Purchases and Sales Made in Q3 2023 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
556
New
$57.5K - $63.8K
556 $73K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
546
+ 47.73%
$56.5K - $62.6K
1.69K $222K
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
543
+ 2.6%
$56.2K - $62.3K
21.5K $2.81M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
540
+ 8.0%
$55.9K - $61.9K
7.29K $956K
Dec 08, 2023 Q3 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
528
+ 0.65%
$54.6K - $60.6K
81.9K $10.7M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
524
+ 1.59%
$54.2K - $60.1K
33.6K $4.4M
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
519
+ 21.8%
$53.7K - $59.5K
2.9K $381K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
502
+ 2.93%
$51.9K - $57.6K
17.7K $2.32M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
500
+ 22.46%
$51.7K - $57.3K
2.73K $358K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
494
+ 11.77%
$51.1K - $56.7K
4.69K $615K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
491
+ 0.72%
$50.8K - $56.3K
68.9K $9.04M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
435
+ 6.04%
$45K - $49.9K
7.64K $1M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
431
+ 37.0%
$44.6K - $49.4K
1.6K $209K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
426
+ 32.87%
$44.1K - $48.9K
1.72K $226K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
424
+ 4.42%
$43.9K - $48.6K
10K $1.32M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
423
+ 5.11%
$43.8K - $48.5K
8.7K $1.14M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
407
+ 0.5%
$42.1K - $46.7K
81.9K $10.7M
Oct 23, 2023 Q3 2023
Cedar Mountain Advisors, LLC

BUY
 -
396
+ 0.16%
$41K - $45.4K
245K $32.1M
Nov 14, 2023 Q3 2023
First Western Trust Bank

Denver, CO
BUY
 -
388
+ 3.85%
$40.2K - $44.5K
10.5K $1.37M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
384
+ 0.39%
$39.7K - $44K
100K $13.1M
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
376
+ 12.34%
$38.9K - $43.1K
3.42K $449K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
369
+ 1.42%
$38.2K - $42.3K
26.4K $3.46M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
362
New
$37.5K - $41.5K
362 $47.5K
Nov 06, 2023 Q3 2023
Widmann Financial Services, Inc.

BUY
 -
360
+ 2.51%
$37.3K - $41.3K
14.7K $1.93M
Oct 12, 2023 Q3 2023
Paradigm Financial Partners, LLC

BUY
 -
352
+ 2.73%
$36.4K - $40.4K
13.3K $1.74M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
350
New
$36.2K - $40.1K
350 $45.9K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
340
+ 6.95%
$35.2K - $39K
5.23K $687K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
310
+ 13.51%
$32.1K - $35.6K
2.61K $342K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
309
+ 882.86%
$32K - $35.4K
344 $45.1K
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
280
+ 5.13%
$29K - $32.1K
5.74K $754K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
262
+ 5.13%
$27.1K - $30K
5.37K $705K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
242
+ 0.67%
$25K - $27.8K
36.5K $4.79M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
236
+ 42.99%
$24.4K - $27.1K
785 $103K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
235
+ 0.76%
$24.3K - $26.9K
31.2K $4.1M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
218
+ 2.9%
$22.6K - $25K
7.74K $1.02M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
213
+ 115.14%
$22K - $24.4K
398 $52.2K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
210
New
$21.7K - $24.1K
210 $27.6K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
202
+ 7.61%
$20.9K - $23.2K
2.86K $375K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
196
+ 95.15%
$20.3K - $22.5K
402 $52.8K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
194
+ 3.24%
$20.1K - $22.2K
6.18K $811K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
190
+ 0.9%
$19.7K - $21.8K
21.3K $2.79M
Oct 16, 2023 Q3 2023
Powell Investment Advisors, LLC

BUY
 -
189
+ 0.41%
$19.6K - $21.7K
45.9K $6.03M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
186
+ 0.29%
$19.2K - $21.3K
64.3K $8.43M
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
177
+ 5.39%
$18.3K - $20.3K
3.46K $454K
Nov 06, 2023 Q3 2023
Wedgewood Investors Inc

BUY
 -
176
+ 2.14%
$18.2K - $20.2K
8.4K $1.1M
May 24, 2024 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
170
New
$17.6K - $19.5K
170 $22.3K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
166
+ 3.66%
$17.2K - $19K
4.7K $617K
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
156
+ 2.15%
$16.1K - $17.9K
7.4K $971K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
151
+ 1.91%
$15.6K - $17.3K
8.04K $1.05M

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