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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100- 1.37% |
$12.8K - $14K
|
7.2K
$928K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-102- 2.28% |
$13.1K - $14.3K
|
4.36K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103- 6.78% |
$13.2K - $14.5K
|
1.42K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-109- 2.45% |
$14K - $15.3K
|
4.34K
$559K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-110- 0.4% |
$14.1K - $15.4K
|
27.6K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-114- 5.78% |
$14.6K - $16K
|
1.86K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-115- 2.78% |
$14.7K - $16.1K
|
4.03K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-121- 3.86% |
$15.5K - $17K
|
3.01K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-124- 1.08% |
$15.9K - $17.4K
|
11.4K
$1.46M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-135- 34.88% |
$17.3K - $18.9K
|
252
$32.5K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-136- 8.09% |
$17.4K - $19.1K
|
1.55K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-140- 77.78% |
$17.9K - $19.6K
|
40
$5.16K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-151- 2.57% |
$19.3K - $21.2K
|
5.72K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-152- 4.14% |
$19.5K - $21.3K
|
3.52K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-152- 0.32% |
$19.5K - $21.3K
|
46.8K
$6.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-153- 1.72% |
$19.6K - $21.5K
|
8.72K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-155- 12.93% |
$19.9K - $21.7K
|
1.04K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-159- 1.14% |
$20.4K - $22.3K
|
13.8K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-159- 5.78% |
$20.4K - $22.3K
|
2.59K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-166- 3.33% |
$21.3K - $23.3K
|
4.82K
$622K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-166- 4.94% |
$21.3K - $23.3K
|
3.19K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-175- 1.66% |
$22.4K - $24.6K
|
10.4K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-176- 1.21% |
$22.5K - $24.7K
|
14.3K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-180- 1.11% |
$23.1K - $25.3K
|
16K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-188- 3.59% |
$24.1K - $26.4K
|
5.04K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-189- 6.91% |
$24.2K - $26.5K
|
2.55K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-190- 0.83% |
$24.3K - $26.7K
|
22.6K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-198- 8.75% |
$25.4K - $27.8K
|
2.07K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-201- 2.22% |
$25.7K - $28.2K
|
8.85K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-204- 7.33% |
$26.1K - $28.6K
|
2.58K
$332K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-205- 8.83% |
$26.3K - $28.8K
|
2.12K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-210- 4.44% |
$26.9K - $29.5K
|
4.52K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-211- 3.72% |
$27K - $29.6K
|
5.46K
$704K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-212- 3.8% |
$27.2K - $29.7K
|
5.37K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-215- 1.26% |
$27.5K - $30.2K
|
16.9K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-219- 7.63% |
$28K - $30.7K
|
2.65K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-223- 5.71% |
$28.6K - $31.3K
|
3.68K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-225- 1.37% |
$28.8K - $31.6K
|
16.2K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-225- 1.43% |
$28.8K - $31.6K
|
15.5K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-227- 6.55% |
$29.1K - $31.9K
|
3.24K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-227- 7.59% |
$29.1K - $31.9K
|
2.76K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-229- 3.58% |
$29.3K - $32.1K
|
6.17K
$795K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-241- 1.57% |
$30.9K - $33.8K
|
15.1K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-241- 0.49% |
$30.9K - $33.8K
|
48.6K
$6.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-245- 1.42% |
$31.4K - $34.4K
|
17K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-251- 2.47% |
$32.1K - $35.2K
|
9.89K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-257- 2.2% |
$32.9K - $36.1K
|
11.4K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-262- 13.17% |
$33.6K - $36.8K
|
1.73K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-264- 60.0% |
$33.8K - $37K
|
176
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-267- 1.12% |
$34.2K - $37.5K
|
23.6K
$3.05M
|