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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-190- 0.83% |
$24.3K - $26.7K
|
22.6K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 10.71% |
$195K - $214K
|
15.8K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
34New |
$4.35K - $4.77K
|
34
$4.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
35.8KNew |
$4.59M - $5.03M
|
35.8K
$4.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115KNew |
$14.7M - $16.1M
|
115K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-620- 7.37% |
$79.4K - $87K
|
7.79K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-81- 4.64% |
$10.4K - $11.4K
|
1.66K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.25KNew |
$289K - $316K
|
2.25K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$5.64K - $6.17K
|
44
$5.89K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 2.26% |
$897 - $982
|
303
$40.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$1.99M - $2.18M
|
15.5K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.87KNew |
$752K - $823K
|
5.87K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.15KNew |
$532K - $583K
|
4.15K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-290- 13.51% |
$37.1K - $40.7K
|
1.86K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.67KNew |
$213K - $234K
|
1.67K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$2.82K - $3.09K
|
22
$2.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.59% |
$6.4K - $7.02K
|
8.41K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
253New |
$32.4K - $35.5K
|
253
$33.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-677- 86.35% |
$86.7K - $95K
|
107
$14.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.79KNew |
$485K - $532K
|
3.79K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 295.58% |
$189K - $207K
|
1.97K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.1KNew |
$397K - $435K
|
3.1K
$415K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7- 0.35% |
$897 - $982
|
1.98K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-22- 1.36% |
$2.82K - $3.09K
|
1.6K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-40- 1.9% |
$5.12K - $5.61K
|
2.06K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
203New |
$26K - $28.5K
|
203
$27.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
55New |
$7.04K - $7.72K
|
55
$7.36K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 1.13% |
$34.6K - $37.9K
|
23.6K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-225- 1.37% |
$28.8K - $31.6K
|
16.2K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
729+ 42.16% |
$93.4K - $102K
|
2.46K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.71KNew |
$219K - $240K
|
1.71K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-75- 2.46% |
$9.61K - $10.5K
|
2.97K
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53New |
$6.79K - $7.44K
|
53
$7.09K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 11.68% |
$38.4K - $42.1K
|
2.27K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 86.67% |
$1.67K - $1.82K
|
28
$3.75K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.76% |
$1.67K - $1.82K
|
751
$100K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
210+ 10.71% |
$26.9K - $29.5K
|
2.17K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 1.91% |
$6.4K - $7.02K
|
2.57K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-65- 40.88% |
$8.33K - $9.12K
|
94
$12.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.83KNew |
$619K - $678K
|
4.83K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-188- 3.59% |
$24.1K - $26.4K
|
5.04K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
246KNew |
$31.4M - $34.5M
|
246K
$32.8M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-34- 1.25% |
$4.35K - $4.77K
|
2.68K
$359K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.79% |
$128 - $140
|
127
$17K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 1.89% |
$1.15K - $1.26K
|
466
$62.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.15K - $1.26K
|
9
$1.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1- 0.36% |
$128 - $140
|
279
$37.3K
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
248New |
$29.6K - $32.8K
|
248
$33.2K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-325- 15.98% |
$38.8K - $43K
|
1.71K
$229K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283+ 3.37% |
$33.8K - $37.4K
|
8.69K
$1.16M
|
|