Purchases and Sales Made in Q3 2024 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 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 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.63K
New
$194K - $215K
1.63K $213K
Nov 14, 2024 Q3 2024
Safeguard Investment Advisory Group, LLC

BUY
 -
1.62K
New
$194K - $214K
1.62K $213K
Oct 16, 2024 Q3 2024
Secure Asset Management, LLC

BUY
 -
1.62K
New
$194K - $214K
1.62K $213K
Oct 11, 2024 Q3 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
1.62K
New
$193K - $214K
1.62K $212K
Oct 16, 2024 Q3 2024
La Fleur & Godfrey LLC

BUY
 -
1.59K
New
$190K - $210K
1.59K $209K
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
1.59K
+ 23.05%
$190K - $210K
8.49K $1.11M
Nov 05, 2024 Q3 2024
Pinnacle Financial Partners Inc

BUY
 -
1.58K
+ 2.85%
$189K - $209K
57.1K $7.5M
Oct 17, 2024 Q3 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.58K
New
$189K - $209K
1.58K $207K
Nov 12, 2024 Q3 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
1.57K
New
$187K - $207K
1.57K $205K
Nov 06, 2024 Q3 2024
Neumann Capital Management, LLC

BUY
 -
1.52K
New
$182K - $202K
1.52K $200K
Nov 12, 2024 Q3 2024
Great Valley Advisor Group, Inc.

BUY
 -
1.52K
+ 4.68%
$182K - $201K
34K $4.46M
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
1.5K
+ 0.47%
$179K - $198K
318K $41.7M
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
1.49K
+ 1.99%
$178K - $197K
76.1K $9.99M
Nov 12, 2024 Q3 2024
Wealthfront Advisers LLC

BUY
 -
1.4K
+ 16.99%
$167K - $185K
9.63K $1.26M
Nov 07, 2024 Q3 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.36K
+ 10.58%
$162K - $179K
14.2K $1.86M
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.33K
+ 2.07%
$159K - $176K
65.6K $8.61M
Nov 22, 2024 Q3 2024
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.3K
+ 7.03%
$155K - $172K
19.8K $2.6M
Oct 21, 2024 Q3 2024
Oakworth Capital, Inc.

BUY
 -
1.28K
New
$153K - $170K
1.28K $168K
Nov 06, 2024 Q3 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.25K
+ 33.53%
$149K - $165K
4.97K $652K
Oct 23, 2024 Q3 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
1.18K
+ 8.09%
$141K - $156K
15.7K $2.06M
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.16K
+ 2.25%
$139K - $153K
52.6K $6.9M
Nov 15, 2024 Q3 2024
Y Intercept (Hong Kong) LTD

BUY
 -
1.13K
+ 65.26%
$135K - $149K
2.86K $375K
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
1.13K
+ 10.76%
$135K - $149K
11.6K $1.52M
Nov 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.12K
+ 10.4%
$133K - $148K
11.8K $1.55M
Nov 13, 2024 Q3 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.11K
+ 15.99%
$133K - $147K
8.05K $1.06M
Nov 04, 2024 Q3 2024
Mv Capital Management, Inc.

BUY
 -
1.1K
+ 10.51%
$131K - $145K
11.6K $1.52M
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.02K
+ 7.14%
$122K - $135K
15.4K $2.01M
Oct 24, 2024 Q3 2024
First Merchants Corp

BUY
 -
990
+ 4.24%
$118K - $131K
24.4K $3.2M
Nov 12, 2024 Q3 2024
Bishop & CO Investment Management, LLC

BUY
 -
979
+ 0.7%
$117K - $129K
140K $18.4M
Nov 12, 2024 Q3 2024
Aveo Capital Partners, LLC

BUY
 -
956
+ 19.76%
$114K - $126K
5.8K $760K
Nov 25, 2024 Q3 2024
Sja Financial Advisory, LLC

BUY
 -
899
+ 6.92%
$107K - $119K
13.9K $1.82M
Nov 08, 2024 Q3 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
873
+ 0.97%
$104K - $115K
90.6K $11.9M
Nov 14, 2024 Q3 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
829
+ 2.28%
$99.1K - $110K
37.3K $4.89M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
822
+ 8.52%
$98.2K - $109K
10.5K $1.37M
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
798
+ 1.49%
$95.4K - $106K
54.3K $7.13M
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
775
+ 5.62%
$92.6K - $102K
14.6K $1.91M
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
728
+ 6.76%
$87K - $96.3K
11.5K $1.51M
Oct 15, 2024 Q3 2024
Atticus Wealth Management, LLC

BUY
 -
715
+ 23.52%
$85.5K - $94.6K
3.76K $493K
Oct 21, 2024 Q3 2024
My Legacy Advisors, LLC

BUY
 -
693
+ 7.25%
$82.8K - $91.6K
10.3K $1.35M
Oct 15, 2024 Q3 2024
Pfg Advisors

BUY
 -
682
+ 25.55%
$81.5K - $90.2K
3.35K $440K
Nov 12, 2024 Q3 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
679
+ 1.78%
$81.2K - $89.8K
38.7K $5.08M
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
676
+ 25.94%
$80.8K - $89.4K
3.28K $431K
Oct 15, 2024 Q3 2024
Cedar Mountain Advisors, LLC

BUY
 -
660
+ 0.27%
$78.9K - $87.3K
249K $32.7M
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
660
New
$78.9K - $87.3K
660 $86.6K
Oct 18, 2024 Q3 2024
Cahaba Wealth Management, Inc.

BUY
 -
660
+ 15.24%
$78.9K - $87.3K
4.99K $655K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
644
+ 8.43%
$77K - $85.2K
8.28K $1.09M
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
639
+ 2.23%
$76.4K - $84.5K
29.3K $3.84M
Oct 24, 2024 Q3 2024
Arkadios Wealth Advisors

BUY
 -
612
+ 11.2%
$73.1K - $80.9K
6.08K $797K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
606
New
$72.4K - $80.1K
606 $79.5K

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