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 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
735
+ 102.37%
$86.2K - $92K
1.45K $182K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
727
+ 5592.31%
$85.3K - $91K
740 $92.6K
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
720
+ 4.56%
$84.5K - $90.1K
16.5K $2.07M
Aug 14, 2024 Q2 2024
Wealthfront Advisers LLC

BUY
 -
699
+ 9.29%
$82K - $87.5K
8.23K $1.03M
Aug 06, 2024 Q2 2024
Villere St Denis J & CO LLC

BUY
 -
698
+ 34.33%
$81.9K - $87.3K
2.73K $342K
Jul 25, 2024 Q2 2024
Sterling Investment Counsel, LLC

BUY
 -
687
+ 29.6%
$80.6K - $86K
3.01K $376K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
684
+ 11.44%
$80.2K - $85.6K
6.66K $834K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
678
New
$79.5K - $84.8K
678 $84.8K
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
647
+ 0.58%
$75.9K - $81K
112K $14M
Jul 12, 2024 Q2 2024
Inspirion Wealth Advisors, LLC

BUY
 -
630
+ 1.04%
$73.9K - $78.8K
61K $7.63M
Jul 23, 2024 Q2 2024
Joel Isaacson & Co., LLC

BUY
 -
603
+ 33.31%
$70.7K - $75.5K
2.41K $302K
Jul 18, 2024 Q2 2024
Brookstone Capital Management

BUY
 -
585
+ 9.01%
$68.6K - $73.2K
7.08K $885K
Aug 07, 2024 Q2 2024
Stonebridge Financial Planning Group, LLC

BUY
 -
570
+ 11.07%
$66.9K - $71.3K
5.72K $715K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
569
+ 5.3%
$66.7K - $71.2K
11.3K $1.41M
Aug 13, 2024 Q2 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
568
+ 14.45%
$66.6K - $71.1K
4.5K $563K
Jul 22, 2024 Q2 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
546
+ 9.84%
$64.1K - $68.3K
6.09K $762K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
540
+ 2.59%
$63.3K - $67.6K
21.4K $2.68M
Jul 24, 2024 Q2 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
536
+ 1.12%
$62.9K - $67.1K
48.3K $6.05M
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
517
New
$60.6K - $64.7K
517 $64.7K
Aug 14, 2024 Q2 2024
Brandywine Global Investment Management, LLC

Philadelphia, PA
BUY
 -
506
+ 202.4%
$59.4K - $63.3K
756 $94.6K
Aug 13, 2024 Q2 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
490
+ 401.64%
$57.5K - $61.3K
612 $76.6K
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
470
+ 1.08%
$55.1K - $58.8K
43.9K $5.49M
Aug 08, 2024 Q2 2024
Condor Capital Management

Martinsville, NJ
BUY
 -
464
+ 1.81%
$54.4K - $58.1K
26K $3.26M
Feb 13, 2025 Q2 2024
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
455
+ 2.07%
$53.4K - $56.9K
22.4K $2.81M
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
440
+ 55.21%
$51.6K - $55.1K
1.24K $155K
Aug 02, 2024 Q2 2024
South State Corp

BUY
 -
425
+ 27.54%
$49.9K - $53.2K
1.97K $246K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
425
New
$49.9K - $53.2K
425 $53.2K
Jul 25, 2024 Q2 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
415
+ 16.2%
$48.7K - $51.9K
2.98K $372K
Jul 30, 2024 Q2 2024
Powell Investment Advisors, LLC

BUY
 -
408
+ 0.87%
$47.9K - $51.1K
47.2K $5.9M
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
405
+ 20.25%
$47.5K - $50.7K
2.41K $301K
Jul 31, 2024 Q2 2024
Sja Financial Advisory, LLC

BUY
 -
398
+ 3.16%
$46.7K - $49.8K
13K $1.63M
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
397
+ 4.3%
$46.6K - $49.7K
9.63K $1.21M
Aug 14, 2024 Q2 2024
Glenview Trust CO

Louisville, KY
BUY
 -
380
+ 2.32%
$44.6K - $47.5K
16.8K $2.1M
Aug 08, 2024 Q2 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
370
+ 3.57%
$43.4K - $46.3K
10.7K $1.34M
Jul 31, 2024 Q2 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
367
+ 18.49%
$43.1K - $45.9K
2.35K $294K
Aug 30, 2024 Q2 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
367
+ 6.26%
$43.1K - $45.9K
6.23K $780K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
353
New
$41.4K - $44.2K
353 $44.2K
Aug 14, 2024 Q2 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
351
+ 2.19%
$41.2K - $43.9K
16.3K $2.05M
Jul 02, 2024 Q2 2024
Marcum Wealth, LLC

BUY
 -
345
+ 7.74%
$40.5K - $43.2K
4.8K $601K
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
343
+ 14.75%
$40.2K - $42.9K
2.67K $334K
Aug 01, 2024 Q2 2024
Eukles Asset Management

BUY
 -
330
+ 1.58%
$38.7K - $41.3K
21.2K $2.65M
Aug 02, 2024 Q2 2024
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
327
+ 6.73%
$38.4K - $40.9K
5.18K $649K
Aug 14, 2024 Q2 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
324
+ 0.9%
$38K - $40.5K
36.4K $4.56M
Aug 13, 2024 Q2 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
306
+ 1.57%
$35.9K - $38.3K
19.8K $2.47M
Aug 13, 2024 Q2 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
289
+ 2.08%
$33.9K - $36.2K
14.2K $1.78M
Jul 12, 2024 Q2 2024
City Holding CO

BUY
 -
285
+ 1.21%
$33.4K - $35.7K
23.9K $2.99M
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
284
New
$33.3K - $35.5K
284 $35.5K
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
282
+ 17.47%
$33.1K - $35.3K
1.9K $237K
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
268
+ 2.43%
$31.4K - $33.5K
11.3K $1.41M

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