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 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-935- 19.89% |
$120K - $131K
|
3.77K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-950- 6.73% |
$122K - $133K
|
13.2K
$1.56M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-957- 5.07% |
$123K - $134K
|
17.9K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-975- 1.0% |
$125K - $137K
|
96.3K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1K- 10.12% |
$128K - $140K
|
8.88K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1K- 38.46% |
$128K - $140K
|
1.6K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1K- 13.07% |
$128K - $141K
|
6.67K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.05K- 32.29% |
$135K - $148K
|
2.21K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.06K- 8.45% |
$136K - $149K
|
11.5K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 1.17% |
$144K - $157K
|
94.9K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.14K- 20.61% |
$147K - $161K
|
4.41K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 10.15% |
$151K - $165K
|
10.4K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.18K- 46.51% |
$151K - $165K
|
1.36K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 13.81% |
$153K - $168K
|
7.45K
$881K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 1.5% |
$154K - $169K
|
79.3K
$9.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.21K- 2.37% |
$155K - $170K
|
49.8K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.22K- 37.21% |
$157K - $172K
|
2.06K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.27K- 38.65% |
$163K - $178K
|
2.02K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.3K- 7.11% |
$166K - $182K
|
17K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.34K- 2.31% |
$172K - $188K
|
56.7K
$6.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.38K- 80.14% |
$176K - $193K
|
341
$40.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.46K- 6.1% |
$187K - $205K
|
22.4K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.47K- 11.19% |
$188K - $206K
|
11.7K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.51K- 1.89% |
$193K - $212K
|
78.5K
$9.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.56K- 4.17% |
$199K - $218K
|
35.7K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.56K- 2.31% |
$200K - $219K
|
65.8K
$7.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.57K- 0.23% |
$201K - $221K
|
669K
$79.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 0.79% |
$206K - $226K
|
203K
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.65K- 12.78% |
$212K - $232K
|
11.3K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.75K- 2.14% |
$224K - $245K
|
80.2K
$9.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.8K- 3.81% |
$230K - $252K
|
45.3K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.99K- 6.4% |
$254K - $279K
|
29K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.01K- 40.41% |
$257K - $282K
|
2.96K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.03K- 19.39% |
$259K - $284K
|
8.42K
$995K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.08K- 9.57% |
$266K - $292K
|
19.6K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.24K- 8.56% |
$287K - $314K
|
23.9K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.39K- 1.73% |
$306K - $335K
|
136K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.39K- 8.41% |
$306K - $335K
|
26K
$3.07M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.72K- 2.61% |
$349K - $382K
|
102K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.78K- 2.61% |
$356K - $390K
|
104K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.99K- 48.75% |
$383K - $420K
|
3.14K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.02K- 21.71% |
$386K - $423K
|
10.9K
$1.29M
|
|
|
Apr 01, 2025
Q4 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-3.26K- 2.52% |
$417K - $457K
|
126K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.27K- 30.5% |
$418K - $458K
|
7.44K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.35K- 3.37% |
$557K - $610K
|
125K
$14.8M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.72K- 49.98% |
$605K - $663K
|
4.73K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.85K- 5.26% |
$621K - $681K
|
87.4K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.47K- 4.12% |
$700K - $767K
|
127K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.6K- 2.05% |
$718K - $786K
|
267K
$31.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.79K- 2.45% |
$741K - $812K
|
230K
$27.2M
|