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 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
886New |
$99.6K - $111K
|
886
$123K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
86+ 27.74% |
$9.67K - $10.8K
|
396
$54.9K
|
|
|
May 14, 2024
Q1 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-4.47K- 70.4% |
$503K - $560K
|
1.88K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.94KNew |
$218K - $243K
|
1.94K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 5.94% |
$1.32M - $1.47M
|
209K
$28.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 11.11% |
$608K - $677K
|
54.1K
$7.49M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 2765.22% |
$143K - $159K
|
1.32K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
77New |
$8.66K - $9.65K
|
77
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
626New |
$70.4K - $78.5K
|
626
$86.8K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$40.5K - $45.1K
|
360
$49.9K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 37.5% |
$169K - $188K
|
2.5K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.4KNew |
$1.84M - $2.06M
|
16.4K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.7K- 42.48% |
$528K - $589K
|
6.37K
$882K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-55- 2.99% |
$6.18K - $6.89K
|
1.78K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.88K+ 56.72% |
$212K - $236K
|
5.2K
$721K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 4.3% |
$144K - $161K
|
28.5K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 11.55% |
$56.2K - $62.7K
|
3.83K
$531K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.15KNew |
$692K - $771K
|
6.15K
$853K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.64KNew |
$297K - $331K
|
2.64K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.63K- 81.62% |
$857K - $956K
|
1.72K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.66KNew |
$187K - $208K
|
1.66K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
640+ 32.23% |
$72K - $80.2K
|
2.63K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.05K- 3.3% |
$230K - $257K
|
60K
$8.31M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.76KNew |
$198K - $221K
|
1.76K
$244K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-85- 7.7% |
$9.56K - $10.7K
|
1.02K
$141K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-333- 1.32% |
$37.4K - $41.7K
|
24.9K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.38KNew |
$268K - $298K
|
2.38K
$330K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.89KNew |
$549K - $612K
|
4.89K
$677K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.99KNew |
$223K - $249K
|
1.99K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-215- 8.67% |
$24.2K - $26.9K
|
2.27K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-49- 0.71% |
$5.51K - $6.14K
|
6.88K
$954K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-70- 4.03% |
$7.87K - $8.77K
|
1.67K
$231K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-85- 4.81% |
$9.56K - $10.7K
|
1.68K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
310New |
$34.9K - $38.9K
|
310
$43K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-55- 0.34% |
$6.18K - $6.89K
|
15.9K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
849+ 43.56% |
$95.5K - $106K
|
2.8K
$388K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
13+ 0.63% |
$1.46K - $1.63K
|
2.08K
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.22KNew |
$250K - $278K
|
2.22K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.68KNew |
$189K - $211K
|
1.68K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$112 - $125
|
6.41K
$889K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.2% |
$450 - $501
|
2.02K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-435- 9.57% |
$48.9K - $54.5K
|
4.11K
$570K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-6.16K- 63.78% |
$693K - $772K
|
3.5K
$485K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$147K - $163K
|
1.3K
$181K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
303New |
$34.1K - $38K
|
303
$42K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.65KNew |
$186K - $207K
|
1.65K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-230- 2.09% |
$25.9K - $28.8K
|
10.8K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
65New |
$7.31K - $8.15K
|
65
$9.01K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26+ 4.91% |
$2.92K - $3.26K
|
556
$77.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-85- 1.4% |
$9.56K - $10.7K
|
6K
$832K
|