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
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$243K - $266K
|
1.9K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.89KNew |
$241K - $265K
|
1.89K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.89K+ 0.44% |
$241K - $265K
|
435K
$56.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
1.85KNew |
$237K - $260K
|
1.85K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.84KNew |
$236K - $259K
|
1.84K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.84K+ 17.92% |
$235K - $258K
|
12.1K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.74KNew |
$222K - $244K
|
1.74K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.72K+ 3.01% |
$220K - $241K
|
58.9K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.72K+ 4.08% |
$220K - $241K
|
43.7K
$5.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.71KNew |
$219K - $240K
|
1.71K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.69K+ 11.47% |
$216K - $236K
|
16.4K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.67K+ 106.02% |
$214K - $235K
|
3.25K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.67K+ 1.06% |
$214K - $235K
|
160K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.67KNew |
$214K - $234K
|
1.67K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.67KNew |
$213K - $234K
|
1.67K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.67KNew |
$213K - $234K
|
1.67K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.63KNew |
$209K - $229K
|
1.63K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.62K+ 8.19% |
$208K - $228K
|
21.4K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.62K+ 3.14% |
$207K - $227K
|
53.2K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.61K+ 2.35% |
$206K - $225K
|
69.8K
$9.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.6K+ 9.58% |
$205K - $224K
|
18.3K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$204K - $224K
|
1.59K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.53K+ 3.57% |
$196K - $215K
|
44.4K
$5.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 10.71% |
$195K - $214K
|
15.8K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.51KNew |
$193K - $212K
|
1.51K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1.47K+ 4.33% |
$189K - $207K
|
35.5K
$4.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 295.58% |
$189K - $207K
|
1.97K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 2.79% |
$188K - $206K
|
54.1K
$7.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.45KNew |
$186K - $204K
|
1.45K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.42K+ 19.18% |
$181K - $199K
|
8.79K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 1.36% |
$179K - $196K
|
104K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.36K+ 9.31% |
$174K - $190K
|
15.9K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.29K+ 68.09% |
$165K - $181K
|
3.19K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.22K+ 3.17% |
$156K - $171K
|
39.6K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.19K+ 126.43% |
$153K - $167K
|
2.13K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.19K+ 15.81% |
$152K - $166K
|
8.69K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.19K+ 2.44% |
$152K - $166K
|
49.7K
$6.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.18K+ 86.94% |
$151K - $165K
|
2.53K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.11K+ 4.64% |
$142K - $155K
|
24.9K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 4.49% |
$134K - $147K
|
24.3K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1K+ 11.92% |
$128K - $140K
|
9.39K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
998+ 8.7% |
$128K - $140K
|
12.5K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
957+ 31.75% |
$123K - $134K
|
3.97K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
940New |
$120K - $132K
|
940
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
905New |
$116K - $127K
|
905
$119K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
885+ 3.44% |
$113K - $124K
|
26.6K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
884+ 23.23% |
$113K - $124K
|
4.69K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
872+ 3.53% |
$112K - $122K
|
25.6K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
871+ 4.76% |
$112K - $122K
|
19.2K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
852+ 0.66% |
$109K - $120K
|
130K
$17M
|