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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-338- 0.35% |
$39.7K - $42.3K
|
96.2K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-339- 46.44% |
$39.8K - $42.4K
|
391
$50.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-340- 73.12% |
$39.9K - $42.5K
|
125
$16.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-348- 2.05% |
$40.8K - $43.5K
|
16.7K
$2.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-350- 1.5% |
$41.1K - $43.8K
|
23K
$3M
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-350- 13.91% |
$41.1K - $43.8K
|
2.17K
$282K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-365- 1.65% |
$42.8K - $45.7K
|
21.8K
$2.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-370- 15.44% |
$43.4K - $46.3K
|
2.03K
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-374- 12.36% |
$43.9K - $46.8K
|
2.65K
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-380- 0.55% |
$44.6K - $47.5K
|
68.5K
$8.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-380- 6.97% |
$44.6K - $47.5K
|
5.08K
$661K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-386- 10.76% |
$45.3K - $48.3K
|
3.2K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-389- 6.19% |
$45.6K - $48.7K
|
5.9K
$769K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-391- 12.88% |
$45.9K - $48.9K
|
2.64K
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-395- 6.56% |
$46.3K - $49.4K
|
5.62K
$733K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-395- 1.55% |
$46.3K - $49.4K
|
25.2K
$3.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-397- 7.06% |
$46.6K - $49.7K
|
5.23K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-402- 5.47% |
$47.2K - $50.3K
|
6.94K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-412- 16.61% |
$48.3K - $51.6K
|
2.07K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-419- 0.4% |
$49.2K - $52.4K
|
106K
$13.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-426- 1.92% |
$50K - $53.3K
|
21.7K
$2.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-431- 4.92% |
$50.6K - $53.9K
|
8.33K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-435- 12.52% |
$51K - $54.4K
|
3.04K
$396K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-461- 1.22% |
$54.1K - $57.7K
|
37.3K
$4.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-483- 21.97% |
$56.7K - $60.4K
|
1.72K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-494- 11.73% |
$58K - $61.8K
|
3.72K
$485K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-505- 22.37% |
$59.2K - $63.2K
|
1.75K
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-507- 1.93% |
$59.5K - $63.4K
|
25.8K
$3.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-526- 7.4% |
$61.7K - $65.8K
|
6.59K
$858K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-539- 66.96% |
$63.2K - $67.4K
|
266
$34.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-545- 5.75% |
$63.9K - $68.2K
|
8.94K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-549- 1.51% |
$64.4K - $68.7K
|
35.8K
$4.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-555- 1.03% |
$65.1K - $69.4K
|
53.5K
$6.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-559- 22.78% |
$65.6K - $69.9K
|
1.9K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-583- 6.07% |
$68.4K - $73K
|
9.02K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-624- 11.98% |
$73.2K - $78.1K
|
4.59K
$598K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-638- 4.26% |
$74.8K - $79.8K
|
14.3K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-669- 12.29% |
$78.5K - $83.7K
|
4.78K
$622K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-675- 0.08% |
$79.2K - $84.5K
|
820K
$107M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-683- 15.78% |
$80.1K - $85.5K
|
3.64K
$475K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-700- 2.33% |
$82.1K - $87.6K
|
29.3K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-712- 8.53% |
$83.5K - $89.1K
|
7.64K
$995K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-716- 25.49% |
$84K - $89.6K
|
2.09K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-727- 3.29% |
$85.3K - $91K
|
21.4K
$2.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-735- 15.42% |
$86.2K - $92K
|
4.03K
$525K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-781- 23.02% |
$91.6K - $97.7K
|
2.61K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-785- 4.35% |
$92.1K - $98.2K
|
17.3K
$2.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-787- 1.17% |
$92.3K - $98.5K
|
66.7K
$8.7M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-793- 8.31% |
$93K - $99.2K
|
8.75K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-803- 4.97% |
$94.2K - $100K
|
15.3K
$2M
|