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 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.21KClosed |
$465K - $496K
|
0
$0
|
|
Jul 07, 2021
Q2 2021
|
Spence Asset Management
|
SELL
|
- |
-60Closed |
$6.63K - $7.07K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-24Closed |
$2.29K - $2.69K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-24Closed |
$2.29K - $2.69K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.2KClosed |
$209K - $246K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.35KClosed |
$319K - $375K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
72New |
$6.86K - $8.06K
|
72
$9.98K
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-23Closed |
$2.19K - $2.58K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-644Closed |
$61.4K - $72.1K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.25KClosed |
$214K - $252K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-13Closed |
$1.24K - $1.46K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.08KClosed |
$103K - $121K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-36Closed |
$3.43K - $4.03K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-122Closed |
$11.6K - $13.7K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.2K- 28.85% |
$114K - $134K
|
2.96K
$410K
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-474Closed |
$45.2K - $53.1K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.4KClosed |
$229K - $269K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.85KClosed |
$272K - $319K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.31KNew |
$754K - $903K
|
9.31K
$1.29M
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-539- 17.83% |
$43.6K - $52.3K
|
2.48K
$344K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-276Closed |
$22.3K - $26.8K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1Closed |
$80.9 - $97
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-410Closed |
$33.2K - $39.8K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-960Closed |
$77.7K - $93.1K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.1KClosed |
$2.2M - $2.63M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.89KClosed |
$558K - $668K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.15KNew |
$93.2K - $112K
|
1.15K
$160K
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.1KClosed |
$89.1K - $107K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-144KClosed |
$11.7M - $14M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20Closed |
$1.62K - $1.94K
|
0
$0
|
|
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
$8.27M
|
|
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
$14.1K
|
|
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
$139K
|
|
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
|