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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
157+ 2.35% |
$15.3K - $18.4K
|
6.83K
$957K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.76KNew |
$171K - $205K
|
1.76K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
75New |
$7.32K - $8.78K
|
75
$10.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.4K- 26.18% |
$1.5M - $1.8M
|
43.5K
$6.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-200- 10.1% |
$19.5K - $23.4K
|
1.78K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$781 - $937
|
8
$1.12K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
354+ 2.36% |
$34.6K - $41.4K
|
15.3K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-69- 31.51% |
$6.74K - $8.08K
|
150
$21K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-226- 20.21% |
$22.1K - $26.5K
|
892
$125K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
45New |
$4.39K - $5.27K
|
45
$6.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-86- 11.24% |
$8.4K - $10.1K
|
679
$95.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-251- 27.55% |
$24.5K - $29.4K
|
660
$92.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$10.6K - $12.8K
|
109
$15.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
853New |
$83.3K - $99.9K
|
853
$119K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-639- 14.92% |
$62.4K - $74.8K
|
3.65K
$511K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
114New |
$11.1K - $13.3K
|
114
$16K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
524+ 67.96% |
$51.2K - $61.3K
|
1.3K
$181K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
126New |
$12.3K - $14.8K
|
126
$17.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.82KNew |
$177K - $213K
|
1.82K
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.75K+ 13.13% |
$659K - $790K
|
58.1K
$8.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
76+ 11.31% |
$7.42K - $8.9K
|
748
$105K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.73KNew |
$169K - $202K
|
1.73K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-20- 0.35% |
$1.95K - $2.34K
|
5.69K
$797K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.16K- 17.21% |
$211K - $253K
|
10.4K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-66- 3.91% |
$6.44K - $7.73K
|
1.62K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12- 17.91% |
$1.17K - $1.4K
|
55
$7.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.96KNew |
$191K - $229K
|
1.96K
$275K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.06% |
$97.6 - $117
|
95
$13.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
441New |
$43.1K - $51.6K
|
441
$61.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
375New |
$36.6K - $43.9K
|
375
$52.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.6K- 89.66% |
$254K - $304K
|
300
$42K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.31KNew |
$226K - $271K
|
2.31K
$324K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-723- 21.12% |
$70.6K - $84.6K
|
2.7K
$378K
|
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
9.23KNew |
$901K - $1.08M
|
9.23K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.16K- 98.17% |
$504K - $604K
|
96
$13.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-887- 30.97% |
$86.6K - $104K
|
1.98K
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.8KNew |
$175K - $210K
|
1.8K
$251K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
126KNew |
$12.3M - $14.8M
|
126K
$17.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-114- 2.28% |
$11.1K - $13.3K
|
4.9K
$686K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
61New |
$5.96K - $7.14K
|
61
$8.54K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-375- 42.09% |
$36.6K - $43.9K
|
516
$72.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21.7K- 17.76% |
$2.12M - $2.54M
|
101K
$14.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.49K- 4.29% |
$145K - $174K
|
33.2K
$4.65M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-58- 2.84% |
$5.66K - $6.79K
|
1.98K
$278K
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
170New |
$17.6K - $19.5K
|
170
$23.8K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-47- 23.74% |
$4.86K - $5.39K
|
151
$21.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
28New |
$2.9K - $3.21K
|
28
$3.92K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 42.99% |
$24.4K - $27.1K
|
785
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.52KNew |
$261K - $289K
|
2.52K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.6K- 42.54% |
$890K - $986K
|
11.6K
$1.63M
|
|