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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$1.99M - $2.18M
|
15.5K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.9K+ 1.57% |
$1.91M - $2.1M
|
967K
$127M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
11.9KNew |
$1.53M - $1.67M
|
11.9K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$1.52M - $1.67M
|
11.9K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8K+ 91.93% |
$1.51M - $1.65M
|
24.6K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
11.4KNew |
$1.46M - $1.6M
|
11.4K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.3K+ 7.47% |
$1.45M - $1.59M
|
163K
$21.4M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
10.8KNew |
$1.38M - $1.52M
|
10.8K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.6K+ 0.42% |
$1.36M - $1.49M
|
2.57M
$337M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.6K+ 1453.99% |
$1.35M - $1.48M
|
11.3K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.15K+ 14.91% |
$1.17M - $1.28M
|
70.6K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.16K+ 6.45% |
$1.05M - $1.15M
|
135K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
7.76K+ 51.82% |
$994K - $1.09M
|
22.7K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.55K+ 10.63% |
$966K - $1.06M
|
78.5K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.11K+ 24.28% |
$910K - $997K
|
36.4K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.89K+ 2.32% |
$882K - $966K
|
304K
$39.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.57KNew |
$841K - $921K
|
6.57K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6.54KNew |
$838K - $918K
|
6.54K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.14KNew |
$786K - $861K
|
6.14K
$806K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.9K+ 0.72% |
$755K - $827K
|
824K
$108M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.87KNew |
$752K - $823K
|
5.87K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.82K+ 516.68% |
$746K - $817K
|
6.95K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.81K+ 111.74% |
$745K - $816K
|
11K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.77K+ 3.28% |
$738K - $809K
|
182K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
5.7K+ 72.68% |
$730K - $800K
|
13.5K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.59K+ 3.53% |
$715K - $784K
|
164K
$21.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.32K+ 23.22% |
$681K - $746K
|
28.2K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.26K+ 14.21% |
$674K - $739K
|
42.3K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5.22KNew |
$669K - $733K
|
5.22K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.18K+ 180.55% |
$663K - $727K
|
8.05K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.1K+ 4.83% |
$653K - $715K
|
111K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.05K+ 13.48% |
$646K - $708K
|
42.5K
$5.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
5.03K+ 79.93% |
$644K - $706K
|
11.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.02K+ 0.3% |
$643K - $705K
|
1.7M
$223M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.86K+ 3.11% |
$622K - $682K
|
161K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.83KNew |
$619K - $678K
|
4.83K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.77K+ 4.72% |
$611K - $670K
|
106K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.76K+ 62.59% |
$610K - $668K
|
12.4K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4.26KNew |
$545K - $597K
|
4.26K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.17K+ 35.18% |
$534K - $585K
|
16K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.15KNew |
$532K - $583K
|
4.15K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.11KNew |
$527K - $577K
|
4.11K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
4.05K+ 2.31% |
$518K - $568K
|
179K
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.99KNew |
$512K - $560K
|
3.99K
$524K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9K+ 49.7% |
$499K - $547K
|
11.7K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.89K+ 4.42% |
$498K - $546K
|
91.9K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.79KNew |
$485K - $532K
|
3.79K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.72KNew |
$476K - $522K
|
3.72K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 1.28% |
$474K - $520K
|
293K
$38.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.69K+ 2.29% |
$473K - $518K
|
165K
$21.7M
|