Purchases and Sales Made in Q3 2023 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.02K- 0.36% |
$105K - $116K
|
280K
$39.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.05K- 6.21% |
$109K - $121K
|
15.9K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 52.17% |
$111K - $122K
|
979
$137K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.12K- 5.0% |
$116K - $128K
|
21.2K
$2.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-1.12K- 0.85% |
$116K - $128K
|
131K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.15K- 32.28% |
$119K - $131K
|
2.4K
$337K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.17K- 54.33% |
$121K - $134K
|
982
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.18K- 30.57% |
$122K - $135K
|
2.67K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 8.58% |
$125K - $138K
|
12.8K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.23K- 1.84% |
$127K - $141K
|
65.5K
$9.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.24K- 16.04% |
$128K - $142K
|
6.5K
$910K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.26K- 0.27% |
$130K - $144K
|
469K
$65.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.32K- 3.78% |
$137K - $152K
|
33.7K
$4.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.33K- 6.99% |
$138K - $153K
|
17.7K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.35K- 25.82% |
$140K - $155K
|
3.88K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.36K- 38.28% |
$141K - $156K
|
2.2K
$308K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.39K- 14.98% |
$144K - $160K
|
7.91K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.4K- 0.85% |
$144K - $160K
|
163K
$22.8M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.5K- 16.38% |
$155K - $172K
|
7.66K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.59K- 17.48% |
$164K - $182K
|
7.48K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.61K- 1.88% |
$166K - $184K
|
83.9K
$11.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.69K- 0.81% |
$175K - $194K
|
207K
$29M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.73K- 5.66% |
$179K - $198K
|
28.7K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.77K- 7.35% |
$183K - $203K
|
22.3K
$3.13M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-1.87K- 8.68% |
$194K - $215K
|
19.7K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.91K- 1.55% |
$198K - $219K
|
121K
$17M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.98K- 1.05% |
$204K - $227K
|
186K
$26.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.11K- 1.8% |
$219K - $242K
|
115K
$16.2M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.13K- 21.81% |
$220K - $244K
|
7.62K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.2K- 2.98% |
$228K - $253K
|
71.7K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.4K- 6.34% |
$248K - $275K
|
35.4K
$4.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.47K- 10.02% |
$255K - $283K
|
22.1K
$3.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.56K- 3.56% |
$265K - $294K
|
69.4K
$9.72M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.61K- 76.17% |
$270K - $300K
|
817
$114K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.71K- 41.81% |
$281K - $311K
|
3.78K
$529K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.72K- 8.27% |
$281K - $311K
|
30.1K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.76K- 11.41% |
$285K - $316K
|
21.4K
$3M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.76K- 1.99% |
$286K - $317K
|
136K
$19M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.95K- 20.87% |
$305K - $338K
|
11.2K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-3K- 12.63% |
$310K - $344K
|
20.8K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 21.76% |
$312K - $346K
|
10.8K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.07K- 7.13% |
$318K - $352K
|
40K
$5.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.61K- 24.67% |
$373K - $414K
|
11K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.68K- 0.67% |
$381K - $422K
|
548K
$76.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.78K- 46.95% |
$391K - $433K
|
4.27K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.93K- 0.62% |
$406K - $450K
|
630K
$88.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.14K- 4.46% |
$428K - $474K
|
88.5K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.14K- 5.94% |
$429K - $475K
|
65.6K
$9.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.22K- 45.87% |
$437K - $484K
|
4.98K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.32K- 3.95% |
$447K - $496K
|
105K
$14.7M
|