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 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.82K- 7.38% |
$1.05M - $1.17M
|
111K
$14.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-10.6K- 3.86% |
$1.27M - $1.4M
|
264K
$34.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.7K- 89.65% |
$1.52M - $1.69M
|
1.47K
$190K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-14.2K- 9.93% |
$1.7M - $1.88M
|
129K
$16.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-14.6K- 38.98% |
$1.74M - $1.92M
|
22.8K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-14.6K- 43.25% |
$1.74M - $1.93M
|
19.1K
$2.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-16.8K- 37.11% |
$2M - $2.22M
|
28.4K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 8.12% |
$2.09M - $2.31M
|
198K
$25.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.4K- 25.92% |
$2.2M - $2.43M
|
52.6K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-18.9K- 57.02% |
$2.26M - $2.5M
|
14.3K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.7K- 7.09% |
$2.71M - $3M
|
298K
$38.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-31.3K- 63.74% |
$3.74M - $4.14M
|
17.8K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-36K- 13.24% |
$4.31M - $4.76M
|
236K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.4K- 0.94% |
$4.35M - $4.82M
|
3.83M
$493M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.2K- 6.36% |
$4.45M - $4.92M
|
549K
$70.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-39K- 92.4% |
$4.66M - $5.15M
|
3.21K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41.6K- 34.1% |
$4.98M - $5.51M
|
80.5K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-41.9K- 44.97% |
$5.01M - $5.55M
|
51.3K
$6.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-42.2K- 2.8% |
$5.04M - $5.58M
|
1.46M
$189M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-44.2K- 95.13% |
$5.29M - $5.85M
|
2.26K
$292K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-49.7K- 62.09% |
$5.94M - $6.57M
|
30.4K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.2K- 1.43% |
$6.36M - $7.04M
|
3.68M
$474M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-55.9K- 2.93% |
$6.68M - $7.39M
|
1.86M
$239M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-68.2K- 39.92% |
$8.15M - $9.02M
|
103K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-74.4K- 40.34% |
$8.89M - $9.83M
|
110K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-83.6K- 95.64% |
$9.99M - $11.1M
|
3.81K
$490K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-89K- 3.65% |
$10.6M - $11.8M
|
2.35M
$302M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-93.6K- 49.85% |
$11.2M - $12.4M
|
94.1K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-97.5K- 41.17% |
$11.7M - $12.9M
|
139K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-115K- 20.99% |
$13.7M - $15.2M
|
433K
$55.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-131K- 38.48% |
$15.7M - $17.4M
|
210K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-133K- 56.74% |
$15.8M - $17.5M
|
101K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167K- 7.45% |
$19.9M - $22M
|
2.07M
$267M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-173K- 74.06% |
$20.7M - $22.9M
|
60.7K
$7.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-179K- 14.72% |
$21.4M - $23.7M
|
1.04M
$134M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-324K- 7.81% |
$38.7M - $42.8M
|
3.82M
$493M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-334K- 11.56% |
$40M - $44.2M
|
2.56M
$330M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-828K- 17.94% |
$99M - $110M
|
3.79M
$488M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.57M- 92.99% |
$188M - $208M
|
118K
$15.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.21M- 96.43% |
$265M - $293M
|
81.9K
$10.6M
|