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 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-207- 34.16% |
$24.7K - $27.4K
|
399
$51.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-208- 10.52% |
$24.9K - $27.5K
|
1.77K
$228K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-214- 2.43% |
$25.6K - $28.3K
|
8.59K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-221- 2.94% |
$26.4K - $29.2K
|
7.3K
$941K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-223- 6.36% |
$26.7K - $29.5K
|
3.29K
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-232- 4.13% |
$27.7K - $30.7K
|
5.39K
$695K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-236- 0.76% |
$28.2K - $31.2K
|
31K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-238- 4.28% |
$28.4K - $31.5K
|
5.32K
$686K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-240- 9.26% |
$28.7K - $31.7K
|
2.35K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-242- 8.02% |
$28.9K - $32K
|
2.78K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-248- 6.07% |
$29.6K - $32.8K
|
3.84K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-251- 1.79% |
$30K - $33.2K
|
13.8K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-251- 33.69% |
$30K - $33.2K
|
494
$63.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-253- 1.45% |
$30.2K - $33.5K
|
17.2K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-259- 2.79% |
$31K - $34.3K
|
9.03K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-260- 58.96% |
$31.1K - $34.4K
|
181
$23.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-260- 4.55% |
$31.1K - $34.4K
|
5.46K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-263- 81.42% |
$31.4K - $34.8K
|
60
$7.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-264- 40.55% |
$31.6K - $34.9K
|
387
$49.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-266- 1.87% |
$31.8K - $35.2K
|
13.9K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-275- 0.88% |
$32.9K - $36.4K
|
31K
$4M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-275- 2.59% |
$32.9K - $36.4K
|
10.3K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-278- 24.8% |
$33.2K - $36.8K
|
843
$109K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-279- 3.78% |
$33.3K - $36.9K
|
7.11K
$916K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-282- 12.42% |
$33.7K - $37.3K
|
1.99K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-290- 2.26% |
$34.7K - $38.4K
|
12.6K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-291- 13.79% |
$34.8K - $38.5K
|
1.82K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-294- 1.83% |
$35.1K - $38.9K
|
15.8K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-295- 1.38% |
$35.3K - $39K
|
21.1K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-299- 3.34% |
$35.7K - $39.5K
|
8.64K
$1.11M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-300- 0.94% |
$35.9K - $39.7K
|
31.7K
$4.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-301- 11.2% |
$36K - $39.8K
|
2.39K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-305- 0.31% |
$36.5K - $40.3K
|
99.5K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-311- 9.47% |
$37.2K - $41.1K
|
2.97K
$383K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-318- 1.75% |
$38K - $42.1K
|
17.8K
$2.3M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-325- 15.98% |
$38.8K - $43K
|
1.71K
$220K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-330- 2.69% |
$39.4K - $43.6K
|
12K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-332- 8.13% |
$39.7K - $43.9K
|
3.75K
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-334- 2.62% |
$39.9K - $44.2K
|
12.4K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-343- 10.68% |
$41K - $45.4K
|
2.87K
$370K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-347- 4.36% |
$41.5K - $45.9K
|
7.62K
$982K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-360- 17.41% |
$43K - $47.6K
|
1.71K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-369- 14.37% |
$44.1K - $48.8K
|
2.2K
$283K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-384- 2.2% |
$45.9K - $50.8K
|
17.1K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-385- 2.85% |
$46K - $50.9K
|
13.1K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-385- 0.91% |
$46K - $50.9K
|
41.9K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-386- 1.59% |
$46.1K - $51K
|
23.9K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-399- 0.29% |
$47.7K - $52.8K
|
138K
$17.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-404- 1.07% |
$48.3K - $53.4K
|
37.4K
$4.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-405- 16.84% |
$48.4K - $53.6K
|
2K
$258K
|