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 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 2.97% |
$8.96K - $9.92K
|
2.45K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-80- 3.59% |
$9.56K - $10.6K
|
2.15K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-82- 1.06% |
$9.8K - $10.8K
|
7.67K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-86- 1.35% |
$10.3K - $11.4K
|
6.3K
$847K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-86- 2.32% |
$10.3K - $11.4K
|
3.62K
$486K
|
|
|
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
$82.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-90- 1.39% |
$10.8K - $11.9K
|
6.39K
$859K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-91- 5.96% |
$10.9K - $12K
|
1.44K
$193K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-95- 4.22% |
$11.4K - $12.6K
|
2.15K
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-101- 1.92% |
$12.1K - $13.4K
|
5.15K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-101- 3.16% |
$12.1K - $13.4K
|
3.1K
$417K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-105- 3.53% |
$12.5K - $13.9K
|
2.87K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-107- 2.23% |
$12.8K - $14.2K
|
4.7K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-110- 1.46% |
$13.1K - $14.5K
|
7.43K
$999K
|
|
|
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
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-118- 2.0% |
$14.1K - $15.6K
|
5.78K
$777K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-118- 0.25% |
$14.1K - $15.6K
|
47K
$6.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-120- 1.6% |
$14.3K - $15.9K
|
7.36K
$989K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-122- 5.15% |
$14.6K - $16.1K
|
2.25K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-123- 0.59% |
$14.7K - $16.3K
|
20.8K
$2.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-127- 2.43% |
$15.2K - $16.8K
|
5.1K
$686K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-127- 3.15% |
$15.2K - $16.8K
|
3.91K
$525K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-129- 6.43% |
$15.4K - $17.1K
|
1.88K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-134- 6.81% |
$16K - $17.7K
|
1.83K
$246K
|
|
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-151- 1.67% |
$18K - $20K
|
8.87K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-151- 2.12% |
$18K - $20K
|
6.96K
$935K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-162- 5.56% |
$19.4K - $21.4K
|
2.75K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-169- 7.14% |
$20.2K - $22.4K
|
2.2K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-171- 2.2% |
$20.4K - $22.6K
|
7.61K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-171- 0.39% |
$20.4K - $22.6K
|
43.7K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-178- 3.04% |
$21.3K - $23.5K
|
5.67K
$762K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-180- 2.08% |
$21.5K - $23.8K
|
8.46K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-197- 32.19% |
$23.5K - $26.1K
|
415
$55.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-203- 1.04% |
$24.3K - $26.8K
|
19.2K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-205- 0.42% |
$24.5K - $27.1K
|
48.8K
$6.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-207- 34.16% |
$24.7K - $27.4K
|
399
$53.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-208- 10.52% |
$24.9K - $27.5K
|
1.77K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-221- 2.94% |
$26.4K - $29.2K
|
7.3K
$981K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-223- 6.36% |
$26.7K - $29.5K
|
3.29K
$442K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-232- 4.13% |
$27.7K - $30.7K
|
5.39K
$725K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-236- 0.76% |
$28.2K - $31.2K
|
31K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-238- 4.28% |
$28.4K - $31.5K
|
5.32K
$715K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-240- 9.26% |
$28.7K - $31.7K
|
2.35K
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-242- 8.02% |
$28.9K - $32K
|
2.78K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-248- 6.07% |
$29.6K - $32.8K
|
3.84K
$516K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-251- 33.69% |
$30K - $33.2K
|
494
$66.4K
|