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 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.56K- 47.24% |
$534K - $570K
|
5.09K
$683K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
43+ 0.38% |
$5.04K - $5.38K
|
11.5K
$1.54M
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-194- 3.25% |
$22.8K - $24.3K
|
5.77K
$774K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-143- 6.99% |
$16.8K - $17.9K
|
1.9K
$255K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-101- 4.28% |
$11.8K - $12.6K
|
2.26K
$303K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.06KNew |
$124K - $132K
|
1.06K
$142K
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12K+ 32.26% |
$1.4M - $1.5M
|
49K
$6.58M
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-276- 12.74% |
$32.4K - $34.5K
|
1.89K
$254K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
$11.3K - $12K
|
96
$12.9K
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-350- 1.5% |
$41.1K - $43.8K
|
23K
$3.09M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
2.41K+ 59.43% |
$283K - $302K
|
6.48K
$870K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13- 0.01% |
$1.53K - $1.63K
|
108K
$14.5M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.66KNew |
$195K - $208K
|
1.66K
$223K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.09K- 3.26% |
$128K - $137K
|
32.5K
$4.36M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.6K- 4.89% |
$188K - $201K
|
31.2K
$4.19M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
100K+ 2.48% |
$11.8M - $12.5M
|
4.15M
$557M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 2.37% |
$821 - $876
|
302
$40.5K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
121+ 5.04% |
$14.2K - $15.1K
|
2.52K
$339K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-116- 4.9% |
$13.6K - $14.5K
|
2.25K
$302K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
88+ 2.2% |
$10.3K - $11K
|
4.08K
$548K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
19New |
$2.23K - $2.38K
|
19
$2.55K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-299- 4.86% |
$35.1K - $37.4K
|
5.85K
$786K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
86+ 13.19% |
$10.1K - $10.8K
|
738
$99.1K
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-25- 0.4% |
$2.93K - $3.13K
|
6.15K
$826K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
33+ 1.51% |
$3.87K - $4.13K
|
2.22K
$298K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69+ 92.0% |
$8.09K - $8.63K
|
144
$19.3K
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-461- 1.22% |
$54.1K - $57.7K
|
37.3K
$5.01M
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-80- 4.98% |
$9.38K - $10K
|
1.53K
$205K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.94K+ 43.28% |
$579K - $618K
|
16.3K
$2.19M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
44New |
$5.16K - $5.51K
|
44
$5.91K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-300- 72.99% |
$35.2K - $37.5K
|
111
$14.9K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-47- 3.93% |
$5.51K - $5.88K
|
1.15K
$154K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-683- 15.78% |
$80.1K - $85.5K
|
3.64K
$489K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
34New |
$3.99K - $4.25K
|
34
$4.57K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
440+ 55.21% |
$51.6K - $55.1K
|
1.24K
$166K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
345+ 7.74% |
$40.5K - $43.2K
|
4.8K
$645K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
189+ 10.66% |
$22.2K - $23.6K
|
1.96K
$263K
|
|
Q1 2024 | |||||||
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-682- 10.06% |
$76.7K - $85.5K
|
6.1K
$819K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
28+ 1.68% |
$3.15K - $3.51K
|
1.69K
$227K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
323+ 2.25% |
$36.3K - $40.5K
|
14.7K
$1.97M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
125+ 1.19% |
$14.1K - $15.7K
|
10.6K
$1.42M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$787 - $877
|
7
$940
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
69New |
$7.76K - $8.65K
|
69
$9.26K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 36.36% |
$6.75K - $7.52K
|
225
$30.2K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
42New |
$4.72K - $5.26K
|
42
$5.64K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.11KNew |
$125K - $139K
|
1.11K
$149K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.09K+ 2.81% |
$347K - $387K
|
113K
$15.2M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
202+ 4.0% |
$22.7K - $25.3K
|
5.26K
$706K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20New |
$2.25K - $2.51K
|
20
$2.69K
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-173- 3.47% |
$19.5K - $21.7K
|
4.81K
$645K
|