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 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.53KNew |
$541K - $599K
|
4.53K
$594K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.48K+ 1.52% |
$536K - $593K
|
300K
$39.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.47KNew |
$534K - $591K
|
4.47K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.44K+ 4.05% |
$531K - $587K
|
114K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.43K+ 0.37% |
$529K - $585K
|
1.21M
$159M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.07KNew |
$486K - $538K
|
4.07K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 2.43% |
$479K - $530K
|
169K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4K+ 64.04% |
$478K - $529K
|
10.2K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 21.58% |
$476K - $527K
|
22.4K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.76KNew |
$450K - $497K
|
3.76K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.73KNew |
$446K - $493K
|
3.73K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 20.51% |
$396K - $438K
|
19.5K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.31K+ 0.47% |
$395K - $437K
|
711K
$93.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.31K+ 0.47% |
$395K - $437K
|
711K
$93.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.22K+ 4.83% |
$385K - $426K
|
69.9K
$9.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18KNew |
$380K - $420K
|
3.18K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3K+ 95.88% |
$359K - $397K
|
6.14K
$805K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.93K+ 395.81% |
$350K - $387K
|
3.67K
$481K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.9K+ 31.06% |
$346K - $383K
|
12.2K
$1.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.89K+ 6.83% |
$345K - $382K
|
45.2K
$5.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.82K+ 27.05% |
$338K - $373K
|
13.3K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.78KNew |
$333K - $368K
|
2.78K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.74KNew |
$327K - $362K
|
2.74K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.53KNew |
$302K - $334K
|
2.53K
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.5K+ 3.66% |
$299K - $331K
|
71K
$9.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
2.5K+ 6.44% |
$298K - $330K
|
41.3K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.42K+ 2.14% |
$290K - $320K
|
116K
$15.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.37K+ 37.8% |
$284K - $314K
|
8.65K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.33K+ 1.49% |
$278K - $308K
|
158K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.26KNew |
$270K - $299K
|
2.26K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.26KNew |
$270K - $299K
|
2.26K
$296K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.21KNew |
$265K - $293K
|
2.21K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.21K+ 37.76% |
$264K - $292K
|
8.06K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.2K+ 9.34% |
$262K - $290K
|
25.7K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.07KNew |
$247K - $273K
|
2.07K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.95K+ 17.23% |
$233K - $258K
|
13.3K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.92K+ 11.76% |
$230K - $254K
|
18.3K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.91KNew |
$229K - $253K
|
1.91K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 8.73% |
$223K - $247K
|
23.3K
$3.05M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.82K+ 7.59% |
$217K - $240K
|
25.7K
$3.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 3.81% |
$215K - $238K
|
49K
$6.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.77K+ 10.74% |
$212K - $235K
|
18.3K
$2.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.76K+ 2.97% |
$210K - $232K
|
60.9K
$7.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.73K+ 87.41% |
$207K - $229K
|
3.71K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.72KNew |
$205K - $227K
|
1.72K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$205K - $227K
|
1.72K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.7K+ 83.77% |
$203K - $225K
|
3.73K
$489K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.68K+ 2.82% |
$201K - $223K
|
61.4K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.63KNew |
$195K - $216K
|
1.63K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.63KNew |
$195K - $215K
|
1.63K
$214K
|