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
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-13- 0.16% |
$1.27K - $1.52K
|
7.89K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-16- 2.93% |
$1.56K - $1.87K
|
531
$68.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-20- 0.35% |
$1.95K - $2.34K
|
5.69K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-20- 0.5% |
$1.95K - $2.34K
|
3.97K
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 0.33% |
$2.25K - $2.69K
|
6.93K
$893K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 0.31% |
$2.34K - $2.81K
|
7.63K
$984K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-25- 1.16% |
$2.44K - $2.93K
|
2.13K
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-25- 0.28% |
$2.44K - $2.93K
|
9.04K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26- 0.8% |
$2.54K - $3.04K
|
3.23K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-32- 0.11% |
$3.12K - $3.75K
|
28.6K
$3.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35- 1.33% |
$3.42K - $4.1K
|
2.59K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-37- 0.25% |
$3.61K - $4.33K
|
14.7K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-44- 0.27% |
$4.3K - $5.15K
|
16.5K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.17% |
$4.3K - $5.15K
|
26K
$3.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45- 1.27% |
$4.39K - $5.27K
|
3.5K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-46- 4.61% |
$4.49K - $5.39K
|
952
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-47- 2.21% |
$4.59K - $5.5K
|
2.08K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-47- 42.34% |
$4.59K - $5.5K
|
64
$8.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-48- 0.65% |
$4.69K - $5.62K
|
7.3K
$941K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-50- 0.27% |
$4.88K - $5.85K
|
18.6K
$2.39M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-50- 0.62% |
$4.88K - $5.85K
|
8K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 4.43% |
$4.98K - $5.97K
|
1.1K
$142K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-52- 0.47% |
$5.08K - $6.09K
|
11.1K
$1.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-54- 1.43% |
$5.27K - $6.32K
|
3.72K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-54- 0.36% |
$5.27K - $6.32K
|
14.8K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-55- 0.96% |
$5.37K - $6.44K
|
5.67K
$730K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-58- 2.84% |
$5.66K - $6.79K
|
1.98K
$255K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-60- 26.67% |
$5.86K - $7.02K
|
165
$21.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-61- 8.56% |
$5.96K - $7.14K
|
652
$84K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64- 0.47% |
$6.25K - $7.49K
|
13.6K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-66- 1.2% |
$6.44K - $7.73K
|
5.45K
$702K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-66- 3.91% |
$6.44K - $7.73K
|
1.62K
$209K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-68- 0.18% |
$6.64K - $7.96K
|
38.7K
$4.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-69- 31.51% |
$6.74K - $8.08K
|
150
$19.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-73- 1.36% |
$7.13K - $8.55K
|
5.3K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-74- 3.09% |
$7.22K - $8.66K
|
2.32K
$299K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 1.19% |
$7.32K - $8.78K
|
6.25K
$806K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-79- 39.9% |
$7.71K - $9.25K
|
119
$15.3K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-79- 1.91% |
$7.71K - $9.25K
|
4.06K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-86- 11.24% |
$8.4K - $10.1K
|
679
$87.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-86- 1.42% |
$8.4K - $10.1K
|
5.95K
$767K
|
|
|
Mar 28, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-86- 0.88% |
$8.4K - $10.1K
|
9.7K
$1.25M
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-86- 0.88% |
$8.4K - $10.1K
|
9.7K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-88- 2.36% |
$8.59K - $10.3K
|
3.64K
$469K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-90- 0.75% |
$8.79K - $10.5K
|
11.9K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-93- 15.07% |
$9.08K - $10.9K
|
524
$67.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-94- 1.81% |
$9.18K - $11K
|
5.1K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-97- 0.06% |
$9.47K - $11.4K
|
170K
$21.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-97- 0.69% |
$9.47K - $11.4K
|
14K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.64% |
$9.76K - $11.7K
|
6K
$773K
|