Purchases and Sales Made in Q4 2023 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-97- 0.69% |
$9.47K - $11.4K
|
14K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-97- 0.06% |
$9.47K - $11.4K
|
170K
$23.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.64% |
$9.76K - $11.7K
|
6K
$823K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-106- 4.66% |
$10.3K - $12.4K
|
2.17K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-109- 0.99% |
$10.6K - $12.8K
|
10.9K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-110- 3.32% |
$10.7K - $12.9K
|
3.2K
$440K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-114- 2.28% |
$11.1K - $13.3K
|
4.9K
$672K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-115- 1.84% |
$11.2K - $13.5K
|
6.13K
$842K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-116- 1.24% |
$11.3K - $13.6K
|
9.22K
$1.27M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-119- 8.69% |
$11.6K - $13.9K
|
1.25K
$172K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-119- 3.2% |
$11.6K - $13.9K
|
3.6K
$495K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-120- 2.94% |
$11.7K - $14K
|
3.96K
$544K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-126- 4.14% |
$12.3K - $14.8K
|
2.92K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-135- 3.25% |
$13.2K - $15.8K
|
4.02K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-137- 5.7% |
$13.4K - $16K
|
2.27K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-143- 0.92% |
$14K - $16.7K
|
15.4K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-150- 3.8% |
$14.6K - $17.6K
|
3.8K
$522K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-156- 2.15% |
$15.2K - $18.3K
|
7.11K
$976K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-159- 3.39% |
$15.5K - $18.6K
|
4.53K
$622K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-169- 6.38% |
$16.5K - $19.8K
|
2.48K
$341K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-175- 5.19% |
$17.1K - $20.5K
|
3.2K
$439K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 1.04% |
$17.1K - $20.5K
|
16.6K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-176- 10.41% |
$17.2K - $20.6K
|
1.51K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-180- 1.5% |
$17.6K - $21.1K
|
11.8K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-181- 1.36% |
$17.7K - $21.2K
|
13.2K
$1.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-181- 4.24% |
$17.7K - $21.2K
|
4.09K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-190- 27.3% |
$18.5K - $22.2K
|
506
$69.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-194- 1.44% |
$18.9K - $22.7K
|
13.2K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-196- 3.95% |
$19.1K - $22.9K
|
4.76K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-198- 3.0% |
$19.3K - $23.2K
|
6.41K
$880K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-200- 3.16% |
$19.5K - $23.4K
|
6.12K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-200- 10.1% |
$19.5K - $23.4K
|
1.78K
$245K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-200- 5.36% |
$19.5K - $23.4K
|
3.53K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-202- 1.15% |
$19.7K - $23.7K
|
17.3K
$2.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-211- 2.56% |
$20.6K - $24.7K
|
8.02K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-215- 7.27% |
$21K - $25.2K
|
2.74K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-226- 20.21% |
$22.1K - $26.5K
|
892
$122K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-231- 9.14% |
$22.6K - $27K
|
2.3K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-240- 1.9% |
$23.4K - $28.1K
|
12.4K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-242- 11.0% |
$23.6K - $28.3K
|
1.96K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-246- 3.22% |
$24K - $28.8K
|
7.39K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-246- 4.09% |
$24K - $28.8K
|
5.76K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-246- 0.9% |
$24K - $28.8K
|
27.2K
$3.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-251- 27.55% |
$24.5K - $29.4K
|
660
$90.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-262- 2.76% |
$25.6K - $30.7K
|
9.23K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-271- 1.14% |
$26.5K - $31.7K
|
23.5K
$3.22M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-275- 3.79% |
$26.8K - $32.2K
|
6.98K
$958K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-283- 8.88% |
$27.6K - $33.1K
|
2.91K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-286- 21.73% |
$27.9K - $33.5K
|
1.03K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-298- 0.29% |
$29.1K - $34.9K
|
104K
$14.3M
|