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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 4.07% |
$211K - $233K
|
41.6K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.76K- 6.59% |
$211K - $233K
|
25K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.77K- 0.61% |
$212K - $235K
|
290K
$37.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.8K- 1.37% |
$215K - $237K
|
129K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.8K- 2.21% |
$215K - $238K
|
79.7K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.83K- 5.1% |
$218K - $242K
|
34K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.86K- 2.44% |
$223K - $246K
|
74.3K
$9.58M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.92K- 26.06% |
$229K - $254K
|
5.45K
$702K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.95K- 8.47% |
$233K - $258K
|
21.1K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.95K- 9.86% |
$233K - $258K
|
17.8K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.14K- 3.31% |
$255K - $282K
|
62.4K
$8.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.14K- 25.38% |
$256K - $283K
|
6.29K
$811K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.3K- 2.39% |
$275K - $304K
|
93.9K
$12.1M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.3K- 10.88% |
$275K - $304K
|
18.9K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.34K- 30.23% |
$280K - $309K
|
5.4K
$696K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.4K- 4.5% |
$287K - $318K
|
51K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.48K- 23.99% |
$296K - $327K
|
7.84K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.51K- 0.31% |
$300K - $332K
|
818K
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.55K- 2.02% |
$305K - $337K
|
123K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.59K- 17.12% |
$310K - $343K
|
12.5K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-2.67K- 17.39% |
$319K - $353K
|
12.7K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.79K- 5.98% |
$333K - $369K
|
43.8K
$5.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.93K- 45.79% |
$350K - $387K
|
3.47K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.95K- 1.07% |
$352K - $390K
|
273K
$35.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.95K- 9.56% |
$353K - $391K
|
27.9K
$3.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.96K- 2.18% |
$354K - $392K
|
133K
$17.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.97K- 0.27% |
$355K - $392K
|
1.1M
$142M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.99K- 24.48% |
$357K - $395K
|
9.21K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 17.87% |
$367K - $406K
|
14.1K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.55K- 31.15% |
$424K - $469K
|
7.84K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.62K- 3.23% |
$433K - $479K
|
108K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.23K- 1.24% |
$506K - $559K
|
338K
$43.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.26K- 34.21% |
$509K - $563K
|
8.19K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.31K- 29.81% |
$515K - $570K
|
10.2K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.32K- 90.76% |
$516K - $571K
|
440
$56.7K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.8K- 2.46% |
$573K - $634K
|
190K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.87K- 35.78% |
$582K - $644K
|
8.74K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5.24K- 41.95% |
$627K - $693K
|
7.26K
$935K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.48K- 5.06% |
$655K - $725K
|
103K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.86K- 1.62% |
$700K - $774K
|
356K
$45.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.86K- 20.39% |
$701K - $775K
|
22.9K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5.87K- 63.82% |
$702K - $776K
|
3.33K
$429K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.49K- 0.96% |
$776K - $858K
|
670K
$86.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.61K- 6.34% |
$790K - $874K
|
97.6K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.68K- 4.17% |
$799K - $884K
|
153K
$19.8M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.72K- 92.14% |
$803K - $889K
|
573
$73.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.91K- 1.41% |
$825K - $913K
|
484K
$62.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-7.3K- 4.0% |
$873K - $966K
|
175K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-7.68K- 39.25% |
$918K - $1.02M
|
11.9K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.94K- 38.26% |
$949K - $1.05M
|
12.8K
$1.65M
|