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 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-577- 5.11% |
$69K - $76.3K
|
10.7K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-584- 0.38% |
$69.8K - $77.2K
|
152K
$19.8M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-595- 16.45% |
$71.1K - $78.7K
|
3.02K
$394K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-636- 1.85% |
$76K - $84.1K
|
33.8K
$4.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-642- 1.23% |
$76.7K - $84.9K
|
51.6K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-643- 46.97% |
$76.9K - $85K
|
726
$94.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-651- 10.45% |
$77.8K - $86.1K
|
5.58K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-655- 14.56% |
$78.3K - $86.6K
|
3.84K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-703- 92.99% |
$84K - $93K
|
53
$6.91K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-710- 3.36% |
$84.9K - $93.9K
|
20.4K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-747- 0.92% |
$89.3K - $98.8K
|
80K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-769- 12.72% |
$91.9K - $102K
|
5.28K
$687K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-824- 9.17% |
$98.5K - $109K
|
8.16K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-843- 6.03% |
$101K - $111K
|
13.1K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-850- 14.18% |
$102K - $112K
|
5.15K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-916- 4.69% |
$109K - $121K
|
18.6K
$2.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-951- 9.87% |
$114K - $126K
|
8.68K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.06K- 0.6% |
$126K - $140K
|
176K
$22.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 17.98% |
$129K - $142K
|
4.91K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.08K- 23.15% |
$129K - $143K
|
3.58K
$467K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.11K- 31.95% |
$133K - $147K
|
2.36K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.11K- 51.25% |
$133K - $147K
|
1.06K
$138K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.12K- 20.76% |
$133K - $147K
|
4.26K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 0.15% |
$144K - $159K
|
792K
$103M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.24K- 27.57% |
$148K - $163K
|
3.24K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.28K- 21.34% |
$153K - $170K
|
4.73K
$616K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.3K- 16.49% |
$155K - $172K
|
6.58K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.39K- 1.87% |
$166K - $183K
|
72.5K
$9.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 1.53% |
$172K - $190K
|
92.2K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 8.54% |
$174K - $192K
|
15.6K
$2.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.47K- 1.4% |
$175K - $194K
|
104K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.47K- 32.14% |
$176K - $195K
|
3.11K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.67K- 9.36% |
$200K - $221K
|
16.2K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.73K- 5.42% |
$207K - $229K
|
30.2K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 4.07% |
$211K - $233K
|
41.6K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.76K- 6.59% |
$211K - $233K
|
25K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.77K- 0.61% |
$212K - $235K
|
290K
$37.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.8K- 1.37% |
$215K - $237K
|
129K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.8K- 2.21% |
$215K - $238K
|
79.7K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.83K- 5.1% |
$218K - $242K
|
34K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.86K- 2.44% |
$223K - $246K
|
74.3K
$9.68M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.92K- 26.06% |
$229K - $254K
|
5.45K
$710K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.95K- 8.47% |
$233K - $258K
|
21.1K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.95K- 9.86% |
$233K - $258K
|
17.8K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.14K- 3.31% |
$255K - $282K
|
62.4K
$8.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.14K- 25.38% |
$256K - $283K
|
6.29K
$820K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.3K- 2.39% |
$275K - $304K
|
93.9K
$12.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.3K- 10.88% |
$275K - $304K
|
18.9K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.34K- 30.23% |
$280K - $309K
|
5.4K
$704K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.4K- 4.5% |
$287K - $318K
|
51K
$6.65M
|