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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-47- 23.74% |
$4.86K - $5.39K
|
151
$20.9K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-50- 0.76% |
$5.17K - $5.73K
|
6.57K
$911K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-50- 2.35% |
$5.17K - $5.73K
|
2.08K
$288K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-50- 1.21% |
$5.17K - $5.73K
|
4.08K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 0.41% |
$5.17K - $5.73K
|
12.1K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-50- 0.38% |
$5.17K - $5.73K
|
13K
$1.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-52- 1.99% |
$5.38K - $5.96K
|
2.57K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-53- 0.38% |
$5.48K - $6.08K
|
14K
$1.95M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-55- 1.5% |
$5.69K - $6.31K
|
3.62K
$501K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-60- 17.65% |
$6.21K - $6.88K
|
280
$38.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-62- 3.09% |
$6.42K - $7.11K
|
1.94K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-65- 1.36% |
$6.73K - $7.45K
|
4.72K
$654K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-65- 1.22% |
$6.73K - $7.45K
|
5.26K
$729K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-66- 1.63% |
$6.83K - $7.57K
|
3.99K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 4.86% |
$7.24K - $8.03K
|
1.37K
$190K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-75- 1.14% |
$7.76K - $8.6K
|
6.5K
$902K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-80- 0.7% |
$8.28K - $9.17K
|
11.4K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-84- 1.25% |
$8.69K - $9.63K
|
6.65K
$922K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-88- 3.1% |
$9.11K - $10.1K
|
2.76K
$382K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-88- 0.93% |
$9.11K - $10.1K
|
9.34K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-90- 4.06% |
$9.31K - $10.3K
|
2.13K
$295K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-92- 0.35% |
$9.52K - $10.6K
|
26.3K
$3.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-93- 1.2% |
$9.62K - $10.7K
|
7.66K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-93- 1.25% |
$9.62K - $10.7K
|
7.35K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-94- 5.27% |
$9.73K - $10.8K
|
1.69K
$234K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-97- 0.77% |
$10K - $11.1K
|
12.4K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-98- 3.73% |
$10.1K - $11.2K
|
2.53K
$350K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-100- 0.9% |
$10.3K - $11.5K
|
11K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-100- 2.19% |
$10.3K - $11.5K
|
4.46K
$618K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 1.26% |
$10.3K - $11.5K
|
7.85K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-102- 15.72% |
$10.6K - $11.7K
|
547
$75.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-107- 97.27% |
$11.1K - $12.3K
|
3
$416
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-114- 3.71% |
$11.8K - $13.1K
|
2.96K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-115- 2.16% |
$11.9K - $13.2K
|
5.22K
$724K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-124- 3.9% |
$12.8K - $14.2K
|
3.06K
$424K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-129- 1.98% |
$13.3K - $14.8K
|
6.39K
$886K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-132- 0.13% |
$13.7K - $15.1K
|
100K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-133- 0.46% |
$13.8K - $15.3K
|
29K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-135- 4.67% |
$14K - $15.5K
|
2.76K
$382K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-136- 3.17% |
$14.1K - $15.6K
|
4.16K
$576K
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-138- 0.93% |
$14.3K - $15.8K
|
14.7K
$2.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-138- 0.71% |
$14.3K - $15.8K
|
19.3K
$2.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-140- 0.62% |
$14.5K - $16.1K
|
22.5K
$3.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-143- 1.13% |
$14.8K - $16.4K
|
12.6K
$1.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-143- 2.13% |
$14.8K - $16.4K
|
6.57K
$911K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-145- 3.18% |
$15K - $16.6K
|
4.41K
$611K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-152- 7.31% |
$15.7K - $17.4K
|
1.93K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-155- 2.42% |
$16K - $17.8K
|
6.24K
$865K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-156- 2.65% |
$16.1K - $17.9K
|
5.72K
$793K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-157- 5.18% |
$16.2K - $18K
|
2.88K
$399K
|