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
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
207
New
$24.7K - $27.4K
207 $27.2K
Nov 08, 2024 Q3 2024
Mwa Asset Management

Lexington, MA
BUY
 -
207
+ 1.8%
$24.7K - $27.4K
11.7K $1.53M
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
205
+ 2.97%
$24.5K - $27.1K
7.1K $932K
Oct 29, 2024 Q3 2024
Pure Financial Advisors, LLC

BUY
 -
203
+ 1.77%
$24.3K - $26.8K
11.7K $1.53M
Oct 30, 2024 Q3 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
201
+ 11.61%
$24K - $26.6K
1.93K $254K
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
197
+ 22.16%
$23.5K - $26.1K
1.09K $143K
Nov 14, 2024 Q3 2024
Comerica Bank

BUY
 -
194
+ 0.18%
$23.2K - $25.7K
106K $13.9M
Oct 25, 2024 Q3 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
189
+ 2.76%
$22.6K - $25K
7.04K $924K
Nov 14, 2024 Q3 2024
Widmann Financial Services, Inc.

BUY
 -
187
+ 1.26%
$22.4K - $24.7K
15K $1.97M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
182
New
$21.8K - $24.1K
182 $23.9K
Oct 15, 2024 Q3 2024
Rda Financial Network

BUY
 -
171
+ 8.17%
$20.4K - $22.6K
2.26K $297K
Oct 29, 2024 Q3 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
171
+ 7.71%
$20.4K - $22.6K
2.39K $313K
Nov 12, 2024 Q3 2024
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
170
+ 5.74%
$20.3K - $22.5K
3.13K $411K
Nov 14, 2024 Q3 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
167
+ 7.37%
$20K - $22.1K
2.43K $319K
Nov 12, 2024 Q3 2024
Bedel Financial Consulting, Inc.

BUY
 -
167
+ 1.6%
$20K - $22.1K
10.6K $1.39M
Nov 08, 2024 Q3 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
160
+ 800.0%
$19.1K - $21.2K
180 $23.6K
Oct 31, 2024 Q3 2024
Hara Capital LLC

Bellevue, WA
BUY
 -
148
New
$17.7K - $19.6K
148 $19.4K
Nov 12, 2024 Q3 2024
Blair William & CO

Chicago, IL
BUY
 -
142
+ 0.6%
$17K - $18.8K
23.8K $3.13M
Oct 17, 2024 Q3 2024
Financial Advisory Service, Inc.

BUY
 -
141
+ 0.65%
$16.9K - $18.6K
21.9K $2.88M
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
137
+ 4.8%
$16.4K - $18.1K
2.99K $392K
Oct 18, 2024 Q3 2024
West Hill Financial Advisors, Inc.

BUY
 -
136
+ 0.2%
$16.3K - $18K
68.2K $8.95M
Oct 15, 2024 Q3 2024
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
133
+ 1.6%
$15.9K - $17.6K
8.47K $1.11M
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
126
New
$15.1K - $16.7K
126 $16.5K
Nov 01, 2024 Q3 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
125
+ 0.26%
$14.9K - $16.5K
48.5K $6.36M
Oct 29, 2024 Q3 2024
Sage Financial Group Inc

BUY
 -
125
+ 0.48%
$14.9K - $16.5K
25.9K $3.4M
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
122
+ 110.91%
$14.6K - $16.1K
232 $30.4K
Nov 08, 2024 Q3 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
121
+ 2.79%
$14.5K - $16K
4.46K $586K
Nov 07, 2024 Q3 2024
Trinity Point Wealth, LLC

BUY
 -
112
+ 4.16%
$13.4K - $14.8K
2.8K $368K
Oct 30, 2024 Q3 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
110
+ 100.0%
$13.1K - $14.5K
220 $28.9K
Oct 15, 2024 Q3 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
99
+ 3.73%
$11.8K - $13.1K
2.75K $361K
Oct 15, 2024 Q3 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
97
+ 3.24%
$11.6K - $12.8K
3.09K $405K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
92
New
$11K - $12.2K
92 $12.1K
Nov 05, 2024 Q3 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
90
+ 1.66%
$10.8K - $11.9K
5.5K $721K
Nov 19, 2024 Q3 2024
Mc Ilrath & Eck, LLC

BUY
 -
89
+ 18.78%
$10.6K - $11.8K
563 $73.9K
Nov 05, 2024 Q3 2024
Motco

BUY
 -
87
New
$10.4K - $11.5K
87 $11.4K
Oct 18, 2024 Q3 2024
Atlas Brown,Inc.

BUY
 -
85
+ 0.41%
$10.2K - $11.2K
20.6K $2.7M
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
85
+ 3.34%
$10.2K - $11.2K
2.63K $345K
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
78
+ 0.48%
$9.32K - $10.3K
16.4K $2.16M
Nov 14, 2024 Q3 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
76
+ 63.33%
$9.08K - $10.1K
196 $25.7K
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
74
+ 0.25%
$8.84K - $9.79K
29.4K $3.85M
Nov 05, 2024 Q3 2024
One Day In July LLC

BUY
 -
72
+ 1.45%
$8.61K - $9.52K
5.02K $659K
Oct 15, 2024 Q3 2024
Hilltop National Bank

Casper, WY
BUY
 -
69
+ 7.63%
$8.25K - $9.13K
973 $128K
Nov 12, 2024 Q3 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
67
+ 4.61%
$8.01K - $8.86K
1.52K $199K
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
66
+ 48.18%
$7.89K - $8.73K
203 $26.6K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
59
+ 11.2%
$7.05K - $7.8K
586 $76.9K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
58
+ 1.41%
$6.93K - $7.67K
4.16K $546K
Nov 13, 2024 Q3 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
57
+ 6.44%
$6.81K - $7.54K
942 $124K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
51
New
$6.1K - $6.74K
51 $6.69K
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
51
+ 40.8%
$6.1K - $6.74K
176 $23.1K

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