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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.14K- 3.31% |
$255K - $282K
|
62.4K
$7.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.4K+ 16.99% |
$167K - $185K
|
9.63K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.15% |
$717 - $794
|
4.08K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-369- 14.37% |
$44.1K - $48.8K
|
2.2K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-519- 19.0% |
$62K - $68.6K
|
2.21K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-54- 3.15% |
$6.45K - $7.14K
|
1.66K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.08K- 23.15% |
$129K - $143K
|
3.58K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.76KNew |
$450K - $497K
|
3.76K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-260- 58.96% |
$31.1K - $34.4K
|
181
$22.8K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-134- 6.81% |
$16K - $17.7K
|
1.83K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$239 - $265
|
2
$252
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
209+ 11.57% |
$25K - $27.6K
|
2.02K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.95K- 9.56% |
$353K - $391K
|
27.9K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
335New |
$40K - $44.3K
|
335
$42.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
873+ 0.97% |
$104K - $115K
|
90.6K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.72KNew |
$205K - $227K
|
1.72K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-70- 2.5% |
$8.37K - $9.26K
|
2.73K
$344K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-279- 3.78% |
$33.3K - $36.9K
|
7.11K
$894K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$182K - $202K
|
1.52K
$192K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-575- 10.28% |
$68.7K - $76K
|
5.02K
$631K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-75- 2.83% |
$8.96K - $9.92K
|
2.58K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
87New |
$10.4K - $11.5K
|
87
$10.9K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
561New |
$67.1K - $74.2K
|
561
$70.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16New |
$1.91K - $2.12K
|
16
$2.01K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 25.0% |
$120 - $132
|
3
$378
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-264- 40.55% |
$31.6K - $34.9K
|
387
$48.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-311- 9.47% |
$37.2K - $41.1K
|
2.97K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-405- 16.84% |
$48.4K - $53.6K
|
2K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
92New |
$11K - $12.2K
|
92
$11.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.95K- 8.47% |
$233K - $258K
|
21.1K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.61% |
$120 - $132
|
165
$20.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
15.8K+ 8.09% |
$1.89M - $2.09M
|
211K
$26.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
345+ 1.16% |
$41.2K - $45.6K
|
30K
$3.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-36- 0.49% |
$4.3K - $4.76K
|
7.35K
$925K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-595- 16.45% |
$71.1K - $78.7K
|
3.02K
$380K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.53KNew |
$541K - $599K
|
4.53K
$570K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
148New |
$17.7K - $19.6K
|
148
$18.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-129- 6.43% |
$15.4K - $17.1K
|
1.88K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.99K- 24.48% |
$357K - $395K
|
9.21K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 1.19% |
$2.39K - $2.65K
|
1.7K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110+ 100.0% |
$13.1K - $14.5K
|
220
$27.7K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-251- 33.69% |
$30K - $33.2K
|
494
$62.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-240- 9.26% |
$28.7K - $31.7K
|
2.35K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-850- 14.18% |
$102K - $112K
|
5.15K
$648K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.76K+ 2.97% |
$210K - $232K
|
60.9K
$7.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-120- 1.6% |
$14.3K - $15.9K
|
7.36K
$926K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$182K - $201K
|
1.52K
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-197- 32.19% |
$23.5K - $26.1K
|
415
$52.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3- 6.38% |
$359 - $397
|
44
$5.54K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-34- 0.78% |
$4.06K - $4.5K
|
4.34K
$546K
|