Purchases and Sales Made in Q3 2023 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.8MNew |
$1.33B - $1.47B
|
12.8M
$1.68B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.41MNew |
$250M - $277M
|
2.41M
$316M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
739K+ 47.91% |
$76.4M - $84.7M
|
2.28M
$299M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
514K+ 3046.86% |
$53.2M - $59M
|
531K
$69.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
352K+ 1319.16% |
$36.4M - $40.4M
|
379K
$49.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
281K+ 330.64% |
$29.1M - $32.2M
|
366K
$47.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
269K+ 3.9% |
$27.9M - $30.9M
|
7.18M
$940M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
216K+ 2.72% |
$22.3M - $24.8M
|
8.14M
$1.07B
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
172K+ 8.55% |
$17.8M - $19.7M
|
2.19M
$286M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
124KNew |
$12.8M - $14.2M
|
124K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
115K+ 5844.94% |
$11.9M - $13.2M
|
117K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
78.9K+ 75.51% |
$8.16M - $9.05M
|
183K
$24M
|
|
|
Nov 07, 2023
Q3 2023
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
69K+ 274.62% |
$7.14M - $7.91M
|
94.1K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
58.9KNew |
$6.09M - $6.75M
|
58.9K
$7.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.7K+ 51.57% |
$5.76M - $6.39M
|
164K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
53.9K+ 36.16% |
$5.57M - $6.18M
|
203K
$26.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
52.3K+ 323.3% |
$5.41M - $6M
|
68.5K
$8.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
51.7K+ 34.36% |
$5.35M - $5.93M
|
202K
$26.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
49.3K+ 1.22% |
$5.1M - $5.65M
|
4.07M
$533M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.7K+ 216.1% |
$5.04M - $5.59M
|
71.2K
$9.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
41.3K+ 434.11% |
$4.27M - $4.73M
|
50.8K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
38.7KNew |
$4.01M - $4.44M
|
38.7K
$5.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.9K+ 1.52% |
$3.72M - $4.12M
|
2.4M
$314M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
30.1K+ 658.57% |
$3.11M - $3.45M
|
34.7K
$4.54M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.3K+ 22.33% |
$3.03M - $3.36M
|
160K
$21M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
27.9K+ 24.28% |
$2.89M - $3.2M
|
143K
$18.7M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.2K+ 18.16% |
$2.6M - $2.89M
|
164K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
24.2KNew |
$2.5M - $2.77M
|
24.2K
$3.17M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
22.5K+ 6.25% |
$2.33M - $2.58M
|
383K
$50.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19.7KNew |
$2.04M - $2.26M
|
19.7K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
19.2K+ 39.96% |
$1.98M - $2.2M
|
67.1K
$8.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18KNew |
$1.86M - $2.07M
|
18K
$2.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.8K+ 28.31% |
$1.84M - $2.04M
|
80.5K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16K+ 14.04% |
$1.65M - $1.83M
|
130K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
15.3K+ 154.69% |
$1.59M - $1.76M
|
25.3K
$3.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.5K+ 1.67% |
$1.5M - $1.66M
|
883K
$116M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.9KNew |
$1.44M - $1.59M
|
13.9K
$1.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
13.8KNew |
$1.42M - $1.58M
|
13.8K
$1.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.3K+ 15.29% |
$1.37M - $1.52M
|
100K
$13.1M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.2K+ 59.01% |
$1.26M - $1.4M
|
32.9K
$4.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
12KNew |
$1.24M - $1.37M
|
12K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 13.3% |
$1.2M - $1.34M
|
99.2K
$13M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
11KNew |
$1.14M - $1.27M
|
11K
$1.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11K+ 114.83% |
$1.14M - $1.26M
|
20.5K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.8KNew |
$1.12M - $1.24M
|
10.8K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
10.7K+ 89.49% |
$1.11M - $1.23M
|
22.6K
$2.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.53K+ 4.34% |
$882K - $978K
|
205K
$26.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
8.06K+ 4.16% |
$834K - $924K
|
202K
$26.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.93K+ 1.41% |
$820K - $909K
|
571K
$74.8M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.52K+ 220.56% |
$778K - $863K
|
10.9K
$1.43M
|