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
Flaharty Asset Management, LLC

BUY
 -
556
New
$57.5K - $63.8K
556 $77.9K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
546
+ 47.73%
$56.5K - $62.6K
1.69K $237K
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
543
+ 2.6%
$56.2K - $62.3K
21.5K $3M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
540
+ 8.0%
$55.9K - $61.9K
7.29K $1.02M
Dec 08, 2023 Q3 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
528
+ 0.65%
$54.6K - $60.6K
81.9K $11.5M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
524
+ 1.59%
$54.2K - $60.1K
33.6K $4.7M
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
519
+ 21.8%
$53.7K - $59.5K
2.9K $406K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
502
+ 2.93%
$51.9K - $57.6K
17.7K $2.47M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
500
+ 22.46%
$51.7K - $57.3K
2.73K $382K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
494
+ 6.7%
$51.1K - $56.7K
7.87K $1.1M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
491
+ 0.72%
$50.8K - $56.3K
68.9K $9.66M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
435
+ 6.04%
$45K - $49.9K
7.64K $1.07M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
431
+ 37.0%
$44.6K - $49.4K
1.6K $224K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
426
+ 32.87%
$44.1K - $48.9K
1.72K $241K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
424
+ 4.42%
$43.9K - $48.6K
10K $1.4M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
423
+ 5.11%
$43.8K - $48.5K
8.7K $1.22M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
407
+ 0.5%
$42.1K - $46.7K
81.9K $11.5M
Oct 23, 2023 Q3 2023
Cedar Mountain Advisors, LLC

BUY
 -
396
+ 0.16%
$41K - $45.4K
245K $34.3M
Nov 14, 2023 Q3 2023
First Western Trust Bank

Denver, CO
BUY
 -
388
+ 3.85%
$40.2K - $44.5K
10.5K $1.47M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
384
+ 0.39%
$39.7K - $44K
100K $14M
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
376
+ 12.34%
$38.9K - $43.1K
3.42K $480K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
369
+ 1.42%
$38.2K - $42.3K
26.4K $3.7M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
362
New
$37.5K - $41.5K
362 $50.7K
Nov 06, 2023 Q3 2023
Widmann Financial Services, Inc.

BUY
 -
360
+ 2.51%
$37.3K - $41.3K
14.7K $2.06M
Oct 12, 2023 Q3 2023
Paradigm Financial Partners, LLC

BUY
 -
352
+ 2.73%
$36.4K - $40.4K
13.3K $1.86M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
350
New
$36.2K - $40.1K
350 $49K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
340
+ 6.95%
$35.2K - $39K
5.23K $733K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
310
+ 13.51%
$32.1K - $35.6K
2.61K $365K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
309
+ 882.86%
$32K - $35.4K
344 $48.2K
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
280
+ 5.13%
$29K - $32.1K
5.74K $804K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
262
+ 5.13%
$27.1K - $30K
5.37K $753K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
242
+ 0.67%
$25K - $27.8K
36.5K $5.11M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
236
+ 42.99%
$24.4K - $27.1K
785 $110K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
235
+ 0.76%
$24.3K - $26.9K
31.2K $4.37M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
218
+ 2.9%
$22.6K - $25K
7.74K $1.08M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
213
+ 115.14%
$22K - $24.4K
398 $55.7K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
210
New
$21.7K - $24.1K
210 $29.4K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
202
+ 7.61%
$20.9K - $23.2K
2.86K $400K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
196
+ 95.15%
$20.3K - $22.5K
402 $56.3K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
194
+ 3.24%
$20.1K - $22.2K
6.18K $866K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
190
+ 0.9%
$19.7K - $21.8K
21.3K $2.98M
Oct 16, 2023 Q3 2023
Powell Investment Advisors, LLC

BUY
 -
189
+ 0.41%
$19.6K - $21.7K
45.9K $6.43M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
186
+ 0.29%
$19.2K - $21.3K
64.3K $9M
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
177
+ 5.39%
$18.3K - $20.3K
3.46K $484K
Nov 06, 2023 Q3 2023
Wedgewood Investors Inc

BUY
 -
176
+ 2.14%
$18.2K - $20.2K
8.4K $1.18M
May 24, 2024 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
170
New
$17.6K - $19.5K
170 $23.8K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
166
+ 3.66%
$17.2K - $19K
4.7K $659K
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
156
+ 2.15%
$16.1K - $17.9K
7.4K $1.04M
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
151
+ 1.91%
$15.6K - $17.3K
8.04K $1.13M

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