Who owns iShares Russell Midcap Value Index?

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Analyze quarterly positions in iShares Russell Midcap Value Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Russell Midcap Value Index stock

Who bought or sold iShares Russell Midcap Value Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Jones Financial Companies, L.L 8.7M $1.2B 12% Sep 2024
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Morgan Stanley 7.9M $958M 0% Jun 2024
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Tiaa Trust, National Association 4.6M $558M -63% Jun 2024
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Us Bancorp 4.2M $553M 2% Sep 2024
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Wells Fargo & Company 3.8M $506M -1% Sep 2024
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Envestnet Portfolio Solutions 3.8M $506M -8% Sep 2024
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Bank of America Corporation 3.7M $486M -1% Sep 2024
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Royal Bank of Canada 3.2M $428M 4% Sep 2024
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First Citizens Bank & Trust 2.6M $339M -12% Sep 2024
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Commerce Bank N A 2.3M $310M -4% Sep 2024
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Commonwealth Equity Services 2.1M $274M -7% Sep 2024
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Pnc Financial Services 1.5M $194M -3% Sep 2024
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ZB 1.1M $145M 0% Sep 2024
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Victory Capital Management 1.0M $137M -15% Sep 2024
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LPL Financial 988k $131M 13% Sep 2024
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Cassaday & Co Wealth Management 952k $126M 2% Sep 2024
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Stephens 818k $108M 0% Sep 2024
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Envestnet Asset Management 792k $105M 0% Sep 2024
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Jpmorgan Chase & Co 711k $94M 0% Sep 2024
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Stephens Group Asset Management 670k $89M -1% Sep 2024
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Raymond James Financial Services Advisors 549k $73M -6% Sep 2024
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Branch Banking & Trust Company 548k $66M -2% Jun 2024
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Heritage Wealth Advisors 498k $66M 4% Sep 2024
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Equitable Holdings 491k $59M -2% Jun 2024
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Amg National Trust Bank 356k $47M -2% Sep 2024
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Money Concepts Capital Corp 352k $47M 4143% Sep 2024
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One Capital Management 338k $45M -1% Sep 2024
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Northwestern Mutual Wealth Management Company 318k $42M 0% Sep 2024
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Chicago Partners Investment 300k $40M 2% Sep 2024
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CI Private Wealth 298k $39M -7% Sep 2024
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AE Wealth Management 297k $39M 4% Sep 2024
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Cetera Investment Advisers 291k $35M -1% Jun 2024
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Mariner Wealth Advisors 273k $36M -1% Sep 2024
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GLOBALT Investments LLC / GA 264k $35M -4% Sep 2024
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Cedar Mountain Advisors 249k $33M 0% Sep 2024
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Wescott Financial Advisory Group 236k $31M -13% Sep 2024
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Hsbc Holdings 234k $28M 96% Jun 2024
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Pegasus Partners 211k $28M 18% Sep 2024
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Anchor Capital Advisors 210k $28M -38% Sep 2024
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LPWM 204k $27M 2% Sep 2024
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Keybank National Association 203k $27M 0% Sep 2024
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Advisor Group Holdings 198k $26M -13% Sep 2024
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M^T Bank Corporation 190k $25M -2% Sep 2024
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Earnest Partners 188k $23M 133% Jun 2024
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Kestra Advisory Services 176k $23M -1% Sep 2024
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Covenant Partners 175k $23M -4% Sep 2024
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Raymond James & Associates 169k $22M 2% Sep 2024
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Moneta Group Investment Advisors 161k $21M 0% Sep 2024
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Rockefeller Capital Management 160k $19M 1% Jun 2024
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Badgley Phelps Wealth Managers 158k $21M 2% Sep 2024
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Rodgers & Associates 156k $21M 4% Sep 2024
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HighTower Advisors 153k $19M 4% Jun 2024
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Asset Managment 152k $20M 0% Sep 2024
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RTD Financial Advisors 152k $20M 6% Sep 2024
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International Assets Investment Management 147k $1.1M 1813% Sep 2024
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Bishop & Co Investment Management 140k $19M 1% Sep 2024
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Natixis Asset Management Advisors 139k $18M -41% Sep 2024
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Atlantic Trust 138k $18M 0% Sep 2024
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Fifth Third Bancorp 133k $18M -2% Sep 2024
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Stifel Financial 131k $16M 2% Jun 2024
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LBJ Family Wealth Advisors 129k $16M 0% Sep 2024
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First Citizens Asset Management 129k $17M -10% Sep 2024
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Northern Trust 127k $17M 0% Sep 2024
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Captrust Financial Advisors 123k $16M -2% Sep 2024
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H D Vest Advisory Services 122k $15M 6% Jun 2024
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TCG Advisory Services 119k $14M 9% Jun 2024
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Sterling Capital Management 119k $16M 100% Sep 2024
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FSA Wealth Management 116k $15M 2% Sep 2024
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Goldman Sachs Group 112k $14M -18% Jun 2024
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Steward Partners Investment Advisory 112k $14M 1% Jun 2024
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Thompson, Siegel, & Walmsley 110k $15M -40% Sep 2024
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Wealth Enhancement Advisory Services 108k $13M 0% Jun 2024
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Brian McDonald 106k $14M 0% Sep 2024
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Fifth Third Securities 104k $14M -1% Sep 2024
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Hapanowicz & Associates Financial Services 103k $14M -40% Sep 2024
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Bank Of Oklahoma National Association / 100k $13M -5% Sep 2024
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Umb Bank N A 98k $13M -6% Sep 2024
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Hartland & Co 97k $13M 10% Sep 2024
