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
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
106+ 4.06% |
$13.6K - $14.9K
|
2.72K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
104+ 3.34% |
$13.3K - $14.6K
|
3.22K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
103+ 1.28% |
$13.2K - $14.5K
|
8.17K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 3.57% |
$12.8K - $14K
|
2.9K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$13.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
99+ 0.48% |
$12.7K - $13.9K
|
20.7K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
98+ 1.2% |
$12.6K - $13.8K
|
8.29K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
94+ 3.54% |
$12K - $13.2K
|
2.75K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 4.95% |
$11.4K - $12.5K
|
1.89K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
83+ 4.56% |
$10.6K - $11.6K
|
1.9K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
82New |
$10.5K - $11.5K
|
82
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
79+ 31.6% |
$10.1K - $11.1K
|
329
$43.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
79+ 0.93% |
$10.1K - $11.1K
|
8.55K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
79+ 42.7% |
$10.1K - $11.1K
|
264
$34.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
75+ 0.83% |
$9.61K - $10.5K
|
9.16K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75+ 3.7% |
$9.61K - $10.5K
|
2.1K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
75+ 17.56% |
$9.61K - $10.5K
|
502
$65.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
70+ 4.29% |
$8.97K - $9.82K
|
1.7K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
67+ 1.61% |
$8.58K - $9.4K
|
4.22K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
66+ 0.39% |
$8.45K - $9.26K
|
17.1K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$8.2K - $8.98K
|
64
$8.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61+ 101.67% |
$7.81K - $8.56K
|
121
$15.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59+ 0.8% |
$7.56K - $8.28K
|
7.45K
$975K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
57+ 0.53% |
$7.3K - $8K
|
10.8K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
55New |
$7.04K - $7.72K
|
55
$7.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53New |
$6.79K - $7.44K
|
53
$6.94K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
50+ 2.65% |
$6.4K - $7.02K
|
1.93K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
49+ 1.39% |
$6.28K - $6.88K
|
3.57K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
49+ 2.91% |
$6.28K - $6.88K
|
1.73K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45+ 2.1% |
$5.76K - $6.31K
|
2.19K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$5.64K - $6.17K
|
44
$5.76K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
43+ 165.38% |
$5.51K - $6.03K
|
69
$9.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.81% |
$5.51K - $6.03K
|
5.36K
$702K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.32% |
$5.51K - $6.03K
|
13.5K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
42+ 0.44% |
$5.38K - $5.89K
|
9.5K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.24K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
40+ 0.14% |
$5.12K - $5.61K
|
27.8K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
37New |
$4.74K - $5.19K
|
37
$4.85K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
34New |
$4.35K - $4.77K
|
34
$4.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
31+ 0.45% |
$3.97K - $4.35K
|
6.87K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
27+ 1.67% |
$3.46K - $3.79K
|
1.64K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
27+ 0.45% |
$3.46K - $3.79K
|
5.99K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$3.2K - $3.51K
|
25
$3.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.46% |
$3.07K - $3.37K
|
5.25K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
24+ 0.45% |
$3.07K - $3.37K
|
5.3K
$694K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
23+ 0.05% |
$2.95K - $3.23K
|
43.8K
$5.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$2.82K - $3.09K
|
22
$2.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
21+ 0.11% |
$2.69K - $2.95K
|
18.3K
$2.4M
|