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 24, 2024 Q3 2024
Modera Wealth Management, LLC

BUY
 -
599
+ 1.86%
$71.6K - $79.2K
32.9K $4.31M
Nov 14, 2024 Q3 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
588
+ 21.62%
$70.3K - $77.8K
3.31K $434K
Oct 22, 2024 Q3 2024
Brighton Jones LLC

BUY
 -
565
+ 2.84%
$67.5K - $74.7K
20.5K $2.69M
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
561
New
$67.1K - $74.2K
561 $73.6K
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
556
New
$66.5K - $73.5K
556 $73K
Oct 10, 2024 Q3 2024
Annex Advisory Services, LLC

BUY
 -
551
+ 22.37%
$65.9K - $72.9K
3.01K $395K
Nov 06, 2024 Q3 2024
Cullen/Frost Bankers, Inc.

BUY
 -
515
+ 12.38%
$61.6K - $68.1K
4.67K $613K
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
513
+ 1.4%
$61.3K - $67.8K
37K $4.86M
Nov 05, 2024 Q3 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
501
+ 23.23%
$59.9K - $66.3K
2.66K $349K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
485
+ 5.46%
$58K - $64.1K
9.37K $1.23M
Nov 13, 2024 Q3 2024
First Foundation Advisors

Irvine, CA
BUY
 -
465
+ 4.61%
$55.6K - $61.5K
10.5K $1.38M
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
456
+ 5066.67%
$54.5K - $60.3K
465 $61K
Nov 13, 2024 Q3 2024
Northern Trust Corp

Chicago, IL
BUY
 -
448
+ 0.36%
$53.5K - $59.2K
126K $16.6M
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
426
+ 2.62%
$50.9K - $56.3K
16.7K $2.19M
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
420
New
$50.2K - $55.5K
420 $55.1K
Nov 06, 2024 Q3 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
418
+ 0.68%
$50K - $55.3K
62K $8.14M
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
391
+ 1086.11%
$46.7K - $51.7K
427 $56K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
389
+ 0.4%
$46.5K - $51.4K
97.3K $12.8M
Oct 18, 2024 Q3 2024
Cedrus LLC

Littleton, CO
BUY
 -
386
+ 6.94%
$46.1K - $51K
5.95K $780K
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
371
+ 5.24%
$44.3K - $49.1K
7.45K $977K
Nov 14, 2024 Q3 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
351
+ 19.83%
$42K - $46.4K
2.12K $278K
Nov 01, 2024 Q3 2024
Bridges Investment Management Inc

BUY
 -
345
+ 1.16%
$41.2K - $45.6K
30K $3.94M
Nov 14, 2024 Q3 2024
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
342
+ 11.61%
$40.9K - $45.2K
3.29K $431K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
335
New
$40K - $44.3K
335 $44K
Nov 13, 2024 Q3 2024
Argent Trust CO

Nashville, TN
BUY
 -
330
+ 18.62%
$39.4K - $43.6K
2.1K $276K
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
330
+ 2.51%
$39.4K - $43.6K
13.5K $1.77M
Nov 07, 2024 Q3 2024
Auxano Advisors, LLC

BUY
 -
326
+ 5.16%
$39K - $43.1K
6.65K $872K
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
315
+ 2.26%
$37.6K - $41.7K
14.2K $1.87M
Nov 15, 2024 Q3 2024
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
300
+ 2.28%
$35.9K - $39.7K
13.5K $1.77M
Nov 12, 2024 Q3 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
293
+ 3.35%
$35K - $38.7K
9.05K $1.19M
Oct 31, 2024 Q3 2024
Keybank National Association

BUY
 -
289
+ 0.14%
$34.5K - $38.2K
203K $26.7M
Nov 08, 2024 Q3 2024
Becker Capital Management Inc

BUY
 -
285
+ 10.98%
$34.1K - $37.7K
2.88K $378K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
283
+ 3.37%
$33.8K - $37.4K
8.69K $1.14M
Nov 01, 2024 Q3 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
278
+ 7.67%
$33.2K - $36.8K
3.9K $512K
Oct 30, 2024 Q3 2024
Crestwood Advisors Group LLC

BUY
 -
277
+ 15.81%
$33.1K - $36.6K
2.03K $266K
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
275
+ 0.74%
$32.9K - $36.4K
37.4K $4.91M
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
269
+ 6.95%
$32.2K - $35.6K
4.14K $544K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
266
New
$31.8K - $35.2K
266 $34.9K
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
265
+ 1.59%
$31.7K - $35K
16.9K $2.22M
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
249
New
$29.8K - $32.9K
249 $32.7K
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
249
New
$29.8K - $32.9K
249 $32.7K
Nov 12, 2024 Q3 2024
Davis R M Inc

Portland, ME
BUY
 -
233
+ 4.72%
$27.8K - $30.8K
5.17K $678K
Oct 24, 2024 Q3 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
231
+ 9.82%
$27.6K - $30.5K
2.58K $339K
Oct 31, 2024 Q3 2024
Leeward Investments, LLC Ma

BUY
 -
230
+ 9.99%
$27.5K - $30.4K
2.53K $332K
Oct 23, 2024 Q3 2024
Country Club Bank

BUY
 -
226
+ 2.21%
$27K - $29.9K
10.4K $1.37M
Nov 13, 2024 Q3 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
225
+ 7.17%
$26.9K - $29.8K
3.36K $441K
Nov 13, 2024 Q3 2024
Private Capital Management LLC

BUY
 -
221
New
$26.4K - $29.2K
221 $29K
Oct 29, 2024 Q3 2024
Prossimo Advisors, LLC

San Luis Obispo, CA
BUY
 -
210
+ 2.92%
$25.1K - $27.8K
7.39K $970K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
209
+ 11.57%
$25K - $27.6K
2.02K $265K

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