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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-26.3K- 68.92% |
$2.96M - $3.3M
|
11.9K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-26.8K- 69.4% |
$3.01M - $3.36M
|
11.8K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28K- 8.71% |
$3.15M - $3.51M
|
294K
$37.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.6K- 3.34% |
$3.33M - $3.71M
|
856K
$109M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.7K- 0.4% |
$3.56M - $3.97M
|
7.96M
$1.02B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.7K- 0.4% |
$3.56M - $3.97M
|
7.96M
$1.02B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.9K- 3.65% |
$3.58M - $4M
|
841K
$107M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36K- 6.67% |
$4.05M - $4.51M
|
504K
$64.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-41.8K- 51.48% |
$4.7M - $5.24M
|
39.4K
$5.03M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-45K- 7.44% |
$5.06M - $5.64M
|
560K
$71.5M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-48.3K- 53.46% |
$5.43M - $6.05M
|
42.1K
$5.37M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-48.8K- 95.93% |
$5.48M - $6.11M
|
2.07K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-49.1K- 69.8% |
$5.51M - $6.15M
|
21.2K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-50.2K- 84.43% |
$5.65M - $6.29M
|
9.26K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-59.9K- 28.42% |
$6.73M - $7.5M
|
151K
$19.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 26.96% |
$6.8M - $7.58M
|
164K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-67.3K- 79.67% |
$7.56M - $8.43M
|
17.2K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.9K- 25.19% |
$8.65M - $9.64M
|
228K
$29.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-90K- 11.01% |
$10.1M - $11.3M
|
727K
$92.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-91.2K- 39.56% |
$10.3M - $11.4M
|
139K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-96K- 4.63% |
$10.8M - $12M
|
1.98M
$253M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-125K- 59.13% |
$14.1M - $15.7M
|
86.6K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-153K- 5.7% |
$17.2M - $19.2M
|
2.53M
$323M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-181K- 55.94% |
$20.4M - $22.7M
|
143K
$18.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-210K- 5.08% |
$23.6M - $26.3M
|
3.92M
$501M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-218K- 15.34% |
$24.5M - $27.3M
|
1.2M
$154M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-238K- 1.85% |
$26.7M - $29.8M
|
12.6M
$1.61B
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-277K- 80.39% |
$31.2M - $34.7M
|
67.6K
$8.63M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-299K- 51.57% |
$33.6M - $37.5M
|
281K
$35.9M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-353K- 11.36% |
$39.7M - $44.2M
|
2.75M
$352M
|