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 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.88K+ 56.72% |
$212K - $236K
|
5.2K
$664K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.87KNew |
$211K - $235K
|
1.87K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.79K+ 2.19% |
$201K - $224K
|
83.4K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.79K+ 61.64% |
$201K - $224K
|
4.68K
$598K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.78KNew |
$200K - $223K
|
1.78K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.77KNew |
$199K - $222K
|
1.77K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.76KNew |
$198K - $221K
|
1.76K
$225K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.74K+ 9.87% |
$195K - $217K
|
19.3K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 77.51% |
$193K - $215K
|
3.93K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.71KNew |
$192K - $214K
|
1.71K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.69KNew |
$190K - $212K
|
1.69K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.68KNew |
$189K - $211K
|
1.68K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.68KNew |
$189K - $211K
|
1.68K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.66KNew |
$187K - $208K
|
1.66K
$212K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.66KNew |
$187K - $208K
|
1.66K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.65KNew |
$186K - $207K
|
1.65K
$211K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.63KNew |
$183K - $204K
|
1.63K
$208K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.61KNew |
$181K - $202K
|
1.61K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.6K+ 3.16% |
$180K - $201K
|
52.3K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.6KNew |
$180K - $201K
|
1.6K
$205K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57K+ 35.64% |
$177K - $197K
|
5.98K
$764K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 137.15% |
$176K - $197K
|
2.71K
$346K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 2.56% |
$169K - $189K
|
60.4K
$7.71M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.45K+ 0.31% |
$163K - $181K
|
469K
$59.9M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.45K+ 0.31% |
$163K - $181K
|
469K
$59.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.39K+ 22.55% |
$156K - $174K
|
7.53K
$961K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.35K+ 545.75% |
$152K - $169K
|
1.6K
$204K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$147K - $163K
|
1.3K
$167K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.29K+ 0.53% |
$145K - $162K
|
246K
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 2765.22% |
$143K - $159K
|
1.32K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.26K+ 2325.93% |
$141K - $157K
|
1.31K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.22K+ 13.46% |
$137K - $152K
|
10.3K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.2KNew |
$135K - $150K
|
1.2K
$153K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 8.69% |
$130K - $145K
|
14.5K
$1.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.14K+ 27.88% |
$128K - $142K
|
5.21K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 8.95% |
$125K - $139K
|
13.5K
$1.72M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.11KNew |
$125K - $139K
|
1.11K
$142K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
987+ 0.52% |
$111K - $124K
|
192K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
951+ 51.18% |
$107K - $119K
|
2.81K
$359K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
938+ 11.99% |
$105K - $118K
|
8.76K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
913+ 7.3% |
$103K - $114K
|
13.4K
$1.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
901+ 28.5% |
$101K - $113K
|
4.06K
$519K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
892New |
$100K - $112K
|
892
$114K
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
886New |
$99.6K - $111K
|
886
$113K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
875+ 13.03% |
$98.4K - $110K
|
7.59K
$969K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
850+ 1.59% |
$95.6K - $107K
|
54.3K
$6.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
849+ 43.56% |
$95.5K - $106K
|
2.8K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
794New |
$89.3K - $99.5K
|
794
$101K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
787+ 18.07% |
$88.5K - $98.6K
|
5.14K
$657K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
769+ 14.58% |
$86.5K - $96.4K
|
6.05K
$772K
|