Purchases and Sales Made in Q2 2023 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 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
Aug 02, 2023 Q2 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
142
+ 1.28%
$14.4K - $15.6K
11.2K $1.44M
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
140
+ 2.89%
$14.2K - $15.4K
4.98K $636K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
139
+ 2.61%
$14.1K - $15.3K
5.46K $698K
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
126
+ 3.38%
$12.8K - $13.8K
3.85K $492K
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
126
+ 4.68%
$12.8K - $13.8K
2.82K $360K
Aug 07, 2023 Q2 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
125
New
$12.7K - $13.7K
125 $16K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
125
+ 10.67%
$12.7K - $13.7K
1.3K $166K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
119
+ 26.56%
$12.1K - $13.1K
567 $72.4K
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
115
+ 5.97%
$11.7K - $12.6K
2.04K $261K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
115
New
$11.7K - $12.6K
115 $14.7K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
114
+ 10.8%
$11.6K - $12.5K
1.17K $149K
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
113
+ 1.54%
$11.5K - $12.4K
7.45K $951K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
108
+ 140.26%
$11K - $11.9K
185 $23.6K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
106
+ 1.6%
$10.8K - $11.6K
6.75K $862K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
101
+ 0.52%
$10.3K - $11.1K
19.4K $2.48M
Aug 14, 2023 Q2 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
100
+ 0.36%
$10.2K - $11K
27.8K $3.55M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
95
+ 2.98%
$9.64K - $10.4K
3.29K $420K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
89
New
$9.03K - $9.78K
89 $11.4K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
81
+ 1.55%
$8.22K - $8.9K
5.32K $679K
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
77
+ 1.83%
$7.82K - $8.46K
4.29K $548K
Aug 04, 2023 Q2 2023
Widmann Financial Services, Inc.

BUY
 -
76
+ 0.53%
$7.71K - $8.35K
14.3K $1.83M
Jul 31, 2023 Q2 2023
Cubic Asset Management, LLC

BUY
 -
75
+ 1.33%
$7.61K - $8.24K
5.72K $731K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
74
New
$7.51K - $8.13K
74 $9.45K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
71
+ 6.62%
$7.21K - $7.8K
1.14K $146K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
71
+ 6.62%
$7.21K - $7.8K
1.14K $146K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
71
New
$7.21K - $7.8K
71 $9.07K
Aug 09, 2023 Q2 2023
Db Fitzpatrick & Co, Inc

BUY
 -
67
New
$6.8K - $7.36K
67 $8.56K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
66
+ 1.66%
$6.7K - $7.25K
4.05K $517K
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
65
+ 0.73%
$6.6K - $7.14K
8.92K $1.14M
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
63
+ 0.86%
$6.39K - $6.92K
7.37K $941K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
60
+ 1.05%
$6.09K - $6.59K
5.78K $738K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
59
+ 45.38%
$5.99K - $6.48K
189 $24.1K
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
52
+ 1.18%
$5.28K - $5.71K
4.47K $571K
Jul 27, 2023 Q2 2023
Bank Ozk

BUY
 -
52
+ 2.6%
$5.28K - $5.71K
2.05K $262K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
52
+ 0.71%
$5.28K - $5.71K
7.37K $941K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
51
+ 1.74%
$5.18K - $5.6K
2.99K $382K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
48
+ 1.61%
$4.87K - $5.27K
3.03K $387K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
45
+ 1.05%
$4.57K - $4.94K
4.35K $556K
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
42
+ 2.49%
$4.26K - $4.61K
1.73K $221K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
41
+ 8.63%
$4.16K - $4.5K
516 $65.9K
Jul 03, 2023 Q2 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
40
+ 2.0%
$4.06K - $4.39K
2.04K $261K
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
35
+ 19.55%
$3.55K - $3.84K
214 $27.3K
Jul 26, 2023 Q2 2023
Cypress Capital Group

BUY
 -
35
+ 0.41%
$3.55K - $3.84K
8.51K $1.09M
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
34
+ 0.36%
$3.45K - $3.73K
9.51K $1.21M
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
33
+ 3.05%
$3.35K - $3.62K
1.11K $142K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
32
+ 1.22%
$3.25K - $3.51K
2.66K $340K
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
30
+ 0.55%
$3.05K - $3.3K
5.53K $706K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
28
+ 4.4%
$2.84K - $3.08K
664 $84.8K
Aug 14, 2023 Q2 2023
Port Capital LLC

Chicago, IL
BUY
 -
23
+ 0.27%
$2.33K - $2.53K
8.42K $1.08M

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