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 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.4K- 87.5% |
$179K - $196K
|
200
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-534- 8.59% |
$68.4K - $74.9K
|
5.68K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15+ 0.45% |
$1.92K - $2.1K
|
3.34K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
661+ 1.96% |
$84.7K - $92.8K
|
34.5K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4.26KNew |
$545K - $597K
|
4.26K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 8.88% |
$6.4K - $7.02K
|
513
$64.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.3K+ 521.66% |
$4.27M - $4.68M
|
39.7K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
220+ 8.36% |
$28.2K - $30.9K
|
2.85K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.24KNew |
$287K - $314K
|
2.24K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.22K- 37.21% |
$157K - $172K
|
2.06K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-85- 1.68% |
$10.9K - $11.9K
|
4.97K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
79+ 42.7% |
$10.1K - $11.1K
|
264
$33.2K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
37New |
$4.74K - $5.19K
|
37
$4.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
129New |
$16.5K - $18.1K
|
129
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
75+ 17.56% |
$9.61K - $10.5K
|
502
$63.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-975- 1.0% |
$125K - $137K
|
96.3K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-459- 1.45% |
$58.8K - $64.4K
|
31.2K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.36K+ 9.31% |
$174K - $190K
|
15.9K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-267- 1.12% |
$34.2K - $37.5K
|
23.6K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$1.52M - $1.67M
|
11.9K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
301+ 2.77% |
$38.6K - $42.2K
|
11.2K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.89K+ 2.32% |
$882K - $966K
|
304K
$38.2M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-198- 8.75% |
$25.4K - $27.8K
|
2.07K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.75K- 2.14% |
$224K - $245K
|
80.2K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
34K+ 177.68% |
$4.35M - $4.77M
|
53.1K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
209+ 12.59% |
$26.8K - $29.3K
|
1.87K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.84K+ 17.92% |
$235K - $258K
|
12.1K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-175- 1.66% |
$22.4K - $24.6K
|
10.4K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
390New |
$50K - $54.7K
|
390
$49.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.06K- 8.45% |
$136K - $149K
|
11.5K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25KNew |
$3.2M - $3.5M
|
25K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-97- 3.13% |
$12.4K - $13.6K
|
3K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
55.5KNew |
$7.11M - $7.79M
|
55.5K
$6.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-189- 6.91% |
$24.2K - $26.5K
|
2.55K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
326+ 14.68% |
$41.8K - $45.7K
|
2.55K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-15- 0.08% |
$1.92K - $2.1K
|
18.6K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 10.15% |
$151K - $165K
|
10.4K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 4.49% |
$134K - $147K
|
24.3K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.01K- 40.41% |
$257K - $282K
|
2.96K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-93- 0.13% |
$11.9K - $13K
|
69.8K
$8.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
659+ 6.3% |
$84.4K - $92.5K
|
11.1K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.61K+ 2.35% |
$462K - $507K
|
157K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-210- 4.44% |
$26.9K - $29.5K
|
4.52K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
597+ 12.67% |
$76.5K - $83.8K
|
5.31K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
570+ 3.66% |
$73K - $80K
|
16.1K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.11KNew |
$527K - $577K
|
4.11K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-14.3K- 12.09% |
$1.83M - $2.01M
|
104K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.49KNew |
$447K - $490K
|
3.49K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-166- 3.33% |
$21.3K - $23.3K
|
4.82K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.29K+ 68.09% |
$165K - $181K
|
3.19K
$401K
|