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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9New |
$931 - $1.03K
|
9
$1.18K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.58% |
$621 - $688
|
1.05K
$138K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 2.24% |
$517 - $573
|
228
$29.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$517 - $573
|
2.71K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$310 - $344
|
3
$394
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$103 - $115
|
247
$32.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1+ 0.04% |
$103 - $115
|
2.44K
$320K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$103 - $115
|
12.4K
$1.62M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.09% |
$103 - $115
|
1.11K
$145K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.01% |
$103 - $115
|
11.2K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.09% |
$103 - $115
|
1.11K
$145K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3- 0.37% |
$310 - $344
|
806
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 11.11% |
$517 - $573
|
40
$5.25K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5- 0.18% |
$517 - $573
|
2.78K
$364K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9- 0.28% |
$931 - $1.03K
|
3.19K
$418K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-12- 0.21% |
$1.24K - $1.38K
|
5.71K
$749K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13- 2.55% |
$1.35K - $1.49K
|
497
$65.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.37% |
$1.45K - $1.61K
|
3.76K
$494K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.09% |
$1.55K - $1.72K
|
17.3K
$2.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-16- 0.27% |
$1.66K - $1.83K
|
6.01K
$788K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 1.46% |
$1.76K - $1.95K
|
1.15K
$151K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17- 10.83% |
$1.76K - $1.95K
|
140
$18.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-17- 0.17% |
$1.76K - $1.95K
|
9.92K
$1.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-17- 6.75% |
$1.76K - $1.95K
|
235
$30.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-22- 0.58% |
$2.28K - $2.52K
|
3.8K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-22- 0.68% |
$2.28K - $2.52K
|
3.23K
$424K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-23- 1.12% |
$2.38K - $2.64K
|
2.04K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-23- 0.05% |
$2.38K - $2.64K
|
41.9K
$5.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-24- 0.3% |
$2.48K - $2.75K
|
8.08K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-25- 0.87% |
$2.59K - $2.87K
|
2.86K
$376K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-25- 0.19% |
$2.59K - $2.87K
|
13.4K
$1.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-29- 33.33% |
$3K - $3.33K
|
58
$7.61K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-30- 0.27% |
$3.1K - $3.44K
|
11K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-30- 0.25% |
$3.1K - $3.44K
|
11.8K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-30- 0.33% |
$3.1K - $3.44K
|
9.06K
$1.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30- 0.88% |
$3.1K - $3.44K
|
3.37K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30- 0.91% |
$3.1K - $3.44K
|
3.25K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-33- 0.66% |
$3.41K - $3.78K
|
4.96K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-34- 6.4% |
$3.52K - $3.9K
|
497
$65.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-35- 0.31% |
$3.62K - $4.01K
|
11.3K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-36- 1.27% |
$3.73K - $4.13K
|
2.8K
$368K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-37- 6.95% |
$3.83K - $4.24K
|
495
$65K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-37- 1.98% |
$3.83K - $4.24K
|
1.84K
$241K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-38- 1.38% |
$3.93K - $4.36K
|
2.71K
$356K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-38- 73.08% |
$3.93K - $4.36K
|
14
$1.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-39- 0.75% |
$4.04K - $4.47K
|
5.19K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-42- 2.42% |
$4.35K - $4.82K
|
1.69K
$222K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-42- 0.19% |
$4.35K - $4.82K
|
22.3K
$2.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.47% |
$4.55K - $5.05K
|
2.95K
$387K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-46- 0.7% |
$4.76K - $5.28K
|
6.55K
$859K
|