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 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-134- 49.81% |
$12.9K - $15.5K
|
135
$18.1K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-246- 2.14% |
$23.6K - $28.5K
|
11.3K
$1.51M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.9KNew |
$1.24M - $1.5M
|
12.9K
$1.74M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$324K - $391K
|
3.38K
$453K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
147New |
$14.1K - $17K
|
147
$19.7K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 3.13% |
$96.1 - $116
|
33
$4.43K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-243- 72.54% |
$23.3K - $28.1K
|
92
$12.4K
|
|
Q2 2022 | |||||||
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 3.14% |
$696 - $851
|
216
$29K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$696 - $851
|
7
$940
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-209- 14.23% |
$20.8K - $25.4K
|
1.26K
$169K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-70Closed |
$6.96K - $8.51K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3KClosed |
$1.23M - $1.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2Closed |
$199 - $243
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.62K+ 100.86% |
$360K - $440K
|
7.21K
$968K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.86KClosed |
$383K - $469K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
475New |
$47.2K - $57.8K
|
475
$63.8K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-534- 7.11% |
$53.1K - $65K
|
6.98K
$937K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16.6KClosed |
$1.65M - $2.02M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.98K+ 20.38% |
$296K - $362K
|
17.6K
$2.36M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-64- 2.88% |
$6.36K - $7.78K
|
2.16K
$289K
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
43+ 0.15% |
$4.28K - $5.23K
|
27.8K
$3.73M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
62New |
$6.16K - $7.54K
|
62
$8.32K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-60- 1.39% |
$5.97K - $7.3K
|
4.24K
$570K
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.46KClosed |
$443K - $543K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.38% |
$994 - $1.22K
|
2.65K
$356K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-22.1KClosed |
$2.19M - $2.68M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.55K+ 54.46% |
$154K - $188K
|
4.38K
$588K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
895New |
$89K - $109K
|
895
$120K
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
273New |
$27.1K - $33.2K
|
273
$36.7K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.18KNew |
$316K - $387K
|
3.18K
$427K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150New |
$14.9K - $18.2K
|
150
$20.1K
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-627Closed |
$62.3K - $76.3K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-528- 4.58% |
$52.5K - $64.2K
|
11K
$1.48M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.75K+ 67.72% |
$174K - $213K
|
4.34K
$583K
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.68KClosed |
$167K - $205K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
830New |
$82.5K - $101K
|
830
$111K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-551Closed |
$54.8K - $67K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-801Closed |
$79.6K - $97.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.13KClosed |
$211K - $259K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
108New |
$10.7K - $13.1K
|
108
$14.5K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-42- 1.67% |
$4.18K - $5.11K
|
2.47K
$331K
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1New |
$99.4 - $122
|
1
$134
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.67KClosed |
$166K - $204K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
125+ 568.18% |
$12.4K - $15.2K
|
147
$19.7K
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-625- 56.92% |
$62.1K - $76K
|
473
$63.5K
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.38KClosed |
$535K - $654K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.3KNew |
$1.13M - $1.38M
|
11.3K
$1.52M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
357+ 268.42% |
$35.5K - $43.4K
|
490
$65.8K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-87K- 94.46% |
$8.65M - $10.6M
|
5.1K
$685K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-763Closed |
$75.9K - $92.8K
|
0
$0
|