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 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.49K- 5.33% |
$341K - $409K
|
62K
$8.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.57K- 54.4% |
$349K - $418K
|
3K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.72K- 35.51% |
$363K - $435K
|
6.75K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.74K- 33.11% |
$365K - $438K
|
7.56K
$1.02M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.01K- 1.3% |
$391K - $469K
|
305K
$41M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.22K- 59.49% |
$412K - $494K
|
2.88K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.48K- 1.21% |
$437K - $524K
|
366K
$49.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.7K- 21.98% |
$459K - $551K
|
16.7K
$2.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.82K- 3.92% |
$471K - $565K
|
118K
$15.9M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-5.02K- 34.2% |
$490K - $588K
|
9.66K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.13K- 2.54% |
$501K - $601K
|
197K
$26.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.16K- 98.17% |
$504K - $604K
|
96
$12.9K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.26K- 6.95% |
$513K - $615K
|
70.3K
$9.45M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-5.39K- 4.12% |
$526K - $630K
|
125K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.55K- 4.58% |
$542K - $650K
|
116K
$15.6M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.7K- 18.47% |
$556K - $667K
|
25.2K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.99K- 9.31% |
$584K - $701K
|
58.3K
$7.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.36K- 4.03% |
$621K - $745K
|
152K
$20.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.71K- 74.26% |
$655K - $785K
|
2.33K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.06K- 38.0% |
$689K - $826K
|
11.5K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.24K- 51.62% |
$707K - $848K
|
6.79K
$912K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.25K- 6.28% |
$708K - $849K
|
108K
$14.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8.35K- 76.35% |
$815K - $977K
|
2.59K
$347K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.39K- 51.98% |
$820K - $983K
|
7.76K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.72K- 1.59% |
$852K - $1.02M
|
540K
$72.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.2K- 11.89% |
$898K - $1.08M
|
68.2K
$9.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-9.63K- 52.71% |
$940K - $1.13M
|
8.64K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.2K- 49.61% |
$995K - $1.19M
|
10.4K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11.2K- 38.92% |
$1.09M - $1.31M
|
17.6K
$2.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.7K- 7.08% |
$1.14M - $1.37M
|
153K
$20.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.3K- 22.44% |
$1.2M - $1.44M
|
42.4K
$5.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-12.3K- 13.08% |
$1.2M - $1.44M
|
81.8K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.4K- 26.18% |
$1.5M - $1.8M
|
43.5K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.6K- 9.95% |
$1.62M - $1.95M
|
151K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 1.01% |
$1.72M - $2.06M
|
1.72M
$231M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-21.1KClosed |
$2.06M - $2.46M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.7K- 17.76% |
$2.12M - $2.54M
|
101K
$13.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21.7K- 17.76% |
$2.12M - $2.54M
|
101K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.2K- 15.37% |
$2.46M - $2.95M
|
139K
$18.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-25.6K- 4.06% |
$2.5M - $3M
|
605K
$81.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.3K- 3.03% |
$2.66M - $3.19M
|
873K
$117M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.5K- 1.15% |
$2.68M - $3.22M
|
2.37M
$318M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32.1K- 2.46% |
$3.14M - $3.76M
|
1.28M
$171M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35.6K- 69.99% |
$3.47M - $4.16M
|
15.2K
$2.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39.7K- 95.17% |
$3.88M - $4.65M
|
2.02K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.8K- 4.41% |
$3.99M - $4.78M
|
885K
$119M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-41.8K- 11.43% |
$4.08M - $4.9M
|
324K
$43.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-46.7K- 96.1% |
$4.56M - $5.47M
|
1.9K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-47.5K- 38.62% |
$4.64M - $5.57M
|
75.6K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57.3K- 15.14% |
$5.6M - $6.71M
|
322K
$43.2M
|