Purchases and Sales Made in Q4 2023 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-126- 4.14% |
$12.3K - $14.8K
|
2.92K
$380K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-135- 3.25% |
$13.2K - $15.8K
|
4.02K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-137- 5.7% |
$13.4K - $16K
|
2.27K
$295K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-143- 0.92% |
$14K - $16.7K
|
15.4K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-150- 3.8% |
$14.6K - $17.6K
|
3.8K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-156- 2.15% |
$15.2K - $18.3K
|
7.11K
$926K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-159- 3.39% |
$15.5K - $18.6K
|
4.53K
$590K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-169- 6.38% |
$16.5K - $19.8K
|
2.48K
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 1.04% |
$17.1K - $20.5K
|
16.6K
$2.17M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-175- 5.19% |
$17.1K - $20.5K
|
3.2K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-176- 10.41% |
$17.2K - $20.6K
|
1.51K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-180- 1.5% |
$17.6K - $21.1K
|
11.8K
$1.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-181- 4.24% |
$17.7K - $21.2K
|
4.09K
$532K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-181- 1.36% |
$17.7K - $21.2K
|
13.2K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-190- 27.3% |
$18.5K - $22.2K
|
506
$65.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-194- 1.44% |
$18.9K - $22.7K
|
13.2K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-196- 3.95% |
$19.1K - $22.9K
|
4.76K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-198- 3.0% |
$19.3K - $23.2K
|
6.41K
$835K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-200- 3.16% |
$19.5K - $23.4K
|
6.12K
$798K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-200- 10.1% |
$19.5K - $23.4K
|
1.78K
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-200- 5.36% |
$19.5K - $23.4K
|
3.53K
$460K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-202- 1.15% |
$19.7K - $23.7K
|
17.3K
$2.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-211- 2.56% |
$20.6K - $24.7K
|
8.02K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-215- 7.27% |
$21K - $25.2K
|
2.74K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-226- 20.21% |
$22.1K - $26.5K
|
892
$116K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-231- 9.14% |
$22.6K - $27K
|
2.3K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-240- 1.9% |
$23.4K - $28.1K
|
12.4K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-242- 11.0% |
$23.6K - $28.3K
|
1.96K
$255K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-246- 4.09% |
$24K - $28.8K
|
5.76K
$751K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-246- 3.22% |
$24K - $28.8K
|
7.39K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-246- 0.9% |
$24K - $28.8K
|
27.2K
$3.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-251- 27.55% |
$24.5K - $29.4K
|
660
$86K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-262- 2.76% |
$25.6K - $30.7K
|
9.23K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-271- 1.14% |
$26.5K - $31.7K
|
23.5K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-275- 3.79% |
$26.8K - $32.2K
|
6.98K
$909K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-283- 8.88% |
$27.6K - $33.1K
|
2.91K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-286- 21.73% |
$27.9K - $33.5K
|
1.03K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-298- 0.29% |
$29.1K - $34.9K
|
104K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-301- 4.02% |
$29.4K - $35.2K
|
7.18K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-306- 1.2% |
$29.9K - $35.8K
|
25.2K
$3.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-310- 2.37% |
$30.3K - $36.3K
|
12.8K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-311- 4.79% |
$30.4K - $36.4K
|
6.18K
$805K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-315- 1.41% |
$30.8K - $36.9K
|
22K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-324- 2.31% |
$31.6K - $37.9K
|
13.7K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-341- 5.47% |
$33.3K - $39.9K
|
5.9K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-341- 1.04% |
$33.3K - $39.9K
|
32.5K
$4.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-345- 1.1% |
$33.7K - $40.4K
|
30.9K
$4.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-347- 5.04% |
$33.9K - $40.6K
|
6.54K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-368- 3.71% |
$35.9K - $43.1K
|
9.55K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-369- 3.08% |
$36K - $43.2K
|
11.6K
$1.51M
|