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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12- 17.91% |
$1.17K - $1.4K
|
55
$6.75K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.06% |
$97.6 - $117
|
95
$11.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
375New |
$36.6K - $43.9K
|
375
$46K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.6K- 89.66% |
$254K - $304K
|
300
$36.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.31KNew |
$226K - $271K
|
2.31K
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-723- 21.12% |
$70.6K - $84.6K
|
2.7K
$332K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-887- 30.97% |
$86.6K - $104K
|
1.98K
$243K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.8KNew |
$175K - $210K
|
1.8K
$220K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
126KNew |
$12.3M - $14.8M
|
126K
$15.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
61New |
$5.96K - $7.14K
|
61
$7.49K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-375- 42.09% |
$36.6K - $43.9K
|
516
$63.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21.7K- 17.76% |
$2.12M - $2.54M
|
101K
$12.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.49K- 4.29% |
$145K - $174K
|
33.2K
$4.07M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-58- 2.84% |
$5.66K - $6.79K
|
1.98K
$243K
|
|
| Q3 2023 | |||||||
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-47- 23.74% |
$4.86K - $5.39K
|
151
$18.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
28New |
$2.9K - $3.21K
|
28
$3.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 42.99% |
$24.4K - $27.1K
|
785
$96.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.52KNew |
$261K - $289K
|
2.52K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-341- 36.55% |
$35.3K - $39.1K
|
592
$72.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.28KNew |
$236K - $261K
|
2.28K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.07KNew |
$525K - $582K
|
5.07K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.9KNew |
$1.44M - $1.59M
|
13.9K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
166+ 3.66% |
$17.2K - $19K
|
4.7K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
309+ 882.86% |
$32K - $35.4K
|
344
$42.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-22- 0.68% |
$2.28K - $2.52K
|
3.23K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9New |
$931 - $1.03K
|
9
$1.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.07KNew |
$421K - $467K
|
4.07K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-205KClosed |
$21.2M - $23.5M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.27KNew |
$339K - $375K
|
3.27K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40New |
$4.14K - $4.59K
|
40
$4.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-409- 10.05% |
$42.3K - $46.9K
|
3.66K
$450K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.88KNew |
$298K - $330K
|
2.88K
$353K
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
1.01KNew |
$105K - $116K
|
1.01K
$124K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-256- 56.14% |
$26.5K - $29.4K
|
200
$24.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17K- 22.36% |
$1.76M - $1.95M
|
59K
$7.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.76KNew |
$389K - $431K
|
3.76K
$462K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
808New |
$83.6K - $92.7K
|
808
$99.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
38New |
$3.93K - $4.36K
|
38
$4.66K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
854New |
$88.4K - $97.9K
|
854
$105K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-38- 73.08% |
$3.93K - $4.36K
|
14
$1.72K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-12.5K- 4.02% |
$1.29M - $1.43M
|
299K
$36.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
17New |
$1.76K - $1.95K
|
17
$2.09K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$1.55K - $1.72K
|
15
$1.84K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22+ 0.87% |
$2.28K - $2.52K
|
2.55K
$313K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.57K+ 51.73% |
$163K - $181K
|
4.62K
$567K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-6.3K- 5.59% |
$652K - $723K
|
107K
$13.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
141New |
$14.6K - $16.2K
|
141
$17.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
350New |
$36.2K - $40.1K
|
350
$43K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.4KNew |
$145K - $161K
|
1.4K
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$10.3K - $11.5K
|
100
$12.3K
|
|