Latest Institutional Transactions on Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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
Nov 05, 2021 Q3 2021
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
SELL
 -
-1.34K
Closed
$148K - $159K
0 $0
Nov 02, 2021 Q3 2021
Financial Management Professionals, Inc.

SELL
 -
-59
Closed
$6.53K - $7.02K
0 $0
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

SELL
 -
-945
- 95.45%
$105K - $112K
45 $5.66K
Nov 01, 2021 Q3 2021
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-1.78K
Closed
$197K - $212K
0 $0
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
-1K
Closed
$111K - $119K
0 $0
Oct 29, 2021 Q3 2021
Costello Asset Management, Inc

SELL
 -
-58
Closed
$6.42K - $6.9K
0 $0
Oct 29, 2021 Q3 2021
Colorado Capital Management, Inc.

SELL
 -
-1.8K
Closed
$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 $12.6K
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
927
New
$103K - $110K
927 $117K
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-157
Closed
$17.4K - $18.7K
0 $0
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
31
New
$3.43K - $3.69K
31 $3.9K
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
SELL
 -
-2.22K
Closed
$245K - $264K
0 $0
Oct 18, 2021 Q3 2021
Exchange Traded Concepts, LLC

SELL
 -
-392K
Closed
$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 $532K
Oct 12, 2021 Q3 2021
Moulton Wealth Management, Inc

SELL
 -
-6.58K
Closed
$728K - $784K
0 $0
Oct 07, 2021 Q3 2021
Caprock Group, Inc.

SELL
 -
-3.92K
Closed
$434K - $467K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-126
Closed
$13.9K - $14.8K
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-2.73K
Closed
$302K - $322K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-117
Closed
$12.9K - $13.8K
0 $0
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
3.43K
New
$379K - $404K
3.43K $432K
Aug 16, 2021 Q2 2021
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-2.33K
Closed
$258K - $275K
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
111
New
$12.3K - $13.1K
111 $14K
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-111
Closed
$12.3K - $13.1K
0 $0
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-36
Closed
$3.98K - $4.24K
0 $0
Aug 09, 2021 Q2 2021
American Family Insurance Mutual Holding CO

SELL
 -
-174K
- 47.23%
$19.2M - $20.5M
195K $24.5M
Aug 09, 2021 Q2 2021
Hudock, Inc.

BUY
 -
24
New
$2.65K - $2.83K
24 $3.02K
Aug 06, 2021 Q2 2021
Provident Wealth Management, LLC

SELL
 -
-60
- 9.15%
$6.63K - $7.07K
596 $75K
Aug 06, 2021 Q2 2021
Howard Capital Management Inc.

SELL
 -
-12K
Closed
$1.33M - $1.42M
0 $0
Aug 06, 2021 Q2 2021
Mutual Of America Capital Management LLC

New York, NY
SELL
 -
-4.91K
Closed
$543K - $579K
0 $0
Aug 06, 2021 Q2 2021
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-1.9K
Closed
$210K - $224K
0 $0
Aug 06, 2021 Q2 2021
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-89
Closed
$9.84K - $10.5K
0 $0
Aug 04, 2021 Q2 2021
Lake Point Wealth Management

SELL
 -
-126
Closed
$13.9K - $14.8K
0 $0
Aug 03, 2021 Q2 2021
Sage Financial Management Group, Inc.

SELL
 -
-117
Closed
$12.9K - $13.8K
0 $0
Aug 03, 2021 Q2 2021
Cannon Global Investment Management, LLC

SELL
 -
-5.1K
Closed
$564K - $601K
0 $0
Aug 02, 2021 Q2 2021
Private Ocean, LLC

SELL
 -
-536
Closed
$59.2K - $63.2K
0 $0
Jul 29, 2021 Q2 2021
Addison Advisors LLC

BUY
 -
22
New
$2.43K - $2.59K
22 $2.77K
Jul 27, 2021 Q2 2021
Litman Gregory Wealth Management LLC

SELL
 -
-416
Closed
$46K - $49K
0 $0
Jul 22, 2021 Q2 2021
Horizon Financial Services, LLC

SELL
 -
-105
Closed
$11.6K - $12.4K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
4.45K
New
$492K - $524K
4.45K $560K
Jul 14, 2021 Q2 2021
Cypress Wealth Services, LLC

SELL
 -
-4.21K
Closed
$465K - $496K
0 $0
Jul 07, 2021 Q2 2021
Spence Asset Management

SELL
 -
-60
Closed
$6.63K - $7.07K
0 $0
Q1 2021
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-24
Closed
$2.29K - $2.69K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-24
Closed
$2.29K - $2.69K
0 $0
May 13, 2021 Q1 2021
Greystone Financial Group, LLC

SELL
 -
-2.2K
Closed
$209K - $246K
0 $0
May 13, 2021 Q1 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-3.35K
Closed
$319K - $375K
0 $0
May 13, 2021 Q1 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
72
New
$6.86K - $8.06K
72 $9.06K
May 13, 2021 Q1 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-23
Closed
$2.19K - $2.58K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-644
Closed
$61.4K - $72.1K
0 $0
May 10, 2021 Q1 2021
Vestmark Advisory Solutions, Inc.

SELL
 -
-2.25K
Closed
$214K - $252K
0 $0

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