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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8K+ 255.74% |
$1.86M - $1.98M
|
22K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-249- 7.66% |
$29.2K - $31.2K
|
3K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.1K- 7.26% |
$128K - $137K
|
14K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
60+ 2.01% |
$7.04K - $7.51K
|
3.04K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-843- 29.07% |
$98.9K - $105K
|
2.06K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
90+ 0.33% |
$10.6K - $11.3K
|
27.7K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25KNew |
$147K - $157K
|
1.25K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.22K+ 7.11% |
$143K - $153K
|
18.4K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 1.56% |
$9.38K - $10K
|
5.22K
$693K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
35New |
$4.11K - $4.38K
|
35
$4.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-339- 46.44% |
$39.8K - $42.4K
|
391
$51.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.03% |
$17.6K - $18.8K
|
14.5K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-301- 3.37% |
$35.3K - $37.7K
|
8.64K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 33.25% |
$127K - $135K
|
2.17K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.98KNew |
$349K - $373K
|
2.98K
$395K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
678New |
$79.5K - $84.8K
|
678
$90K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 1.17% |
$2.46K - $2.63K
|
1.82K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
101+ 2.12% |
$11.8K - $12.6K
|
4.86K
$645K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
9.4KNew |
$1.1M - $1.18M
|
9.4K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.79K- 96.66% |
$679K - $724K
|
200
$26.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-40- 0.6% |
$4.69K - $5.01K
|
6.61K
$877K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
78New |
$9.15K - $9.76K
|
78
$10.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 4.04% |
$2.35K - $2.5K
|
475
$63.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
698+ 34.33% |
$81.9K - $87.3K
|
2.73K
$363K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-539- 66.96% |
$63.2K - $67.4K
|
266
$35.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-395- 1.55% |
$46.3K - $49.4K
|
25.2K
$3.34M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.32K+ 17.72% |
$154K - $165K
|
8.73K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46New |
$5.4K - $5.76K
|
46
$6.11K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-669- 12.29% |
$78.5K - $83.7K
|
4.78K
$634K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
263New |
$30.9K - $32.9K
|
263
$34.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
44.2KNew |
$5.18M - $5.53M
|
44.2K
$5.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
173New |
$20.3K - $21.6K
|
173
$23K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
612New |
$71.8K - $76.6K
|
612
$81.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
517New |
$60.6K - $64.7K
|
517
$68.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
687+ 29.6% |
$80.6K - $86K
|
3.01K
$399K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.85K+ 108.91% |
$217K - $231K
|
3.54K
$470K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.7KNew |
$199K - $212K
|
1.7K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.5KNew |
$293K - $313K
|
2.5K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.29KNew |
$151K - $162K
|
1.29K
$171K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-136- 14.29% |
$16K - $17K
|
816
$108K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-43- 1.72% |
$5.04K - $5.38K
|
2.45K
$325K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
425New |
$49.9K - $53.2K
|
425
$56.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-290- 4.18% |
$34K - $36.3K
|
6.66K
$884K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
546+ 9.84% |
$64.1K - $68.3K
|
6.09K
$809K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.35K- 84.51% |
$158K - $169K
|
247
$32.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
230+ 4.12% |
$27K - $28.8K
|
5.81K
$772K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-245- 12.58% |
$28.7K - $30.7K
|
1.7K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
353New |
$41.4K - $44.2K
|
353
$46.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
62+ 0.2% |
$7.27K - $7.76K
|
30.6K
$4.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
187+ 2671.43% |
$21.9K - $23.4K
|
194
$25.8K
|