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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.36K- 71.85% |
$433K - $530K
|
1.71K
$229K
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.91KClosed |
$190K - $233K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-274Closed |
$27.2K - $33.3K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.93KClosed |
$888K - $1.09M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.76KNew |
$374K - $457K
|
3.76K
$505K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
217New |
$21.6K - $26.4K
|
217
$29.1K
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-23- 0.59% |
$2.29K - $2.8K
|
3.85K
$517K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.09KClosed |
$207K - $254K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-607- 14.78% |
$60.3K - $73.8K
|
3.5K
$470K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
40New |
$3.98K - $4.87K
|
40
$5.37K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-57Closed |
$5.67K - $6.93K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.68KClosed |
$167K - $204K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
47+ 3.08% |
$4.67K - $5.72K
|
1.57K
$211K
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.43KClosed |
$241K - $295K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-3.07K- 9.29% |
$305K - $374K
|
30K
$4.03M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
102New |
$10.1K - $12.4K
|
102
$13.7K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-333Closed |
$33.1K - $40.5K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33.7KClosed |
$3.35M - $4.1M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-58Closed |
$5.77K - $7.06K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
650+ 26.76% |
$64.6K - $79.1K
|
3.08K
$413K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
96New |
$9.54K - $11.7K
|
96
$12.9K
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-3- 0.12% |
$298 - $365
|
2.49K
$334K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
7New |
$696 - $851
|
7
$940
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1K- 11.72% |
$99.4K - $122K
|
7.54K
$1.01M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-335Closed |
$33.3K - $40.7K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-44- 4.04% |
$4.37K - $5.35K
|
1.04K
$140K
|
|
Q1 2022 | |||||||
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.4KClosed |
$1.17M - $1.29M
|
0
$0
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.37KClosed |
$266K - $293K
|
0
$0
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-228- 75.25% |
$25.6K - $28.2K
|
75
$10.1K
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-34.8KClosed |
$3.91M - $4.3M
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-50Closed |
$5.61K - $6.18K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.5K- 51.05% |
$281K - $309K
|
2.4K
$322K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.81KClosed |
$203K - $223K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-638Closed |
$71.6K - $78.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.96KClosed |
$219K - $242K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-44Closed |
$4.94K - $5.44K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.29MClosed |
$370M - $407M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.04KClosed |
$229K - $252K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-210- 7.47% |
$23.6K - $26K
|
2.6K
$349K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-679Closed |
$76.2K - $83.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.76KClosed |
$198K - $218K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-148Closed |
$16.6K - $18.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-281- 9.85% |
$31.5K - $34.7K
|
2.57K
$345K
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-60.4KClosed |
$6.78M - $7.46M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.77KClosed |
$199K - $219K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 3.17% |
$2.47K - $2.72K
|
716
$96.1K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.39KClosed |
$380K - $418K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-113Closed |
$12.7K - $14K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.1KClosed |
$235K - $259K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.22KClosed |
$249K - $274K
|
0
$0
|