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 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.52K- 32.21% |
$246K - $294K
|
5.29K
$626K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.6K- 11.56% |
$253K - $304K
|
19.9K
$2.35M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.62K- 11.05% |
$255K - $306K
|
21K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.66K- 4.39% |
$259K - $311K
|
57.9K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.7K- 19.61% |
$264K - $316K
|
11.1K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.88K- 2.2% |
$281K - $337K
|
128K
$15.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.92K- 16.92% |
$285K - $342K
|
14.4K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.46K- 43.95% |
$338K - $405K
|
4.41K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.49K- 5.33% |
$341K - $409K
|
62K
$7.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.57K- 54.4% |
$349K - $418K
|
3K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.72K- 35.51% |
$363K - $435K
|
6.75K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.74K- 33.11% |
$365K - $438K
|
7.56K
$894K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.01K- 1.3% |
$391K - $469K
|
305K
$36M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.22K- 59.49% |
$412K - $494K
|
2.88K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.48K- 1.21% |
$437K - $524K
|
366K
$43.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.7K- 21.98% |
$459K - $551K
|
16.7K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.82K- 3.92% |
$471K - $565K
|
118K
$14M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-5.02K- 34.2% |
$490K - $588K
|
9.66K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.13K- 2.54% |
$501K - $601K
|
197K
$23.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.16K- 98.17% |
$504K - $604K
|
96
$11.4K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.26K- 6.95% |
$513K - $615K
|
70.3K
$8.31M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-5.39K- 4.12% |
$526K - $630K
|
125K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.55K- 4.58% |
$542K - $650K
|
116K
$13.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.7K- 18.47% |
$556K - $667K
|
25.2K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.99K- 9.31% |
$584K - $701K
|
58.3K
$6.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.36K- 4.03% |
$621K - $745K
|
152K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.71K- 74.26% |
$655K - $785K
|
2.33K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.06K- 38.0% |
$689K - $826K
|
11.5K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.24K- 51.62% |
$707K - $848K
|
6.79K
$803K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.25K- 6.28% |
$708K - $849K
|
108K
$12.8M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8.35K- 76.35% |
$815K - $977K
|
2.59K
$306K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.39K- 51.98% |
$820K - $983K
|
7.76K
$917K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.72K- 1.59% |
$852K - $1.02M
|
540K
$63.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.2K- 11.89% |
$898K - $1.08M
|
68.2K
$8.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-9.63K- 52.71% |
$940K - $1.13M
|
8.64K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.2K- 49.61% |
$995K - $1.19M
|
10.4K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11.2K- 38.92% |
$1.09M - $1.31M
|
17.6K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.7K- 7.08% |
$1.14M - $1.37M
|
153K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.3K- 22.44% |
$1.2M - $1.44M
|
42.4K
$5.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-12.3K- 13.08% |
$1.2M - $1.44M
|
81.8K
$9.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.4K- 26.18% |
$1.5M - $1.8M
|
43.5K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.6K- 9.95% |
$1.62M - $1.95M
|
151K
$17.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 1.01% |
$1.72M - $2.06M
|
1.72M
$203M
|
|
|
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
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21.7K- 17.76% |
$2.12M - $2.54M
|
101K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.2K- 15.37% |
$2.46M - $2.95M
|
139K
$16.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-25.6K- 4.06% |
$2.5M - $3M
|
605K
$71.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.3K- 3.03% |
$2.66M - $3.19M
|
873K
$103M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.5K- 1.15% |
$2.68M - $3.22M
|
2.37M
$280M
|