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 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-147- 1.95% |
$17.2K - $18.4K
|
7.38K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-147- 0.9% |
$17.2K - $18.4K
|
16.2K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.03% |
$17.6K - $18.8K
|
14.5K
$2.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-151- 1.2% |
$17.7K - $18.9K
|
12.4K
$1.73M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-152- 1.3% |
$17.8K - $19K
|
11.5K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-152- 3.0% |
$17.8K - $19K
|
4.92K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-156- 38.42% |
$18.3K - $19.5K
|
250
$34.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-158- 1.2% |
$18.5K - $19.8K
|
13.1K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-159- 2.47% |
$18.7K - $19.9K
|
6.28K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-166- 6.25% |
$19.5K - $20.8K
|
2.49K
$345K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-175- 6.1% |
$20.5K - $21.9K
|
2.69K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-176- 0.13% |
$20.6K - $22K
|
139K
$19.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-184- 6.95% |
$21.6K - $23K
|
2.46K
$341K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-190- 2.41% |
$22.3K - $23.8K
|
7.68K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-192- 0.15% |
$22.5K - $24K
|
126K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-193- 9.42% |
$22.6K - $24.2K
|
1.86K
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-194- 0.94% |
$22.8K - $24.3K
|
20.5K
$2.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-194- 3.25% |
$22.8K - $24.3K
|
5.77K
$799K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-197- 1.06% |
$23.1K - $24.7K
|
18.3K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-199- 3.09% |
$23.3K - $24.9K
|
6.25K
$866K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-203- 6.25% |
$23.8K - $25.4K
|
3.05K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-208- 4.85% |
$24.4K - $26K
|
4.09K
$566K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-208- 1.2% |
$24.4K - $26K
|
17.2K
$2.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-211- 8.91% |
$24.8K - $26.4K
|
2.16K
$299K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-228- 2.36% |
$26.7K - $28.5K
|
9.42K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-238- 1.29% |
$27.9K - $29.8K
|
18.1K
$2.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-241- 2.61% |
$28.3K - $30.2K
|
8.98K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-245- 1.83% |
$28.7K - $30.7K
|
13.2K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-245- 12.58% |
$28.7K - $30.7K
|
1.7K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-249- 11.62% |
$29.2K - $31.2K
|
1.89K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-249- 7.66% |
$29.2K - $31.2K
|
3K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-269- 11.98% |
$31.6K - $33.7K
|
1.98K
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-276- 12.74% |
$32.4K - $34.5K
|
1.89K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-280- 5.89% |
$32.8K - $35K
|
4.48K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-280- 10.99% |
$32.8K - $35K
|
2.27K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-282- 0.75% |
$33.1K - $35.3K
|
37.3K
$5.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-290- 4.18% |
$34K - $36.3K
|
6.66K
$923K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-290- 1.92% |
$34K - $36.3K
|
14.8K
$2.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-294- 24.54% |
$34.5K - $36.8K
|
904
$125K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-299- 4.86% |
$35.1K - $37.4K
|
5.85K
$811K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-300- 72.99% |
$35.2K - $37.5K
|
111
$15.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-301- 3.37% |
$35.3K - $37.7K
|
8.64K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-320- 3.36% |
$37.5K - $40K
|
9.2K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-323- 13.98% |
$37.9K - $40.4K
|
1.99K
$276K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-329- 1.95% |
$38.6K - $41.2K
|
16.5K
$2.29M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-331- 0.48% |
$38.8K - $41.4K
|
68.1K
$9.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-331- 1.01% |
$38.8K - $41.4K
|
32.3K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-332- 0.34% |
$38.9K - $41.5K
|
96.9K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-332- 2.31% |
$38.9K - $41.5K
|
14K
$1.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-338- 0.35% |
$39.7K - $42.3K
|
96.2K
$13.3M
|