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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-64- 2.88% |
$6.36K - $7.78K
|
2.16K
$271K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
62New |
$6.16K - $7.54K
|
62
$7.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-60- 1.39% |
$5.97K - $7.3K
|
4.24K
$534K
|
|
|
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
$334K
|
|
|
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
$552K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
895New |
$89K - $109K
|
895
$113K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
273New |
$27.1K - $33.2K
|
273
$34.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.18KNew |
$316K - $387K
|
3.18K
$400K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150New |
$14.9K - $18.2K
|
150
$18.9K
|
|
|
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
$1.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.75K+ 67.72% |
$174K - $213K
|
4.34K
$546K
|
|
|
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
$104K
|
|
|
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
$13.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-42- 1.67% |
$4.18K - $5.11K
|
2.47K
$310K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1New |
$99.4 - $122
|
1
$126
|
|
|
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
$18.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-625- 56.92% |
$62.1K - $76K
|
473
$59.5K
|
|
|
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
$1.43M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
357+ 268.42% |
$35.5K - $43.4K
|
490
$61.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-87K- 94.46% |
$8.65M - $10.6M
|
5.1K
$642K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-763Closed |
$75.9K - $92.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.36K- 71.85% |
$433K - $530K
|
1.71K
$215K
|
|
|
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
$473K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
217New |
$21.6K - $26.4K
|
217
$27.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-23- 0.59% |
$2.29K - $2.8K
|
3.85K
$485K
|
|
|
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
$441K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
40New |
$3.98K - $4.87K
|
40
$5.03K
|
|
|
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
$198K
|
|
|
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
$3.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
102New |
$10.1K - $12.4K
|
102
$12.8K
|
|
|
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
$388K
|