Purchases and Sales Made in Q2 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
471K+ 6.03% |
$55.3M - $59M
|
8.29M
$1.09B
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
353K+ 12.82% |
$41.4M - $44.2M
|
3.11M
$407M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
350KNew |
$41.1M - $43.8M
|
350K
$45.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
215K+ 962.37% |
$25.2M - $26.9M
|
237K
$31M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
199K+ 139.33% |
$23.3M - $24.9M
|
342K
$44.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
114K+ 95.68% |
$13.4M - $14.3M
|
234K
$30.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
112KNew |
$13.2M - $14M
|
112K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
107K+ 133.43% |
$12.6M - $13.4M
|
188K
$24.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
100K+ 2.48% |
$11.8M - $12.5M
|
4.15M
$543M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
97.7K+ 112.74% |
$11.5M - $12.2M
|
184K
$24.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87.4K+ 20518.54% |
$10.3M - $10.9M
|
87.8K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
72.1K+ 2.56% |
$8.46M - $9.02M
|
2.89M
$379M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
44.2KNew |
$5.18M - $5.53M
|
44.2K
$5.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.7K+ 4.36% |
$4.31M - $4.59M
|
878K
$115M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
33.9K+ 122.12% |
$3.97M - $4.24M
|
61.6K
$8.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33.6K+ 16.78% |
$3.95M - $4.21M
|
234K
$30.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.2K+ 678.65% |
$3.89M - $4.15M
|
38.1K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.9K+ 9.17% |
$3.16M - $3.37M
|
320K
$42M
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
24.4K+ 263.97% |
$2.87M - $3.06M
|
33.7K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.1K+ 267.8% |
$2.83M - $3.02M
|
33.2K
$4.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.3K+ 3.41% |
$2.26M - $2.42M
|
586K
$76.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
17.4K+ 59.82% |
$2.04M - $2.18M
|
46.6K
$6.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
16.4K+ 517.16% |
$1.92M - $2.05M
|
19.6K
$2.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.2K+ 1.77% |
$1.9M - $2.03M
|
930K
$122M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
16.1K+ 9.02% |
$1.89M - $2.02M
|
195K
$25.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8K+ 255.74% |
$1.86M - $1.98M
|
22K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 422.58% |
$1.61M - $1.72M
|
17K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.58M - $1.69M
|
13.5K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.9K+ 1.08% |
$1.51M - $1.61M
|
1.21M
$158M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.8K+ 352.03% |
$1.5M - $1.6M
|
16.4K
$2.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
12.2K+ 1.01% |
$1.43M - $1.53M
|
1.22M
$159M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12K+ 32.26% |
$1.4M - $1.5M
|
49K
$6.42M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11.5K+ 2.46% |
$1.35M - $1.45M
|
481K
$62.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11.5K+ 2.46% |
$1.35M - $1.45M
|
481K
$62.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.7K+ 104.31% |
$1.25M - $1.34M
|
20.9K
$2.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5K+ 3.42% |
$1.23M - $1.31M
|
317K
$41.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$1.22M - $1.31M
|
10.4K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
10.3KNew |
$1.21M - $1.29M
|
10.3K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
10.2K+ 77.29% |
$1.2M - $1.28M
|
23.5K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.65KNew |
$1.13M - $1.21M
|
9.65K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.51K+ 8.65% |
$1.12M - $1.19M
|
119K
$15.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
9.4KNew |
$1.1M - $1.18M
|
9.4K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.88K+ 74.78% |
$1.04M - $1.11M
|
20.8K
$2.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.8KNew |
$1.03M - $1.1M
|
8.8K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.74K+ 0.21% |
$1.03M - $1.09M
|
4.09M
$535M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.99K+ 69.22% |
$937K - $1M
|
19.5K
$2.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.71K+ 65.7% |
$904K - $964K
|
19.4K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.52K+ 3329.2% |
$883K - $941K
|
7.75K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
7.18KNew |
$842K - $899K
|
7.18K
$940K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.77K+ 1.91% |
$794K - $847K
|
362K
$47.4M
|