Purchases and Sales Made in Q4 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q4 2024. 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 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.7K- 2.61% |
$1.62M - $1.78M
|
471K
$61.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-14.3K- 12.09% |
$1.83M - $2.01M
|
104K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.8K- 1.22% |
$1.9M - $2.08M
|
1.2M
$157M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.5K- 4.87% |
$2.11M - $2.31M
|
322K
$42.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.1K- 1.3% |
$2.44M - $2.68M
|
1.45M
$190M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.6K- 2.48% |
$2.51M - $2.75M
|
773K
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-21K- 51.57% |
$2.68M - $2.94M
|
19.7K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-22.3K- 57.52% |
$2.85M - $3.13M
|
16.5K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 11.82% |
$3M - $3.28M
|
175K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.4K- 93.69% |
$3.64M - $3.99M
|
1.92K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32K- 10.67% |
$4.1M - $4.49M
|
268K
$35.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.6K- 0.41% |
$4.17M - $4.57M
|
7.93M
$1.04B
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-42.5K- 75.27% |
$5.44M - $5.96M
|
14K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-56.2K- 2.4% |
$7.2M - $7.89M
|
2.29M
$301M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-60.1K- 3.24% |
$7.7M - $8.43M
|
1.8M
$236M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-72.1K- 94.74% |
$9.23M - $10.1M
|
4K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-74.6K- 72.73% |
$9.56M - $10.5M
|
28K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-160K- 4.21% |
$20.4M - $22.4M
|
3.63M
$476M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-183K- 61.38% |
$23.4M - $25.6M
|
115K
$15.1M
|