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
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.75K+ 1233.09% |
$791K - $844K
|
7.29K
$957K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.72K+ 5.82% |
$788K - $840K
|
122K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
6.29K+ 26.93% |
$738K - $787K
|
29.6K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.26K+ 4.26% |
$734K - $783K
|
153K
$20.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.23K+ 95.82% |
$731K - $780K
|
12.7K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 54.8% |
$714K - $761K
|
17.2K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.91K+ 322.03% |
$693K - $739K
|
7.74K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.7K+ 333.24% |
$668K - $713K
|
7.4K
$972K
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.59KNew |
$656K - $700K
|
5.59K
$734K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.12K+ 9.1% |
$601K - $641K
|
61.5K
$8.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.09K+ 27.2% |
$598K - $637K
|
23.8K
$3.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.94K+ 43.28% |
$579K - $618K
|
16.3K
$2.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
4.79K+ 8.82% |
$562K - $599K
|
59.1K
$7.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.73KNew |
$555K - $592K
|
4.73K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.66KNew |
$547K - $583K
|
4.66K
$611K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.64K+ 5.56% |
$544K - $580K
|
88K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
4.16KNew |
$487K - $520K
|
4.16K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12KNew |
$484K - $516K
|
4.12K
$541K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.1KNew |
$481K - $513K
|
4.1K
$538K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4.04KNew |
$474K - $506K
|
4.04K
$531K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4K+ 8.43% |
$469K - $500K
|
51.4K
$6.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.83K+ 100.0% |
$449K - $479K
|
7.65K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.63KNew |
$425K - $454K
|
3.63K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.61KNew |
$424K - $452K
|
3.61K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.58K+ 1.28% |
$420K - $448K
|
285K
$37.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.48K+ 97.1% |
$408K - $436K
|
7.07K
$927K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.41K+ 13.46% |
$400K - $427K
|
28.7K
$3.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.38K+ 30.3% |
$396K - $423K
|
14.5K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.35K+ 22.11% |
$393K - $419K
|
18.5K
$2.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.28K+ 6.28% |
$385K - $411K
|
55.6K
$7.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.25KNew |
$381K - $407K
|
3.25K
$427K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.24K+ 51.23% |
$380K - $405K
|
9.56K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
3.24K+ 1.93% |
$380K - $405K
|
171K
$22.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.98KNew |
$349K - $373K
|
2.98K
$391K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.82K+ 1.43% |
$331K - $353K
|
200K
$26.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.68K+ 1.81% |
$314K - $335K
|
151K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.6K+ 4.22% |
$305K - $326K
|
64.3K
$8.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.6K+ 0.95% |
$305K - $325K
|
275K
$36.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.59KNew |
$303K - $324K
|
2.59K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.56K+ 1548.48% |
$300K - $320K
|
2.72K
$357K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.54KNew |
$298K - $318K
|
2.54K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.5KNew |
$293K - $313K
|
2.5K
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.46K+ 5.52% |
$289K - $308K
|
47.1K
$6.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.42KNew |
$284K - $303K
|
2.42K
$318K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
2.41K+ 59.43% |
$283K - $302K
|
6.48K
$850K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.39K+ 0.97% |
$280K - $299K
|
249K
$32.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.36K+ 1.5% |
$277K - $296K
|
160K
$21M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.34K+ 47.04% |
$275K - $293K
|
7.33K
$961K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.34K+ 109.59% |
$275K - $293K
|
4.48K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.34K+ 1.34% |
$275K - $293K
|
177K
$23.2M
|