Latest Institutional Transactions on Ishares Russell Midcap Value E (IWS)
This table provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 4.6% |
$4.23K - $4.63K
|
685
$91.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.86K+ 3.11% |
$622K - $682K
|
161K
$21.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-245- 1.42% |
$31.4K - $34.4K
|
17K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
121+ 0.62% |
$15.5K - $17K
|
19.6K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-262- 13.17% |
$33.6K - $36.8K
|
1.73K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.79KNew |
$485K - $532K
|
3.79K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.47K- 4.12% |
$700K - $767K
|
127K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8+ 0.42% |
$1.02K - $1.12K
|
1.91K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.38% |
$768 - $842
|
1.6K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.32K+ 1.33% |
$425K - $466K
|
253K
$33.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 295.58% |
$189K - $207K
|
1.97K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.7K+ 953.39% |
$2.52M - $2.76M
|
21.8K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.1KNew |
$397K - $435K
|
3.1K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.6K+ 0.42% |
$1.36M - $1.49M
|
2.57M
$343M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.3K+ 7.47% |
$1.45M - $1.59M
|
163K
$21.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7- 0.35% |
$897 - $982
|
1.98K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-408- 2.44% |
$52.3K - $57.3K
|
16.3K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.19K+ 15.81% |
$152K - $166K
|
8.69K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-29- 0.07% |
$3.71K - $4.07K
|
41.8K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
231New |
$29.6K - $32.4K
|
231
$30.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
679+ 6.46% |
$87K - $95.3K
|
11.2K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$640 - $702
|
2.61K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
83+ 4.56% |
$10.6K - $11.6K
|
1.9K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
79+ 0.93% |
$10.1K - $11.1K
|
8.55K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.61KNew |
$462K - $507K
|
3.61K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-56- 0.85% |
$7.17K - $7.86K
|
6.52K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
998+ 8.7% |
$128K - $140K
|
12.5K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.05K+ 13.48% |
$646K - $708K
|
42.5K
$5.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.85K- 5.26% |
$621K - $681K
|
87.4K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.12% |
$128 - $140
|
844
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
21+ 0.11% |
$2.69K - $2.95K
|
18.3K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
339+ 4.81% |
$43.4K - $47.6K
|
7.38K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1K- 13.07% |
$128K - $141K
|
6.67K
$891K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-22- 1.36% |
$2.82K - $3.09K
|
1.6K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
201+ 0.98% |
$25.7K - $28.2K
|
20.7K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59+ 0.8% |
$7.56K - $8.28K
|
7.45K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
34.2KNew |
$4.37M - $4.79M
|
34.2K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
531+ 5.18% |
$68K - $74.5K
|
10.8K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
885+ 3.44% |
$113K - $124K
|
26.6K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$128 - $140
|
3.7K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
957+ 31.75% |
$123K - $134K
|
3.97K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-378- 6.92% |
$48.4K - $53K
|
5.09K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.99K- 8.19% |
$1.02M - $1.12M
|
89.6K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
143+ 81.25% |
$18.3K - $20.1K
|
319
$42.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.21K- 2.37% |
$155K - $170K
|
49.8K
$6.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-40- 1.9% |
$5.12K - $5.61K
|
2.06K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
203New |
$26K - $28.5K
|
203
$27.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
55New |
$7.04K - $7.72K
|
55
$7.35K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 1.13% |
$34.6K - $37.9K
|
23.6K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-257- 2.2% |
$32.9K - $36.1K
|
11.4K
$1.53M
|