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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11.5K+ 2.46% |
$1.35M - $1.45M
|
481K
$64.5M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
720+ 4.56% |
$84.5K - $90.1K
|
16.5K
$2.22M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
397+ 4.3% |
$46.6K - $49.7K
|
9.63K
$1.29M
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.38K+ 30.3% |
$396K - $423K
|
14.5K
$1.95M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.2K- 63.11% |
$1.67M - $1.78M
|
8.31K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
66+ 1.64% |
$7.74K - $8.26K
|
4.09K
$549K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-494- 11.73% |
$58K - $61.8K
|
3.72K
$499K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 39.69% |
$314K - $335K
|
4.07K
$546K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
425+ 27.54% |
$49.9K - $53.2K
|
1.97K
$264K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
158+ 3.38% |
$18.5K - $19.8K
|
4.84K
$650K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-44- 0.5% |
$5.16K - $5.51K
|
8.69K
$1.17M
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-507- 1.93% |
$59.5K - $63.4K
|
25.8K
$3.46M
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
13+ 0.51% |
$1.53K - $1.63K
|
2.58K
$346K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 7.14% |
$2.11K - $2.25K
|
270
$36.3K
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.31K+ 5.78% |
$271K - $289K
|
42.3K
$5.68M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-28- 1.18% |
$3.28K - $3.5K
|
2.34K
$314K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.32K+ 17.72% |
$154K - $165K
|
8.73K
$1.17M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-129- 1.95% |
$15.1K - $16.1K
|
6.47K
$869K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46New |
$5.4K - $5.76K
|
46
$6.18K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-11- 0.52% |
$1.29K - $1.38K
|
2.12K
$284K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-669- 12.29% |
$78.5K - $83.7K
|
4.78K
$641K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.44K- 26.46% |
$169K - $181K
|
4.01K
$538K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
215K+ 962.37% |
$25.2M - $26.9M
|
237K
$31.8M
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
330+ 1.58% |
$38.7K - $41.3K
|
21.2K
$2.84M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-505- 22.37% |
$59.2K - $63.2K
|
1.75K
$235K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-329- 1.95% |
$38.6K - $41.2K
|
16.5K
$2.22M
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 2.67% |
$4.11K - $4.38K
|
1.28K
$171K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
144+ 7.19% |
$16.9K - $18K
|
2.15K
$288K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
263New |
$30.9K - $32.9K
|
263
$35.3K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.34K+ 47.04% |
$275K - $293K
|
7.33K
$984K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.67K- 22.16% |
$196K - $209K
|
5.88K
$789K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.98M- 63.34% |
$936M - $998M
|
4.62M
$620M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.2K- 6.88% |
$375K - $400K
|
43.3K
$5.82M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.58K+ 5.31% |
$185K - $197K
|
31.3K
$4.2M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-380- 6.97% |
$44.6K - $47.5K
|
5.08K
$681K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-102- 23.29% |
$12K - $12.8K
|
336
$45.1K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.89K- 0.96% |
$221K - $236K
|
195K
$26.2M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.5K- 0.73% |
$176K - $188K
|
203K
$27.2M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
97+ 3.04% |
$11.4K - $12.1K
|
3.28K
$441K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
747+ 16.03% |
$87.6K - $93.5K
|
5.41K
$726K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-39- 22.16% |
$4.58K - $4.88K
|
137
$18.4K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.3K- 2.73% |
$974K - $1.04M
|
296K
$39.7M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.42K- 9.23% |
$166K - $177K
|
13.9K
$1.87M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
140+ 5.16% |
$16.4K - $17.5K
|
2.85K
$383K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.2K+ 678.65% |
$3.89M - $4.15M
|
38.1K
$5.11M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
367+ 18.49% |
$43.1K - $45.9K
|
2.35K
$316K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 17.36% |
$265K - $283K
|
10.8K
$1.45M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
569+ 5.3% |
$66.7K - $71.2K
|
11.3K
$1.52M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62+ 1.37% |
$7.27K - $7.76K
|
4.59K
$617K
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
398+ 3.16% |
$46.7K - $49.8K
|
13K
$1.74M
|