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 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.31K+ 5.78% |
$271K - $289K
|
42.3K
$5.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.28K+ 1.77% |
$268K - $286K
|
131K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.11KNew |
$248K - $264K
|
2.11K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.07K+ 2.36% |
$243K - $259K
|
89.7K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.01KNew |
$235K - $251K
|
2.01K
$263K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2KNew |
$234K - $250K
|
2K
$262K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$228K - $244K
|
1.95K
$255K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.92K+ 7.18% |
$225K - $240K
|
28.6K
$3.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.85K+ 108.91% |
$217K - $231K
|
3.54K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$212K - $226K
|
1.8K
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 12.51% |
$209K - $223K
|
16.1K
$2.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 12.04% |
$205K - $219K
|
16.3K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.73KNew |
$203K - $216K
|
1.73K
$227K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.71K+ 33.8% |
$201K - $214K
|
6.78K
$889K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.7KNew |
$199K - $212K
|
1.7K
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.66KNew |
$195K - $208K
|
1.66K
$218K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.66K+ 80.26% |
$195K - $208K
|
3.73K
$489K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 12.22% |
$193K - $206K
|
15.1K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.63K+ 64.13% |
$191K - $203K
|
4.16K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.61K+ 58.62% |
$188K - $201K
|
4.34K
$570K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.58K+ 5.31% |
$185K - $197K
|
31.3K
$4.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.55K+ 38.23% |
$182K - $194K
|
5.6K
$735K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.5K+ 6.6% |
$176K - $188K
|
24.3K
$3.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.49K+ 4.16% |
$174K - $186K
|
37.2K
$4.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.45K+ 1.4% |
$170K - $181K
|
105K
$13.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.44K+ 2.78% |
$169K - $181K
|
53.4K
$7.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.39K+ 30.22% |
$163K - $174K
|
5.99K
$785K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.32K+ 15.02% |
$154K - $165K
|
10.1K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.32K+ 17.72% |
$154K - $165K
|
8.73K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.31K+ 67.63% |
$154K - $164K
|
3.25K
$427K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.29KNew |
$151K - $162K
|
1.29K
$169K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.29K+ 13.51% |
$151K - $161K
|
10.8K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25KNew |
$147K - $157K
|
1.25K
$164K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.22K+ 63.81% |
$143K - $153K
|
3.13K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.22K+ 7.11% |
$143K - $153K
|
18.4K
$2.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.14K+ 0.69% |
$133K - $142K
|
165K
$21.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$132K - $140K
|
1.12K
$147K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 59.8% |
$131K - $140K
|
2.99K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.06KNew |
$124K - $132K
|
1.06K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.05K+ 3.15% |
$123K - $132K
|
34.4K
$4.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.01K+ 0.71% |
$118K - $126K
|
143K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
956+ 5.46% |
$112K - $120K
|
18.5K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
911+ 16.61% |
$107K - $114K
|
6.4K
$839K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
852+ 14.09% |
$99.9K - $107K
|
6.9K
$905K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
818+ 148.46% |
$96K - $102K
|
1.37K
$180K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
810+ 2.6% |
$95K - $101K
|
31.9K
$4.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
747+ 20.23% |
$87.6K - $93.5K
|
4.44K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
747+ 16.03% |
$87.6K - $93.5K
|
5.41K
$710K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
738+ 9.56% |
$86.6K - $92.3K
|
8.45K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
735+ 102.37% |
$86.2K - $92K
|
1.45K
$191K
|