Purchases and Sales Made in Q3 2023 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 1.07% |
$16.6K - $18.3K
|
14.8K
$1.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-160- 4.35% |
$16.6K - $18.3K
|
3.52K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-165- 21.1% |
$17.1K - $18.9K
|
617
$82.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-180- 3.22% |
$18.6K - $20.6K
|
5.41K
$724K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-180- 4.85% |
$18.6K - $20.6K
|
3.53K
$472K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-180- 8.3% |
$18.6K - $20.6K
|
1.99K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-189- 2.78% |
$19.6K - $21.7K
|
6.6K
$883K
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-193- 2.29% |
$20K - $22.1K
|
8.23K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-194- 1.66% |
$20.1K - $22.2K
|
11.5K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-196- 3.73% |
$20.3K - $22.5K
|
5.05K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-199- 7.67% |
$20.6K - $22.8K
|
2.4K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-199- 1.31% |
$20.6K - $22.8K
|
15K
$2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.61% |
$20.7K - $22.9K
|
12.2K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-204- 6.72% |
$21.1K - $23.4K
|
2.83K
$378K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-210- 3.21% |
$21.7K - $24.1K
|
6.33K
$846K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-219- 24.58% |
$22.7K - $25.1K
|
672
$89.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-224- 1.34% |
$23.2K - $25.7K
|
16.5K
$2.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-226- 4.28% |
$23.4K - $25.9K
|
5.05K
$676K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-231- 6.12% |
$23.9K - $26.5K
|
3.54K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-236- 4.08% |
$24.4K - $27.1K
|
5.55K
$742K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-240- 5.31% |
$24.8K - $27.5K
|
4.28K
$573K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-240- 6.04% |
$24.8K - $27.5K
|
3.73K
$499K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-245- 3.15% |
$25.4K - $28.1K
|
7.54K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-245- 5.27% |
$25.4K - $28.1K
|
4.4K
$589K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-247- 1.45% |
$25.6K - $28.3K
|
16.8K
$2.25M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-253- 0.44% |
$26.2K - $29K
|
57.2K
$7.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-256- 56.14% |
$26.5K - $29.4K
|
200
$26.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-257- 1.38% |
$26.6K - $29.5K
|
18.3K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-267- 5.44% |
$27.6K - $30.6K
|
4.64K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-272- 4.35% |
$28.1K - $31.2K
|
5.98K
$800K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-275- 1.16% |
$28.5K - $31.5K
|
23.4K
$3.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-309- 1.04% |
$32K - $35.4K
|
29.5K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-314- 8.87% |
$32.5K - $36K
|
3.23K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-316- 4.34% |
$32.7K - $36.2K
|
6.97K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-316- 0.2% |
$32.7K - $36.2K
|
157K
$21M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-320- 4.7% |
$33.1K - $36.7K
|
6.49K
$867K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-329- 2.67% |
$34K - $37.7K
|
12K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-333- 14.36% |
$34.5K - $38.2K
|
1.99K
$266K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-336- 15.67% |
$34.8K - $38.5K
|
1.81K
$242K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-338- 7.56% |
$35K - $38.8K
|
4.13K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-341- 36.55% |
$35.3K - $39.1K
|
592
$79.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-358- 13.91% |
$37K - $41.1K
|
2.22K
$296K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-361- 6.72% |
$37.4K - $41.4K
|
5.01K
$670K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-370- 52.26% |
$38.3K - $42.4K
|
338
$45.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-381- 5.24% |
$39.4K - $43.7K
|
6.88K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-382- 6.72% |
$39.5K - $43.8K
|
5.3K
$709K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-385- 1.6% |
$39.8K - $44.2K
|
23.7K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-393- 13.28% |
$40.7K - $45.1K
|
2.57K
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-394- 7.13% |
$40.8K - $45.2K
|
5.13K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-402- 8.43% |
$41.6K - $46.1K
|
4.37K
$584K
|