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
|
Hb Wealth Management, LLC
|
SELL
|
- |
-66- 1.19% |
$7.89K - $8.73K
|
5.47K
$734K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-69- 2.06% |
$8.25K - $9.13K
|
3.27K
$440K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-69- 0.89% |
$8.25K - $9.13K
|
7.73K
$1.04M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-72- 19.89% |
$8.61K - $9.52K
|
290
$38.9K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 2.97% |
$8.96K - $9.92K
|
2.45K
$329K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-86- 2.32% |
$10.3K - $11.4K
|
3.62K
$486K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-86- 1.35% |
$10.3K - $11.4K
|
6.3K
$846K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-86- 1.2% |
$10.3K - $11.4K
|
7.1K
$954K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-89- 12.71% |
$10.6K - $11.8K
|
611
$82K
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-110- 1.04% |
$13.1K - $14.5K
|
10.5K
$1.41M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-111- 2.5% |
$13.3K - $14.7K
|
4.33K
$581K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-118- 0.25% |
$14.1K - $15.6K
|
47K
$6.31M
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-122- 5.15% |
$14.6K - $16.1K
|
2.25K
$302K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-127- 3.15% |
$15.2K - $16.8K
|
3.91K
$524K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-141- 5.71% |
$16.9K - $18.6K
|
2.33K
$313K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-148- 4.55% |
$17.7K - $19.6K
|
3.1K
$417K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-162- 5.56% |
$19.4K - $21.4K
|
2.75K
$370K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-253- 1.45% |
$30.2K - $33.5K
|
17.2K
$2.31M
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-266- 1.87% |
$31.8K - $35.2K
|
13.9K
$1.87M
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-278- 24.8% |
$33.2K - $36.8K
|
843
$113K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-291- 13.79% |
$34.8K - $38.5K
|
1.82K
$244K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-295- 1.38% |
$35.3K - $39K
|
21.1K
$2.83M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-301- 11.2% |
$36K - $39.8K
|
2.39K
$320K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-318- 1.75% |
$38K - $42.1K
|
17.8K
$2.39M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-330- 2.69% |
$39.4K - $43.6K
|
12K
$1.61M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-384- 2.2% |
$45.9K - $50.8K
|
17.1K
$2.29M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-426- 26.63% |
$50.9K - $56.3K
|
1.17K
$158K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-457- 3.06% |
$54.6K - $60.4K
|
14.5K
$1.95M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-465- 5.28% |
$55.6K - $61.5K
|
8.34K
$1.12M
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-478- 7.26% |
$57.1K - $63.2K
|
6.11K
$820K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-521- 0.85% |
$62.3K - $68.9K
|
60.5K
$8.12M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-547- 3.17% |
$65.4K - $72.3K
|
16.7K
$2.24M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-560- 2.22% |
$66.9K - $74.1K
|
24.7K
$3.31M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-577- 5.11% |
$69K - $76.3K
|
10.7K
$1.44M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-824- 9.17% |
$98.5K - $109K
|
8.16K
$1.1M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.11K- 31.95% |
$133K - $147K
|
2.36K
$317K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.24K- 27.57% |
$148K - $163K
|
3.24K
$436K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 1.53% |
$172K - $190K
|
92.2K
$12.4M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.47K- 1.4% |
$175K - $194K
|
104K
$13.9M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.47K- 32.14% |
$176K - $195K
|
3.11K
$418K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.3K- 2.39% |
$275K - $304K
|
93.9K
$12.6M
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.4K- 4.5% |
$287K - $318K
|
51K
$6.85M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-2.67K- 17.39% |
$319K - $353K
|
12.7K
$1.7M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.96K- 2.18% |
$354K - $392K
|
133K
$17.8M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5.24K- 41.95% |
$627K - $693K
|
7.26K
$974K
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.49K- 0.96% |
$776K - $858K
|
670K
$90M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.61K- 6.34% |
$790K - $874K
|
97.6K
$13.1M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.94K- 38.26% |
$949K - $1.05M
|
12.8K
$1.72M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.2K- 6.36% |
$4.45M - $4.92M
|
549K
$73.7M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-49.7K- 62.09% |
$5.94M - $6.57M
|
30.4K
$4.08M
|