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 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-848- 5.6% |
$85K - $98.6K
|
14.3K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
202New |
$20.2K - $23.5K
|
202
$28K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.34K+ 6.93% |
$334K - $388K
|
51.5K
$7.14M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
40.7KNew |
$4.08M - $4.73M
|
40.7K
$5.64M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-225- 2.47% |
$22.5K - $26.2K
|
8.88K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
65New |
$6.51K - $7.55K
|
65
$9.01K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$301 - $349
|
3.31K
$459K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-32- 1.6% |
$3.21K - $3.72K
|
1.97K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16K+ 12226.72% |
$1.61M - $1.86M
|
16.1K
$2.24M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
814New |
$81.6K - $94.6K
|
814
$113K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.17KNew |
$218K - $252K
|
2.17K
$301K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-30- 1.44% |
$3.01K - $3.49K
|
2.06K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.5KNew |
$4.36M - $5.05M
|
43.5K
$6.03M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
136New |
$13.6K - $15.8K
|
136
$18.9K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1New |
$100 - $116
|
1
$139
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
24New |
$2.41K - $2.79K
|
24
$3.33K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
715+ 2.56% |
$71.7K - $83.1K
|
28.6K
$3.97M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
123KNew |
$12.3M - $14.3M
|
123K
$17M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
946+ 349.08% |
$94.8K - $110K
|
1.22K
$169K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.48K- 3.92% |
$349K - $405K
|
85.3K
$11.8M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.27% |
$100 - $116
|
378
$52.4K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-53- 1.54% |
$5.31K - $6.16K
|
3.4K
$471K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-190- 5.88% |
$19K - $22.1K
|
3.04K
$422K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
265New |
$26.6K - $30.8K
|
265
$36.7K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-900- 69.23% |
$90.2K - $105K
|
400
$55.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
71New |
$7.12K - $8.25K
|
71
$9.84K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.26KNew |
$227K - $263K
|
2.26K
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.88% |
$9.12K - $10.6K
|
4.94K
$684K
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-27K- 26.25% |
$2.7M - $3.13M
|
75.8K
$10.5M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-85- 34.84% |
$8.52K - $9.88K
|
159
$22K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
304New |
$30.5K - $35.3K
|
304
$42.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.99KNew |
$700K - $812K
|
6.99K
$968K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10New |
$1K - $1.16K
|
10
$1.39K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.07KNew |
$107K - $124K
|
1.07K
$148K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-578- 60.65% |
$57.9K - $67.2K
|
375
$52K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-21- 0.84% |
$2.1K - $2.44K
|
2.48K
$343K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.65KNew |
$266K - $308K
|
2.65K
$368K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-43- 1.9% |
$4.31K - $5K
|
2.22K
$307K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.15K- 3.49% |
$115K - $133K
|
31.6K
$4.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.63K- 38.33% |
$163K - $189K
|
2.62K
$363K
|
|
| Q4 2022 | |||||||
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 19.05% |
$386 - $447
|
25
$3.47K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-136Closed |
$13.1K - $15.2K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.65KNew |
$546K - $631K
|
5.65K
$784K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
522New |
$50.4K - $58.3K
|
522
$72.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
59New |
$5.7K - $6.59K
|
59
$8.18K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-60- 2.86% |
$5.79K - $6.7K
|
2.04K
$283K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2- 0.09% |
$193 - $223
|
2.25K
$312K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-211- 62.61% |
$20.4K - $23.6K
|
126
$17.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.43KNew |
$331K - $383K
|
3.43K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|