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 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.65KNew |
$546K - $631K
|
5.65K
$759K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-17- 4.11% |
$1.64K - $1.9K
|
397
$53.3K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
47New |
$4.54K - $5.25K
|
47
$6.31K
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3+ 5.36% |
$290 - $335
|
59
$7.92K
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
680+ 4.23% |
$65.7K - $75.9K
|
16.8K
$2.25M
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-5.47K- 33.61% |
$528K - $611K
|
10.8K
$1.45M
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-35.6K- 10.52% |
$3.44M - $3.98M
|
303K
$40.7M
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.1KNew |
$203K - $235K
|
2.1K
$282K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-7- 2.65% |
$676 - $782
|
257
$34.5K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
200New |
$19.3K - $22.3K
|
200
$26.9K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-72- 2.17% |
$6.95K - $8.04K
|
3.25K
$436K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
10.5KNew |
$1.02M - $1.18M
|
10.5K
$1.42M
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-103- 34.33% |
$9.95K - $11.5K
|
197
$26.5K
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
959+ 27.2% |
$92.6K - $107K
|
4.49K
$602K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-42- 2.85% |
$4.06K - $4.69K
|
1.43K
$192K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
14New |
$1.35K - $1.56K
|
14
$1.88K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
41New |
$3.96K - $4.58K
|
41
$5.51K
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-120- 33.33% |
$11.6K - $13.4K
|
240
$32.2K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-597- 88.71% |
$57.7K - $66.7K
|
76
$10.2K
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
782+ 3.66% |
$75.5K - $87.3K
|
22.1K
$2.97M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
336New |
$32.4K - $37.5K
|
336
$45.1K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
41New |
$3.96K - $4.58K
|
41
$5.51K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-25- 7.6% |
$2.41K - $2.79K
|
304
$40.8K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
248New |
$23.9K - $27.7K
|
248
$33.3K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.78K- 5.31% |
$171K - $206K
|
31.7K
$4.25M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4+ 0.65% |
$384 - $463
|
617
$82.8K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
817New |
$78.5K - $94.6K
|
817
$110K
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4.75KNew |
$456K - $550K
|
4.75K
$638K
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
103KNew |
$9.85M - $11.9M
|
103K
$13.8M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
450New |
$43.2K - $52.1K
|
450
$60.4K
|
|
Nov 14, 2022
Q3 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.85K- 19.32% |
$274K - $330K
|
11.9K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-260- 51.18% |
$25K - $30.1K
|
248
$33.3K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.45K+ 55.48% |
$427K - $515K
|
12.5K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
78New |
$7.49K - $9.03K
|
78
$10.5K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
982+ 194.07% |
$94.3K - $114K
|
1.49K
$200K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.9% |
$2.31K - $2.78K
|
2.68K
$360K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
480New |
$46.1K - $55.6K
|
480
$64.4K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-174K- 95.25% |
$16.8M - $20.2M
|
8.7K
$1.17M
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-428- 10.22% |
$41.1K - $49.5K
|
3.76K
$505K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.81KNew |
$174K - $210K
|
1.81K
$243K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-185- 86.05% |
$17.8K - $21.4K
|
30
$4.03K
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
97New |
$9.32K - $11.2K
|
97
$13K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-797- 20.57% |
$76.6K - $92.2K
|
3.08K
$413K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-147- 3.71% |
$14.1K - $17K
|
3.81K
$512K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
33New |
$3.17K - $3.82K
|
33
$4.43K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
869+ 43.6% |
$83.5K - $101K
|
2.86K
$384K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
49New |
$4.71K - $5.67K
|
49
$6.58K
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
3KNew |
$288K - $347K
|
3K
$403K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15- 0.55% |
$1.44K - $1.74K
|
2.72K
$365K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
150New |
$14.4K - $17.4K
|
150
$20.1K
|