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 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37.9K- 2.46% |
$4.45M - $4.75M
|
1.51M
$198M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-48.2K- 25.14% |
$5.65M - $6.03M
|
143K
$18.8M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-54.1K- 13.64% |
$6.34M - $6.77M
|
342K
$44.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-55.9K- 3.27% |
$6.55M - $6.99M
|
1.65M
$217M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60.1K- 1.53% |
$7.05M - $7.52M
|
3.86M
$507M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-62.4K- 7.28% |
$7.31M - $7.8M
|
794K
$104M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-67.4K- 3.41% |
$7.91M - $8.44M
|
1.91M
$251M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-95.4K- 3.77% |
$11.2M - $11.9M
|
2.44M
$320M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-119K- 56.01% |
$13.9M - $14.9M
|
93.3K
$12.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157K- 6.55% |
$18.4M - $19.6M
|
2.24M
$294M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-188K- 14.6% |
$22.1M - $23.6M
|
1.1M
$145M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-670K- 15.23% |
$78.6M - $83.9M
|
3.73M
$490M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.98M- 63.34% |
$936M - $998M
|
4.62M
$606M
|