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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
110New |
$12.4K - $13.8K
|
110
$14.8K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-133- 2.34% |
$15K - $16.7K
|
5.56K
$747K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.77KNew |
$199K - $222K
|
1.77K
$238K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-422- 11.04% |
$47.4K - $52.9K
|
3.4K
$457K
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.5KNew |
$281K - $313K
|
2.5K
$336K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.34K- 27.47% |
$150K - $167K
|
3.52K
$473K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.66KNew |
$187K - $208K
|
1.66K
$223K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-10- 0.51% |
$1.12K - $1.25K
|
1.95K
$262K
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
73+ 0.91% |
$8.21K - $9.15K
|
8.08K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
91+ 1.53% |
$10.2K - $11.4K
|
6.05K
$812K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.99KNew |
$223K - $249K
|
1.99K
$267K
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
886New |
$99.6K - $111K
|
886
$119K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
86+ 27.74% |
$9.67K - $10.8K
|
396
$53.2K
|
|
May 14, 2024
Q1 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-4.47K- 70.4% |
$503K - $560K
|
1.88K
$252K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.94KNew |
$218K - $243K
|
1.94K
$260K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 5.94% |
$1.32M - $1.47M
|
209K
$28M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 11.11% |
$608K - $677K
|
54.1K
$7.26M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 2765.22% |
$143K - $159K
|
1.32K
$177K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
77New |
$8.66K - $9.65K
|
77
$10.3K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
626New |
$70.4K - $78.5K
|
626
$84.1K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$40.5K - $45.1K
|
360
$48.3K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13K- 69.43% |
$1.46M - $1.63M
|
5.73K
$770K
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 37.5% |
$169K - $188K
|
2.5K
$336K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9New |
$1.01K - $1.13K
|
9
$1.21K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
474+ 3.64% |
$53.3K - $59.4K
|
13.5K
$1.81M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-34- 1.29% |
$3.82K - $4.26K
|
2.59K
$348K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.4KNew |
$1.84M - $2.06M
|
16.4K
$2.2M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.7K- 42.48% |
$528K - $589K
|
6.37K
$855K
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-55- 2.99% |
$6.18K - $6.89K
|
1.78K
$239K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.88K+ 56.72% |
$212K - $236K
|
5.2K
$699K
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 4.3% |
$144K - $161K
|
28.5K
$3.82M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.74K+ 391.45% |
$870K - $969K
|
9.71K
$1.3M
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 11.55% |
$56.2K - $62.7K
|
3.83K
$514K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.15KNew |
$692K - $771K
|
6.15K
$826K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-123- 5.91% |
$13.8K - $15.4K
|
1.96K
$263K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.64KNew |
$297K - $331K
|
2.64K
$355K
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-115- 5.49% |
$12.9K - $14.4K
|
1.98K
$266K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7- 0.31% |
$787 - $877
|
2.29K
$307K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.43K- 44.28% |
$161K - $180K
|
1.8K
$242K
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.63K- 81.62% |
$857K - $956K
|
1.72K
$231K
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
231+ 3.19% |
$26K - $29K
|
7.48K
$1M
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.66KNew |
$187K - $208K
|
1.66K
$223K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
640+ 32.23% |
$72K - $80.2K
|
2.63K
$353K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.05K- 3.3% |
$230K - $257K
|
60K
$8.05M
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.76KNew |
$198K - $221K
|
1.76K
$237K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-85- 7.7% |
$9.56K - $10.7K
|
1.02K
$137K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-49- 0.66% |
$5.51K - $6.14K
|
7.39K
$992K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-333- 1.32% |
$37.4K - $41.7K
|
24.9K
$3.35M
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.38KNew |
$268K - $298K
|
2.38K
$320K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.89KNew |
$549K - $612K
|
4.89K
$656K
|