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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-372Closed |
$42.4K - $45.7K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.03KNew |
$231K - $249K
|
2.03K
$272K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
80+ 17.17% |
$9.12K - $9.82K
|
546
$73.3K
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.14KClosed |
$244K - $263K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-60Closed |
$6.84K - $7.37K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.35KClosed |
$268K - $289K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$570 - $614
|
2.5K
$335K
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.81KClosed |
$548K - $590K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-90Closed |
$9.96K - $10.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-7.24KClosed |
$801K - $861K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-696Closed |
$77K - $82.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-183KClosed |
$20.3M - $21.8M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-15.2KClosed |
$1.69M - $1.81M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-44KClosed |
$4.87M - $5.24M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
17+ 0.41% |
$1.88K - $2.02K
|
4.14K
$555K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
29New |
$3.21K - $3.45K
|
29
$3.89K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-43- 14.19% |
$4.76K - $5.12K
|
260
$34.9K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6New |
$664 - $714
|
6
$806
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-920Closed |
$102K - $110K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-244Closed |
$27K - $29K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-678Closed |
$75K - $80.7K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-91- 48.66% |
$10.1K - $10.8K
|
96
$12.9K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.94KNew |
$325K - $350K
|
2.94K
$395K
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11.5KClosed |
$1.27M - $1.37M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-366Closed |
$40.5K - $43.6K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-3.01KClosed |
$333K - $358K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.34KClosed |
$148K - $159K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-59Closed |
$6.53K - $7.02K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-945- 95.45% |
$105K - $112K
|
45
$6.04K
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.78KClosed |
$197K - $212K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1KClosed |
$111K - $119K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-58Closed |
$6.42K - $6.9K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.8KClosed |
$199K - $214K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 50.0% |
$11.1K - $11.9K
|
100
$13.4K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
927New |
$103K - $110K
|
927
$124K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-157Closed |
$17.4K - $18.7K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.83KClosed |
$313K - $337K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31New |
$3.43K - $3.69K
|
31
$4.16K
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.22KClosed |
$245K - $264K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-392KClosed |
$43.4M - $46.7M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-338- 7.4% |
$37.4K - $40.2K
|
4.23K
$568K
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.58KClosed |
$728K - $784K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-3.92KClosed |
$434K - $467K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$5.53K - $5.95K
|
50
$6.71K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-126Closed |
$13.9K - $14.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.73KClosed |
$302K - $322K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-117Closed |
$12.9K - $13.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.43KNew |
$379K - $404K
|
3.43K
$461K
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.33KClosed |
$258K - $275K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-515KClosed |
$56.9M - $60.6M
|
0
$0
|