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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-978- 1.37% |
$95.5K - $115K
|
70.3K
$9.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-995- 4.25% |
$97.1K - $116K
|
22.4K
$2.91M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 13.05% |
$97.6K - $117K
|
6.66K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1K- 95.61% |
$97.8K - $117K
|
46
$5.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.03K- 6.92% |
$101K - $121K
|
13.9K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.04K- 17.86% |
$101K - $121K
|
4.76K
$617K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.05K- 13.62% |
$103K - $123K
|
6.66K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.1K- 0.39% |
$107K - $129K
|
279K
$36.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.11K- 12.17% |
$109K - $130K
|
8.03K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.22K- 5.73% |
$119K - $142K
|
20K
$2.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.22K- 7.69% |
$119K - $143K
|
14.7K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.26K- 23.61% |
$123K - $147K
|
4.07K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.33K- 0.85% |
$130K - $156K
|
155K
$20.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.34K- 35.12% |
$131K - $157K
|
2.48K
$321K
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 12.54% |
$133K - $159K
|
9.49K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.38K- 0.01% |
$135K - $161K
|
12.8M
$1.66B
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.41K- 21.8% |
$138K - $165K
|
5.06K
$656K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.46K- 0.31% |
$142K - $170K
|
468K
$60.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.46K- 0.31% |
$142K - $170K
|
468K
$60.6M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.47K- 16.53% |
$144K - $173K
|
7.45K
$965K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.49K- 4.29% |
$145K - $174K
|
33.2K
$4.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.53K- 13.46% |
$149K - $179K
|
9.83K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.58K- 31.17% |
$154K - $184K
|
3.48K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.65K- 1.33% |
$161K - $193K
|
122K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.68K- 9.51% |
$164K - $197K
|
16K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.74K- 15.5% |
$170K - $204K
|
9.49K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.75K- 2.52% |
$171K - $205K
|
67.6K
$8.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1.8K- 17.04% |
$176K - $211K
|
8.76K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.85K- 0.89% |
$181K - $216K
|
205K
$26.6M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.86K- 0.92% |
$182K - $218K
|
202K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.88K- 25.09% |
$183K - $220K
|
5.61K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 1.54% |
$185K - $222K
|
121K
$15.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.95K- 30.02% |
$190K - $228K
|
4.55K
$589K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.99K- 1.7% |
$194K - $233K
|
115K
$14.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.03K- 5.93% |
$198K - $237K
|
32.2K
$4.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.16K- 17.21% |
$211K - $253K
|
10.4K
$1.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.16K- 9.77% |
$211K - $253K
|
20K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.2K- 64.94% |
$215K - $258K
|
1.19K
$154K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.24K- 5.67% |
$219K - $262K
|
37.3K
$4.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.25K- 2.54% |
$220K - $264K
|
86.6K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 26.44% |
$224K - $269K
|
6.4K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.32K- 1.68% |
$226K - $271K
|
136K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.37K- 0.82% |
$231K - $277K
|
288K
$37.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.52K- 32.21% |
$246K - $294K
|
5.29K
$686K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.6K- 11.56% |
$253K - $304K
|
19.9K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.66K- 4.39% |
$259K - $311K
|
57.9K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.7K- 19.61% |
$264K - $316K
|
11.1K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.88K- 2.2% |
$281K - $337K
|
128K
$16.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.92K- 16.92% |
$285K - $342K
|
14.4K
$1.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.46K- 43.95% |
$338K - $405K
|
4.41K
$571K
|