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 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
831+ 7.05% |
$81.1K - $97.3K
|
12.6K
$1.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
821+ 26.72% |
$80.2K - $96.1K
|
3.89K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
795+ 1.64% |
$77.6K - $93.1K
|
49.4K
$6.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
784+ 8.14% |
$76.5K - $91.8K
|
10.4K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
769+ 23.87% |
$75.1K - $90K
|
3.99K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
730+ 7.28% |
$71.3K - $85.5K
|
10.8K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
723+ 3.94% |
$70.6K - $84.6K
|
19.1K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
707+ 13.45% |
$69K - $82.8K
|
5.96K
$782K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
696New |
$68K - $81.5K
|
696
$91.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
693New |
$67.7K - $81.1K
|
693
$90.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
687+ 2.33% |
$67.1K - $80.4K
|
30.2K
$3.96M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
672+ 1.17% |
$65.6K - $78.7K
|
57.9K
$7.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
645+ 84.53% |
$63K - $75.5K
|
1.41K
$185K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
621+ 7.69% |
$60.6K - $72.7K
|
8.7K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
579+ 10.08% |
$56.5K - $67.8K
|
6.32K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
571+ 5.01% |
$55.7K - $66.9K
|
12K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
552+ 1.84% |
$53.9K - $64.6K
|
30.5K
$4.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
524+ 67.96% |
$51.2K - $61.3K
|
1.3K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
519+ 7.81% |
$50.7K - $60.8K
|
7.17K
$941K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
517+ 0.25% |
$50.5K - $60.5K
|
206K
$27M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
517New |
$50.5K - $60.5K
|
517
$67.8K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
514+ 9.44% |
$50.2K - $60.2K
|
5.96K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
500+ 20.57% |
$48.8K - $58.5K
|
2.93K
$385K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
489+ 2.66% |
$47.7K - $57.3K
|
18.9K
$2.48M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
467+ 1.34% |
$45.6K - $54.7K
|
35.4K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
461+ 10.0% |
$45K - $54K
|
5.07K
$666K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
460+ 16.7% |
$44.9K - $53.9K
|
3.22K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
445+ 11.83% |
$43.4K - $52.1K
|
4.21K
$552K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
441New |
$43.1K - $51.6K
|
441
$57.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
420New |
$41K - $49.2K
|
420
$55.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
420+ 320.61% |
$41K - $49.2K
|
551
$72.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
411New |
$40.1K - $48.1K
|
411
$53.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
400+ 45.66% |
$39.1K - $46.8K
|
1.28K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
386+ 15.04% |
$37.7K - $45.2K
|
2.95K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
380+ 15.42% |
$37.1K - $44.5K
|
2.84K
$373K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
375New |
$36.6K - $43.9K
|
375
$49.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
371+ 9.7% |
$36.2K - $43.4K
|
4.19K
$550K
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
366+ 5.71% |
$35.7K - $42.9K
|
6.78K
$890K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
361+ 13.31% |
$35.2K - $42.3K
|
3.07K
$403K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
359+ 0.77% |
$35K - $42K
|
47K
$6.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
358+ 16.09% |
$35K - $41.9K
|
2.58K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
354+ 2.36% |
$34.6K - $41.4K
|
15.3K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
349+ 32.43% |
$34.1K - $40.9K
|
1.43K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
331+ 12.9% |
$32.3K - $38.8K
|
2.9K
$380K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
329+ 4.19% |
$32.1K - $38.5K
|
8.18K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
321+ 13.98% |
$31.3K - $37.6K
|
2.62K
$343K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
319+ 2.89% |
$31.1K - $37.3K
|
11.3K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
304+ 15.29% |
$29.7K - $35.6K
|
2.29K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
301+ 74.88% |
$29.4K - $35.2K
|
703
$92.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
300+ 0.82% |
$29.3K - $35.1K
|
36.8K
$4.83M
|