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 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.24KNew |
$316K - $379K
|
3.24K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.23KNew |
$315K - $378K
|
3.23K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.15K+ 6.92% |
$307K - $369K
|
48.7K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.13KNew |
$306K - $367K
|
3.13K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.03KNew |
$296K - $355K
|
3.03K
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.97K+ 2121.43% |
$290K - $348K
|
3.11K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.92KNew |
$285K - $342K
|
2.92K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
2.86KNew |
$280K - $335K
|
2.86K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.86KNew |
$279K - $335K
|
2.86K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.81KNew |
$274K - $329K
|
2.81K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.8K+ 127.33% |
$273K - $328K
|
5K
$648K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.77K+ 4.07% |
$271K - $324K
|
70.8K
$9.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.76K+ 15.59% |
$270K - $323K
|
20.5K
$2.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
2.76K+ 1.69% |
$269K - $323K
|
165K
$21.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.69KNew |
$263K - $315K
|
2.69K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.66KNew |
$260K - $311K
|
2.66K
$345K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$259K - $310K
|
2.65K
$344K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.61KNew |
$255K - $306K
|
2.61K
$339K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.57KNew |
$251K - $301K
|
2.57K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.55KNew |
$249K - $299K
|
2.55K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.48K+ 91.37% |
$242K - $290K
|
5.19K
$673K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.44KNew |
$238K - $285K
|
2.44K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$236K - $284K
|
2.42K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
2.39K+ 11.23% |
$233K - $280K
|
23.7K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.36KNew |
$231K - $276K
|
2.36K
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.31KNew |
$226K - $271K
|
2.31K
$300K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.29K+ 4.74% |
$224K - $268K
|
50.7K
$6.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.29KNew |
$223K - $268K
|
2.29K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.25KNew |
$219K - $263K
|
2.25K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.22K+ 106.89% |
$217K - $260K
|
4.29K
$557K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.19K+ 2.68% |
$214K - $257K
|
84.1K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.16KNew |
$211K - $253K
|
2.16K
$280K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.14KNew |
$209K - $250K
|
2.14K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.13KNew |
$208K - $249K
|
2.13K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.11KNew |
$206K - $247K
|
2.11K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.1K+ 3.95% |
$205K - $246K
|
55.2K
$7.16M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.07KNew |
$202K - $242K
|
2.07K
$269K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
2.03KNew |
$198K - $238K
|
2.03K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.02K+ 5.38% |
$197K - $236K
|
39.5K
$5.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.01KNew |
$196K - $235K
|
2.01K
$260K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.96KNew |
$191K - $229K
|
1.96K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.91KNew |
$186K - $224K
|
1.91K
$248K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.91K+ 67.42% |
$186K - $223K
|
4.73K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.89KNew |
$185K - $221K
|
1.89K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$184K - $221K
|
1.89K
$245K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.88K+ 8.03% |
$184K - $220K
|
25.3K
$3.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.84KNew |
$179K - $215K
|
1.84K
$238K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.82KNew |
$177K - $213K
|
1.82K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.81KNew |
$177K - $212K
|
1.81K
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 3.94% |
$177K - $212K
|
47.7K
$6.19M
|