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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.69% |
$120 - $132
|
60
$7.37K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 2.41% |
$4.78K - $5.29K
|
1.62K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-45- 2.55% |
$5.38K - $5.95K
|
1.72K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139K+ 1813.0% |
$16.6M - $18.4M
|
147K
$18M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-275- 2.59% |
$32.9K - $36.4K
|
10.3K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$2.27K - $2.51K
|
19
$2.33K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 48.18% |
$7.89K - $8.73K
|
203
$24.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18KNew |
$380K - $420K
|
3.18K
$390K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
660New |
$78.9K - $87.3K
|
660
$81K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
182New |
$21.8K - $24.1K
|
182
$22.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 2.43% |
$479K - $530K
|
169K
$20.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.2K- 6.36% |
$4.45M - $4.92M
|
549K
$67.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
556New |
$66.5K - $73.5K
|
556
$68.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 3.4% |
$956 - $1.06K
|
243
$29.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
386+ 6.94% |
$46.1K - $51K
|
5.95K
$730K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27New |
$3.23K - $3.57K
|
27
$3.31K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.4KNew |
$1.24M - $1.37M
|
10.4K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.59KNew |
$190K - $210K
|
1.59K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46+ 0.28% |
$5.5K - $6.08K
|
16.6K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
69+ 7.63% |
$8.25K - $9.13K
|
973
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60.9KNew |
$7.28M - $8.05M
|
60.9K
$7.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
171+ 8.17% |
$20.4K - $22.6K
|
2.26K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-89- 12.71% |
$10.6K - $11.8K
|
611
$75K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
4.65KNew |
$556K - $615K
|
4.65K
$571K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 3.17% |
$239 - $265
|
61
$7.49K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
420New |
$50.2K - $55.5K
|
420
$51.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
58+ 1.41% |
$6.93K - $7.67K
|
4.16K
$511K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 23.13% |
$3.71K - $4.1K
|
103
$12.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.21KNew |
$265K - $293K
|
2.21K
$272K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-560- 2.22% |
$66.9K - $74.1K
|
24.7K
$3.03M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-75- 2.97% |
$8.96K - $9.92K
|
2.45K
$300K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
284New |
$33.3K - $35.5K
|
284
$34.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-193- 9.42% |
$22.6K - $24.2K
|
1.86K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-559- 22.78% |
$65.6K - $69.9K
|
1.9K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
350KNew |
$41.1M - $43.8M
|
350K
$43M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-280- 5.89% |
$32.8K - $35K
|
4.48K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-10- 1.26% |
$1.17K - $1.25K
|
784
$96.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.83K- 50.0% |
$449K - $479K
|
3.83K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-249- 7.66% |
$29.2K - $31.2K
|
3K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.1K- 7.26% |
$128K - $137K
|
14K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
60+ 2.01% |
$7.04K - $7.51K
|
3.04K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-843- 29.07% |
$98.9K - $105K
|
2.06K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25KNew |
$147K - $157K
|
1.25K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.22K+ 7.11% |
$143K - $153K
|
18.4K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 1.56% |
$9.38K - $10K
|
5.22K
$641K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
35New |
$4.11K - $4.38K
|
35
$4.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-339- 46.44% |
$39.8K - $42.4K
|
391
$48K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.03% |
$17.6K - $18.8K
|
14.5K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-301- 3.37% |
$35.3K - $37.7K
|
8.64K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 33.25% |
$127K - $135K
|
2.17K
$266K
|
|