Purchases and Sales Made in Q2 2024 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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
Aug 13, 2024 Q2 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.28K
+ 1.77%
$268K - $286K
131K $17.8M
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.11K
New
$248K - $264K
2.11K $286K
Aug 12, 2024 Q2 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
2.07K
+ 2.36%
$243K - $259K
89.7K $12.2M
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
2.01K
New
$235K - $251K
2.01K $272K
Sep 11, 2024 Q2 2024
American Trust

Lexington, KY
BUY
 -
2K
New
$234K - $250K
2K $271K
Oct 16, 2024 Q2 2024
Tpg Financial Advisors, LLC

BUY
 -
1.95K
New
$228K - $244K
1.95K $264K
Jul 09, 2024 Q2 2024
Park Avenue Securities LLC

BUY
 -
1.92K
+ 7.18%
$225K - $240K
28.6K $3.88M
Jul 25, 2024 Q2 2024
Kanawha Capital Management LLC

BUY
 -
1.85K
+ 108.91%
$217K - $231K
3.54K $480K
Aug 14, 2024 Q2 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.8K
New
$212K - $226K
1.8K $245K
Jul 30, 2024 Q2 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
1.79K
+ 12.51%
$209K - $223K
16.1K $2.18M
Aug 14, 2024 Q2 2024
Y Intercept (Hong Kong) LTD

BUY
 -
1.73K
New
$203K - $216K
1.73K $235K
Aug 07, 2024 Q2 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
1.71K
+ 33.8%
$201K - $214K
6.78K $919K
Jul 25, 2024 Q2 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
1.7K
New
$199K - $212K
1.7K $230K
Jul 16, 2024 Q2 2024
Burke & Herbert Bank & Trust CO

BUY
 -
1.66K
New
$195K - $208K
1.66K $225K
Aug 08, 2024 Q2 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.66K
+ 80.26%
$195K - $208K
3.73K $505K
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.65K
+ 12.22%
$193K - $206K
15.1K $2.05M
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
1.63K
+ 64.13%
$191K - $203K
4.16K $564K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.61K
+ 58.62%
$188K - $201K
4.34K $589K
Jul 31, 2024 Q2 2024
Regions Financial Corp

BUY
 -
1.58K
+ 5.31%
$185K - $197K
31.3K $4.24M
Aug 07, 2024 Q2 2024
Gryphon Financial Partners LLC

BUY
 -
1.55K
+ 38.23%
$182K - $194K
5.6K $760K
Aug 12, 2024 Q2 2024
Citigroup Inc

BUY
 -
1.5K
+ 6.6%
$176K - $188K
24.3K $3.29M
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.49K
+ 4.16%
$174K - $186K
37.2K $5.04M
Jul 15, 2024 Q2 2024
Fifth Third Securities, Inc.

BUY
 -
1.45K
+ 1.4%
$170K - $181K
105K $14.3M
Jul 17, 2024 Q2 2024
Corundum Group, Inc.

BUY
 -
1.44K
+ 2.78%
$169K - $181K
53.4K $7.25M
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.39K
+ 30.22%
$163K - $174K
5.99K $812K
Aug 06, 2024 Q2 2024
First Foundation Advisors

Irvine, CA
BUY
 -
1.32K
+ 15.02%
$154K - $165K
10.1K $1.37M
Aug 02, 2024 Q2 2024
First National Trust CO

BUY
 -
1.32K
+ 17.72%
$154K - $165K
8.73K $1.18M
Aug 02, 2024 Q2 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.31K
+ 67.63%
$154K - $164K
3.25K $441K
Jul 25, 2024 Q2 2024
Bristlecone Advisors, LLC

BUY
 -
1.29K
New
$151K - $162K
1.29K $175K
Jul 25, 2024 Q2 2024
Callan Family Office, LLC

Radnor, PA
BUY
 -
1.29K
+ 13.51%
$151K - $161K
10.8K $1.46M
Aug 13, 2024 Q2 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.25K
New
$147K - $157K
1.25K $170K
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.22K
+ 63.81%
$143K - $153K
3.13K $425K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
1.22K
+ 7.11%
$143K - $153K
18.4K $2.49M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.14K
+ 0.69%
$133K - $142K
165K $22.4M
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
1.12K
New
$132K - $140K
1.12K $152K
Aug 01, 2024 Q2 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
1.12K
+ 59.8%
$131K - $140K
2.99K $406K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
1.06K
New
$124K - $132K
1.06K $143K
Aug 14, 2024 Q2 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
1.05K
+ 3.15%
$123K - $132K
34.4K $4.67M
Jul 22, 2024 Q2 2024
Rtd Financial Advisors, Inc.

BUY
 -
1.01K
+ 0.71%
$118K - $126K
143K $19.4M
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
956
+ 5.46%
$112K - $120K
18.5K $2.5M
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
911
+ 16.61%
$107K - $114K
6.4K $867K
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
852
+ 14.09%
$99.9K - $107K
6.9K $936K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
818
+ 148.46%
$96K - $102K
1.37K $186K
Jul 19, 2024 Q2 2024
Auour Investments LLC

Wenham, MA
BUY
 -
810
+ 2.6%
$95K - $101K
31.9K $4.33M
Jul 31, 2024 Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
747
+ 16.03%
$87.6K - $93.5K
5.41K $733K
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
747
+ 20.23%
$87.6K - $93.5K
4.44K $602K
Aug 09, 2024 Q2 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
738
+ 9.56%
$86.6K - $92.3K
8.45K $1.15M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
735
+ 102.37%
$86.2K - $92K
1.45K $197K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
727
+ 5592.31%
$85.3K - $91K
740 $100K

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