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
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
38New |
$3.71K - $4.45K
|
38
$5.1K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.45% |
$488 - $585
|
1.1K
$148K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110New |
$10.7K - $12.9K
|
110
$14.8K
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
3.8KNew |
$371K - $445K
|
3.8K
$510K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
183New |
$17.9K - $21.4K
|
183
$24.6K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17New |
$1.66K - $1.99K
|
17
$2.28K
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8.35K- 76.35% |
$815K - $977K
|
2.59K
$347K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-119- 8.69% |
$11.6K - $13.9K
|
1.25K
$168K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
222New |
$21.7K - $26K
|
222
$29.8K
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.57KNew |
$251K - $301K
|
2.57K
$345K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4New |
$391 - $468
|
4
$537
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$146K - $176K
|
1.5K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.1KNew |
$5.47M - $6.56M
|
56.1K
$7.53M
|
|
Feb 14, 2024
Q4 2023
|
Sasco Capital Inc
|
BUY
|
- |
314KNew |
$30.7M - $36.8M
|
314K
$42.2M
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 9.6% |
$4.88K - $5.85K
|
571
$76.7K
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.13KNew |
$208K - $249K
|
2.13K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2KNew |
$195K - $234K
|
2K
$269K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 4.73% |
$8.3K - $9.95K
|
1.88K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.26KNew |
$318K - $382K
|
3.26K
$438K
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.79KNew |
$175K - $210K
|
1.79K
$241K
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.13KNew |
$306K - $367K
|
3.13K
$421K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12New |
$1.17K - $1.4K
|
12
$1.61K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
962New |
$93.9K - $113K
|
962
$129K
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
49+ 0.65% |
$4.78K - $5.74K
|
7.63K
$1.02M
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-137- 5.7% |
$13.4K - $16K
|
2.27K
$304K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
225New |
$22K - $26.3K
|
225
$30.2K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
56.1KNew |
$5.47M - $6.57M
|
56.1K
$7.53M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
461+ 10.0% |
$45K - $54K
|
5.07K
$681K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22New |
$2.15K - $2.58K
|
22
$2.95K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.01KNew |
$196K - $235K
|
2.01K
$269K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.74KNew |
$169K - $203K
|
1.74K
$233K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.77KNew |
$173K - $207K
|
1.77K
$238K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.16KNew |
$211K - $253K
|
2.16K
$290K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
139New |
$13.6K - $16.3K
|
139
$18.7K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.07KNew |
$885K - $1.06M
|
9.07K
$1.22M
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-150- 3.8% |
$14.6K - $17.6K
|
3.8K
$510K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.25K- 6.28% |
$708K - $849K
|
108K
$14.5M
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.51% |
$1.76K - $2.11K
|
3.52K
$472K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
990New |
$96.7K - $116K
|
990
$133K
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-369- 3.08% |
$36K - $43.2K
|
11.6K
$1.56M
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.04K- 17.86% |
$101K - $121K
|
4.76K
$639K
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-408- 14.89% |
$39.8K - $47.8K
|
2.33K
$313K
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.72% |
$97.6 - $117
|
59
$7.92K
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
157+ 2.35% |
$15.3K - $18.4K
|
6.83K
$918K
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.76KNew |
$171K - $205K
|
1.76K
$236K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
75New |
$7.32K - $8.78K
|
75
$10.1K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.4K- 26.18% |
$1.5M - $1.8M
|
43.5K
$5.84M
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-200- 10.1% |
$19.5K - $23.4K
|
1.78K
$239K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$781 - $937
|
8
$1.07K
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
354+ 2.36% |
$34.6K - $41.4K
|
15.3K
$2.06M
|