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 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-40- 0.45% |
$5.12K - $5.61K
|
8.84K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-41- 0.5% |
$5.25K - $5.75K
|
8.08K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 1.04% |
$6.15K - $6.74K
|
4.56K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-49- 0.59% |
$6.28K - $6.88K
|
8.23K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-50- 1.72% |
$6.4K - $7.02K
|
2.85K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.59% |
$6.4K - $7.02K
|
8.41K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 1.91% |
$6.4K - $7.02K
|
2.57K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 8.88% |
$6.4K - $7.02K
|
513
$66K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54- 1.37% |
$6.92K - $7.58K
|
3.88K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-56- 0.85% |
$7.17K - $7.86K
|
6.52K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-62- 1.37% |
$7.94K - $8.7K
|
4.47K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-65- 40.88% |
$8.33K - $9.12K
|
94
$12.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-66- 2.06% |
$8.45K - $9.26K
|
3.13K
$403K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-67- 1.87% |
$8.58K - $9.4K
|
3.52K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-69- 1.84% |
$8.84K - $9.68K
|
3.68K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-72- 1.66% |
$9.22K - $10.1K
|
4.26K
$548K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-75- 1.97% |
$9.61K - $10.5K
|
3.73K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-75- 2.46% |
$9.61K - $10.5K
|
2.97K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-75- 1.19% |
$9.61K - $10.5K
|
6.23K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-76- 38.78% |
$9.73K - $10.7K
|
120
$15.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-77- 68.14% |
$9.86K - $10.8K
|
36
$4.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-77- 8.17% |
$9.86K - $10.8K
|
865
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-78- 1.96% |
$9.99K - $10.9K
|
3.9K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-80- 0.61% |
$10.2K - $11.2K
|
13K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-81- 4.64% |
$10.4K - $11.4K
|
1.66K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-84- 1.54% |
$10.8K - $11.8K
|
5.36K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-85- 1.68% |
$10.9K - $11.9K
|
4.97K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-89- 0.06% |
$11.4K - $12.5K
|
140K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-90- 1.77% |
$11.5K - $12.6K
|
4.99K
$642K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-91- 1.93% |
$11.7K - $12.8K
|
4.63K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-93- 0.13% |
$11.9K - $13K
|
69.8K
$8.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-97- 3.13% |
$12.4K - $13.6K
|
3K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-98- 0.43% |
$12.6K - $13.8K
|
22.9K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-99- 1.28% |
$12.7K - $13.9K
|
7.63K
$982K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100- 1.37% |
$12.8K - $14K
|
7.2K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-100- 0.81% |
$12.8K - $14K
|
12.3K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-102- 2.28% |
$13.1K - $14.3K
|
4.36K
$561K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103- 6.78% |
$13.2K - $14.5K
|
1.42K
$182K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-109- 2.45% |
$14K - $15.3K
|
4.34K
$559K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-110- 0.4% |
$14.1K - $15.4K
|
27.6K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-114- 5.78% |
$14.6K - $16K
|
1.86K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-115- 2.78% |
$14.7K - $16.1K
|
4.03K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-121- 3.86% |
$15.5K - $17K
|
3.01K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-124- 1.08% |
$15.9K - $17.4K
|
11.4K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-136- 8.09% |
$17.4K - $19.1K
|
1.55K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-140- 77.78% |
$17.9K - $19.6K
|
40
$5.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-151- 2.57% |
$19.3K - $21.2K
|
5.72K
$737K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-152- 0.32% |
$19.5K - $21.3K
|
46.8K
$6.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-152- 4.14% |
$19.5K - $21.3K
|
3.52K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-153- 1.72% |
$19.6K - $21.5K
|
8.72K
$1.12M
|