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 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
296+ 1.07% |
$28.9K - $34.7K
|
28.1K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
296+ 2.68% |
$28.9K - $34.7K
|
11.3K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
286+ 16.92% |
$27.9K - $33.5K
|
1.98K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
284+ 4.3% |
$27.7K - $33.3K
|
6.89K
$904K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
279+ 4.18% |
$27.2K - $32.7K
|
6.95K
$912K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
278+ 9.55% |
$27.1K - $32.5K
|
3.19K
$419K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
272+ 3.57% |
$26.6K - $31.8K
|
7.89K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
261+ 4.27% |
$25.5K - $30.6K
|
6.38K
$837K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
253+ 11.87% |
$24.7K - $29.6K
|
2.39K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
247New |
$24.1K - $28.9K
|
247
$32.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
244+ 1.69% |
$23.8K - $28.6K
|
14.6K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
225New |
$22K - $26.3K
|
225
$29.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
222New |
$21.7K - $26K
|
222
$29.1K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
219+ 55.03% |
$21.4K - $25.6K
|
617
$81K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
213+ 1.45% |
$20.8K - $24.9K
|
14.9K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
213+ 2.82% |
$20.8K - $24.9K
|
7.75K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
212+ 0.21% |
$20.7K - $24.8K
|
101K
$13.2M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
203+ 3.76% |
$19.8K - $23.8K
|
5.6K
$735K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
195+ 9.98% |
$19K - $22.8K
|
2.15K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
187+ 3.37% |
$18.3K - $21.9K
|
5.73K
$752K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
186+ 0.52% |
$18.2K - $21.8K
|
36.1K
$4.74M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
183New |
$17.9K - $21.4K
|
183
$24K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
183+ 0.07% |
$17.9K - $21.4K
|
245K
$32.2M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
176+ 9.59% |
$17.2K - $20.6K
|
2.01K
$264K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
163New |
$15.9K - $19.1K
|
163
$21.4K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
161New |
$15.7K - $18.8K
|
161
$21.1K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
160New |
$15.6K - $18.7K
|
160
$21K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
158+ 6.37% |
$15.4K - $18.5K
|
2.64K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
157+ 2.35% |
$15.3K - $18.4K
|
6.83K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
155+ 0.15% |
$15.1K - $18.1K
|
105K
$13.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
153+ 8.53% |
$14.9K - $17.9K
|
1.95K
$255K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
150+ 0.5% |
$14.6K - $17.6K
|
30.3K
$3.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
145+ 2.23% |
$14.2K - $17K
|
6.65K
$872K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
139New |
$13.6K - $16.3K
|
139
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
128+ 2.14% |
$12.5K - $15K
|
6.11K
$802K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
126New |
$12.3K - $14.8K
|
126
$16.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
126+ 3.82% |
$12.3K - $14.8K
|
3.43K
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
124+ 2.67% |
$12.1K - $14.5K
|
4.77K
$625K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
122New |
$11.9K - $14.3K
|
122
$16K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
122+ 12.42% |
$11.9K - $14.3K
|
1.1K
$145K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
118+ 2.9% |
$11.5K - $13.8K
|
4.19K
$550K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
114New |
$11.1K - $13.3K
|
114
$15K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
113+ 1.26% |
$11K - $13.2K
|
9.1K
$1.19M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110New |
$10.7K - $12.9K
|
110
$14.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$10.6K - $12.8K
|
109
$14.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
106+ 1.15% |
$10.3K - $12.4K
|
9.34K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
105+ 16.46% |
$10.3K - $12.3K
|
743
$97.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
103+ 4.22% |
$10.1K - $12.1K
|
2.55K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
102+ 1.07% |
$9.96K - $11.9K
|
9.61K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
101+ 3.64% |
$9.86K - $11.8K
|
2.88K
$378K
|