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 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
145+ 0.51% |
$15K - $16.6K
|
28.6K
$3.97M
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
143+ 2.28% |
$14.8K - $16.4K
|
6.41K
$889K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
142+ 5.46% |
$14.7K - $16.3K
|
2.74K
$380K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
141New |
$14.6K - $16.2K
|
141
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
128New |
$13.2K - $14.7K
|
128
$17.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
124+ 6.18% |
$12.8K - $14.2K
|
2.13K
$296K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
120+ 2.25% |
$12.4K - $13.8K
|
5.45K
$755K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
117+ 0.5% |
$12.1K - $13.4K
|
23.4K
$3.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
109+ 0.07% |
$11.3K - $12.5K
|
158K
$21.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
107+ 1.38% |
$11.1K - $12.3K
|
7.86K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
103+ 2.69% |
$10.7K - $11.8K
|
3.94K
$546K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$10.3K - $11.5K
|
100
$13.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
94New |
$9.73K - $10.8K
|
94
$13K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
93+ 0.45% |
$9.62K - $10.7K
|
20.7K
$2.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
86+ 12.67% |
$8.9K - $9.86K
|
765
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
78+ 2.75% |
$8.07K - $8.95K
|
2.91K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
76New |
$7.86K - $8.72K
|
76
$10.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
69+ 46.0% |
$7.14K - $7.91K
|
219
$30.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
65+ 1.05% |
$6.73K - $7.45K
|
6.25K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
63+ 0.12% |
$6.52K - $7.22K
|
51.4K
$7.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.54% |
$6.42K - $7.11K
|
11.4K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
61+ 2.64% |
$6.31K - $7K
|
2.37K
$329K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59+ 0.5% |
$6.11K - $6.77K
|
12K
$1.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
51+ 1.35% |
$5.28K - $5.85K
|
3.82K
$529K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
51+ 0.54% |
$5.28K - $5.85K
|
9.49K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
50+ 1.54% |
$5.17K - $5.73K
|
3.3K
$458K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.17% |
$4.55K - $5.05K
|
26K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40New |
$4.14K - $4.59K
|
40
$5.55K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 0.41% |
$4.04K - $4.47K
|
9.63K
$1.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
38New |
$3.93K - $4.36K
|
38
$5.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37+ 0.4% |
$3.83K - $4.24K
|
9.23K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.92% |
$3.83K - $4.24K
|
4.08K
$565K
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
35+ 0.56% |
$3.62K - $4.01K
|
6.3K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
32+ 0.42% |
$3.31K - $3.67K
|
7.58K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29+ 0.76% |
$3K - $3.33K
|
3.82K
$530K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
28New |
$2.9K - $3.21K
|
28
$3.88K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
28+ 0.3% |
$2.9K - $3.21K
|
9.4K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24+ 0.39% |
$2.48K - $2.75K
|
6.12K
$848K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.15% |
$2.48K - $2.75K
|
16.2K
$2.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22+ 0.87% |
$2.28K - $2.52K
|
2.55K
$354K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 0.79% |
$2.17K - $2.41K
|
2.68K
$372K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
19+ 1.8% |
$1.97K - $2.18K
|
1.08K
$149K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
18+ 0.25% |
$1.86K - $2.06K
|
7.32K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
17New |
$1.76K - $1.95K
|
17
$2.36K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.16% |
$1.55K - $1.72K
|
9.58K
$1.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$1.55K - $1.72K
|
15
$2.08K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
14+ 1.55% |
$1.45K - $1.61K
|
920
$128K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.17% |
$1.45K - $1.61K
|
8.22K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.2% |
$1.24K - $1.38K
|
5.9K
$818K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 8.51% |
$1.24K - $1.38K
|
153
$21.2K
|