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 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
65New |
$7.31K - $8.15K
|
65
$8.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
64+ 55.17% |
$7.2K - $8.02K
|
180
$23K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 36.36% |
$6.75K - $7.52K
|
225
$28.7K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
55+ 2.71% |
$6.18K - $6.89K
|
2.09K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55+ 2.98% |
$6.18K - $6.89K
|
1.9K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
54+ 7.81% |
$6.07K - $6.77K
|
745
$95.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
49+ 0.66% |
$5.51K - $6.14K
|
7.44K
$950K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
42New |
$4.72K - $5.26K
|
42
$5.36K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
41+ 0.17% |
$4.61K - $5.14K
|
23.9K
$3.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 0.38% |
$4.5K - $5.01K
|
10.5K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38+ 0.59% |
$4.27K - $4.76K
|
6.43K
$822K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
36+ 1.13% |
$4.05K - $4.51K
|
3.23K
$412K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
33+ 0.11% |
$3.71K - $4.14K
|
30.5K
$3.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
30+ 0.31% |
$3.37K - $3.76K
|
9.64K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 0.31% |
$3.26K - $3.63K
|
9.52K
$1.22M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
28+ 1.68% |
$3.15K - $3.51K
|
1.69K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26+ 4.91% |
$2.92K - $3.26K
|
556
$71K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
25+ 1.19% |
$2.81K - $3.13K
|
2.13K
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.19% |
$2.47K - $2.76K
|
11.4K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20New |
$2.25K - $2.51K
|
20
$2.55K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19+ 0.45% |
$2.14K - $2.38K
|
4.21K
$538K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
17+ 0.29% |
$1.91K - $2.13K
|
5.98K
$763K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
17+ 0.74% |
$1.91K - $2.13K
|
2.33K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.31% |
$1.8K - $2.01K
|
5.19K
$663K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
13+ 0.63% |
$1.46K - $1.63K
|
2.08K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.32% |
$1.24K - $1.38K
|
3.49K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 1.19% |
$1.12K - $1.25K
|
852
$109K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9New |
$1.01K - $1.13K
|
9
$1.15K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
8+ 0.39% |
$899 - $1K
|
2.05K
$262K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8+ 0.25% |
$899 - $1K
|
3.24K
$414K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
8+ 0.27% |
$899 - $1K
|
2.93K
$375K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.58% |
$899 - $1K
|
1.4K
$178K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$787 - $877
|
7
$894
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.27% |
$787 - $877
|
2.64K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.31% |
$787 - $877
|
2.25K
$287K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$562 - $627
|
1.89K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4+ 0.08% |
$450 - $501
|
4.72K
$603K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.22% |
$450 - $501
|
1.82K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.2% |
$450 - $501
|
2.02K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3+ 0.06% |
$337 - $376
|
5.07K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.15% |
$337 - $376
|
2K
$256K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3+ 0.06% |
$337 - $376
|
5.19K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.3% |
$337 - $376
|
993
$127K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.35% |
$337 - $376
|
856
$109K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.46% |
$337 - $376
|
659
$84.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.26% |
$337 - $376
|
1.15K
$147K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$337 - $376
|
7.2K
$919K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.12% |
$337 - $376
|
2.6K
$332K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2+ 0.06% |
$225 - $251
|
3.14K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.07% |
$225 - $251
|
2.74K
$350K
|