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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
767New |
$98.2K - $108K
|
767
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-75- 1.97% |
$9.61K - $10.5K
|
3.73K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
79.2K+ 7.21% |
$10.1M - $11.1M
|
1.18M
$158M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-77- 8.17% |
$9.86K - $10.8K
|
865
$116K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
11.9KNew |
$1.53M - $1.67M
|
11.9K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 10.19% |
$19.2K - $21K
|
1.62K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.72KNew |
$476K - $522K
|
3.72K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$448K - $491K
|
3.5K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
11.4KNew |
$1.46M - $1.6M
|
11.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1- 0.12% |
$128 - $140
|
862
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
179+ 49.45% |
$22.9K - $25.1K
|
541
$72.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
150+ 6.95% |
$19.2K - $21K
|
2.31K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
210+ 2.98% |
$26.9K - $29.5K
|
7.25K
$970K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
303+ 96.19% |
$38.8K - $42.5K
|
618
$82.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.7KNew |
$2.39M - $2.62M
|
18.7K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
67+ 1.61% |
$8.58K - $9.4K
|
4.22K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2- 0.06% |
$256 - $281
|
3.35K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-41- 0.5% |
$5.25K - $5.75K
|
8.08K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $140
|
6.65K
$889K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.67KNew |
$213K - $234K
|
1.67K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.63KNew |
$209K - $229K
|
1.63K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-433- 4.01% |
$55.5K - $60.8K
|
10.4K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-229- 3.58% |
$29.3K - $32.1K
|
6.17K
$825K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
238K+ 391.19% |
$30.4M - $33.3M
|
298K
$39.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$13.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200New |
$25.6K - $28.1K
|
200
$26.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
113New |
$14.5K - $15.9K
|
113
$15.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
905New |
$116K - $127K
|
905
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75+ 3.7% |
$9.61K - $10.5K
|
2.1K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.35K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
49+ 1.39% |
$6.28K - $6.88K
|
3.57K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.18K+ 86.94% |
$151K - $165K
|
2.53K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34KNew |
$4.35M - $4.77M
|
34K
$4.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.31KNew |
$296K - $324K
|
2.31K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.8KNew |
$359K - $393K
|
2.8K
$375K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
147+ 2.93% |
$18.8K - $20.6K
|
5.17K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1K+ 11.92% |
$128K - $140K
|
9.39K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$13.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
225+ 8.89% |
$28.8K - $31.6K
|
2.76K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
200+ 9.56% |
$25.6K - $28.1K
|
2.29K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
516New |
$66.1K - $72.4K
|
516
$69K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.34K- 2.31% |
$172K - $188K
|
56.7K
$7.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.38K- 80.14% |
$176K - $193K
|
341
$45.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.08K- 9.57% |
$266K - $292K
|
19.6K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-673- 11.61% |
$86.2K - $94.4K
|
5.12K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-264- 60.0% |
$33.8K - $37K
|
176
$23.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.84KNew |
$236K - $259K
|
1.84K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
177New |
$22.7K - $24.8K
|
177
$23.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
339New |
$43.4K - $47.6K
|
339
$45.3K
|