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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-18.9K- 57.02% |
$2.26M - $2.5M
|
14.3K
$1.93M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.53KNew |
$302K - $334K
|
2.53K
$342K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.09% |
$239 - $265
|
2.14K
$291K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-299- 3.34% |
$35.7K - $39.5K
|
8.64K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.2K- 1.43% |
$6.36M - $7.04M
|
3.68M
$499M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3K+ 0.41% |
$3.86M - $4.27M
|
7.96M
$1.08B
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-275- 0.88% |
$32.9K - $36.4K
|
31K
$4.21M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-290- 2.26% |
$34.7K - $38.4K
|
12.6K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.11% |
$239 - $265
|
1.9K
$257K
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
187+ 1.26% |
$22.4K - $24.7K
|
15K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
194+ 0.18% |
$23.2K - $25.7K
|
106K
$14.4M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-251- 1.79% |
$30K - $33.2K
|
13.8K
$1.87M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.3K+ 4.33% |
$1.47M - $1.63M
|
297K
$40.3M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.79K- 5.98% |
$333K - $369K
|
43.8K
$5.94M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
167+ 7.37% |
$20K - $22.1K
|
2.43K
$330K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-305- 0.31% |
$36.5K - $40.3K
|
99.5K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
49+ 0.67% |
$5.86K - $6.48K
|
7.38K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-14.6K- 43.25% |
$1.74M - $1.93M
|
19.1K
$2.59M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.22K+ 4.83% |
$385K - $426K
|
69.9K
$9.48M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
351+ 19.83% |
$42K - $46.4K
|
2.12K
$288K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-93.6K- 49.85% |
$11.2M - $12.4M
|
94.1K
$12.8M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.59K- 17.12% |
$310K - $343K
|
12.5K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.88KNew |
$1.18M - $1.31M
|
9.88K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-90- 1.39% |
$10.8K - $11.9K
|
6.39K
$867K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 4.18% |
$15.5M - $17.2M
|
3.24M
$439M
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.07KNew |
$486K - $538K
|
4.07K
$552K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.5KNew |
$3.88M - $4.29M
|
32.5K
$4.4M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-16.6K- 42.03% |
$1.98M - $2.2M
|
22.9K
$3.11M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.39K- 1.87% |
$166K - $183K
|
72.5K
$9.84M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-248- 6.07% |
$29.6K - $32.8K
|
3.84K
$520K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.78KNew |
$333K - $368K
|
2.78K
$377K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.71KNew |
$562K - $622K
|
4.71K
$638K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.87K- 35.78% |
$582K - $644K
|
8.74K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.6KNew |
$191K - $212K
|
1.6K
$217K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.42K+ 2.14% |
$290K - $320K
|
116K
$15.7M
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
22+ 0.36% |
$2.63K - $2.91K
|
6.22K
$843K
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.79K+ 64.65% |
$572K - $633K
|
12.2K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.55K- 2.02% |
$305K - $337K
|
123K
$16.7M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-39K- 92.4% |
$4.66M - $5.15M
|
3.21K
$435K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 8.54% |
$174K - $192K
|
15.6K
$2.11M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-643- 46.97% |
$76.9K - $85K
|
726
$98.5K
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.73KNew |
$446K - $493K
|
3.73K
$506K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
266New |
$31.8K - $35.2K
|
266
$36.1K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-123- 0.59% |
$14.7K - $16.3K
|
20.8K
$2.82M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.88K+ 14.55% |
$583K - $645K
|
38.4K
$5.21M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
8.3KNew |
$992K - $1.1M
|
8.3K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
342+ 11.61% |
$40.9K - $45.2K
|
3.29K
$446K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14.6KNew |
$1.74M - $1.93M
|
14.6K
$1.97M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
249New |
$29.8K - $32.9K
|
249
$33.8K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
391+ 1086.11% |
$46.7K - $51.7K
|
427
$57.9K
|