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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
143+ 81.25% |
$18.3K - $20.1K
|
319
$37.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
139+ 8.14% |
$17.8K - $19.5K
|
1.85K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
139New |
$17.8K - $19.5K
|
139
$16.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
135+ 3.79% |
$17.3K - $18.9K
|
3.7K
$437K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
129New |
$16.5K - $18.1K
|
129
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
129New |
$16.5K - $18.1K
|
129
$15.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
124+ 1.96% |
$15.9K - $17.4K
|
6.44K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
123+ 0.91% |
$15.8K - $17.3K
|
13.6K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
121+ 0.62% |
$15.5K - $17K
|
19.6K
$2.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
119New |
$15.2K - $16.7K
|
119
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
113New |
$14.5K - $15.9K
|
113
$13.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 12.67% |
$14.5K - $15.9K
|
1.01K
$119K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
107+ 1.96% |
$13.7K - $15K
|
5.57K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
106+ 4.06% |
$13.6K - $14.9K
|
2.72K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
104+ 3.34% |
$13.3K - $14.6K
|
3.22K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
103+ 1.28% |
$13.2K - $14.5K
|
8.17K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 3.57% |
$12.8K - $14K
|
2.9K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$11.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$11.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
99+ 0.48% |
$12.7K - $13.9K
|
20.7K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
98+ 1.2% |
$12.6K - $13.8K
|
8.29K
$980K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
94+ 3.54% |
$12K - $13.2K
|
2.75K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 4.95% |
$11.4K - $12.5K
|
1.89K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
83+ 4.56% |
$10.6K - $11.6K
|
1.9K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
82New |
$10.5K - $11.5K
|
82
$9.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
79+ 42.7% |
$10.1K - $11.1K
|
264
$31.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
79+ 0.93% |
$10.1K - $11.1K
|
8.55K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
79+ 31.6% |
$10.1K - $11.1K
|
329
$38.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
75+ 0.83% |
$9.61K - $10.5K
|
9.16K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
75+ 17.56% |
$9.61K - $10.5K
|
502
$59.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75+ 3.7% |
$9.61K - $10.5K
|
2.1K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
70+ 4.29% |
$8.97K - $9.82K
|
1.7K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
67+ 1.61% |
$8.58K - $9.4K
|
4.22K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
66+ 0.39% |
$8.45K - $9.26K
|
17.1K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$8.2K - $8.98K
|
64
$7.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61+ 101.67% |
$7.81K - $8.56K
|
121
$14.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59+ 0.8% |
$7.56K - $8.28K
|
7.45K
$881K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
57+ 0.53% |
$7.3K - $8K
|
10.8K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
55New |
$7.04K - $7.72K
|
55
$6.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53New |
$6.79K - $7.44K
|
53
$6.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
50+ 2.65% |
$6.4K - $7.02K
|
1.93K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
49+ 2.91% |
$6.28K - $6.88K
|
1.73K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
49+ 1.39% |
$6.28K - $6.88K
|
3.57K
$422K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45+ 2.1% |
$5.76K - $6.31K
|
2.19K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$5.64K - $6.17K
|
44
$5.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
43+ 165.38% |
$5.51K - $6.03K
|
69
$8.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.81% |
$5.51K - $6.03K
|
5.36K
$634K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.32% |
$5.51K - $6.03K
|
13.5K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
42+ 0.44% |
$5.38K - $5.89K
|
9.5K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$4.73K
|