Purchases and Sales Made in Q1 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
919K+ 29.4% |
$103M - $115M
|
4.05M
$517M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
856K+ 43.52% |
$96.2M - $107M
|
2.82M
$360M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
299K+ 3.98% |
$33.6M - $37.5M
|
7.82M
$998M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
263K+ 797.76% |
$29.5M - $32.9M
|
296K
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
256K+ 10.24% |
$28.8M - $32.1M
|
2.75M
$352M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
203K+ 4.82% |
$22.8M - $25.4M
|
4.4M
$562M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
130K+ 18.75% |
$14.6M - $16.2M
|
821K
$105M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
116K+ 2.93% |
$13M - $14.5M
|
4.08M
$521M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
97.4K+ 94.59% |
$11M - $12.2M
|
200K
$25.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
87.2K+ 6115.86% |
$9.8M - $10.9M
|
88.6K
$11.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
50.8K+ 45.49% |
$5.71M - $6.37M
|
162K
$20.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49.7K+ 85.89% |
$5.59M - $6.23M
|
108K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
39.9KNew |
$4.49M - $5.01M
|
39.9K
$5.1M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
35.4K+ 110.46% |
$3.98M - $4.44M
|
67.5K
$8.62M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
34K+ 73.14% |
$3.82M - $4.26M
|
80.4K
$10.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.7K+ 0.41% |
$3.67M - $4.1M
|
7.96M
$1.02B
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.6KNew |
$3.56M - $3.96M
|
31.6K
$4.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 1.04% |
$2.78M - $3.1M
|
2.39M
$306M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
22.5KNew |
$2.53M - $2.82M
|
22.5K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.3K+ 16.45% |
$2.51M - $2.79M
|
158K
$20.2M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
21.6K+ 1217.57% |
$2.42M - $2.7M
|
23.3K
$2.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.9K+ 3.27% |
$2.02M - $2.25M
|
567K
$72.4M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.4K+ 1.83% |
$1.85M - $2.06M
|
914K
$117M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.4KNew |
$1.84M - $2.06M
|
16.4K
$2.09M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.7K+ 2.21% |
$1.77M - $1.97M
|
727K
$92.9M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
15.1KNew |
$1.7M - $1.89M
|
15.1K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14.4K+ 1.13% |
$1.62M - $1.81M
|
1.29M
$165M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14K+ 20.53% |
$1.57M - $1.75M
|
82.2K
$10.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
$1.55M - $1.73M
|
13.8K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
12.5K+ 38.74% |
$1.4M - $1.56M
|
44.6K
$5.7M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.3K+ 3.21% |
$1.39M - $1.55M
|
397K
$50.6M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12K+ 1164.47% |
$1.35M - $1.5M
|
13K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 5.94% |
$1.32M - $1.47M
|
209K
$26.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
10.8K+ 138.65% |
$1.21M - $1.35M
|
18.5K
$2.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.76K+ 25.65% |
$1.1M - $1.22M
|
47.8K
$6.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
9.1K+ 5.36% |
$1.02M - $1.14M
|
179K
$22.9M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.02K+ 132.84% |
$1.01M - $1.13M
|
15.8K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.93K+ 16.92% |
$1M - $1.12M
|
61.7K
$7.88M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.03K+ 261.31% |
$903K - $1.01M
|
11.1K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.74K+ 391.45% |
$870K - $969K
|
9.71K
$1.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.61K+ 15.63% |
$856K - $954K
|
56.3K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.8K+ 4.56% |
$764K - $852K
|
156K
$19.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.75K+ 4.99% |
$759K - $846K
|
142K
$18.1M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.33K+ 3.08% |
$711K - $793K
|
212K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$696K - $776K
|
6.19K
$791K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.15KNew |
$692K - $771K
|
6.15K
$786K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.05K+ 0.9% |
$680K - $758K
|
681K
$87M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.7K+ 22.66% |
$641K - $714K
|
30.9K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.61K+ 7.98% |
$631K - $703K
|
75.9K
$9.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.47K+ 259.04% |
$615K - $686K
|
7.58K
$968K
|