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
|
Western Wealth Management, LLC
|
BUY
|
- |
1.7K+ 83.77% |
$203K - $225K
|
3.73K
$480K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.68K+ 2.82% |
$201K - $223K
|
61.4K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.63KNew |
$195K - $216K
|
1.63K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.63KNew |
$195K - $215K
|
1.63K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.63KNew |
$194K - $215K
|
1.63K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.62KNew |
$194K - $214K
|
1.62K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$194K - $214K
|
1.62K
$209K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.62KNew |
$193K - $214K
|
1.62K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.59K+ 23.05% |
$190K - $210K
|
8.49K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.59KNew |
$190K - $210K
|
1.59K
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.58K+ 2.85% |
$189K - $209K
|
57.1K
$7.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.58KNew |
$189K - $209K
|
1.58K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.57KNew |
$187K - $207K
|
1.57K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$182K - $202K
|
1.52K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$182K - $201K
|
1.52K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.52K+ 4.68% |
$182K - $201K
|
34K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 0.47% |
$179K - $198K
|
318K
$41M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.49K+ 1.99% |
$178K - $197K
|
76.1K
$9.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.4K+ 16.99% |
$167K - $185K
|
9.63K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.36K+ 10.58% |
$162K - $179K
|
14.2K
$1.83M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 5.95% |
$160K - $177K
|
23.8K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 2.07% |
$159K - $176K
|
65.6K
$8.45M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.3K+ 7.03% |
$155K - $172K
|
19.8K
$2.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.28KNew |
$153K - $170K
|
1.28K
$165K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25K+ 33.53% |
$149K - $165K
|
4.97K
$640K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.18K+ 8.09% |
$141K - $156K
|
15.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.16K+ 2.25% |
$139K - $153K
|
52.6K
$6.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.13K+ 65.26% |
$135K - $149K
|
2.86K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.13K+ 10.76% |
$135K - $149K
|
11.6K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.12K+ 10.4% |
$133K - $148K
|
11.8K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.11K+ 15.99% |
$133K - $147K
|
8.05K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.1K+ 10.51% |
$131K - $145K
|
11.6K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 7.14% |
$122K - $135K
|
15.4K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
990+ 4.24% |
$118K - $131K
|
24.4K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
979+ 0.7% |
$117K - $129K
|
140K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
956+ 19.76% |
$114K - $126K
|
5.8K
$747K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
942New |
$113K - $125K
|
942
$121K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
899+ 6.92% |
$107K - $119K
|
13.9K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
873+ 0.97% |
$104K - $115K
|
90.6K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
829+ 2.28% |
$99.1K - $110K
|
37.3K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
822+ 8.52% |
$98.2K - $109K
|
10.5K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
798+ 1.49% |
$95.4K - $106K
|
54.3K
$7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
775+ 5.62% |
$92.6K - $102K
|
14.6K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
728+ 6.76% |
$87K - $96.3K
|
11.5K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
715+ 23.52% |
$85.5K - $94.6K
|
3.76K
$484K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
693+ 7.25% |
$82.8K - $91.6K
|
10.3K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
682+ 25.55% |
$81.5K - $90.2K
|
3.35K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
679+ 1.78% |
$81.2K - $89.8K
|
38.7K
$4.99M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
676+ 25.94% |
$80.8K - $89.4K
|
3.28K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
660+ 0.27% |
$78.9K - $87.3K
|
249K
$32.1M
|