Purchases and Sales Made in Q4 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q4 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
755KNew |
$96.7M - $106M
|
755K
$98.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
584K+ 6.68% |
$74.8M - $81.9M
|
9.32M
$1.22B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
520K+ 14.15% |
$66.7M - $73M
|
4.2M
$550M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
288K+ 137.16% |
$36.9M - $40.4M
|
498K
$65.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
259K+ 694.14% |
$33.1M - $36.3M
|
296K
$38.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
246KNew |
$31.4M - $34.5M
|
246K
$32.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 6.32% |
$31M - $33.9M
|
4.07M
$533M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
238K+ 391.19% |
$30.4M - $33.3M
|
298K
$39.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
179K+ 162.72% |
$22.9M - $25.1M
|
289K
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 4.07% |
$16.9M - $18.5M
|
3.37M
$441M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115KNew |
$14.7M - $16.1M
|
115K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 11.61% |
$14.7M - $16.1M
|
1.1M
$144M
|
|
|
Feb 11, 2025
Q4 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
111K+ 623.8% |
$14.2M - $15.6M
|
129K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
79.2K+ 7.21% |
$10.1M - $11.1M
|
1.18M
$154M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.8K+ 3.76% |
$9.97M - $10.9M
|
2.15M
$281M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
72.1K+ 1.73% |
$9.24M - $10.1M
|
4.25M
$557M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
69.9K+ 50.18% |
$8.96M - $9.81M
|
209K
$27.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
60.9K+ 1.59% |
$7.8M - $8.54M
|
3.88M
$509M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
55.5KNew |
$7.11M - $7.79M
|
55.5K
$7.27M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
53.3K+ 1718.11% |
$6.83M - $7.48M
|
56.4K
$7.39M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
45.7KNew |
$5.85M - $6.41M
|
45.7K
$5.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.5K+ 41.98% |
$5.83M - $6.39M
|
154K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
42.8K+ 360.18% |
$5.48M - $6.01M
|
54.7K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.5K+ 347.68% |
$5.44M - $5.96M
|
54.7K
$7.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
38.5KNew |
$4.93M - $5.4M
|
38.5K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
36.3K+ 38.57% |
$4.65M - $5.09M
|
130K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
35.8KNew |
$4.59M - $5.03M
|
35.8K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.9K+ 10.96% |
$4.47M - $4.89M
|
353K
$46.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
34.2KNew |
$4.37M - $4.79M
|
34.2K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
34K+ 177.68% |
$4.35M - $4.77M
|
53.1K
$6.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34KNew |
$4.35M - $4.77M
|
34K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.3K+ 521.66% |
$4.27M - $4.68M
|
39.7K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.9K+ 268.97% |
$4.09M - $4.48M
|
43.8K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
30.3K+ 2.92% |
$3.88M - $4.25M
|
1.07M
$140M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
26K+ 7.38% |
$3.33M - $3.65M
|
378K
$49.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25KNew |
$3.2M - $3.5M
|
25K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.8K+ 48596.08% |
$3.17M - $3.48M
|
24.8K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.3K+ 37.04% |
$3.11M - $3.41M
|
89.9K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
22.2KNew |
$2.85M - $3.12M
|
22.2K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.1K+ 16.31% |
$2.58M - $2.82M
|
143K
$18.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.7K+ 953.39% |
$2.52M - $2.76M
|
21.8K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.8K+ 795.98% |
$2.41M - $2.64M
|
21.2K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.7KNew |
$2.39M - $2.62M
|
18.7K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
18.5KNew |
$2.37M - $2.59M
|
18.5K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
18.4KNew |
$2.36M - $2.59M
|
18.4K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.2K+ 19.43% |
$2.34M - $2.56M
|
112K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16.6K+ 3.33% |
$2.12M - $2.33M
|
515K
$67.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.2K+ 49.33% |
$2.08M - $2.28M
|
49.1K
$6.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1K+ 2.26% |
$2.06M - $2.26M
|
727K
$95.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$1.99M - $2.18M
|
15.5K
$2.03M
|