Purchases and Sales Made in Q2 2022 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 3.4% |
$696 - $851
|
199
$25.4K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 3.14% |
$696 - $851
|
216
$27.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-8- 0.33% |
$795 - $973
|
2.45K
$313K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-9- 0.07% |
$895 - $1.09K
|
12.1K
$1.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10- 0.38% |
$994 - $1.22K
|
2.66K
$339K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 43.33% |
$1.29K - $1.58K
|
17
$2.17K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 1.32% |
$1.39K - $1.7K
|
1.05K
$134K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-15- 0.22% |
$1.49K - $1.82K
|
6.69K
$855K
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17- 0.57% |
$1.69K - $2.07K
|
2.95K
$376K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 15.0% |
$1.79K - $2.19K
|
102
$13K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-18- 3.45% |
$1.79K - $2.19K
|
504
$64.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-18- 0.04% |
$1.79K - $2.19K
|
40.9K
$5.22M
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-22- 0.85% |
$2.19K - $2.68K
|
2.58K
$329K
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-23- 0.41% |
$2.29K - $2.8K
|
5.65K
$721K
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-23- 0.59% |
$2.29K - $2.8K
|
3.85K
$492K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-24- 0.69% |
$2.39K - $2.92K
|
3.43K
$438K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 0.18% |
$2.49K - $3.04K
|
13.9K
$1.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-29- 0.55% |
$2.88K - $3.53K
|
5.27K
$673K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-30- 0.21% |
$2.98K - $3.65K
|
14.3K
$1.82M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-34- 0.86% |
$3.38K - $4.14K
|
3.91K
$499K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-40- 0.34% |
$3.98K - $4.87K
|
11.6K
$1.48M
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-41- 1.27% |
$4.08K - $4.99K
|
3.18K
$406K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-41- 53.95% |
$4.08K - $4.99K
|
35
$4.47K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-42- 1.67% |
$4.18K - $5.11K
|
2.47K
$315K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-44- 4.04% |
$4.37K - $5.35K
|
1.04K
$133K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-45- 14.24% |
$4.47K - $5.47K
|
271
$34.6K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-48- 1.29% |
$4.77K - $5.84K
|
3.69K
$471K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-49- 0.41% |
$4.87K - $5.96K
|
12K
$1.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-54- 0.35% |
$5.37K - $6.57K
|
15.3K
$1.96M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-55- 0.83% |
$5.47K - $6.69K
|
6.55K
$836K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-57Closed |
$5.67K - $6.93K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-58Closed |
$5.77K - $7.06K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-59- 0.37% |
$5.87K - $7.18K
|
15.7K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-60- 1.39% |
$5.97K - $7.3K
|
4.24K
$542K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-63- 1.63% |
$6.26K - $7.66K
|
3.8K
$485K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-64- 2.88% |
$6.36K - $7.78K
|
2.16K
$275K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-65- 1.47% |
$6.46K - $7.91K
|
4.36K
$556K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-70Closed |
$6.96K - $8.51K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-72- 1.36% |
$7.16K - $8.76K
|
5.24K
$669K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75- 30.0% |
$7.46K - $9.12K
|
175
$22.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-76- 1.78% |
$7.56K - $9.24K
|
4.19K
$535K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-77- 2.11% |
$7.66K - $9.37K
|
3.57K
$456K
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-79- 0.96% |
$7.85K - $9.61K
|
8.15K
$1.04M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-82- 1.44% |
$8.15K - $9.97K
|
5.62K
$718K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-82- 0.18% |
$8.15K - $9.97K
|
45.7K
$5.84M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-87- 48.33% |
$8.65K - $10.6K
|
93
$11.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-87- 1.77% |
$8.65K - $10.6K
|
4.83K
$617K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-94- 7.61% |
$9.35K - $11.4K
|
1.14K
$146K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-95- 5.28% |
$9.44K - $11.6K
|
1.71K
$218K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-95- 1.46% |
$9.44K - $11.6K
|
6.42K
$820K
|