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
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
253+ 5.6% |
$29.7K - $31.7K
|
4.77K
$626K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
230+ 4.12% |
$27K - $28.8K
|
5.81K
$763K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
225New |
$26.4K - $28.2K
|
225
$29.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
219+ 1.96% |
$25.7K - $27.4K
|
11.4K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
213+ 0.67% |
$25K - $26.7K
|
31.8K
$4.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
205+ 12.8% |
$24K - $25.7K
|
1.81K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
203+ 40.85% |
$23.8K - $25.4K
|
700
$91.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
201+ 0.48% |
$23.6K - $25.2K
|
42.3K
$5.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
200+ 3.27% |
$23.5K - $25K
|
6.32K
$830K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
189+ 10.66% |
$22.2K - $23.6K
|
1.96K
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
187+ 2671.43% |
$21.9K - $23.4K
|
194
$25.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
174+ 3.23% |
$20.4K - $21.8K
|
5.56K
$729K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
173New |
$20.3K - $21.6K
|
173
$22.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
165+ 8.67% |
$19.4K - $20.6K
|
2.07K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
165+ 825.0% |
$19.4K - $20.6K
|
185
$24.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
162+ 3.68% |
$19K - $20.3K
|
4.57K
$599K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
158+ 3.38% |
$18.5K - $19.8K
|
4.84K
$635K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153+ 4.78% |
$17.9K - $19.1K
|
3.35K
$440K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
144+ 7.19% |
$16.9K - $18K
|
2.15K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
140+ 5.16% |
$16.4K - $17.5K
|
2.85K
$374K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
129+ 12.99% |
$15.1K - $16.1K
|
1.12K
$147K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
129+ 0.55% |
$15.1K - $16.1K
|
23.7K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
125+ 1.14% |
$14.7K - $15.6K
|
11.1K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
121+ 5.04% |
$14.2K - $15.1K
|
2.52K
$331K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
111+ 5.61% |
$13K - $13.9K
|
2.09K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
111+ 22.42% |
$13K - $13.9K
|
606
$79.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
110+ 0.84% |
$12.9K - $13.8K
|
13.1K
$1.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
109+ 6.29% |
$12.8K - $13.6K
|
1.84K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
101+ 2.12% |
$11.8K - $12.6K
|
4.86K
$638K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
101+ 0.58% |
$11.8K - $12.6K
|
17.5K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
98+ 3.36% |
$11.5K - $12.3K
|
3.02K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
97+ 3.04% |
$11.4K - $12.1K
|
3.28K
$431K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
$11.3K - $12K
|
96
$12.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
92+ 2.42% |
$10.8K - $11.5K
|
3.9K
$511K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
91+ 0.11% |
$10.7K - $11.4K
|
81.5K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
90+ 0.33% |
$10.6K - $11.3K
|
27.7K
$3.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
88+ 2.2% |
$10.3K - $11K
|
4.08K
$536K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
88+ 1.16% |
$10.3K - $11K
|
7.68K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
86+ 13.19% |
$10.1K - $10.8K
|
738
$96.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
82+ 2.13% |
$9.62K - $10.3K
|
3.94K
$517K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 1.56% |
$9.38K - $10K
|
5.22K
$685K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
78New |
$9.15K - $9.76K
|
78
$10.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
69+ 15.07% |
$8.09K - $8.63K
|
527
$69.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69+ 92.0% |
$8.09K - $8.63K
|
144
$18.9K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
66+ 1.64% |
$7.74K - $8.26K
|
4.09K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
65+ 0.04% |
$7.63K - $8.13K
|
156K
$20.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62+ 2.44% |
$7.27K - $7.76K
|
2.6K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62+ 1.37% |
$7.27K - $7.76K
|
4.59K
$603K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
62+ 0.2% |
$7.27K - $7.76K
|
30.6K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
61+ 1.98% |
$7.16K - $7.63K
|
3.14K
$412K
|