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 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-927Closed |
$75K - $89.9K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-15Closed |
$1.21K - $1.45K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-320Closed |
$25.9K - $31K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
59.7KNew |
$4.83M - $5.79M
|
59.7K
$8.01M
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-248Closed |
$20.1K - $24K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.32KClosed |
$107K - $128K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
102New |
$8.25K - $9.89K
|
102
$13.7K
|
|
Jan 21, 2021
Q4 2020
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1KClosed |
$80.9K - $97K
|
0
$0
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
BUY
|
- |
1.01KNew |
$81.4K - $97.5K
|
1.01K
$135K
|
|
Q3 2020 | |||||||
Mar 11, 2024
Q3 2020
|
Nepc LLC
Boston, MA |
SELL
|
- |
-37.6KClosed |
$2.81M - $3.2M
|
0
$0
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2Closed |
$150 - $170
|
0
$0
|
|
Dec 11, 2020
Q3 2020
|
United Bank
Vienna, VA |
SELL
|
- |
-2.8KClosed |
$209K - $238K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-76.8KClosed |
$5.74M - $6.53M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.17KClosed |
$237K - $270K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-6.28KClosed |
$470K - $534K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100Closed |
$7.48K - $8.51K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.69KClosed |
$501K - $569K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-151Closed |
$11.3K - $12.8K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-336Closed |
$25.1K - $28.6K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-60Closed |
$4.49K - $5.1K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-714Closed |
$53.4K - $60.7K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Camden Capital, LLC
|
SELL
|
- |
-3.54KClosed |
$265K - $301K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-375Closed |
$28K - $31.9K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-6.09KClosed |
$456K - $518K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-28Closed |
$2.09K - $2.38K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.21KNew |
$315K - $358K
|
4.21K
$565K
|
|
Oct 23, 2020
Q3 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.65KClosed |
$348K - $395K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-484Closed |
$36.2K - $41.2K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.48KClosed |
$260K - $296K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.2K- 46.91% |
$1.27M - $1.81M
|
24K
$3.22M
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-596Closed |
$35.7K - $51K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-329Closed |
$19.7K - $28.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-427Closed |
$25.6K - $36.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-460Closed |
$27.6K - $39.3K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.46K- 22.47% |
$87.5K - $125K
|
5.04K
$677K
|
|
Aug 13, 2020
Q2 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-129Closed |
$7.73K - $11K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$361K - $515K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-5.98KClosed |
$358K - $511K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
60New |
$3.59K - $5.13K
|
60
$8.06K
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-287Closed |
$17.2K - $24.5K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.55KClosed |
$213K - $303K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9.68KClosed |
$580K - $828K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-19- 6.79% |
$1.14K - $1.62K
|
261
$35K
|
|
Jul 20, 2020
Q2 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.57KClosed |
$214K - $305K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-21.6KClosed |
$1.3M - $1.85M
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-160Closed |
$9.58K - $13.7K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-4.59KClosed |
$275K - $392K
|
0
$0
|
|
Q1 2020 | |||||||
Jun 05, 2020
Q1 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-12.7KClosed |
$693K - $1.23M
|
0
$0
|
|
May 20, 2020
Q1 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-33Closed |
$1.79K - $3.19K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.49KClosed |
$136K - $241K
|
0
$0
|