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 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
2.05K
+ 45.34%
$212K - $235K
6.57K $911K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
2.01K
+ 1.66%
$208K - $231K
123K $17.1M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
1.97K
New
$204K - $226K
1.97K $274K
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.86K
+ 16.5%
$192K - $213K
13.1K $1.82M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
1.81K
+ 10.94%
$187K - $207K
18.3K $2.54M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.75K
+ 67.97%
$181K - $201K
4.33K $600K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.7K
+ 48.44%
$176K - $195K
5.22K $724K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
1.68K
New
$174K - $193K
1.68K $233K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.64K
+ 12.34%
$170K - $188K
14.9K $2.07M
Oct 13, 2023 Q3 2023
Smith & Howard Wealth Management, LLC

BUY
 -
1.57K
+ 51.73%
$163K - $181K
4.62K $640K
Oct 26, 2023 Q3 2023
Mathes Company, Inc.

BUY
 -
1.5K
+ 32.64%
$155K - $172K
6.1K $845K
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
1.42K
+ 4.32%
$147K - $163K
34.2K $4.74M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
1.4K
New
$145K - $161K
1.4K $194K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.36K
+ 3.58%
$141K - $156K
39.5K $5.48M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
1.35K
+ 3982.35%
$140K - $155K
1.39K $192K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
1.29K
+ 110.6%
$134K - $148K
2.46K $342K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
1.29K
+ 110.6%
$134K - $148K
2.46K $342K
Nov 03, 2023 Q3 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
1.17K
+ 3.91%
$121K - $134K
31.1K $4.31M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.1K
+ 2.49%
$114K - $127K
45.5K $6.31M
Nov 08, 2023 Q3 2023
Nfj Investment Group, LLC

Dallas, TX
BUY
 -
1.01K
New
$105K - $116K
1.01K $140K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
986
+ 5.61%
$102K - $113K
18.6K $2.57M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
970
+ 11.87%
$100K - $111K
9.15K $1.27M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
965
+ 3.64%
$99.9K - $111K
27.5K $3.81M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
949
+ 0.31%
$98.2K - $109K
309K $42.8M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
917
+ 6.99%
$94.9K - $105K
14K $1.94M
Nov 15, 2023 Q3 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
913
+ 0.85%
$94.5K - $105K
109K $15.1M
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
898
+ 43.38%
$92.9K - $103K
2.97K $411K
Oct 23, 2023 Q3 2023
Busey Wealth Management

BUY
 -
882
+ 11.7%
$91.3K - $101K
8.42K $1.17M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
860
+ 92.08%
$89K - $98.6K
1.79K $249K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
855
+ 0.77%
$88.5K - $98.1K
112K $15.5M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
854
New
$88.4K - $97.9K
854 $118K
Nov 07, 2023 Q3 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
808
+ 1.76%
$83.6K - $92.7K
46.7K $6.47M
Oct 30, 2023 Q3 2023
Pflug Koory, LLC

BUY
 -
808
New
$83.6K - $92.7K
808 $112K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
769
+ 26.1%
$79.6K - $88.2K
3.72K $515K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
766
+ 25.84%
$79.3K - $87.8K
3.73K $517K
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
765
+ 7.63%
$79.2K - $87.7K
10.8K $1.5M
Nov 01, 2023 Q3 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
762
+ 7.77%
$78.9K - $87.4K
10.6K $1.46M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
742
+ 12.07%
$76.8K - $85.1K
6.89K $955K
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
732
+ 8.61%
$75.7K - $83.9K
9.24K $1.28M
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
668
+ 20.78%
$69.1K - $76.6K
3.88K $538K
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
666
+ 4.12%
$68.9K - $76.4K
16.8K $2.33M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
652
+ 98.19%
$67.5K - $74.8K
1.32K $182K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
648
+ 33.8%
$67.1K - $74.3K
2.57K $356K
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
641
New
$66.3K - $73.5K
641 $88.9K
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
621
+ 31.51%
$64.3K - $71.2K
2.59K $359K
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
600
+ 0.78%
$62.1K - $68.8K
77.4K $10.7M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
598
+ 5.29%
$61.9K - $68.6K
11.9K $1.65M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
577
New
$59.7K - $66.2K
577 $80K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
566
+ 4.09%
$58.6K - $64.9K
14.4K $2M

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