Purchases and Sales Made in Q2 2024 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.02K- 12.26% |
$237K - $253K
|
14.5K
$1.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.12K- 1.54% |
$248K - $265K
|
136K
$18.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 17.36% |
$265K - $283K
|
10.8K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.31K- 15.22% |
$271K - $289K
|
12.9K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.46K- 88.38% |
$288K - $307K
|
323
$43.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2.5K- 15.86% |
$293K - $313K
|
13.3K
$1.77M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 39.69% |
$314K - $335K
|
4.07K
$543K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 1.9% |
$315K - $336K
|
139K
$18.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 6.86% |
$316K - $337K
|
36.5K
$4.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.8K- 10.87% |
$329K - $351K
|
23K
$3.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.87K- 5.74% |
$336K - $359K
|
47.1K
$6.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.97K- 3.07% |
$349K - $372K
|
93.7K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.16K- 1.13% |
$371K - $396K
|
276K
$36.9M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.2K- 6.88% |
$375K - $400K
|
43.3K
$5.79M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.31K- 0.46% |
$388K - $414K
|
708K
$94.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.38K- 28.62% |
$397K - $423K
|
8.43K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.49K- 4.47% |
$409K - $437K
|
74.6K
$9.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.83K- 50.0% |
$449K - $479K
|
3.83K
$512K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.41K- 1.49% |
$518K - $552K
|
291K
$39M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-4.42K- 0.65% |
$519K - $553K
|
677K
$90.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.46K- 4.28% |
$523K - $558K
|
99.8K
$13.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.56K- 47.24% |
$534K - $570K
|
5.09K
$680K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.56K- 5.34% |
$534K - $570K
|
80.8K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.79K- 5.92% |
$562K - $600K
|
76.2K
$10.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-5.5K- 28.21% |
$645K - $688K
|
14K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.79K- 96.66% |
$679K - $724K
|
200
$26.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.51K- 72.51% |
$764K - $815K
|
2.47K
$330K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.93K- 6.96% |
$931K - $993K
|
106K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.3K- 2.73% |
$974K - $1.04M
|
296K
$39.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.64K- 12.64% |
$1.01M - $1.08M
|
59.7K
$7.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-9.51K- 10.52% |
$1.12M - $1.19M
|
80.9K
$10.8M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.69K- 31.41% |
$1.14M - $1.21M
|
21.2K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-9.95K- 16.84% |
$1.17M - $1.24M
|
49.1K
$6.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.5K- 3.7% |
$1.23M - $1.31M
|
272K
$36.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.9K- 9.47% |
$1.28M - $1.36M
|
104K
$13.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-10.9K- 5.64% |
$1.28M - $1.37M
|
183K
$24.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.2K- 13.63% |
$1.31M - $1.4M
|
71K
$9.49M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 2.1% |
$1.38M - $1.47M
|
548K
$73.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.6K- 2.49% |
$1.47M - $1.57M
|
491K
$65.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 5.69% |
$1.53M - $1.63M
|
215K
$28.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.2K- 63.11% |
$1.67M - $1.78M
|
8.31K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-14.3K- 88.07% |
$1.68M - $1.79M
|
1.94K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7K- 53.54% |
$1.84M - $1.96M
|
13.6K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-17.2K- 27.56% |
$2.02M - $2.15M
|
45.1K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.4K- 14.38% |
$2.16M - $2.31M
|
110K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.1K- 2.62% |
$2.24M - $2.38M
|
708K
$94.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.9K- 16.49% |
$2.92M - $3.11M
|
126K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.9K- 18.17% |
$2.92M - $3.12M
|
112K
$15M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-27.6K- 25.65% |
$3.24M - $3.46M
|
80.1K
$10.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.7K- 0.41% |
$3.83M - $4.09M
|
7.93M
$1.06B
|