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 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31New |
$3.43K - $3.69K
|
31
$3.81K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.22KClosed |
$245K - $264K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-392KClosed |
$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
$519K
|
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.58KClosed |
$728K - $784K
|
0
$0
|
|
| Q2 2021 | |||||||
|
May 19, 2025
Q2 2021
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-48Closed |
$5.3K - $5.66K
|
0
$0
|
|
|
May 05, 2025
Q2 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-409- 14.06% |
$45.2K - $48.2K
|
2.5K
$307K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-126Closed |
$13.9K - $14.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.73KClosed |
$302K - $322K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-117Closed |
$12.9K - $13.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.43KNew |
$379K - $404K
|
3.43K
$421K
|
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.33KClosed |
$258K - $275K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
111New |
$12.3K - $13.1K
|
111
$13.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-111Closed |
$12.3K - $13.1K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-36Closed |
$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
$23.9M
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
24New |
$2.65K - $2.83K
|
24
$2.95K
|
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-60- 9.15% |
$6.63K - $7.07K
|
596
$73.2K
|
|
|
Aug 06, 2021
Q2 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-12KClosed |
$1.33M - $1.42M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.91KClosed |
$543K - $579K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.9KClosed |
$210K - $224K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-89Closed |
$9.84K - $10.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-126Closed |
$13.9K - $14.8K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-117Closed |
$12.9K - $13.8K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.1KClosed |
$564K - $601K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-536Closed |
$59.2K - $63.2K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
22New |
$2.43K - $2.59K
|
22
$2.7K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-416Closed |
$46K - $49K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-105Closed |
$11.6K - $12.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.45KNew |
$492K - $524K
|
4.45K
$546K
|
|
|
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
$8.84K
|
|
|
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
$363K
|
|
|
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
$1.14M
|
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-539- 17.83% |
$43.6K - $52.3K
|
2.48K
$305K
|
|