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 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-74.8K- 99.08% |
$7.74M - $8.58M
|
696
$87.1K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-79K- 69.35% |
$8.17M - $9.06M
|
34.9K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81.8K- 4.61% |
$8.46M - $9.38M
|
1.69M
$212M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-180K- 68.14% |
$18.6M - $20.6M
|
84.1K
$10.5M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-192K- 12.87% |
$19.9M - $22.1M
|
1.3M
$163M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 4.11% |
$20.7M - $22.9M
|
4.67M
$584M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-205KClosed |
$21.2M - $23.5M
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-394K- 22.02% |
$40.8M - $45.2M
|
1.4M
$175M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-801K- 68.25% |
$82.9M - $91.9M
|
373K
$46.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.38M- 78.51% |
$350M - $388M
|
926K
$116M
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-24.8MClosed |
$2.56B - $2.84B
|
0
$0
|