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
|
Private Trust CO Na
|
BUY
|
- |
100+ 1.62% |
$9.76K - $11.7K
|
6.28K
$825K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
90+ 2.55% |
$8.79K - $10.5K
|
3.63K
$476K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
87+ 0.42% |
$8.49K - $10.2K
|
20.8K
$2.72M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
85+ 5.05% |
$8.3K - $9.95K
|
1.77K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 4.73% |
$8.3K - $9.95K
|
1.88K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
84New |
$8.2K - $9.83K
|
84
$11K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
83+ 1.49% |
$8.1K - $9.72K
|
5.67K
$744K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
83+ 1.78% |
$8.1K - $9.72K
|
4.73K
$621K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
83+ 11.5% |
$8.1K - $9.72K
|
805
$106K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
82+ 79.61% |
$8.01K - $9.6K
|
185
$24.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
76+ 11.31% |
$7.42K - $8.9K
|
748
$98.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
75New |
$7.32K - $8.78K
|
75
$9.84K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
75+ 441.18% |
$7.32K - $8.78K
|
92
$12.1K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
72+ 0.41% |
$7.03K - $8.43K
|
17.5K
$2.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
72+ 3.73% |
$7.03K - $8.43K
|
2K
$262K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
68+ 1.94% |
$6.64K - $7.96K
|
3.58K
$470K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
65+ 13.08% |
$6.35K - $7.61K
|
562
$73.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63+ 1.63% |
$6.15K - $7.38K
|
3.93K
$516K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
61+ 2.27% |
$5.96K - $7.14K
|
2.74K
$360K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
61New |
$5.96K - $7.14K
|
61
$8K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
61+ 0.22% |
$5.96K - $7.14K
|
27.4K
$3.59M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59+ 46.83% |
$5.76K - $6.91K
|
185
$24.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
57+ 5.23% |
$5.56K - $6.67K
|
1.15K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.06% |
$5.27K - $6.32K
|
5.17K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
53+ 5.76% |
$5.17K - $6.21K
|
973
$128K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
52+ 0.42% |
$5.08K - $6.09K
|
12.5K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 9.6% |
$4.88K - $5.85K
|
571
$74.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50+ 0.39% |
$4.88K - $5.85K
|
13K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
49+ 0.65% |
$4.78K - $5.74K
|
7.63K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
49+ 0.71% |
$4.78K - $5.74K
|
6.93K
$910K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47+ 1.08% |
$4.59K - $5.5K
|
4.4K
$577K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
45New |
$4.39K - $5.27K
|
45
$5.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
45+ 0.17% |
$4.39K - $5.27K
|
26.3K
$3.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
43+ 2.18% |
$4.2K - $5.03K
|
2.02K
$265K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
41+ 0.93% |
$4K - $4.8K
|
4.44K
$583K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
38New |
$3.71K - $4.45K
|
38
$4.99K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
37+ 1.05% |
$3.61K - $4.33K
|
3.56K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
36+ 1.77% |
$3.51K - $4.21K
|
2.07K
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
33+ 0.63% |
$3.22K - $3.86K
|
5.25K
$689K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
32+ 0.51% |
$3.12K - $3.75K
|
6.33K
$830K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.05% |
$3.03K - $3.63K
|
58.8K
$7.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
29+ 0.9% |
$2.83K - $3.4K
|
3.23K
$424K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
28+ 0.97% |
$2.73K - $3.28K
|
2.93K
$384K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
25+ 3.58% |
$2.44K - $2.93K
|
723
$94.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 4.95% |
$2.44K - $2.93K
|
530
$69.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
25+ 0.27% |
$2.44K - $2.93K
|
9.25K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24+ 1.24% |
$2.34K - $2.81K
|
1.97K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
24+ 1.08% |
$2.34K - $2.81K
|
2.24K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.88% |
$2.25K - $2.69K
|
2.63K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 0.58% |
$2.15K - $2.58K
|
3.82K
$502K
|