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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-180- 1.11% |
$23.1K - $25.3K
|
16K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-188- 3.59% |
$24.1K - $26.4K
|
5.04K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-189- 6.91% |
$24.2K - $26.5K
|
2.55K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-190- 0.83% |
$24.3K - $26.7K
|
22.6K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-198- 8.75% |
$25.4K - $27.8K
|
2.07K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-201- 2.22% |
$25.7K - $28.2K
|
8.85K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-204- 7.33% |
$26.1K - $28.6K
|
2.58K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-210- 4.44% |
$26.9K - $29.5K
|
4.52K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-211- 3.72% |
$27K - $29.6K
|
5.46K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-212- 3.8% |
$27.2K - $29.7K
|
5.37K
$703K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-215- 1.26% |
$27.5K - $30.2K
|
16.9K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-219- 7.63% |
$28K - $30.7K
|
2.65K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-223- 5.71% |
$28.6K - $31.3K
|
3.68K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-225- 1.37% |
$28.8K - $31.6K
|
16.2K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-225- 1.43% |
$28.8K - $31.6K
|
15.5K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-227- 6.55% |
$29.1K - $31.9K
|
3.24K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-227- 7.59% |
$29.1K - $31.9K
|
2.76K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-229- 3.58% |
$29.3K - $32.1K
|
6.17K
$808K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-241- 1.57% |
$30.9K - $33.8K
|
15.1K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-241- 0.49% |
$30.9K - $33.8K
|
48.6K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-245- 1.42% |
$31.4K - $34.4K
|
17K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-251- 2.47% |
$32.1K - $35.2K
|
9.89K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-257- 2.2% |
$32.9K - $36.1K
|
11.4K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-262- 13.17% |
$33.6K - $36.8K
|
1.73K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-264- 60.0% |
$33.8K - $37K
|
176
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-267- 1.12% |
$34.2K - $37.5K
|
23.6K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-270- 1.34% |
$34.6K - $37.9K
|
19.9K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 1.13% |
$34.6K - $37.9K
|
23.6K
$3.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-274- 0.44% |
$35.1K - $38.4K
|
61.7K
$8.09M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-278- 2.1% |
$35.6K - $39K
|
13K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-280- 2.34% |
$35.9K - $39.3K
|
11.7K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-282- 9.79% |
$36.1K - $39.6K
|
2.6K
$340K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$36.5K - $40K
|
1.62K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-288- 6.44% |
$36.9K - $40.4K
|
4.18K
$548K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-290- 13.51% |
$37.1K - $40.7K
|
1.86K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-290- 8.77% |
$37.1K - $40.7K
|
3.02K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-296- 1.66% |
$37.9K - $41.5K
|
17.5K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-298- 1.41% |
$38.2K - $41.8K
|
20.8K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 11.68% |
$38.4K - $42.1K
|
2.27K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-311- 0.15% |
$39.8K - $43.6K
|
203K
$26.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-312- 6.05% |
$40K - $43.8K
|
4.84K
$634K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-339- 6.64% |
$43.4K - $47.6K
|
4.76K
$624K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-347- 14.54% |
$44.4K - $48.7K
|
2.04K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-349- 9.42% |
$44.7K - $49K
|
3.36K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-360- 1.39% |
$46.1K - $50.5K
|
25.6K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-373- 2.86% |
$47.8K - $52.3K
|
12.7K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-378- 6.92% |
$48.4K - $53K
|
5.09K
$666K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-378- 65.97% |
$48.4K - $53K
|
195
$25.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-396- 27.05% |
$50.7K - $55.6K
|
1.07K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-400- 7.74% |
$51.2K - $56.1K
|
4.77K
$625K
|