Purchases and Sales Made in Q1 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.12% |
$337 - $376
|
2.6K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.46% |
$337 - $376
|
659
$88.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.35% |
$337 - $376
|
856
$114K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.8% |
$225 - $251
|
252
$33.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
2+ 0.04% |
$225 - $251
|
4.77K
$638K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$225 - $251
|
2.26K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.07% |
$225 - $251
|
2.74K
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2+ 0.06% |
$225 - $251
|
3.14K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$112 - $125
|
6.41K
$857K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $125
|
3.69K
$494K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$112 - $125
|
5.3K
$708K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $125
|
3.5K
$468K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.03% |
$112 - $125
|
3.2K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$112 - $125
|
2.59K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$112 - $125
|
3.21K
$429K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.53% |
$112 - $125
|
191
$25.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.06% |
$112 - $125
|
1.81K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $125
|
3.43K
$458K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 0.79% |
$112 - $125
|
125
$16.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 1.56% |
$112 - $125
|
63
$8.43K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2- 0.04% |
$225 - $251
|
5.45K
$728K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.06% |
$225 - $251
|
3.56K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3- 0.04% |
$337 - $376
|
7.28K
$974K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4- 0.06% |
$450 - $501
|
6.62K
$886K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 0.64% |
$787 - $877
|
1.09K
$146K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7- 0.31% |
$787 - $877
|
2.29K
$306K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-8- 0.37% |
$899 - $1K
|
2.14K
$286K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-9- 0.1% |
$1.01K - $1.13K
|
9.22K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-10- 0.51% |
$1.12K - $1.25K
|
1.95K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10- 0.11% |
$1.12K - $1.25K
|
9.21K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-13- 1.75% |
$1.46K - $1.63K
|
730
$97.6K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.15% |
$1.57K - $1.75K
|
9.24K
$1.24M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-14- 0.18% |
$1.57K - $1.75K
|
7.99K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 0.74% |
$1.69K - $1.88K
|
2K
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-17- 0.43% |
$1.91K - $2.13K
|
3.94K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-18- 0.14% |
$2.02K - $2.26K
|
13.2K
$1.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-21- 0.48% |
$2.36K - $2.63K
|
4.38K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-23- 0.48% |
$2.59K - $2.88K
|
4.76K
$636K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-24- 1.16% |
$2.7K - $3.01K
|
2.05K
$274K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-25- 0.11% |
$2.81K - $3.13K
|
23.6K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-25- 1.03% |
$2.81K - $3.13K
|
2.4K
$321K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-26- 0.35% |
$2.92K - $3.26K
|
7.42K
$992K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-28- 0.11% |
$3.15K - $3.51K
|
26.3K
$3.52M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-29- 0.9% |
$3.26K - $3.63K
|
3.19K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-34- 1.29% |
$3.82K - $4.26K
|
2.59K
$347K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-35- 1.44% |
$3.94K - $4.39K
|
2.4K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-37- 1.32% |
$4.16K - $4.64K
|
2.77K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-37- 1.36% |
$4.16K - $4.64K
|
2.68K
$359K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-39- 0.56% |
$4.38K - $4.89K
|
6.91K
$924K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-42- 1.35% |
$4.72K - $5.26K
|
3.07K
$410K
|