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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.4K- 4.5% |
$287K - $318K
|
51K
$7.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27New |
$3.23K - $3.57K
|
27
$3.74K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
141+ 0.65% |
$16.9K - $18.6K
|
21.9K
$3.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.58KNew |
$189K - $209K
|
1.58K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.96K- 2.18% |
$354K - $392K
|
133K
$18.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.11K- 31.95% |
$133K - $147K
|
2.36K
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.4KNew |
$1.24M - $1.37M
|
10.4K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-86- 2.32% |
$10.3K - $11.4K
|
3.62K
$501K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-334K- 11.56% |
$40M - $44.2M
|
2.56M
$355M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 1.53% |
$172K - $190K
|
92.2K
$12.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
197+ 22.16% |
$23.5K - $26.1K
|
1.09K
$151K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18.2K+ 76.43% |
$2.18M - $2.41M
|
42K
$5.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-111- 2.5% |
$13.3K - $14.7K
|
4.33K
$600K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
330+ 2.51% |
$39.4K - $43.6K
|
13.5K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-86- 1.2% |
$10.3K - $11.4K
|
7.1K
$985K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-110- 1.04% |
$13.1K - $14.5K
|
10.5K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.08K+ 117.19% |
$726K - $803K
|
11.3K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.33K+ 1.49% |
$278K - $308K
|
158K
$21.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$1.79K - $1.98K
|
15
$2.08K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.59KNew |
$190K - $210K
|
1.59K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
25+ 1.28% |
$2.99K - $3.31K
|
1.97K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46+ 0.28% |
$5.5K - $6.08K
|
16.6K
$2.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-4- 4.76% |
$478 - $529
|
80
$11.1K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.07KNew |
$247K - $273K
|
2.07K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$194K - $214K
|
1.62K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-118- 0.25% |
$14.1K - $15.6K
|
47K
$6.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 0.14% |
$3.71K - $4.1K
|
21.7K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$956 - $1.06K
|
7.39K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 1.27% |
$3.94K - $4.36K
|
2.64K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-50- 0.95% |
$5.98K - $6.61K
|
5.23K
$725K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
715+ 23.52% |
$85.5K - $94.6K
|
3.76K
$521K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.9K+ 38.81% |
$3.1M - $3.43M
|
92.6K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-69- 2.06% |
$8.25K - $9.13K
|
3.27K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
481+ 5.19% |
$57.5K - $63.6K
|
9.74K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
69+ 7.63% |
$8.25K - $9.13K
|
973
$135K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
205+ 2.97% |
$24.5K - $27.1K
|
7.1K
$984K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
97+ 3.24% |
$11.6K - $12.8K
|
3.09K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-66- 1.19% |
$7.89K - $8.73K
|
5.47K
$758K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60.9KNew |
$7.28M - $8.05M
|
60.9K
$8.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5.24K- 41.95% |
$627K - $693K
|
7.26K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
99+ 3.73% |
$11.8K - $13.1K
|
2.75K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
171+ 8.17% |
$20.4K - $22.6K
|
2.26K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
660+ 0.27% |
$78.9K - $87.3K
|
249K
$34.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
426+ 2.62% |
$50.9K - $56.3K
|
16.7K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-32- 1.5% |
$3.82K - $4.23K
|
2.1K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.47KNew |
$534K - $591K
|
4.47K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$120 - $132
|
1.79K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-89- 12.71% |
$10.6K - $11.8K
|
611
$84.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
682+ 25.55% |
$81.5K - $90.2K
|
3.35K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-8- 0.2% |
$956 - $1.06K
|
3.94K
$546K
|