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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-156- 5.94% |
$17.5K - $19.6K
|
2.47K
$324K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-158- 5.01% |
$17.8K - $19.8K
|
3K
$393K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-168- 7.82% |
$18.9K - $21.1K
|
1.98K
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-169- 0.96% |
$19K - $21.2K
|
17.4K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-169- 3.83% |
$19K - $21.2K
|
4.24K
$557K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-173- 3.47% |
$19.5K - $21.7K
|
4.81K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-180- 3.14% |
$20.2K - $22.6K
|
5.55K
$729K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-183- 3.27% |
$20.6K - $22.9K
|
5.42K
$712K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-188- 6.54% |
$21.1K - $23.6K
|
2.69K
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-195- 3.94% |
$21.9K - $24.4K
|
4.76K
$625K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-196- 5.87% |
$22K - $24.6K
|
3.14K
$413K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-198- 1.19% |
$22.3K - $24.8K
|
16.5K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-201- 28.88% |
$22.6K - $25.2K
|
495
$65K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-206- 2.66% |
$23.2K - $25.8K
|
7.55K
$991K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-208- 0.99% |
$23.4K - $26.1K
|
20.8K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-211- 2.23% |
$23.7K - $26.4K
|
9.27K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-212- 3.74% |
$23.8K - $26.6K
|
5.46K
$716K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-215- 8.67% |
$24.2K - $26.9K
|
2.27K
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-217- 4.64% |
$24.4K - $27.2K
|
4.46K
$585K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-230- 2.09% |
$25.9K - $28.8K
|
10.8K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-232- 2.89% |
$26.1K - $29.1K
|
7.78K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-235- 3.37% |
$26.4K - $29.5K
|
6.74K
$885K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-237- 11.44% |
$26.6K - $29.7K
|
1.83K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-238- 3.79% |
$26.8K - $29.8K
|
6.05K
$794K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-264- 1.18% |
$29.7K - $33.1K
|
22.2K
$2.91M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-269- 4.56% |
$30.2K - $33.7K
|
5.63K
$739K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-274- 52.29% |
$30.8K - $34.3K
|
250
$32.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-311- 28.3% |
$35K - $39K
|
788
$103K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-312- 3.81% |
$35.1K - $39.1K
|
7.87K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-322- 1.94% |
$36.2K - $40.4K
|
16.3K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-324- 2.86% |
$36.4K - $40.6K
|
11K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-324- 1.15% |
$36.4K - $40.6K
|
27.7K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-325- 0.11% |
$36.5K - $40.7K
|
306K
$40.2M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-328- 3.7% |
$36.9K - $41.1K
|
8.55K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-329- 1.86% |
$37K - $41.2K
|
17.4K
$2.28M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-333- 1.32% |
$37.4K - $41.7K
|
24.9K
$3.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-341- 5.92% |
$38.3K - $42.7K
|
5.42K
$712K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-343- 11.81% |
$38.6K - $43K
|
2.56K
$336K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-344- 3.32% |
$38.7K - $43.1K
|
10K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-349- 4.42% |
$39.2K - $43.7K
|
7.54K
$990K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-385- 2.35% |
$43.3K - $48.3K
|
16K
$2.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-391- 10.99% |
$44K - $49K
|
3.17K
$416K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-398- 3.7% |
$44.7K - $49.9K
|
10.4K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-406- 3.68% |
$45.6K - $50.9K
|
10.6K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-412- 14.06% |
$46.3K - $51.6K
|
2.52K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-413- 6.53% |
$46.4K - $51.8K
|
5.92K
$777K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-414- 17.8% |
$46.5K - $51.9K
|
1.91K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-418- 0.51% |
$47K - $52.4K
|
80.9K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-421- 2.74% |
$47.3K - $52.8K
|
14.9K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-422- 11.04% |
$47.4K - $52.9K
|
3.4K
$446K
|