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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
61+ 0.82% |
$7.16K - $7.63K
|
7.5K
$957K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
61+ 1.98% |
$7.16K - $7.63K
|
3.14K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
60+ 2.01% |
$7.04K - $7.51K
|
3.04K
$388K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
56+ 1.78% |
$6.57K - $7.01K
|
3.2K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
54+ 2.59% |
$6.33K - $6.76K
|
2.14K
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
51+ 0.58% |
$5.98K - $6.38K
|
8.88K
$1.13M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
51+ 2.06% |
$5.98K - $6.38K
|
2.52K
$322K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
50+ 0.54% |
$5.87K - $6.26K
|
9.26K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50+ 1.46% |
$5.87K - $6.26K
|
3.47K
$443K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
47New |
$5.51K - $5.88K
|
47
$6K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
47+ 1.34% |
$5.51K - $5.88K
|
3.55K
$453K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 0.67% |
$5.4K - $5.76K
|
6.89K
$880K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46New |
$5.4K - $5.76K
|
46
$5.87K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
45+ 2.61% |
$5.28K - $5.63K
|
1.77K
$226K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
44New |
$5.16K - $5.51K
|
44
$5.62K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$5.04K - $5.38K
|
11.5K
$1.47M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
41+ 0.18% |
$4.81K - $5.13K
|
23.4K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
36New |
$4.22K - $4.5K
|
36
$4.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
35New |
$4.11K - $4.38K
|
35
$4.47K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
34New |
$3.99K - $4.25K
|
34
$4.34K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
33+ 1.2% |
$3.87K - $4.13K
|
2.78K
$354K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
33+ 1.51% |
$3.87K - $4.13K
|
2.22K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
30+ 0.61% |
$3.52K - $3.75K
|
4.94K
$630K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$3.4K - $3.63K
|
29
$3.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 1.11% |
$3.28K - $3.5K
|
2.55K
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
26+ 0.82% |
$3.05K - $3.25K
|
3.21K
$410K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 1.17% |
$2.46K - $2.63K
|
1.82K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21New |
$2.46K - $2.63K
|
21
$2.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
20+ 0.34% |
$2.35K - $2.5K
|
5.94K
$758K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.1% |
$2.35K - $2.5K
|
19.9K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
20+ 0.22% |
$2.35K - $2.5K
|
9.29K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
19New |
$2.23K - $2.38K
|
19
$2.43K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
18+ 0.33% |
$2.11K - $2.25K
|
5.44K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 7.14% |
$2.11K - $2.25K
|
270
$34.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.33% |
$1.99K - $2.13K
|
5.21K
$664K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 4.93% |
$1.99K - $2.13K
|
362
$46.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 1.61% |
$1.64K - $1.75K
|
885
$113K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 0.3% |
$1.53K - $1.63K
|
4.33K
$553K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
13+ 0.51% |
$1.53K - $1.63K
|
2.58K
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.41K - $1.5K
|
3.5K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11+ 0.07% |
$1.29K - $1.38K
|
14.9K
$1.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
10+ 0.32% |
$1.17K - $1.25K
|
3.18K
$406K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.34% |
$1.06K - $1.13K
|
2.64K
$337K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.06K - $1.13K
|
9
$1.15K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
9+ 0.31% |
$1.06K - $1.13K
|
2.94K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9+ 0.28% |
$1.06K - $1.13K
|
3.25K
$415K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
8New |
$938 - $1K
|
8
$1.02K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 2.37% |
$821 - $876
|
302
$38.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.18% |
$821 - $876
|
3.93K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.31% |
$821 - $876
|
2.25K
$287K
|