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 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.6K- 13.58% |
$188K - $200K
|
10.2K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.6K- 4.89% |
$188K - $201K
|
31.2K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.66K- 8.51% |
$195K - $208K
|
17.9K
$2.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.67K- 22.16% |
$196K - $209K
|
5.88K
$757K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.82K- 24.96% |
$213K - $227K
|
5.46K
$704K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.89K- 0.96% |
$221K - $236K
|
195K
$25.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.91K- 40.27% |
$224K - $238K
|
2.83K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.91K- 40.27% |
$224K - $238K
|
2.83K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.01K- 2.65% |
$236K - $251K
|
73.9K
$9.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.02K- 12.26% |
$237K - $253K
|
14.5K
$1.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.12K- 1.54% |
$248K - $265K
|
136K
$17.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 17.36% |
$265K - $283K
|
10.8K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.31K- 15.22% |
$271K - $289K
|
12.9K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.46K- 88.38% |
$288K - $307K
|
323
$41.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2.5K- 15.86% |
$293K - $313K
|
13.3K
$1.71M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 39.69% |
$314K - $335K
|
4.07K
$524K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 1.9% |
$315K - $336K
|
139K
$17.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 6.86% |
$316K - $337K
|
36.5K
$4.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.8K- 10.87% |
$329K - $351K
|
23K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.87K- 5.74% |
$336K - $359K
|
47.1K
$6.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.97K- 3.07% |
$349K - $372K
|
93.7K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.16K- 1.13% |
$371K - $396K
|
276K
$35.5M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.2K- 6.88% |
$375K - $400K
|
43.3K
$5.58M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.31K- 0.46% |
$388K - $414K
|
708K
$91.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.38K- 28.62% |
$397K - $423K
|
8.43K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.49K- 4.47% |
$409K - $437K
|
74.6K
$9.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.83K- 50.0% |
$449K - $479K
|
3.83K
$493K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.41K- 1.49% |
$518K - $552K
|
291K
$37.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-4.42K- 0.65% |
$519K - $553K
|
677K
$87.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.46K- 4.28% |
$523K - $558K
|
99.8K
$12.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.56K- 47.24% |
$534K - $570K
|
5.09K
$656K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.56K- 5.34% |
$534K - $570K
|
80.8K
$10.4M
|
|
|
Mar 28, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.74K- 50.1% |
$556K - $593K
|
4.72K
$609K
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.74K- 50.1% |
$556K - $593K
|
4.72K
$609K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.79K- 5.92% |
$562K - $600K
|
76.2K
$9.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-5.5K- 28.21% |
$645K - $688K
|
14K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.79K- 96.66% |
$679K - $724K
|
200
$25.8K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-6.33K- 65.28% |
$743K - $792K
|
3.37K
$434K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.51K- 72.51% |
$764K - $815K
|
2.47K
$318K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.93K- 6.96% |
$931K - $993K
|
106K
$13.7M
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-8.11K- 15.1% |
$951K - $1.01M
|
45.6K
$5.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.3K- 2.73% |
$974K - $1.04M
|
296K
$38.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.64K- 12.64% |
$1.01M - $1.08M
|
59.7K
$7.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-9.51K- 10.52% |
$1.12M - $1.19M
|
80.9K
$10.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.69K- 31.41% |
$1.14M - $1.21M
|
21.2K
$2.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-9.95K- 16.84% |
$1.17M - $1.24M
|
49.1K
$6.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.5K- 3.7% |
$1.23M - $1.31M
|
272K
$35.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.9K- 9.47% |
$1.28M - $1.36M
|
104K
$13.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-10.9K- 5.64% |
$1.28M - $1.37M
|
183K
$23.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.2K- 13.63% |
$1.31M - $1.4M
|
71K
$9.15M
|