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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
12.5KNew |
$1.22M - $1.46M
|
12.5K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 17.75% |
$1.19M - $1.43M
|
81.2K
$10.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12.2K+ 33.23% |
$1.19M - $1.42M
|
48.7K
$6.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.7K+ 11.67% |
$1.14M - $1.37M
|
112K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
11KNew |
$1.07M - $1.28M
|
11K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.9K+ 26.04% |
$1.06M - $1.28M
|
52.7K
$6.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.52K+ 9.52% |
$929K - $1.11M
|
109K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
9.34K+ 1086.05% |
$912K - $1.09M
|
10.2K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
9.23KNew |
$901K - $1.08M
|
9.23K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.17K+ 1.61% |
$895K - $1.07M
|
580K
$76.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.07KNew |
$885K - $1.06M
|
9.07K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.78KNew |
$857K - $1.03M
|
8.78K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.71K+ 174.84% |
$850K - $1.02M
|
13.7K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.66KNew |
$845K - $1.01M
|
8.66K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.63K+ 111.46% |
$843K - $1.01M
|
16.4K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.91K+ 32.7% |
$772K - $926K
|
32.1K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.89K+ 7.96% |
$770K - $924K
|
107K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.86K+ 27.12% |
$767K - $920K
|
36.8K
$4.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
7.76K+ 16.96% |
$757K - $908K
|
53.5K
$7.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.02KNew |
$686K - $822K
|
7.02K
$922K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.86K+ 8.48% |
$670K - $803K
|
87.8K
$11.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.85K+ 3.68% |
$669K - $802K
|
193K
$25.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.75K+ 13.13% |
$659K - $790K
|
58.1K
$7.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.6K+ 38.21% |
$644K - $773K
|
23.9K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
6.4K+ 7.62% |
$625K - $749K
|
90.3K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$620K - $744K
|
6.35K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.23K+ 4.36% |
$608K - $729K
|
149K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.2K+ 9.45% |
$605K - $726K
|
71.8K
$9.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.11K+ 84.42% |
$597K - $716K
|
13.4K
$1.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.09KNew |
$594K - $713K
|
6.09K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.74K+ 27.42% |
$560K - $672K
|
26.7K
$3.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.55KNew |
$542K - $649K
|
5.55K
$728K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.42K+ 32.76% |
$529K - $634K
|
22K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.22K+ 16.78% |
$509K - $611K
|
36.3K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.12KNew |
$500K - $600K
|
5.12K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.1K+ 187.05% |
$498K - $597K
|
7.83K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.8K+ 3.39% |
$468K - $561K
|
146K
$19.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.6KNew |
$449K - $539K
|
4.6K
$604K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.59KNew |
$448K - $537K
|
4.59K
$602K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.43K+ 3.86% |
$433K - $519K
|
119K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.26K+ 30.11% |
$416K - $498K
|
18.4K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.91K+ 5.05% |
$382K - $458K
|
81.3K
$10.7M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.81KNew |
$372K - $446K
|
3.81K
$499K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
3.8KNew |
$371K - $445K
|
3.8K
$499K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.72KNew |
$363K - $436K
|
3.72K
$489K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
3.68K+ 18.69% |
$359K - $431K
|
23.4K
$3.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.45K+ 86.95% |
$336K - $403K
|
7.41K
$972K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.39KNew |
$331K - $397K
|
3.39K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.32KNew |
$324K - $389K
|
3.32K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.26KNew |
$318K - $382K
|
3.26K
$428K
|