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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
769+ 26.1% |
$79.6K - $88.2K
|
3.72K
$456K
|
|
| Q2 2023 | |||||||
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
41+ 8.63% |
$4.16K - $4.5K
|
516
$63.3K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-509K- 95.91% |
$51.7M - $55.9M
|
21.7K
$2.66M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
372+ 12400.0% |
$37.8K - $40.9K
|
375
$46K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1Closed |
$102 - $110
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$102 - $110
|
1
$123
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.65K+ 5.68% |
$167K - $181K
|
30.7K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.9KNew |
$802K - $868K
|
7.9K
$970K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16.1KNew |
$1.63M - $1.77M
|
16.1K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
165+ 128.91% |
$16.7K - $18.1K
|
293
$36K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-158- 4.52% |
$16K - $17.4K
|
3.34K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.16% |
$102 - $110
|
616
$75.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
150+ 8.16% |
$15.2K - $16.5K
|
1.99K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-155- 1.94% |
$15.7K - $17K
|
7.85K
$964K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
319+ 9.28% |
$32.4K - $35K
|
3.76K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
125New |
$12.7K - $13.7K
|
125
$15.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.6% |
$102 - $110
|
168
$20.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
387New |
$39.3K - $42.5K
|
387
$47.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.9K- 8.75% |
$193K - $209K
|
19.8K
$2.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-295- 3.31% |
$29.9K - $32.4K
|
8.61K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-229- 10.57% |
$23.2K - $25.2K
|
1.94K
$238K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-28- 6.07% |
$2.84K - $3.08K
|
433
$53.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
97.4K+ 0.76% |
$9.89M - $10.7M
|
12.9M
$1.59B
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.07KNew |
$210K - $227K
|
2.07K
$254K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
52+ 2.6% |
$5.28K - $5.71K
|
2.05K
$252K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.56KNew |
$158K - $171K
|
1.56K
$191K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18New |
$1.83K - $1.98K
|
18
$2.21K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-9- 81.82% |
$914 - $989
|
2
$246
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
59+ 45.38% |
$5.99K - $6.48K
|
189
$23.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-137- 53.94% |
$13.9K - $15K
|
117
$14.4K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-400- 19.21% |
$40.6K - $43.9K
|
1.68K
$206K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-400- 19.21% |
$40.6K - $43.9K
|
1.68K
$206K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-972- 43.01% |
$98.7K - $107K
|
1.29K
$158K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.02KNew |
$103K - $112K
|
1.02K
$125K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
190New |
$19.3K - $20.9K
|
190
$23.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
33+ 3.05% |
$3.35K - $3.62K
|
1.11K
$137K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
89New |
$9.03K - $9.78K
|
89
$10.9K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
3.68KNew |
$374K - $404K
|
3.68K
$452K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-38- 16.52% |
$3.86K - $4.17K
|
192
$23.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
153New |
$15.5K - $16.8K
|
153
$18.8K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 35.14% |
$13.2K - $14.3K
|
240
$29.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-47- 6.15% |
$4.77K - $5.16K
|
717
$88K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-27.3K- 93.66% |
$2.77M - $3M
|
1.85K
$227K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-4- 0.21% |
$406 - $439
|
1.92K
$235K
|
|
| Q1 2023 | |||||||
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.59K+ 177.49% |
$259K - $301K
|
4.04K
$496K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-12Closed |
$1.2K - $1.39K
|
0
$0
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-835- 75.57% |
$83.7K - $97.1K
|
270
$33.1K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.2KClosed |
$622K - $721K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
39+ 0.48% |
$3.91K - $4.53K
|
8.11K
$995K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
74+ 69.81% |
$7.42K - $8.6K
|
180
$22.1K
|
|