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 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-412- 16.61% |
$48.3K - $51.6K
|
2.07K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
35New |
$4.11K - $4.38K
|
35
$4.85K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-339- 46.44% |
$39.8K - $42.4K
|
391
$54.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.03% |
$17.6K - $18.8K
|
14.5K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-301- 3.37% |
$35.3K - $37.7K
|
8.64K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 52.17% |
$5.63K - $6.01K
|
44
$6.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 33.25% |
$127K - $135K
|
2.17K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.98KNew |
$349K - $373K
|
2.98K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
678New |
$79.5K - $84.8K
|
678
$94K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.01KNew |
$235K - $251K
|
2.01K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 1.17% |
$2.46K - $2.63K
|
1.82K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-94- 3.14% |
$11K - $11.8K
|
2.9K
$402K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.06% |
$117 - $125
|
1.74K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 1.21% |
$2.58K - $2.75K
|
1.8K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
101+ 2.12% |
$11.8K - $12.6K
|
4.86K
$674K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
9.4KNew |
$1.1M - $1.18M
|
9.4K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-138- 1.61% |
$16.2K - $17.3K
|
8.41K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.79K- 96.66% |
$679K - $724K
|
200
$27.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.66K+ 80.26% |
$195K - $208K
|
3.73K
$517K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-40- 0.6% |
$4.69K - $5.01K
|
6.61K
$916K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
78New |
$9.15K - $9.76K
|
78
$10.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 4.04% |
$2.35K - $2.5K
|
475
$65.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
698+ 34.33% |
$81.9K - $87.3K
|
2.73K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
112KNew |
$13.2M - $14M
|
112K
$15.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-539- 66.96% |
$63.2K - $67.4K
|
266
$36.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-395- 1.55% |
$46.3K - $49.4K
|
25.2K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.8K+ 352.03% |
$1.5M - $1.6M
|
16.4K
$2.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.73KNew |
$555K - $592K
|
4.73K
$656K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 39.69% |
$314K - $335K
|
4.07K
$564K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.32K+ 17.72% |
$154K - $165K
|
8.73K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46New |
$5.4K - $5.76K
|
46
$6.38K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-669- 12.29% |
$78.5K - $83.7K
|
4.78K
$662K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
263New |
$30.9K - $32.9K
|
263
$36.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.67K- 22.16% |
$196K - $209K
|
5.88K
$814K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-380- 6.97% |
$44.6K - $47.5K
|
5.08K
$704K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
398+ 3.16% |
$46.7K - $49.8K
|
13K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
44.2KNew |
$5.18M - $5.53M
|
44.2K
$6.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
684+ 11.44% |
$80.2K - $85.6K
|
6.66K
$924K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
173New |
$20.3K - $21.6K
|
173
$24K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.59KNew |
$303K - $324K
|
2.59K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 1.94% |
$5.87K - $6.26K
|
2.53K
$351K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
612New |
$71.8K - $76.6K
|
612
$84.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.06K - $1.13K
|
9
$1.25K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
517New |
$60.6K - $64.7K
|
517
$71.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-12- 0.07% |
$1.41K - $1.5K
|
18.1K
$2.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
687+ 29.6% |
$80.6K - $86K
|
3.01K
$417K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.85K+ 108.91% |
$217K - $231K
|
3.54K
$491K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 6.75% |
$6.33K - $6.76K
|
746
$103K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.7KNew |
$199K - $212K
|
1.7K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.5KNew |
$293K - $313K
|
2.5K
$347K
|