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
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-55- 2.99% |
$6.18K - $6.89K
|
1.78K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-55- 0.34% |
$6.18K - $6.89K
|
15.9K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-57- 0.96% |
$6.41K - $7.14K
|
5.91K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-59- 0.67% |
$6.63K - $7.39K
|
8.74K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-61- 2.51% |
$6.86K - $7.65K
|
2.37K
$303K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-70- 4.03% |
$7.87K - $8.77K
|
1.67K
$213K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-71- 3.09% |
$7.98K - $8.9K
|
2.23K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-72- 2.81% |
$8.09K - $9.02K
|
2.49K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 1.2% |
$8.43K - $9.4K
|
6.18K
$789K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 3.39% |
$8.43K - $9.4K
|
2.14K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-76- 4.23% |
$8.54K - $9.53K
|
1.72K
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-80- 0.92% |
$8.99K - $10K
|
8.58K
$1.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 1.15% |
$8.99K - $10K
|
6.85K
$875K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-82- 0.44% |
$9.22K - $10.3K
|
18.5K
$2.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-83- 1.46% |
$9.33K - $10.4K
|
5.58K
$713K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-85- 4.81% |
$9.56K - $10.7K
|
1.68K
$215K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-85- 7.7% |
$9.56K - $10.7K
|
1.02K
$130K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-85- 1.4% |
$9.56K - $10.7K
|
6K
$766K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-88- 0.38% |
$9.89K - $11K
|
23.4K
$2.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-90- 2.2% |
$10.1K - $11.3K
|
4K
$510K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-92- 3.42% |
$10.3K - $11.5K
|
2.6K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-92- 26.82% |
$10.3K - $11.5K
|
251
$32.1K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-99- 0.72% |
$11.1K - $12.4K
|
13.6K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-100- 3.63% |
$11.2K - $12.5K
|
2.66K
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-104- 1.18% |
$11.7K - $13K
|
8.68K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-105- 1.38% |
$11.8K - $13.2K
|
7.53K
$961K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-112- 4.52% |
$12.6K - $14K
|
2.37K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-115- 5.49% |
$12.9K - $14.4K
|
1.98K
$253K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-115- 1.87% |
$12.9K - $14.4K
|
6.02K
$769K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-121- 21.53% |
$13.6K - $15.2K
|
441
$56.3K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-123- 4.39% |
$13.8K - $15.4K
|
2.68K
$342K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-123- 5.91% |
$13.8K - $15.4K
|
1.96K
$250K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-125- 2.05% |
$14.1K - $15.7K
|
5.96K
$761K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-125- 2.76% |
$14.1K - $15.7K
|
4.41K
$563K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-127- 2.86% |
$14.3K - $15.9K
|
4.32K
$551K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-128- 5.37% |
$14.4K - $16K
|
2.26K
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-129- 3.58% |
$14.5K - $16.2K
|
3.48K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-129- 3.28% |
$14.5K - $16.2K
|
3.8K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-132- 1.84% |
$14.8K - $16.5K
|
7.04K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-133- 2.34% |
$15K - $16.7K
|
5.56K
$710K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-135- 3.02% |
$15.2K - $16.9K
|
4.33K
$553K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-137- 3.68% |
$15.4K - $17.2K
|
3.59K
$458K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-139- 0.13% |
$15.6K - $17.4K
|
104K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-139- 4.1% |
$15.6K - $17.4K
|
3.25K
$415K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-142- 7.51% |
$16K - $17.8K
|
1.75K
$223K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-151- 7.97% |
$17K - $18.9K
|
1.74K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-154- 2.28% |
$17.3K - $19.3K
|
6.6K
$843K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-156- 5.94% |
$17.5K - $19.6K
|
2.47K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-158- 5.01% |
$17.8K - $19.8K
|
3K
$383K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-168- 7.82% |
$18.9K - $21.1K
|
1.98K
$253K
|