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 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
336+ 3.87% |
$43K - $47.1K
|
9.02K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
326+ 14.68% |
$41.8K - $45.7K
|
2.55K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
311+ 2.2% |
$39.8K - $43.6K
|
14.5K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
309New |
$39.6K - $43.4K
|
309
$36.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
303+ 96.19% |
$38.8K - $42.5K
|
618
$73.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
302+ 2.68% |
$38.7K - $42.4K
|
11.6K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
301+ 2.77% |
$38.6K - $42.2K
|
11.2K
$1.32M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
300New |
$38.4K - $42.1K
|
300
$35.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
289+ 2.73% |
$37K - $40.6K
|
10.9K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
253New |
$32.4K - $35.5K
|
253
$29.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
249New |
$31.9K - $34.9K
|
249
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
247+ 4.27% |
$31.6K - $34.7K
|
6.03K
$713K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
244+ 2.11% |
$31.3K - $34.2K
|
11.8K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
242+ 8.72% |
$31K - $34K
|
3.02K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
236+ 3.88% |
$30.2K - $33.1K
|
6.31K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
231New |
$29.6K - $32.4K
|
231
$27.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
226+ 4.11% |
$28.9K - $31.7K
|
5.72K
$677K
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
225+ 8.89% |
$28.8K - $31.6K
|
2.76K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
224+ 1.36% |
$28.7K - $31.4K
|
16.7K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
221+ 2.18% |
$28.3K - $31K
|
10.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
220+ 8.36% |
$28.2K - $30.9K
|
2.85K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
215+ 405.66% |
$27.5K - $30.2K
|
268
$31.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
214+ 4.58% |
$27.4K - $30K
|
4.89K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
210+ 10.71% |
$26.9K - $29.5K
|
2.17K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
210+ 2.98% |
$26.9K - $29.5K
|
7.25K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
209+ 12.59% |
$26.8K - $29.3K
|
1.87K
$221K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
206+ 8.56% |
$26.4K - $28.9K
|
2.61K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
203New |
$26K - $28.5K
|
203
$24K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
201+ 0.98% |
$25.7K - $28.2K
|
20.7K
$2.44M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
201+ 0.98% |
$25.7K - $28.2K
|
20.7K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
200+ 9.56% |
$25.6K - $28.1K
|
2.29K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200New |
$25.6K - $28.1K
|
200
$23.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
196+ 0.65% |
$25.1K - $27.5K
|
30.4K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
195+ 1.21% |
$25K - $27.4K
|
16.4K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
192+ 96.0% |
$24.6K - $26.9K
|
392
$46.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
189+ 8.12% |
$24.2K - $26.5K
|
2.52K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
187+ 14.44% |
$24K - $26.2K
|
1.48K
$175K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
187+ 1.6% |
$24K - $26.2K
|
11.9K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
179+ 49.45% |
$22.9K - $25.1K
|
541
$64K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
177New |
$22.7K - $24.8K
|
177
$20.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
176New |
$22.5K - $24.7K
|
176
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
152New |
$19.5K - $21.3K
|
152
$18K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
150+ 3.69% |
$19.2K - $21K
|
4.22K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
150+ 1.31% |
$19.2K - $21K
|
11.6K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 10.19% |
$19.2K - $21K
|
1.62K
$192K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
150+ 6.95% |
$19.2K - $21K
|
2.31K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
149+ 0.57% |
$19.1K - $20.9K
|
26.1K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
149+ 0.77% |
$19.1K - $20.9K
|
19.4K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
147+ 2.93% |
$18.8K - $20.6K
|
5.17K
$611K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
145+ 6.07% |
$18.6K - $20.3K
|
2.53K
$300K
|