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 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 4.3% |
$144K - $161K
|
28.5K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 11.55% |
$56.2K - $62.7K
|
3.83K
$528K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.15KNew |
$692K - $771K
|
6.15K
$848K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.63K- 81.62% |
$857K - $956K
|
1.72K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.66KNew |
$187K - $208K
|
1.66K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
640+ 32.23% |
$72K - $80.2K
|
2.63K
$362K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.05K- 3.3% |
$230K - $257K
|
60K
$8.27M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.76KNew |
$198K - $221K
|
1.76K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-333- 1.32% |
$37.4K - $41.7K
|
24.9K
$3.44M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.38KNew |
$268K - $298K
|
2.38K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.89KNew |
$549K - $612K
|
4.89K
$673K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.99KNew |
$223K - $249K
|
1.99K
$274K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-215- 8.67% |
$24.2K - $26.9K
|
2.27K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-49- 0.71% |
$5.51K - $6.14K
|
6.88K
$949K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-55- 0.34% |
$6.18K - $6.89K
|
15.9K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
13+ 0.63% |
$1.46K - $1.63K
|
2.08K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$112 - $125
|
6.41K
$884K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-435- 9.57% |
$48.9K - $54.5K
|
4.11K
$567K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-6.16K- 63.78% |
$693K - $772K
|
3.5K
$482K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$147K - $163K
|
1.3K
$180K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
303New |
$34.1K - $38K
|
303
$41.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.65KNew |
$186K - $207K
|
1.65K
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-230- 2.09% |
$25.9K - $28.8K
|
10.8K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
65New |
$7.31K - $8.15K
|
65
$8.96K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26+ 4.91% |
$2.92K - $3.26K
|
556
$76.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.78KNew |
$200K - $223K
|
1.78K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-80- 0.92% |
$8.99K - $10K
|
8.58K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
520New |
$58.5K - $65.2K
|
520
$71.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
$1.55M - $1.73M
|
13.8K
$1.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.58% |
$899 - $1K
|
1.4K
$192K
|
|
| Q4 2023 | |||||||
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
20New |
$1.95K - $2.34K
|
20
$2.76K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-79- 39.9% |
$7.71K - $9.25K
|
119
$16.4K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
160New |
$15.6K - $18.7K
|
160
$22.1K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
38New |
$3.71K - $4.45K
|
38
$5.24K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.45% |
$488 - $585
|
1.1K
$152K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
3.8KNew |
$371K - $445K
|
3.8K
$524K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
183New |
$17.9K - $21.4K
|
183
$25.2K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17New |
$1.66K - $1.99K
|
17
$2.34K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8.35K- 76.35% |
$815K - $977K
|
2.59K
$356K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-119- 8.69% |
$11.6K - $13.9K
|
1.25K
$172K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
222New |
$21.7K - $26K
|
222
$30.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4New |
$391 - $468
|
4
$551
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$146K - $176K
|
1.5K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Sasco Capital Inc
|
BUY
|
- |
314KNew |
$30.7M - $36.8M
|
314K
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 9.6% |
$4.88K - $5.85K
|
571
$78.7K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.13KNew |
$208K - $249K
|
2.13K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2KNew |
$195K - $234K
|
2K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.79KNew |
$175K - $210K
|
1.79K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12New |
$1.17K - $1.4K
|
12
$1.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
962New |
$93.9K - $113K
|
962
$133K
|
|