Purchases and Sales Made in Q3 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-253- 1.45% |
$30.2K - $33.5K
|
17.2K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-259- 2.79% |
$31K - $34.3K
|
9.03K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-260- 4.55% |
$31.1K - $34.4K
|
5.46K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-260- 58.96% |
$31.1K - $34.4K
|
181
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-263- 81.42% |
$31.4K - $34.8K
|
60
$7.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-264- 40.55% |
$31.6K - $34.9K
|
387
$50.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-266- 1.87% |
$31.8K - $35.2K
|
13.9K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-275- 0.88% |
$32.9K - $36.4K
|
31K
$4.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-275- 2.59% |
$32.9K - $36.4K
|
10.3K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-278- 24.8% |
$33.2K - $36.8K
|
843
$110K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-279- 3.78% |
$33.3K - $36.9K
|
7.11K
$926K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-282- 12.42% |
$33.7K - $37.3K
|
1.99K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-290- 2.26% |
$34.7K - $38.4K
|
12.6K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-291- 13.79% |
$34.8K - $38.5K
|
1.82K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-294- 1.83% |
$35.1K - $38.9K
|
15.8K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-295- 1.38% |
$35.3K - $39K
|
21.1K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-299- 3.34% |
$35.7K - $39.5K
|
8.64K
$1.13M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-300- 0.94% |
$35.9K - $39.7K
|
31.7K
$4.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-301- 11.2% |
$36K - $39.8K
|
2.39K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-305- 0.31% |
$36.5K - $40.3K
|
99.5K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-311- 9.47% |
$37.2K - $41.1K
|
2.97K
$387K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-318- 1.75% |
$38K - $42.1K
|
17.8K
$2.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-330- 2.69% |
$39.4K - $43.6K
|
12K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-332- 8.13% |
$39.7K - $43.9K
|
3.75K
$489K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-334- 2.62% |
$39.9K - $44.2K
|
12.4K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-343- 10.68% |
$41K - $45.4K
|
2.87K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-360- 17.41% |
$43K - $47.6K
|
1.71K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-369- 14.37% |
$44.1K - $48.8K
|
2.2K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-384- 2.2% |
$45.9K - $50.8K
|
17.1K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-385- 0.91% |
$46K - $50.9K
|
41.9K
$5.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-385- 2.85% |
$46K - $50.9K
|
13.1K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-386- 1.59% |
$46.1K - $51K
|
23.9K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-399- 0.29% |
$47.7K - $52.8K
|
138K
$18M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-404- 1.07% |
$48.3K - $53.4K
|
37.4K
$4.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-405- 16.84% |
$48.4K - $53.6K
|
2K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-426- 26.63% |
$50.9K - $56.3K
|
1.17K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-445- 6.57% |
$53.2K - $58.9K
|
6.33K
$825K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-451- 8.05% |
$53.9K - $59.6K
|
5.15K
$671K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-457- 3.06% |
$54.6K - $60.4K
|
14.5K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-465- 5.28% |
$55.6K - $61.5K
|
8.34K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-478- 7.26% |
$57.1K - $63.2K
|
6.11K
$796K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 38.51% |
$58.7K - $64.9K
|
784
$102K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-495- 23.67% |
$59.2K - $65.5K
|
1.6K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-519- 19.0% |
$62K - $68.6K
|
2.21K
$288K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-521- 0.85% |
$62.3K - $68.9K
|
60.5K
$7.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-547- 3.17% |
$65.4K - $72.3K
|
16.7K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-560- 2.22% |
$66.9K - $74.1K
|
24.7K
$3.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-569- 4.22% |
$68K - $75.3K
|
12.9K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-569- 1.79% |
$68K - $75.3K
|
31.3K
$4.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-575- 10.28% |
$68.7K - $76K
|
5.02K
$654K
|