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 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
24+ 1.08% |
$2.34K - $2.81K
|
2.24K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24+ 1.24% |
$2.34K - $2.81K
|
1.97K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.88% |
$2.25K - $2.69K
|
2.63K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22New |
$2.15K - $2.58K
|
22
$2.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 0.58% |
$2.15K - $2.58K
|
3.82K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20+ 0.92% |
$1.95K - $2.34K
|
2.2K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.51% |
$1.76K - $2.11K
|
3.52K
$471K
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
17+ 0.51% |
$1.66K - $1.99K
|
3.34K
$447K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17New |
$1.66K - $1.99K
|
17
$2.27K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
13+ 0.58% |
$1.27K - $1.52K
|
2.27K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12New |
$1.17K - $1.4K
|
12
$1.61K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 1.12% |
$1.07K - $1.29K
|
990
$132K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.19% |
$976 - $1.17K
|
5.18K
$693K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 0.35% |
$976 - $1.17K
|
2.89K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9+ 1.07% |
$879 - $1.05K
|
853
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
9+ 0.43% |
$879 - $1.05K
|
2.1K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
9+ 0.4% |
$879 - $1.05K
|
2.26K
$302K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$781 - $937
|
8
$1.07K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.39% |
$683 - $820
|
1.82K
$243K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.35% |
$586 - $702
|
1.73K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.72% |
$586 - $702
|
842
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.18% |
$586 - $702
|
3.25K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.92% |
$586 - $702
|
656
$87.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 1.48% |
$488 - $585
|
343
$45.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$488 - $585
|
3.43K
$458K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4New |
$391 - $468
|
4
$535
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.09% |
$391 - $468
|
4.46K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4+ 0.07% |
$391 - $468
|
5.7K
$762K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.21% |
$293 - $351
|
250
$33.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.11% |
$293 - $351
|
2.8K
$375K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.06% |
$195 - $234
|
190
$25.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.06% |
$195 - $234
|
3.16K
$422K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.06% |
$195 - $234
|
3.12K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$195 - $234
|
3.69K
$494K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.06% |
$97.6 - $117
|
95
$12.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.72% |
$97.6 - $117
|
59
$7.89K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$97.6 - $117
|
12.4K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$97.6 - $117
|
2.59K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1- 0.02% |
$97.6 - $117
|
4.72K
$631K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 0.79% |
$97.6 - $117
|
125
$16.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3- 8.57% |
$293 - $351
|
32
$4.28K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.45% |
$488 - $585
|
1.1K
$147K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.45% |
$488 - $585
|
1.1K
$147K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 2.19% |
$488 - $585
|
223
$29.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 0.74% |
$586 - $702
|
800
$107K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-7- 0.11% |
$683 - $820
|
6.39K
$854K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 22.5% |
$879 - $1.05K
|
31
$4.15K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 2.37% |
$1.17K - $1.4K
|
494
$66.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12- 0.27% |
$1.17K - $1.4K
|
4.36K
$583K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12- 17.91% |
$1.17K - $1.4K
|
55
$7.36K
|