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 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
226New |
$25.4K - $28.3K
|
226
$28.9K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
215+ 9.27% |
$24.2K - $26.9K
|
2.53K
$324K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
211+ 1.83% |
$23.7K - $26.4K
|
11.7K
$1.5M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
206+ 1.5% |
$23.2K - $25.8K
|
13.9K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
202+ 4.0% |
$22.7K - $25.3K
|
5.26K
$671K
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
194+ 1.71% |
$21.8K - $24.3K
|
11.5K
$1.47M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
191+ 6.72% |
$21.5K - $23.9K
|
3.04K
$388K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
187+ 1.27% |
$21K - $23.4K
|
15K
$1.91M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
185New |
$20.8K - $23.2K
|
185
$23.6K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
183+ 3.45% |
$20.6K - $22.9K
|
5.48K
$700K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
182New |
$20.5K - $22.8K
|
182
$23.2K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
180+ 14.11% |
$20.2K - $22.6K
|
1.46K
$186K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
179+ 2.92% |
$20.1K - $22.4K
|
6.32K
$806K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
167+ 5.93% |
$18.8K - $20.9K
|
2.98K
$381K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
165New |
$18.6K - $20.7K
|
165
$21.1K
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
161+ 1.08% |
$18.1K - $20.2K
|
15.1K
$1.93M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
159+ 2.73% |
$17.9K - $19.9K
|
5.99K
$765K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
157+ 0.38% |
$17.7K - $19.7K
|
41.7K
$5.33M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
144+ 5.19% |
$16.2K - $18K
|
2.92K
$373K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
142+ 0.65% |
$16K - $17.8K
|
22.1K
$2.83M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
132+ 1.52% |
$14.8K - $16.5K
|
8.83K
$1.13M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
132+ 0.2% |
$14.8K - $16.5K
|
67.8K
$8.65M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
129+ 2.71% |
$14.5K - $16.2K
|
4.89K
$624K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
125+ 1.19% |
$14.1K - $15.7K
|
10.6K
$1.35M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
122+ 11.36% |
$13.7K - $15.3K
|
1.2K
$153K
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
116+ 3.05% |
$13K - $14.5K
|
3.92K
$501K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
110+ 3.81% |
$12.4K - $13.8K
|
3K
$383K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
110New |
$12.4K - $13.8K
|
110
$14K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
108+ 0.42% |
$12.1K - $13.5K
|
25.8K
$3.29M
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
107+ 4.51% |
$12K - $13.4K
|
2.48K
$317K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
105+ 147.89% |
$11.8K - $13.2K
|
176
$22.5K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
104+ 15.01% |
$11.7K - $13K
|
797
$102K
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
103+ 3.9% |
$11.6K - $12.9K
|
2.74K
$350K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
102+ 30.36% |
$11.5K - $12.8K
|
438
$55.9K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
101+ 16.37% |
$11.4K - $12.7K
|
718
$91.7K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
101+ 4.47% |
$11.4K - $12.7K
|
2.36K
$301K
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
100+ 0.19% |
$11.2K - $12.5K
|
52K
$6.64M
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
98+ 1.59% |
$11K - $12.3K
|
6.27K
$801K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
96+ 0.3% |
$10.8K - $12K
|
32.6K
$4.17M
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
94+ 37.45% |
$10.6K - $11.8K
|
345
$44.1K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
91+ 1.53% |
$10.2K - $11.4K
|
6.05K
$772K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
86+ 27.74% |
$9.67K - $10.8K
|
396
$50.6K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
84New |
$9.44K - $10.5K
|
84
$10.7K
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
81+ 2.18% |
$9.11K - $10.2K
|
3.8K
$486K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
80+ 3.5% |
$8.99K - $10K
|
2.37K
$302K
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
80+ 0.65% |
$8.99K - $10K
|
12.4K
$1.58M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
77New |
$8.66K - $9.65K
|
77
$9.83K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
75+ 65.22% |
$8.43K - $9.4K
|
190
$24.3K
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
73+ 0.91% |
$8.21K - $9.15K
|
8.08K
$1.03M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
69New |
$7.76K - $8.65K
|
69
$8.81K
|