Purchases and Sales Made in Q2 2024 in Proshares Tr S&P Midcap 400 Di (REGL)
This table provides information about the institutional ownership of Proshares Tr S&P Midcap 400 Di (REGL) during Q2 2024. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P MIDCAP 400 DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
277New |
$20.3K - $21.6K
|
277
$22.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
271+ 0.54% |
$19.8K - $21.1K
|
50.5K
$4.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
200+ 3.77% |
$14.6K - $15.6K
|
5.5K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
185+ 1.91% |
$13.5K - $14.4K
|
9.87K
$808K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
183New |
$13.4K - $14.3K
|
183
$15K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
169+ 4.13% |
$12.4K - $13.2K
|
4.26K
$349K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
166+ 2.2% |
$12.1K - $12.9K
|
7.72K
$632K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
161+ 2.57% |
$11.8K - $12.5K
|
6.43K
$526K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152+ 2.05% |
$11.1K - $11.8K
|
7.58K
$620K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
139New |
$10.2K - $10.8K
|
139
$11.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
125+ 2.84% |
$9.15K - $9.74K
|
4.53K
$371K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
110+ 2.43% |
$8.05K - $8.57K
|
4.64K
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
104+ 10.34% |
$7.61K - $8.1K
|
1.11K
$90.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
100New |
$7.32K - $7.79K
|
100
$8.18K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90New |
$6.58K - $7.01K
|
90
$7.37K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
85+ 2.49% |
$6.22K - $6.62K
|
3.5K
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85+ 3.15% |
$6.22K - $6.62K
|
2.78K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
64+ 1.36% |
$4.68K - $4.99K
|
4.78K
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 11.39% |
$4.61K - $4.91K
|
616
$50.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35+ 8.91% |
$2.56K - $2.73K
|
428
$35K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14New |
$1.02K - $1.09K
|
14
$1.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.04% |
$73.2 - $77.9
|
97
$7.94K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$73.2 - $77.9
|
7.24K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13- 0.38% |
$951 - $1.01K
|
3.38K
$277K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20- 0.68% |
$1.46K - $1.56K
|
2.92K
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-29- 0.98% |
$2.12K - $2.26K
|
2.92K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-32- 0.86% |
$2.34K - $2.49K
|
3.69K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-33- 0.82% |
$2.41K - $2.57K
|
3.98K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-47- 0.39% |
$3.44K - $3.66K
|
12K
$986K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.22% |
$3.73K - $3.97K
|
22.8K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-60- 1.03% |
$4.39K - $4.68K
|
5.76K
$472K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-72- 3.36% |
$5.27K - $5.61K
|
2.07K
$170K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-92- 3.0% |
$6.73K - $7.17K
|
2.97K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-125- 3.71% |
$9.15K - $9.74K
|
3.25K
$266K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-133- 1.2% |
$9.73K - $10.4K
|
11K
$900K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-150- 2.48% |
$11K - $11.7K
|
5.9K
$483K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-153- 2.86% |
$11.2K - $11.9K
|
5.2K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-154- 3.18% |
$11.3K - $12K
|
4.69K
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-162- 1.15% |
$11.9K - $12.6K
|
13.9K
$1.14M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-192- 45.93% |
$14K - $15K
|
226
$18.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-226- 58.25% |
$16.5K - $17.6K
|
162
$13.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-250- 0.34% |
$18.3K - $19.5K
|
73K
$5.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-259- 1.56% |
$18.9K - $20.2K
|
16.4K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-267- 3.63% |
$19.5K - $20.8K
|
7.1K
$581K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-270- 37.6% |
$19.8K - $21K
|
448
$36.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-281- 0.56% |
$20.6K - $21.9K
|
49.9K
$4.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-303- 2.88% |
$22.2K - $23.6K
|
10.2K
$837K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-329- 4.59% |
$24.1K - $25.6K
|
6.85K
$560K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-376- 4.25% |
$27.5K - $29.3K
|
8.47K
$693K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-388- 3.09% |
$28.4K - $30.2K
|
12.1K
$994K
|