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 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22- 0.24% |
$2.58K - $2.75K
|
9.32K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 1.21% |
$2.58K - $2.75K
|
1.8K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 0.59% |
$2.7K - $2.88K
|
3.87K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25- 0.19% |
$2.93K - $3.13K
|
12.8K
$1.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-25- 0.4% |
$2.93K - $3.13K
|
6.15K
$793K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-28- 1.18% |
$3.28K - $3.5K
|
2.34K
$302K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-28- 1.66% |
$3.28K - $3.5K
|
1.66K
$214K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 2.67% |
$4.11K - $4.38K
|
1.28K
$164K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-36- 5.24% |
$4.22K - $4.5K
|
651
$83.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-39- 22.16% |
$4.58K - $4.88K
|
137
$17.7K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-39- 2.23% |
$4.58K - $4.88K
|
1.71K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-40- 0.6% |
$4.69K - $5.01K
|
6.61K
$852K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-43- 1.72% |
$5.04K - $5.38K
|
2.45K
$316K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-44- 0.5% |
$5.16K - $5.51K
|
8.69K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-45- 0.22% |
$5.28K - $5.63K
|
20.2K
$2.61M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-45- 2.16% |
$5.28K - $5.63K
|
2.03K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-45- 0.33% |
$5.28K - $5.63K
|
13.5K
$1.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-46- 2.15% |
$5.4K - $5.76K
|
2.09K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-47- 1.5% |
$5.51K - $5.88K
|
3.1K
$399K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-47- 3.93% |
$5.51K - $5.88K
|
1.15K
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 52.17% |
$5.63K - $6.01K
|
44
$5.67K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 1.94% |
$5.87K - $6.26K
|
2.53K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-50- 0.46% |
$5.87K - $6.26K
|
10.8K
$1.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-51- 27.57% |
$5.98K - $6.38K
|
134
$17.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 6.75% |
$6.33K - $6.76K
|
746
$96.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-54- 0.78% |
$6.33K - $6.76K
|
6.85K
$883K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-55- 4.21% |
$6.45K - $6.88K
|
1.25K
$161K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-55- 0.48% |
$6.45K - $6.88K
|
11.5K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-61- 2.49% |
$7.16K - $7.63K
|
2.39K
$308K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-63- 1.22% |
$7.39K - $7.88K
|
5.12K
$660K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-64- 35.56% |
$7.51K - $8.01K
|
116
$15K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-77- 40.53% |
$9.03K - $9.64K
|
113
$14.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-80- 4.98% |
$9.38K - $10K
|
1.53K
$197K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.65% |
$9.38K - $10K
|
12.3K
$1.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-83- 2.77% |
$9.74K - $10.4K
|
2.91K
$376K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-84- 1.04% |
$9.85K - $10.5K
|
7.97K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-88- 3.27% |
$10.3K - $11K
|
2.61K
$336K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-89- 2.07% |
$10.4K - $11.1K
|
4.22K
$543K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93- 0.44% |
$10.9K - $11.6K
|
21.1K
$2.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-94- 3.14% |
$11K - $11.8K
|
2.9K
$374K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-95- 12.06% |
$11.1K - $11.9K
|
693
$89.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 2.63% |
$11.7K - $12.5K
|
3.7K
$477K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-100- 1.64% |
$11.7K - $12.5K
|
6.01K
$775K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-101- 4.28% |
$11.8K - $12.6K
|
2.26K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-102- 23.29% |
$12K - $12.8K
|
336
$43.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-108- 1.5% |
$12.7K - $13.5K
|
7.07K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-110- 4.11% |
$12.9K - $13.8K
|
2.57K
$331K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-116- 4.9% |
$13.6K - $14.5K
|
2.25K
$290K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-123- 0.74% |
$14.4K - $15.4K
|
16.6K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-124- 5.61% |
$14.5K - $15.5K
|
2.09K
$269K
|