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 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32.1K- 2.46% |
$3.14M - $3.76M
|
1.28M
$151M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35.6K- 69.99% |
$3.47M - $4.16M
|
15.2K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39.7K- 95.17% |
$3.88M - $4.65M
|
2.02K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.8K- 4.41% |
$3.99M - $4.78M
|
885K
$105M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-41.8K- 11.43% |
$4.08M - $4.9M
|
324K
$38.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-46.7K- 96.1% |
$4.56M - $5.47M
|
1.9K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-47.5K- 38.62% |
$4.64M - $5.57M
|
75.6K
$8.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57.3K- 15.14% |
$5.6M - $6.71M
|
322K
$38M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-61.6K- 69.57% |
$6.01M - $7.21M
|
26.9K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.3K- 18.05% |
$6.57M - $7.87M
|
305K
$36.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75.7K- 58.35% |
$7.39M - $8.86M
|
54K
$6.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-79.6K- 94.58% |
$7.77M - $9.32M
|
4.56K
$539K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-82.2K- 56.17% |
$8.03M - $9.62M
|
64.1K
$7.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-98.6K- 4.54% |
$9.62M - $11.5M
|
2.07M
$245M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-112K- 2.75% |
$10.9M - $13.1M
|
3.96M
$469M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-123K- 4.37% |
$12M - $14.3M
|
2.68M
$317M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-123K- 7.3% |
$12.1M - $14.5M
|
1.57M
$185M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 1.84% |
$14.7M - $17.6M
|
7.99M
$945M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-254K- 17.45% |
$24.8M - $29.8M
|
1.2M
$142M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-536K- 11.47% |
$52.3M - $62.7M
|
4.13M
$489M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-774K- 99.14% |
$75.6M - $90.6M
|
6.71K
$794K
|