Purchases and Sales Made in Q1 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-413- 6.53% |
$46.4K - $51.8K
|
5.92K
$762K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-414- 17.8% |
$46.5K - $51.9K
|
1.91K
$246K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-418- 0.51% |
$47K - $52.4K
|
80.9K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-421- 2.74% |
$47.3K - $52.8K
|
14.9K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-422- 11.04% |
$47.4K - $52.9K
|
3.4K
$438K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-426- 43.78% |
$47.9K - $53.4K
|
547
$70.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-435- 9.57% |
$48.9K - $54.5K
|
4.11K
$530K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-448- 14.96% |
$50.4K - $56.1K
|
2.55K
$328K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-452- 1.5% |
$50.8K - $56.6K
|
29.7K
$3.83M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-464- 2.68% |
$52.2K - $58.2K
|
16.8K
$2.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-465- 4.19% |
$52.3K - $58.3K
|
10.6K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-469- 23.31% |
$52.7K - $58.8K
|
1.54K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-471- 3.21% |
$53K - $59K
|
14.2K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-486- 2.39% |
$54.6K - $60.9K
|
19.9K
$2.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-488- 21.47% |
$54.9K - $61.2K
|
1.79K
$230K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-492- 23.43% |
$55.3K - $61.7K
|
1.61K
$207K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 11.55% |
$56.2K - $62.7K
|
3.83K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-501- 42.17% |
$56.3K - $62.8K
|
687
$88.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-519- 6.8% |
$58.4K - $65K
|
7.11K
$917K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-519- 36.86% |
$58.4K - $65K
|
889
$115K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-524- 98.68% |
$58.9K - $65.7K
|
7
$902
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-538- 6.83% |
$60.5K - $67.4K
|
7.34K
$946K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-571- 4.34% |
$64.2K - $71.6K
|
12.6K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-581- 19.19% |
$65.3K - $72.8K
|
2.45K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-582- 4.71% |
$65.4K - $72.9K
|
11.8K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-586- 2.81% |
$65.9K - $73.4K
|
20.3K
$2.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-591- 11.39% |
$66.4K - $74.1K
|
4.6K
$592K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-598- 8.68% |
$67.2K - $74.9K
|
6.29K
$810K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-619- 18.54% |
$69.6K - $77.6K
|
2.72K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-635- 8.97% |
$71.4K - $79.6K
|
6.45K
$831K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-635- 2.44% |
$71.4K - $79.6K
|
25.4K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-677- 23.66% |
$76.1K - $84.8K
|
2.18K
$281K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-682- 10.06% |
$76.7K - $85.5K
|
6.1K
$786K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-710- 21.84% |
$79.8K - $89K
|
2.54K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-722- 13.74% |
$81.2K - $90.5K
|
4.53K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-731- 1.98% |
$82.2K - $91.6K
|
36.1K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-735- 0.36% |
$82.6K - $92.1K
|
204K
$26.3M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-738- 18.5% |
$83K - $92.5K
|
3.25K
$419K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-783- 27.92% |
$88K - $98.1K
|
2.02K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-793- 4.68% |
$89.2K - $99.4K
|
16.1K
$2.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-795- 5.66% |
$89.4K - $99.6K
|
13.3K
$1.71M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-795- 11.94% |
$89.4K - $99.6K
|
5.87K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-801- 5.87% |
$90.1K - $100K
|
12.8K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-807- 4.27% |
$90.7K - $101K
|
18.1K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-827- 7.0% |
$93K - $104K
|
11K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-837- 2.37% |
$94.1K - $105K
|
34.5K
$4.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-838- 0.27% |
$94.2K - $105K
|
304K
$39.2M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-843- 23.54% |
$94.8K - $106K
|
2.74K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-871- 2.53% |
$97.9K - $109K
|
33.6K
$4.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-876- 21.24% |
$98.5K - $110K
|
3.25K
$419K
|