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
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
719+ 23966.67% |
$80.8K - $90.1K
|
722
$92.2K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
705+ 4.88% |
$79.3K - $88.4K
|
15.2K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
666+ 28.21% |
$74.9K - $83.5K
|
3.03K
$387K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
664+ 15.84% |
$74.7K - $83.2K
|
4.86K
$620K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
641+ 25.19% |
$72.1K - $80.3K
|
3.19K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
640+ 32.23% |
$72K - $80.2K
|
2.63K
$335K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
632+ 19.6% |
$71.1K - $79.2K
|
3.86K
$493K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
626New |
$70.4K - $78.5K
|
626
$79.9K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
615+ 5.13% |
$69.1K - $77.1K
|
12.6K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
610+ 2.0% |
$68.6K - $76.5K
|
31.1K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
580+ 3.07% |
$65.2K - $72.7K
|
19.5K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
558+ 12.16% |
$62.7K - $69.9K
|
5.15K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
542+ 0.42% |
$60.9K - $67.9K
|
129K
$16.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
526+ 8.24% |
$59.1K - $65.9K
|
6.91K
$882K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
522+ 13.17% |
$58.7K - $65.4K
|
4.49K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
520New |
$58.5K - $65.2K
|
520
$66.4K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
516+ 17.94% |
$58K - $64.7K
|
3.39K
$433K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
513+ 3.46% |
$57.7K - $64.3K
|
15.3K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
495+ 3.0% |
$55.7K - $62K
|
17K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
478+ 3.47% |
$53.7K - $59.9K
|
14.3K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
474+ 3.64% |
$53.3K - $59.4K
|
13.5K
$1.72M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
474+ 11.69% |
$53.3K - $59.4K
|
4.53K
$578K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
469+ 13.69% |
$52.7K - $58.8K
|
3.9K
$498K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
462+ 10.04% |
$51.9K - $57.9K
|
5.07K
$647K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
426+ 0.39% |
$47.9K - $53.4K
|
110K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
425+ 2.23% |
$47.8K - $53.3K
|
19.5K
$2.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
415+ 9.78% |
$46.7K - $52K
|
4.66K
$595K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
409+ 10.5% |
$46K - $51.3K
|
4.3K
$550K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
406+ 0.86% |
$45.6K - $50.9K
|
47.4K
$6.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
405+ 21.35% |
$45.5K - $50.8K
|
2.3K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
393+ 1190.91% |
$44.2K - $49.3K
|
426
$54.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$40.5K - $45.1K
|
360
$46K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
355+ 1.41% |
$39.9K - $44.5K
|
25.6K
$3.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
344+ 17.49% |
$38.7K - $43.1K
|
2.31K
$295K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
340+ 272.0% |
$38.2K - $42.6K
|
465
$59.4K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
329+ 255.04% |
$37K - $41.2K
|
458
$58.5K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
323+ 2.25% |
$36.3K - $40.5K
|
14.7K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
323+ 5.24% |
$36.3K - $40.5K
|
6.49K
$829K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
321+ 10.35% |
$36.1K - $40.2K
|
3.42K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
316+ 3.93% |
$35.5K - $39.6K
|
8.35K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
310New |
$34.9K - $38.9K
|
310
$39.6K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
307+ 3.03% |
$34.5K - $38.5K
|
10.4K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
303New |
$34.1K - $38K
|
303
$38.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
272+ 0.75% |
$30.6K - $34.1K
|
36.4K
$4.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
263+ 821.88% |
$29.6K - $33K
|
295
$37.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
251+ 3.29% |
$28.2K - $31.5K
|
7.88K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
250+ 9.55% |
$28.1K - $31.3K
|
2.87K
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
248+ 11.61% |
$27.9K - $31.1K
|
2.38K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
242New |
$27.2K - $30.3K
|
242
$30.9K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
231+ 3.19% |
$26K - $29K
|
7.48K
$955K
|