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 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.99KNew |
$223K - $249K
|
1.99K
$267K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-215- 8.67% |
$24.2K - $26.9K
|
2.27K
$304K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-49- 0.71% |
$5.51K - $6.14K
|
6.88K
$924K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-70- 4.03% |
$7.87K - $8.77K
|
1.67K
$224K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-85- 4.81% |
$9.56K - $10.7K
|
1.68K
$226K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.06% |
$225 - $251
|
3.56K
$478K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.68KNew |
$189K - $211K
|
1.68K
$226K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
310New |
$34.9K - $38.9K
|
310
$41.6K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-55- 0.34% |
$6.18K - $6.89K
|
15.9K
$2.14M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
849+ 43.56% |
$95.5K - $106K
|
2.8K
$376K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-135- 3.02% |
$15.2K - $16.9K
|
4.33K
$581K
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
13+ 0.63% |
$1.46K - $1.63K
|
2.08K
$280K
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.22KNew |
$250K - $278K
|
2.22K
$298K
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.68KNew |
$189K - $211K
|
1.68K
$226K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$112 - $125
|
6.41K
$861K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.2% |
$450 - $501
|
2.02K
$271K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
54+ 7.81% |
$6.07K - $6.77K
|
745
$100K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-435- 9.57% |
$48.9K - $54.5K
|
4.11K
$552K
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-6.16K- 63.78% |
$693K - $772K
|
3.5K
$470K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-121- 21.53% |
$13.6K - $15.2K
|
441
$59.2K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$147K - $163K
|
1.3K
$175K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
303New |
$34.1K - $38K
|
303
$40.7K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.65KNew |
$186K - $207K
|
1.65K
$222K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-230- 2.09% |
$25.9K - $28.8K
|
10.8K
$1.45M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-344- 3.32% |
$38.7K - $43.1K
|
10K
$1.34M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.6K- 20.29% |
$292K - $326K
|
10.2K
$1.37M
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
65New |
$7.31K - $8.15K
|
65
$8.73K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26+ 4.91% |
$2.92K - $3.26K
|
556
$74.7K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
522+ 13.17% |
$58.7K - $65.4K
|
4.49K
$602K
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-85- 1.4% |
$9.56K - $10.7K
|
6K
$806K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.78KNew |
$200K - $223K
|
1.78K
$239K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-80- 0.92% |
$8.99K - $10K
|
8.58K
$1.15M
|
|
Apr 19, 2024
Q1 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
405+ 21.35% |
$45.5K - $50.8K
|
2.3K
$309K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-21- 0.48% |
$2.36K - $2.63K
|
4.38K
$588K
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-71- 3.09% |
$7.98K - $8.9K
|
2.23K
$299K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 0.38% |
$4.5K - $5.01K
|
10.5K
$1.4M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.81KNew |
$428K - $477K
|
3.81K
$511K
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.97KNew |
$333K - $372K
|
2.97K
$398K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
179+ 2.92% |
$20.1K - $22.4K
|
6.32K
$848K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
84New |
$9.44K - $10.5K
|
84
$11.3K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-465- 4.19% |
$52.3K - $58.3K
|
10.6K
$1.43M
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
251+ 3.29% |
$28.2K - $31.5K
|
7.88K
$1.06M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
520New |
$58.5K - $65.2K
|
520
$69.8K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
41+ 0.17% |
$4.61K - $5.14K
|
23.9K
$3.21M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
$1.55M - $1.73M
|
13.8K
$1.85M
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.63KNew |
$183K - $204K
|
1.63K
$218K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.58% |
$899 - $1K
|
1.4K
$187K
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
4.01K+ 3.2% |
$451K - $503K
|
129K
$17.4M
|
|
Q4 2023 | |||||||
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
160New |
$15.6K - $18.7K
|
160
$21.5K
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
38New |
$3.71K - $4.45K
|
38
$5.1K
|