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 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-6- 0.26% |
$717 - $794
|
2.34K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-8- 0.2% |
$956 - $1.06K
|
3.94K
$507K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9- 0.35% |
$1.08K - $1.19K
|
2.53K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11- 0.39% |
$1.31K - $1.45K
|
2.82K
$363K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11- 0.17% |
$1.31K - $1.45K
|
6.4K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-13- 0.28% |
$1.55K - $1.72K
|
4.71K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.01% |
$1.67K - $1.85K
|
106K
$13.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-15- 0.33% |
$1.79K - $1.98K
|
4.47K
$576K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17- 0.7% |
$2.03K - $2.25K
|
2.41K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 0.65% |
$2.39K - $2.65K
|
3.05K
$393K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-21- 6.25% |
$2.51K - $2.78K
|
315
$40.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-25- 0.87% |
$2.99K - $3.31K
|
2.84K
$366K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-26- 0.72% |
$3.11K - $3.44K
|
3.59K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-28- 1.12% |
$3.35K - $3.7K
|
2.46K
$317K
|
|
|
Apr 01, 2025
Q3 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-28- 0.02% |
$3.35K - $3.7K
|
127K
$16.4M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-29- 0.72% |
$3.47K - $3.84K
|
3.98K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30- 1.75% |
$3.59K - $3.97K
|
1.69K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-30- 0.42% |
$3.59K - $3.97K
|
7.04K
$908K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 23.13% |
$3.71K - $4.1K
|
103
$13.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 0.14% |
$3.71K - $4.1K
|
21.7K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-32- 1.5% |
$3.82K - $4.23K
|
2.1K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-34- 0.78% |
$4.06K - $4.5K
|
4.34K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-34- 0.58% |
$4.06K - $4.5K
|
5.88K
$757K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34- 0.15% |
$4.06K - $4.5K
|
23K
$2.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-36- 0.49% |
$4.3K - $4.76K
|
7.35K
$947K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-39- 0.24% |
$4.66K - $5.16K
|
16.5K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 2.41% |
$4.78K - $5.29K
|
1.62K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.92% |
$4.78K - $5.29K
|
2.05K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-41- 0.9% |
$4.9K - $5.42K
|
4.53K
$583K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-42- 0.41% |
$5.02K - $5.55K
|
10.1K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-42- 1.58% |
$5.02K - $5.55K
|
2.62K
$338K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-45- 2.55% |
$5.38K - $5.95K
|
1.72K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-46- 0.96% |
$5.5K - $6.08K
|
4.72K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-47- 0.36% |
$5.62K - $6.22K
|
13K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-49- 0.85% |
$5.86K - $6.48K
|
5.72K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-50- 0.95% |
$5.98K - $6.61K
|
5.23K
$674K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-52- 4.16% |
$6.22K - $6.88K
|
1.2K
$155K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-53- 1.26% |
$6.33K - $7.01K
|
4.16K
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-54- 0.41% |
$6.45K - $7.14K
|
13K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-54- 3.15% |
$6.45K - $7.14K
|
1.66K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-54- 1.7% |
$6.45K - $7.14K
|
3.12K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-54- 0.49% |
$6.45K - $7.14K
|
11.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-56- 0.28% |
$6.69K - $7.41K
|
20.2K
$2.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-57- 0.49% |
$6.81K - $7.54K
|
11.5K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-57- 0.53% |
$6.81K - $7.54K
|
10.8K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58- 0.04% |
$6.93K - $7.67K
|
161K
$20.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 0.78% |
$7.17K - $7.94K
|
7.62K
$982K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-61- 0.23% |
$7.29K - $8.07K
|
26K
$3.35M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-64- 2.3% |
$7.65K - $8.46K
|
2.72K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-65- 0.77% |
$7.77K - $8.6K
|
8.39K
$1.08M
|