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Johnson Investment Counsel 96k $13M 15% Sep 2024
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Creative Planning 94k $12M -2% Sep 2024
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Honkamp Krueger Financial Services 93k $11M -56% Jun 2024
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Prosperity Consulting Group 93k $12M 39% Sep 2024
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Bartlett & Co. Wealth Management 92k $12M -2% Sep 2024
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Etfidea 91k $12M 3% Sep 2024
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Savant Capital Management 89k $12M 34% Sep 2024
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Occidental Asset Management 88k $12M 0% Sep 2024
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Accredited Investors 82k $11M 1% Sep 2024
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JMG Financial Group 80k $11M -1% Sep 2024
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FTB Advisors 80k $11M -2% Sep 2024
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Kestra Private Wealth Services 74k $9.8M -2% Sep 2024
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Twin Focus Capital Partners 73k $9.6M -4% Sep 2024
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MAI Wealth Advisors 71k $9.4M 4% Sep 2024
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Synovus Financial Corp. 70k $9.2M 5% Sep 2024
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Taddei, Ludwig & Associates 68k $9.0M 0% Sep 2024
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CWM 67k $8.9M 10% Sep 2024
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Financial Planning & Information Services 62k $8.3M -3% Sep 2024
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Mill Creek Capital Advisors 62k $8.2M 1% Sep 2024
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Mml Investors Services 61k $8.1M 3% Sep 2024
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Conning 61k $8.1M 3% Sep 2024
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Advisors Preferred 61k $8.0M 100% Sep 2024
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Bp Wealth Management 61k $8.0M -74% Sep 2024
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Integrys Wealth Advisors 61k $8.0M -1% Sep 2024
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Sanctuary Advisors 58k $8.1M 2% Sep 2024
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Pinnacle Financial Partners 57k $7.6M 3% Sep 2024
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Susquehanna International 55k $7.3M 40% Sep 2024
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Private Advisor 54k $7.2M 1% Sep 2024
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Principal Financial Group 53k $7.0M -26% Sep 2024
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McAdam 52k $6.8M -1% Sep 2024
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Goss Wealth Management 51k $6.2M 8% Jun 2024
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CB^T Wealth Management 51k $6.7M -4% Sep 2024
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Powell Investment Advisors 49k $6.5M 4% Sep 2024
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James J. Burns & Company 49k $6.5M 0% Sep 2024
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Processus Wealth & Capital Management 49k $6.4M 0% Sep 2024
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Kingdom Financial Group 47k $6.2M 0% Sep 2024
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Bleakley Financial Group 47k $6.2M 0% Sep 2024
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Vance Wealth 45k $6.0M 7% Sep 2024
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Sowell Financial Services 45k $5.9M 100% Sep 2024
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Ascent Group 44k $5.8M -6% Sep 2024
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Farmers & Merchants Investment 44k $5.8M 0% Sep 2024
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Howard Bailey Securities 43k $5.7M 100% Sep 2024
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Kmg Fiduciary Partners 42k $5.6M 76% Sep 2024
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XML Financial 42k $5.5M -1% Sep 2024
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NewEdge Wealth 42k $5.5M -4% Sep 2024
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Aldebaran Capital 41k $5.5M 6% Sep 2024
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Glenmede Trust Company 41k $5.4M -3% Sep 2024
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Summit Financial 39k $5.1M 2% Sep 2024
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EP Wealth Advisors 38k $5.1M 15% Sep 2024
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Mather Group 37k $5.0M 1% Sep 2024
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Janney Montgomery Scott 37k $4.9M -1% Sep 2024
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Community Bank 37k $4.5M -1% Jun 2024
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Cambridge Investment Research Advisors 37k $4.9M 1% Sep 2024
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Lido Advisors 36k $4.4M 1% Jun 2024
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Investment Partners 34k $4.5M -7% Sep 2024
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Great Valley Advisor Group 34k $4.5M 5% Sep 2024
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Pathstone Holdings 34k $4.5M -2% Sep 2024
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Kennedy Capital Management 34k $4.1M 264% Jun 2024
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Alliancebernstein 33k $4.0M 268% Jun 2024
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Modera Wealth Management 33k $4.3M 2% Sep 2024
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Peapack Gladstone Financial Corp 32k $4.2M -1% Sep 2024
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Focus Financial Network 31k $4.1M -2% Sep 2024
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Regions Bank 31k $4.1M -1% Sep 2024
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Falcon Wealth Planning 31k $4.1M -1% Sep 2024
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T. Rowe Price Associates 31k $4.1M 0% Sep 2024
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Simplicity Wealth 30k $4.0M -62% Sep 2024
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Auour Investments 30k $4.0M -5% Sep 2024
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Bridges Investment Management 30k $4.0M 28% Sep 2024
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Atria Wealth Solutions 29k $3.9M 0% Sep 2024
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Park Avenue Securities 29k $3.9M 2% Sep 2024
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Ark & Tlk Investments 29k $3.8M 0% Sep 2024
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Forte Capital 28k $3.8M -37% Sep 2024
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Adviser Investments 28k $3.7M -10% Sep 2024
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Atria Investments 23k $3.0M -20% Sep 2024
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Amarillo National Bank 23k $3.0M -39% Sep 2024
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National Asset Management 21k $2.6M -31% Jun 2024
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Nuance Investments 18k $2.3M -70% Sep 2024
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Colony 11k $1.5M -95% Sep 2024
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Assetmark 3.8k $503k -96% Sep 2024
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German American Bancorp 2.3k $299k -95% Sep 2024
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Who sold out of iShares Russell Midcap Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Wolverine Trading Jun 2024 350k $42M
Strategic Financial Concepts Jun 2024 112k $34M
Bellwether Advisors Jun 2024 44k $5.3M
FMA Wealth Management Jun 2024 31k $3.7M