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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
179+ 5.05% |
$21.4K - $23.7K
|
3.73K
$500K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 3.61% |
$2.99K - $3.31K
|
718
$96.4K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-547- 3.17% |
$65.4K - $72.3K
|
16.7K
$2.24M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-127- 3.15% |
$15.2K - $16.8K
|
3.91K
$524K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9- 0.35% |
$1.08K - $1.19K
|
2.53K
$340K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-478- 7.26% |
$57.1K - $63.2K
|
6.11K
$820K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 8.73% |
$223K - $247K
|
23.3K
$3.13M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
551+ 22.37% |
$65.9K - $72.9K
|
3.01K
$405K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 0.35% |
$1.79K - $1.98K
|
4.26K
$572K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.24K- 27.57% |
$148K - $163K
|
3.24K
$436K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 3.17% |
$239 - $265
|
61
$8.19K
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.49K- 0.96% |
$776K - $858K
|
670K
$90M
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-122- 5.15% |
$14.6K - $16.1K
|
2.25K
$302K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-330- 2.69% |
$39.4K - $43.6K
|
12K
$1.61M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-49.7K- 62.09% |
$5.94M - $6.57M
|
30.4K
$4.08M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-57- 0.49% |
$6.81K - $7.54K
|
11.5K
$1.54M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
371+ 5.24% |
$44.3K - $49.1K
|
7.45K
$1M
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-278- 24.8% |
$33.2K - $36.8K
|
843
$113K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.82K+ 7.59% |
$217K - $240K
|
25.7K
$3.45M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
42+ 0.45% |
$5.02K - $5.55K
|
9.46K
$1.27M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.9K+ 9.61% |
$706K - $781K
|
67.4K
$9.04M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-291- 13.79% |
$34.8K - $38.5K
|
1.82K
$244K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-69- 0.89% |
$8.25K - $9.13K
|
7.73K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-148- 4.55% |
$17.7K - $19.6K
|
3.1K
$417K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-426- 26.63% |
$50.9K - $56.3K
|
1.17K
$158K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
420New |
$50.2K - $55.5K
|
420
$56.4K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.61K- 6.34% |
$790K - $874K
|
97.6K
$13.1M
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
17+ 0.44% |
$2.03K - $2.25K
|
3.91K
$525K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-141- 5.71% |
$16.9K - $18.6K
|
2.33K
$313K
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.55K+ 2.28% |
$544K - $602K
|
204K
$27.4M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$120 - $132
|
3.7K
$496K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.05% |
$120 - $132
|
1.99K
$267K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
58+ 1.41% |
$6.93K - $7.67K
|
4.16K
$559K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 23.13% |
$3.71K - $4.1K
|
103
$13.8K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.21KNew |
$265K - $293K
|
2.21K
$297K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-560- 2.22% |
$66.9K - $74.1K
|
24.7K
$3.31M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-86- 1.35% |
$10.3K - $11.4K
|
6.3K
$846K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
275+ 0.74% |
$32.9K - $36.4K
|
37.4K
$5.03M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-65- 1.44% |
$7.77K - $8.6K
|
4.45K
$597K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.38% |
$1.79K - $1.98K
|
3.94K
$530K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.27% |
$478 - $529
|
1.46K
$197K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.8KNew |
$5.35M - $5.92M
|
44.8K
$6.01M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-521- 0.85% |
$62.3K - $68.9K
|
60.5K
$8.12M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-253- 1.45% |
$30.2K - $33.5K
|
17.2K
$2.31M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 0.78% |
$7.17K - $7.94K
|
7.62K
$1.02M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25+ 0.9% |
$2.99K - $3.31K
|
2.8K
$376K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.2% |
$717 - $794
|
3.05K
$410K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.37% |
$1.31K - $1.45K
|
2.95K
$397K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
639+ 2.23% |
$76.4K - $84.5K
|
29.3K
$3.93M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.04KNew |
$602K - $666K
|
5.04K
$676K
|