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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
99+ 3.73% |
$11.8K - $13.1K
|
2.75K
$370K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
97+ 3.24% |
$11.6K - $12.8K
|
3.09K
$415K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
85+ 0.41% |
$10.2K - $11.2K
|
20.6K
$2.77M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
69+ 7.63% |
$8.25K - $9.13K
|
973
$131K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
58+ 1.41% |
$6.93K - $7.67K
|
4.16K
$559K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 40.8% |
$6.1K - $6.74K
|
176
$23.6K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46+ 0.28% |
$5.5K - $6.08K
|
16.6K
$2.23M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
42+ 0.45% |
$5.02K - $5.55K
|
9.46K
$1.27M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
40+ 2.07% |
$4.78K - $5.29K
|
1.98K
$265K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 1.27% |
$3.94K - $4.36K
|
2.64K
$354K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27New |
$3.23K - $3.57K
|
27
$3.63K
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
25+ 1.28% |
$2.99K - $3.31K
|
1.97K
$265K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 3.61% |
$2.99K - $3.31K
|
718
$96.4K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25+ 0.9% |
$2.99K - $3.31K
|
2.8K
$376K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
24+ 0.44% |
$2.87K - $3.17K
|
5.46K
$734K
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
17+ 0.44% |
$2.03K - $2.25K
|
3.91K
$525K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 0.35% |
$1.79K - $1.98K
|
4.26K
$572K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$1.79K - $1.98K
|
15
$2.01K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.38% |
$1.79K - $1.98K
|
3.94K
$530K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
13+ 0.07% |
$1.55K - $1.72K
|
18.3K
$2.46M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.37% |
$1.31K - $1.45K
|
2.95K
$397K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$956 - $1.06K
|
7.39K
$992K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 3.4% |
$956 - $1.06K
|
243
$32.6K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.2% |
$717 - $794
|
3.05K
$410K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$598 - $661
|
2.61K
$350K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.43% |
$598 - $661
|
1.16K
$156K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.0% |
$478 - $529
|
88K
$11.8M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.27% |
$478 - $529
|
1.46K
$197K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3+ 0.09% |
$359 - $397
|
3.2K
$429K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$359 - $397
|
3.43K
$460K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$120 - $132
|
192
$25.8K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.05% |
$120 - $132
|
1.99K
$267K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$120 - $132
|
1.79K
$240K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$120 - $132
|
3.7K
$496K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 3.17% |
$239 - $265
|
61
$8.19K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-4- 4.76% |
$478 - $529
|
80
$10.7K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-8- 0.2% |
$956 - $1.06K
|
3.94K
$528K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9- 0.35% |
$1.08K - $1.19K
|
2.53K
$340K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17- 0.7% |
$2.03K - $2.25K
|
2.41K
$323K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 0.65% |
$2.39K - $2.65K
|
3.05K
$409K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 23.13% |
$3.71K - $4.1K
|
103
$13.8K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 0.14% |
$3.71K - $4.1K
|
21.7K
$2.92M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-32- 1.5% |
$3.82K - $4.23K
|
2.1K
$282K
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-42- 1.58% |
$5.02K - $5.55K
|
2.62K
$352K
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-50- 0.95% |
$5.98K - $6.61K
|
5.23K
$702K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-52- 4.16% |
$6.22K - $6.88K
|
1.2K
$161K
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-54- 1.7% |
$6.45K - $7.14K
|
3.12K
$419K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-57- 0.49% |
$6.81K - $7.54K
|
11.5K
$1.54M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 0.78% |
$7.17K - $7.94K
|
7.62K
$1.02M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-65- 1.44% |
$7.77K - $8.6K
|
4.45K
$597K
|