Purchases and Sales Made in Q3 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60.9KNew |
$7.28M - $8.05M
|
60.9K
$8.17M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.8KNew |
$5.35M - $5.92M
|
44.8K
$6.01M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.9K+ 38.81% |
$3.1M - $3.43M
|
92.6K
$12.4M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18.2K+ 76.43% |
$2.18M - $2.41M
|
42K
$5.64M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.4KNew |
$1.24M - $1.37M
|
10.4K
$1.39M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.08K+ 117.19% |
$726K - $803K
|
11.3K
$1.51M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.9K+ 9.61% |
$706K - $781K
|
67.4K
$9.04M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.79K+ 3.85% |
$692K - $766K
|
156K
$21M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.04KNew |
$602K - $666K
|
5.04K
$676K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
4.65KNew |
$556K - $615K
|
4.65K
$625K
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.55K+ 2.28% |
$544K - $602K
|
204K
$27.4M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.47KNew |
$534K - $591K
|
4.47K
$600K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 2.43% |
$479K - $530K
|
169K
$22.7M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18KNew |
$380K - $420K
|
3.18K
$427K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.37K+ 37.8% |
$284K - $314K
|
8.65K
$1.16M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.33K+ 1.49% |
$278K - $308K
|
158K
$21.2M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.21KNew |
$265K - $293K
|
2.21K
$297K
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.2K+ 9.34% |
$262K - $290K
|
25.7K
$3.45M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.07KNew |
$247K - $273K
|
2.07K
$277K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 8.73% |
$223K - $247K
|
23.3K
$3.13M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.82K+ 7.59% |
$217K - $240K
|
25.7K
$3.45M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$194K - $214K
|
1.62K
$218K
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.62KNew |
$193K - $214K
|
1.62K
$217K
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.59KNew |
$190K - $210K
|
1.59K
$213K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.58KNew |
$189K - $209K
|
1.58K
$212K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.28KNew |
$153K - $170K
|
1.28K
$172K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
715+ 23.52% |
$85.5K - $94.6K
|
3.76K
$504K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
693+ 7.25% |
$82.8K - $91.6K
|
10.3K
$1.38M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
682+ 25.55% |
$81.5K - $90.2K
|
3.35K
$450K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
660New |
$78.9K - $87.3K
|
660
$88.6K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
660+ 0.27% |
$78.9K - $87.3K
|
249K
$33.5M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
660+ 15.24% |
$78.9K - $87.3K
|
4.99K
$670K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
639+ 2.23% |
$76.4K - $84.5K
|
29.3K
$3.93M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
556New |
$66.5K - $73.5K
|
556
$74.7K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
551+ 22.37% |
$65.9K - $72.9K
|
3.01K
$405K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
481+ 5.19% |
$57.5K - $63.6K
|
9.74K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
426+ 2.62% |
$50.9K - $56.3K
|
16.7K
$2.24M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
420New |
$50.2K - $55.5K
|
420
$56.4K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
386+ 6.94% |
$46.1K - $51K
|
5.95K
$798K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
371+ 5.24% |
$44.3K - $49.1K
|
7.45K
$1M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
330+ 2.51% |
$39.4K - $43.6K
|
13.5K
$1.81M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
275+ 0.74% |
$32.9K - $36.4K
|
37.4K
$5.03M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
205+ 2.97% |
$24.5K - $27.1K
|
7.1K
$953K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
197+ 22.16% |
$23.5K - $26.1K
|
1.09K
$146K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
182New |
$21.8K - $24.1K
|
182
$24.4K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
179+ 5.05% |
$21.4K - $23.7K
|
3.73K
$500K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
171+ 8.17% |
$20.4K - $22.6K
|
2.26K
$304K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
141+ 0.65% |
$16.9K - $18.6K
|
21.9K
$2.94M
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
136+ 0.2% |
$16.3K - $18K
|
68.2K
$9.16M
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
133+ 1.6% |
$15.9K - $17.6K
|
8.47K
$1.14M
|