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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 11.11% |
$608K - $677K
|
54.1K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5K+ 76.38% |
$562K - $626K
|
11.5K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.95K+ 76.69% |
$557K - $621K
|
11.4K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.89KNew |
$549K - $612K
|
4.89K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.86K+ 2.86% |
$547K - $609K
|
175K
$22.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75K+ 21.65% |
$534K - $596K
|
26.7K
$3.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.74K+ 27.01% |
$533K - $594K
|
22.3K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.73KNew |
$532K - $593K
|
4.73K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.54K+ 140.62% |
$510K - $568K
|
7.76K
$991K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.51KNew |
$508K - $566K
|
4.51K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.3K+ 14.76% |
$483K - $538K
|
33.4K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.2K+ 43.72% |
$472K - $526K
|
13.8K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.13K+ 58.79% |
$464K - $517K
|
11.2K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.13KNew |
$464K - $517K
|
4.13K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.07K+ 3.8% |
$457K - $510K
|
111K
$14.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
4.01K+ 3.2% |
$451K - $503K
|
129K
$16.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.01K+ 2.08% |
$451K - $503K
|
197K
$25.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.81KNew |
$428K - $477K
|
3.81K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.68K+ 3.18% |
$414K - $462K
|
119K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.66K+ 10.09% |
$412K - $459K
|
40K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.61K+ 47.75% |
$406K - $452K
|
11.2K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.61K+ 4.29% |
$406K - $452K
|
87.7K
$11.2M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 37.9% |
$404K - $451K
|
13.1K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.59KNew |
$403K - $449K
|
3.59K
$458K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.49K+ 131.45% |
$393K - $438K
|
6.15K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.35K+ 1.2% |
$377K - $420K
|
282K
$36.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.13K+ 17.66% |
$352K - $393K
|
20.9K
$2.67M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.09K+ 2.81% |
$347K - $387K
|
113K
$14.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.97KNew |
$333K - $372K
|
2.97K
$379K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.65KNew |
$298K - $332K
|
2.65K
$338K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.64KNew |
$297K - $331K
|
2.64K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.5KNew |
$281K - $313K
|
2.5K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.48K+ 9.29% |
$278K - $310K
|
29.1K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$276K - $308K
|
2.45K
$313K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.4K+ 125.39% |
$269K - $300K
|
4.31K
$550K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.38KNew |
$268K - $298K
|
2.38K
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.37K+ 18.52% |
$266K - $297K
|
15.2K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.32KNew |
$261K - $291K
|
2.32K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.31K+ 11.29% |
$260K - $290K
|
22.8K
$2.91M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.3K+ 31.52% |
$259K - $289K
|
9.61K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.27K+ 449.21% |
$256K - $285K
|
2.78K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.22KNew |
$250K - $278K
|
2.22K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
2.19K+ 1.32% |
$246K - $274K
|
168K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
2.14KNew |
$241K - $269K
|
2.14K
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 3.22% |
$240K - $267K
|
68.4K
$8.73M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.99KNew |
$223K - $249K
|
1.99K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.99KNew |
$223K - $249K
|
1.99K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.99KNew |
$223K - $249K
|
1.99K
$254K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.94KNew |
$218K - $243K
|
1.94K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.94KNew |
$218K - $243K
|
1.94K
$248K
|