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 |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-43- 1.9% |
$4.31K - $5K
|
2.22K
$298K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.15K- 3.49% |
$115K - $133K
|
31.6K
$4.25M
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.63K- 38.33% |
$163K - $189K
|
2.62K
$352K
|
|
Q4 2022 | |||||||
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 19.05% |
$386 - $447
|
25
$3.36K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
74.3K+ 1139.6% |
$7.17M - $8.29M
|
80.8K
$10.8M
|
|
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
$759K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
522New |
$50.4K - $58.3K
|
522
$70.1K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
59New |
$5.7K - $6.59K
|
59
$7.92K
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-60- 2.86% |
$5.79K - $6.7K
|
2.04K
$274K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2- 0.09% |
$193 - $223
|
2.25K
$302K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-211- 62.61% |
$20.4K - $23.6K
|
126
$16.9K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.43KNew |
$331K - $383K
|
3.43K
$460K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
388+ 9.02% |
$37.5K - $43.3K
|
4.69K
$630K
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6.16KNew |
$595K - $688K
|
6.16K
$828K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.43K+ 10.41% |
$138K - $159K
|
15.1K
$2.03M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.41KNew |
$233K - $270K
|
2.41K
$324K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.49KNew |
$240K - $278K
|
2.49K
$334K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.26KNew |
$604K - $699K
|
6.26K
$840K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$290 - $335
|
3
$403
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
3.38KNew |
$326K - $378K
|
3.38K
$454K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
254New |
$24.5K - $28.4K
|
254
$34.1K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.42K+ 44.33% |
$137K - $158K
|
4.62K
$620K
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15+ 0.49% |
$1.45K - $1.68K
|
3.1K
$416K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-203- 2.8% |
$19.6K - $22.7K
|
7.04K
$946K
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-73.5K- 96.68% |
$7.1M - $8.21M
|
2.52K
$339K
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
12.7KNew |
$1.22M - $1.42M
|
12.7K
$1.7M
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-570- 21.8% |
$55K - $63.7K
|
2.05K
$275K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
71+ 2.82% |
$6.86K - $7.93K
|
2.59K
$347K
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-370- 4.51% |
$35.7K - $41.3K
|
7.83K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15New |
$1.45K - $1.68K
|
15
$2.01K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.71K- 45.49% |
$165K - $191K
|
2.05K
$275K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4- 0.11% |
$386 - $447
|
3.57K
$479K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
144+ 192.0% |
$13.9K - $16.1K
|
219
$29.4K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-125- 70.22% |
$12.1K - $14K
|
53
$7.12K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
216New |
$20.9K - $24.1K
|
216
$29K
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.14K- 20.27% |
$303K - $350K
|
12.3K
$1.66M
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
65New |
$6.28K - $7.26K
|
65
$8.73K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-177- 5.54% |
$17.1K - $19.8K
|
3.02K
$405K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
17New |
$1.64K - $1.9K
|
17
$2.28K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.25KNew |
$121K - $140K
|
1.25K
$168K
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.9KNew |
$183K - $212K
|
1.9K
$255K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.04KNew |
$197K - $227K
|
2.04K
$273K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
778+ 16.62% |
$75.1K - $86.9K
|
5.46K
$733K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-16- 0.88% |
$1.55K - $1.79K
|
1.8K
$241K
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
8.12KNew |
$784K - $907K
|
8.12K
$1.09M
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
105+ 25.06% |
$10.1K - $11.7K
|
524
$70.4K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
288New |
$27.8K - $32.2K
|
288
$38.7K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-100- 1.43% |
$9.66K - $11.2K
|
6.91K
$928K
|