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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
200+ 3.27% |
$23.5K - $25K
|
6.32K
$849K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
44.2KNew |
$5.18M - $5.53M
|
44.2K
$5.93M
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3+ 0.09% |
$352 - $375
|
3.23K
$434K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
684+ 11.44% |
$80.2K - $85.6K
|
6.66K
$895K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
88+ 1.16% |
$10.3K - $11K
|
7.68K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 12.51% |
$209K - $223K
|
16.1K
$2.16M
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
173New |
$20.3K - $21.6K
|
173
$23.2K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-54- 0.78% |
$6.33K - $6.76K
|
6.85K
$920K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$117 - $125
|
2.65K
$356K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.59KNew |
$303K - $324K
|
2.59K
$347K
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$117 - $125
|
7.54K
$1.01M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-175- 6.1% |
$20.5K - $21.9K
|
2.69K
$361K
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.2K+ 1.77% |
$1.9M - $2.03M
|
930K
$125M
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.56K- 5.34% |
$534K - $570K
|
80.8K
$10.8M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 1.94% |
$5.87K - $6.26K
|
2.53K
$340K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
98+ 3.36% |
$11.5K - $12.3K
|
3.02K
$405K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
408+ 0.87% |
$47.9K - $51.1K
|
47.2K
$6.34M
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.38K- 28.62% |
$397K - $423K
|
8.43K
$1.13M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.82K- 24.96% |
$213K - $227K
|
5.46K
$734K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
612New |
$71.8K - $76.6K
|
612
$82.2K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
219+ 1.96% |
$25.7K - $27.4K
|
11.4K
$1.53M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-331- 1.01% |
$38.8K - $41.4K
|
32.3K
$4.33M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.2K- 13.63% |
$1.31M - $1.4M
|
71K
$9.53M
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.62% |
$117 - $125
|
162
$21.8K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-638- 4.26% |
$74.8K - $79.8K
|
14.3K
$1.92M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 6.86% |
$316K - $337K
|
36.5K
$4.9M
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.41K - $1.5K
|
3.5K
$470K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.06K - $1.13K
|
9
$1.21K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153+ 4.78% |
$17.9K - $19.1K
|
3.35K
$450K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.34% |
$1.06K - $1.13K
|
2.64K
$355K
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-397- 7.06% |
$46.6K - $49.7K
|
5.23K
$702K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
4.79K+ 8.82% |
$562K - $599K
|
59.1K
$7.94M
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
3.24K+ 1.93% |
$380K - $405K
|
171K
$22.9M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
517New |
$60.6K - $64.7K
|
517
$69.4K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
405+ 20.25% |
$47.5K - $50.7K
|
2.41K
$323K
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-55- 0.48% |
$6.45K - $6.88K
|
11.5K
$1.54M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-12- 0.07% |
$1.41K - $1.5K
|
18.1K
$2.43M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.22K+ 63.81% |
$143K - $153K
|
3.13K
$421K
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
41+ 0.18% |
$4.81K - $5.13K
|
23.4K
$3.14M
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.6K- 13.58% |
$188K - $200K
|
10.2K
$1.37M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
687+ 29.6% |
$80.6K - $86K
|
3.01K
$404K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.85K+ 108.91% |
$217K - $231K
|
3.54K
$475K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 6.75% |
$6.33K - $6.76K
|
746
$100K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
415+ 16.2% |
$48.7K - $51.9K
|
2.98K
$400K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.54K- 3.91% |
$181K - $193K
|
37.8K
$5.08M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.7KNew |
$199K - $212K
|
1.7K
$228K
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.5KNew |
$293K - $313K
|
2.5K
$336K
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-6- 0.22% |
$704 - $751
|
2.76K
$371K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.29KNew |
$151K - $162K
|
1.29K
$173K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
109+ 6.29% |
$12.8K - $13.6K
|
1.84K
$247K
|