Purchases and Sales Made in Q1 2022 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3K+ 1.43% |
$1.27M - $1.4M
|
806K
$103M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 8.43% |
$1.23M - $1.35M
|
141K
$18M
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
10.9K+ 4.68% |
$1.22M - $1.34M
|
243K
$31M
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
10.7K+ 360.7% |
$1.21M - $1.33M
|
13.7K
$1.75M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 45740.91% |
$1.13M - $1.24M
|
10.1K
$1.29M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.72K+ 212.25% |
$1.09M - $1.2M
|
14.3K
$1.83M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.11KNew |
$1.02M - $1.13M
|
9.11K
$1.16M
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.85K+ 6.67% |
$993K - $1.09M
|
141K
$18.1M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.7K+ 21.33% |
$976K - $1.07M
|
49.5K
$6.32M
|
|
May 09, 2022
Q1 2022
|
Leeward Investments, LLC Ma
|
BUY
|
- |
8.42KNew |
$945K - $1.04M
|
8.42K
$1.08M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.41K+ 9.24% |
$944K - $1.04M
|
99.4K
$12.7M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8.41K+ 9.24% |
$944K - $1.04M
|
99.4K
$12.7M
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
8.2K+ 110.96% |
$920K - $1.01M
|
15.6K
$1.99M
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.03KNew |
$901K - $992K
|
8.03K
$1.03M
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
7.16KNew |
$803K - $884K
|
7.16K
$914K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.12K+ 38.91% |
$799K - $880K
|
25.4K
$3.25M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.08K+ 463.72% |
$795K - $875K
|
8.61K
$1.1M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.07K+ 6.08% |
$793K - $874K
|
123K
$15.7M
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.74K+ 18.11% |
$756K - $832K
|
43.9K
$5.61M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.57K+ 164.15% |
$737K - $811K
|
10.6K
$1.35M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.53K+ 5.55% |
$733K - $807K
|
124K
$15.9M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.33KNew |
$710K - $782K
|
6.33K
$808K
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.1KNew |
$684K - $754K
|
6.1K
$779K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.08K+ 26.53% |
$683K - $752K
|
29K
$3.71M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.06K+ 32.82% |
$680K - $749K
|
24.5K
$3.13M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.94K+ 6.39% |
$667K - $735K
|
99K
$12.6M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
5.83K+ 1.61% |
$655K - $721K
|
367K
$46.9M
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
5.57K+ 194.92% |
$625K - $688K
|
8.42K
$1.08M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.55K+ 8.93% |
$623K - $686K
|
67.7K
$8.64M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
5.46K+ 23.2% |
$613K - $675K
|
29K
$3.71M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.24KNew |
$588K - $648K
|
5.24K
$669K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.05K+ 41.26% |
$567K - $624K
|
17.3K
$2.21M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.95KNew |
$556K - $612K
|
4.95K
$633K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.71KNew |
$528K - $582K
|
4.71K
$601K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.5K+ 103.45% |
$505K - $556K
|
8.85K
$1.13M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.46K+ 27.34% |
$501K - $552K
|
20.8K
$2.66M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.21K+ 127.75% |
$473K - $521K
|
7.51K
$959K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4.06K+ 86.97% |
$456K - $502K
|
8.74K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.06K+ 2.59% |
$456K - $502K
|
161K
$20.5M
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.9KNew |
$438K - $482K
|
3.9K
$498K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.86KNew |
$433K - $476K
|
3.86K
$492K
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.72K+ 66.45% |
$417K - $459K
|
9.31K
$1.19M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
3.68K+ 8.9% |
$412K - $454K
|
45K
$5.74M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.59KNew |
$403K - $444K
|
3.59K
$458K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.57K+ 53.13% |
$401K - $441K
|
10.3K
$1.31M
|
|
Apr 22, 2022
Q1 2022
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
3.51K+ 2.31% |
$394K - $434K
|
156K
$19.9M
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
BUY
|
- |
3.42K+ 2.24% |
$384K - $423K
|
156K
$20M
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.26KNew |
$366K - $403K
|
3.26K
$416K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.25K+ 184.04% |
$365K - $402K
|
5.02K
$641K
|
|
May 13, 2022
Q1 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$359K - $395K
|
3.2K
$409K
|