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 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-270- 1.34% |
$34.6K - $37.9K
|
19.9K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 1.13% |
$34.6K - $37.9K
|
23.6K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-274- 0.44% |
$35.1K - $38.4K
|
61.7K
$7.96M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-278- 2.1% |
$35.6K - $39K
|
13K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-280- 2.34% |
$35.9K - $39.3K
|
11.7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-282- 9.79% |
$36.1K - $39.6K
|
2.6K
$335K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$36.5K - $40K
|
1.62K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-288- 6.44% |
$36.9K - $40.4K
|
4.18K
$539K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-290- 13.51% |
$37.1K - $40.7K
|
1.86K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-290- 8.77% |
$37.1K - $40.7K
|
3.02K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-296- 1.66% |
$37.9K - $41.5K
|
17.5K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-298- 1.41% |
$38.2K - $41.8K
|
20.8K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 11.68% |
$38.4K - $42.1K
|
2.27K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-311- 0.15% |
$39.8K - $43.6K
|
203K
$26.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-312- 6.05% |
$40K - $43.8K
|
4.84K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-339- 6.64% |
$43.4K - $47.6K
|
4.76K
$614K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-347- 14.54% |
$44.4K - $48.7K
|
2.04K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-349- 9.42% |
$44.7K - $49K
|
3.36K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-360- 1.39% |
$46.1K - $50.5K
|
25.6K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-373- 2.86% |
$47.8K - $52.3K
|
12.7K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-378- 6.92% |
$48.4K - $53K
|
5.09K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-378- 65.97% |
$48.4K - $53K
|
195
$25.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-396- 27.05% |
$50.7K - $55.6K
|
1.07K
$138K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-400- 7.74% |
$51.2K - $56.1K
|
4.77K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-408- 2.44% |
$52.3K - $57.3K
|
16.3K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-418- 3.21% |
$53.5K - $58.7K
|
12.6K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-420- 2.55% |
$53.8K - $58.9K
|
16.1K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-433- 4.01% |
$55.5K - $60.8K
|
10.4K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-437- 17.74% |
$56K - $61.3K
|
2.03K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-441- 41.76% |
$56.5K - $61.9K
|
615
$79.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-453- 0.75% |
$58K - $63.6K
|
60K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-459- 1.45% |
$58.8K - $64.4K
|
31.2K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-461- 5.65% |
$59K - $64.7K
|
7.7K
$992K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-466- 12.89% |
$59.7K - $65.4K
|
3.15K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-484- 0.42% |
$62K - $67.9K
|
115K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-493- 1.58% |
$63.1K - $69.2K
|
30.8K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-500- 0.33% |
$64K - $70.2K
|
152K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-534- 8.59% |
$68.4K - $74.9K
|
5.68K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-544- 4.29% |
$69.7K - $76.3K
|
12.1K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-545- 10.11% |
$69.8K - $76.5K
|
4.85K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-558- 16.6% |
$71.5K - $78.3K
|
2.8K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-616- 0.62% |
$78.9K - $86.4K
|
98.9K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-620- 7.37% |
$79.4K - $87K
|
7.79K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-638- 3.77% |
$81.7K - $89.5K
|
16.3K
$2.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-664- 10.25% |
$85K - $93.2K
|
5.81K
$749K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-673- 11.61% |
$86.2K - $94.4K
|
5.12K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-677- 86.35% |
$86.7K - $95K
|
107
$13.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-700- 6.9% |
$89.7K - $98.2K
|
9.44K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-701- 11.07% |
$89.8K - $98.4K
|
5.63K
$726K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-709- 2.84% |
$90.8K - $99.5K
|
24.3K
$3.13M
|