Purchases and Sales Made in Q2 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-716- 25.49% |
$84K - $89.6K
|
2.09K
$270K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-727- 3.29% |
$85.3K - $91K
|
21.4K
$2.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-735- 15.42% |
$86.2K - $92K
|
4.03K
$520K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-766- 3.71% |
$89.9K - $95.8K
|
19.9K
$2.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-781- 23.02% |
$91.6K - $97.7K
|
2.61K
$337K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-785- 4.35% |
$92.1K - $98.2K
|
17.3K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-787- 1.17% |
$92.3K - $98.5K
|
66.7K
$8.6M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-793- 8.31% |
$93K - $99.2K
|
8.75K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-803- 4.97% |
$94.2K - $100K
|
15.3K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-808- 7.16% |
$94.8K - $101K
|
10.5K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-840- 7.17% |
$98.5K - $105K
|
10.9K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-843- 29.07% |
$98.9K - $105K
|
2.06K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-845- 4.38% |
$99.1K - $106K
|
18.5K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-852Closed |
$99.9K - $107K
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-881- 10.15% |
$103K - $110K
|
7.8K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-892- 1.36% |
$105K - $112K
|
64.5K
$8.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-903- 14.39% |
$106K - $113K
|
5.37K
$692K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-907- 34.87% |
$106K - $113K
|
1.69K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-926- 1.37% |
$109K - $116K
|
66.7K
$8.59M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-933- 1.97% |
$109K - $117K
|
46.5K
$5.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-942- 11.13% |
$111K - $118K
|
7.52K
$970K
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-972- 9.94% |
$114K - $122K
|
8.8K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-989- 1.86% |
$116K - $124K
|
52.2K
$6.73M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-999- 2.89% |
$117K - $125K
|
33.5K
$4.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.02K- 12.12% |
$119K - $127K
|
7.38K
$951K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 22.52% |
$120K - $128K
|
3.51K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-1.03K- 17.2% |
$121K - $129K
|
4.95K
$638K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.04K- 5.64% |
$122K - $131K
|
17.5K
$2.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 33.25% |
$127K - $135K
|
2.17K
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.09K- 16.46% |
$128K - $136K
|
5.53K
$713K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.09K- 3.26% |
$128K - $137K
|
32.5K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.1K- 7.26% |
$128K - $137K
|
14K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.11K- 2.66% |
$130K - $139K
|
40.6K
$5.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.12K- 0.69% |
$131K - $140K
|
161K
$20.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.14K- 0.74% |
$133K - $142K
|
153K
$19.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 2.95% |
$138K - $148K
|
38.8K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.19K- 16.86% |
$139K - $148K
|
5.85K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.21K- 1.36% |
$142K - $151K
|
87.4K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.23K- 3.7% |
$144K - $154K
|
32K
$4.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.25K- 34.57% |
$147K - $157K
|
2.37K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.28K- 16.48% |
$150K - $160K
|
6.48K
$835K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.34K- 31.12% |
$157K - $168K
|
2.96K
$382K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.35K- 84.51% |
$158K - $169K
|
247
$31.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.37K- 4.88% |
$161K - $172K
|
26.8K
$3.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.42K- 9.23% |
$166K - $177K
|
13.9K
$1.79M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.44K- 26.46% |
$169K - $181K
|
4.01K
$517K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.5K- 0.73% |
$176K - $188K
|
203K
$26.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.54K- 3.91% |
$181K - $193K
|
37.8K
$4.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.59K- 2.34% |
$186K - $198K
|
66.2K
$8.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.59K- 20.44% |
$187K - $199K
|
6.19K
$798K
|