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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.27K- 30.5% |
$418K - $458K
|
7.44K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.35K- 3.37% |
$557K - $610K
|
125K
$16.1M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.72K- 49.98% |
$605K - $663K
|
4.73K
$609K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.85K- 5.26% |
$621K - $681K
|
87.4K
$11.3M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-5.44K- 46.85% |
$696K - $763K
|
6.17K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.47K- 4.12% |
$700K - $767K
|
127K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.6K- 2.05% |
$718K - $786K
|
267K
$34.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.79K- 2.45% |
$741K - $812K
|
230K
$29.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.06K- 5.48% |
$776K - $850K
|
105K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.3K- 45.03% |
$807K - $884K
|
7.69K
$991K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.81K- 1.91% |
$872K - $955K
|
349K
$45M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.94K- 33.33% |
$889K - $974K
|
13.9K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.09K- 99.92% |
$908K - $995K
|
6
$773
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.47K- 3.93% |
$957K - $1.05M
|
183K
$23.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.99K- 8.19% |
$1.02M - $1.12M
|
89.6K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-8.35K- 3.16% |
$1.07M - $1.17M
|
256K
$33M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.82K- 52.54% |
$1.13M - $1.24M
|
7.96K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.42K- 41.97% |
$1.21M - $1.32M
|
13K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-9.78K- 73.77% |
$1.25M - $1.37M
|
3.48K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.2K- 11.53% |
$1.31M - $1.43M
|
78.3K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.3K- 10.62% |
$1.32M - $1.45M
|
86.7K
$11.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.4K- 33.69% |
$1.47M - $1.61M
|
22.5K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.7K- 2.61% |
$1.62M - $1.78M
|
471K
$60.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-14.3K- 12.09% |
$1.83M - $2.01M
|
104K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.8K- 1.22% |
$1.9M - $2.08M
|
1.2M
$154M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.5K- 4.87% |
$2.11M - $2.31M
|
322K
$41.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.1K- 1.3% |
$2.44M - $2.68M
|
1.45M
$186M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.6K- 2.48% |
$2.51M - $2.75M
|
773K
$99.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-21K- 51.57% |
$2.68M - $2.94M
|
19.7K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-22.3K- 57.52% |
$2.85M - $3.13M
|
16.5K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 11.82% |
$3M - $3.28M
|
175K
$22.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.4K- 93.69% |
$3.64M - $3.99M
|
1.92K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32K- 10.67% |
$4.1M - $4.49M
|
268K
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.6K- 0.41% |
$4.17M - $4.57M
|
7.93M
$1.02B
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-42.5K- 75.27% |
$5.44M - $5.96M
|
14K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-56.2K- 2.4% |
$7.2M - $7.89M
|
2.29M
$295M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-60.1K- 3.24% |
$7.7M - $8.43M
|
1.8M
$231M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-72.1K- 94.74% |
$9.23M - $10.1M
|
4K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-74.6K- 72.73% |
$9.56M - $10.5M
|
28K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-160K- 4.21% |
$20.4M - $22.4M
|
3.63M
$468M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-183K- 61.38% |
$23.4M - $25.6M
|
115K
$14.8M
|