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 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
49+ 1.52% |
$5.86K - $6.48K
|
3.28K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
49+ 0.67% |
$5.86K - $6.48K
|
7.38K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47+ 0.04% |
$5.62K - $6.22K
|
112K
$14.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46+ 0.28% |
$5.5K - $6.08K
|
16.6K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
42+ 0.45% |
$5.02K - $5.55K
|
9.46K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.51% |
$4.9K - $5.42K
|
8.12K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
41+ 2.22% |
$4.9K - $5.42K
|
1.88K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
40+ 2.07% |
$4.78K - $5.29K
|
1.98K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
39+ 2.16% |
$4.66K - $5.16K
|
1.84K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 1.27% |
$3.94K - $4.36K
|
2.64K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 0.31% |
$3.59K - $3.97K
|
9.74K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27New |
$3.23K - $3.57K
|
27
$3.54K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
26New |
$3.11K - $3.44K
|
26
$3.41K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
26+ 0.44% |
$3.11K - $3.44K
|
5.96K
$782K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 3.61% |
$2.99K - $3.31K
|
718
$94.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
25+ 0.15% |
$2.99K - $3.31K
|
16.8K
$2.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25+ 0.9% |
$2.99K - $3.31K
|
2.8K
$367K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
25+ 1.28% |
$2.99K - $3.31K
|
1.97K
$259K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
24+ 0.44% |
$2.87K - $3.17K
|
5.46K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
23+ 0.44% |
$2.75K - $3.04K
|
5.23K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
22+ 0.36% |
$2.63K - $2.91K
|
6.22K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
20+ 0.04% |
$2.39K - $2.65K
|
47.1K
$6.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 1.19% |
$2.39K - $2.65K
|
1.7K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
19+ 0.27% |
$2.27K - $2.51K
|
6.93K
$910K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$2.27K - $2.51K
|
19
$2.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
18New |
$2.15K - $2.38K
|
18
$2.36K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
17+ 0.44% |
$2.03K - $2.25K
|
3.91K
$513K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16+ 0.46% |
$1.91K - $2.12K
|
3.52K
$462K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16New |
$1.91K - $2.12K
|
16
$2.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 0.35% |
$1.79K - $1.98K
|
4.26K
$559K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$1.79K - $1.98K
|
15
$1.97K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.38% |
$1.79K - $1.98K
|
3.94K
$518K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
13+ 0.07% |
$1.55K - $1.72K
|
18.3K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.37% |
$1.43K - $1.59K
|
3.26K
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.42% |
$1.31K - $1.45K
|
2.66K
$348K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.37% |
$1.31K - $1.45K
|
2.95K
$388K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.31K - $1.45K
|
4.61K
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
10+ 0.44% |
$1.2K - $1.32K
|
2.26K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 3.4% |
$956 - $1.06K
|
243
$31.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 2.65% |
$956 - $1.06K
|
310
$40.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$956 - $1.06K
|
7.39K
$969K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.37% |
$837 - $926
|
1.91K
$250K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.2% |
$717 - $794
|
3.05K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.32% |
$717 - $794
|
1.9K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.45% |
$598 - $661
|
1.13K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.23% |
$598 - $661
|
2.15K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
5+ 0.18% |
$598 - $661
|
2.73K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$598 - $661
|
2.61K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.43% |
$598 - $661
|
1.16K
$152K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4+ 0.47% |
$478 - $529
|
863
$113K
|