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 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-408- 2.44% |
$52.3K - $57.3K
|
16.3K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-418- 3.21% |
$53.5K - $58.7K
|
12.6K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-420- 2.55% |
$53.8K - $58.9K
|
16.1K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-433- 4.01% |
$55.5K - $60.8K
|
10.4K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-437- 17.74% |
$56K - $61.3K
|
2.03K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-441- 41.76% |
$56.5K - $61.9K
|
615
$80.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-453- 0.75% |
$58K - $63.6K
|
60K
$7.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-459- 1.45% |
$58.8K - $64.4K
|
31.2K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-461- 5.65% |
$59K - $64.7K
|
7.7K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-466- 12.89% |
$59.7K - $65.4K
|
3.15K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-484- 0.42% |
$62K - $67.9K
|
115K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-493- 1.58% |
$63.1K - $69.2K
|
30.8K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-500- 0.33% |
$64K - $70.2K
|
152K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-534- 8.59% |
$68.4K - $74.9K
|
5.68K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-544- 4.29% |
$69.7K - $76.3K
|
12.1K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-545- 10.11% |
$69.8K - $76.5K
|
4.85K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-558- 16.6% |
$71.5K - $78.3K
|
2.8K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-616- 0.62% |
$78.9K - $86.4K
|
98.9K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-620- 7.37% |
$79.4K - $87K
|
7.79K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-638- 3.77% |
$81.7K - $89.5K
|
16.3K
$2.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-664- 10.25% |
$85K - $93.2K
|
5.81K
$761K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-673- 11.61% |
$86.2K - $94.4K
|
5.12K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-677- 86.35% |
$86.7K - $95K
|
107
$14K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-700- 6.9% |
$89.7K - $98.2K
|
9.44K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-701- 11.07% |
$89.8K - $98.4K
|
5.63K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-709- 2.84% |
$90.8K - $99.5K
|
24.3K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-732- 1.35% |
$93.8K - $103K
|
53.6K
$7.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-843- 2.04% |
$108K - $118K
|
40.4K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-863- 1.91% |
$111K - $121K
|
44.3K
$5.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-882- 9.05% |
$113K - $124K
|
8.86K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-893- 4.37% |
$114K - $125K
|
19.5K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-905- 6.35% |
$116K - $127K
|
13.3K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-911- 15.51% |
$117K - $128K
|
4.96K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-935- 19.89% |
$120K - $131K
|
3.77K
$493K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-950- 6.73% |
$122K - $133K
|
13.2K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-975- 1.0% |
$125K - $137K
|
96.3K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1K- 10.12% |
$128K - $140K
|
8.88K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1K- 38.46% |
$128K - $140K
|
1.6K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1K- 13.07% |
$128K - $141K
|
6.67K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.05K- 32.29% |
$135K - $148K
|
2.21K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.06K- 8.45% |
$136K - $149K
|
11.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 1.17% |
$144K - $157K
|
94.9K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.14K- 20.61% |
$147K - $161K
|
4.41K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 10.15% |
$151K - $165K
|
10.4K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.18K- 46.51% |
$151K - $165K
|
1.36K
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 13.81% |
$153K - $168K
|
7.45K
$976K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 1.5% |
$154K - $169K
|
79.3K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.21K- 2.37% |
$155K - $170K
|
49.8K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.22K- 37.21% |
$157K - $172K
|
2.06K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.27K- 38.65% |
$163K - $178K
|
2.02K
$264K
|