
$225K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-126- 6.84% |
$12.1K - $14.6K
|
1.72K
$225K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-128- 0.4% |
$12.3K - $14.8K
|
31.9K
$4.19M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-134- 49.81% |
$12.9K - $15.5K
|
135
$17.7K
|