Purchases and Sales Made in Q3 2023 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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
Ascent Group, LLC

BUY
 -
7.24K
+ 52.9%
$749K - $830K
20.9K $2.93M
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

BUY
 -
6.97K
+ 13.66%
$721K - $799K
58K $8.12M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
6.95K
New
$719K - $797K
6.95K $974K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
6.57K
+ 216.8%
$680K - $753K
9.6K $1.34M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
6.28K
New
$650K - $720K
6.28K $880K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
6.26K
+ 124.14%
$648K - $718K
11.3K $1.58M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
6.13K
+ 2.04%
$634K - $703K
307K $43M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
6.08K
+ 68.06%
$629K - $697K
15K $2.1M
Oct 26, 2023 Q3 2023
Conning Inc.

BUY
 -
5.84K
+ 14.63%
$604K - $669K
45.7K $6.41M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
5.75K
+ 174.95%
$595K - $659K
9.04K $1.27M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.17K
+ 0.58%
$535K - $593K
900K $126M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
5.07K
New
$525K - $582K
5.07K $711K
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

BUY
 -
4.94K
+ 46.79%
$511K - $567K
15.5K $2.17M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.93K
+ 19.01%
$510K - $565K
30.9K $4.32M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.6K
+ 12.4%
$476K - $528K
41.7K $5.84M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
4.38K
+ 18.37%
$453K - $502K
28.2K $3.95M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.07K
New
$421K - $467K
4.07K $570K
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
3.94K
+ 89.96%
$408K - $452K
8.32K $1.17M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
3.81K
+ 3.21%
$394K - $437K
122K $17.1M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
3.81K
+ 3.21%
$394K - $437K
122K $17.1M
Nov 01, 2023 Q3 2023
Prw Wealth Management LLC

BUY
 -
3.76K
New
$389K - $431K
3.76K $527K
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
3.42K
New
$354K - $392K
3.42K $479K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
3.41K
+ 5.53%
$353K - $392K
65.2K $9.13M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.38K
+ 36.57%
$350K - $387K
12.6K $1.77M
Nov 07, 2023 Q3 2023
Boston Partners

Boston, MA
BUY
 -
3.3K
New
$342K - $379K
3.3K $463K
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
3.27K
New
$339K - $375K
3.27K $458K
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
3.22K
New
$333K - $369K
3.22K $451K
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
3.06K
+ 16.63%
$317K - $351K
21.5K $3.01M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
3.05K
New
$315K - $349K
3.05K $427K
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
2.98K
+ 66.23%
$309K - $342K
7.49K $1.05M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
2.95K
+ 5.11%
$305K - $338K
60.6K $8.49M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.9K
+ 1.84%
$300K - $333K
161K $22.5M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.88K
New
$298K - $330K
2.88K $403K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
2.72K
+ 2.69%
$282K - $312K
104K $14.6M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.62K
New
$272K - $301K
2.62K $368K
Oct 13, 2023 Q3 2023
Auour Investments LLC

Wenham, MA
BUY
 -
2.54K
+ 9.25%
$263K - $291K
30K $4.2M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.52K
New
$261K - $289K
2.52K $353K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
2.49K
+ 46.92%
$258K - $286K
7.81K $1.09M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.48K
New
$257K - $285K
2.48K $348K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
2.42K
+ 16.02%
$250K - $277K
17.5K $2.45M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
2.41K
+ 3.67%
$249K - $276K
68K $9.53M
Oct 31, 2023 Q3 2023
Investment Partners, Ltd.

BUY
 -
2.39K
+ 7.12%
$247K - $274K
35.9K $5.03M
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
2.3K
New
$238K - $263K
2.3K $322K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
2.28K
New
$236K - $261K
2.28K $319K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.2K
+ 0.76%
$228K - $252K
290K $40.6M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
2.14K
+ 2.72%
$221K - $245K
80.9K $11.3M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.12K
+ 14.63%
$220K - $243K
16.6K $2.33M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.12K
+ 21.49%
$219K - $243K
12K $1.68M
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
2.09K
+ 46.19%
$216K - $239K
6.61K $926K

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