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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-12.6KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-57Closed |
$4.78K - $5.12K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-183Closed |
$15.4K - $16.4K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-300Closed |
$25.2K - $26.9K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-251Closed |
$21.1K - $22.5K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-199Closed |
$16.7K - $17.9K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Brave Asset Management Inc
|
SELL
|
- |
-2.44KClosed |
$205K - $219K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-9Closed |
$755 - $808
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.71% |
$83.9 - $89.7
|
141
$19.1K
|
|
|
Jul 31, 2019
Q2 2019
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.32KClosed |
$194K - $208K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-2.06KClosed |
$173K - $185K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wp Advisors, LLC
|
SELL
|
- |
-287Closed |
$24.1K - $25.8K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-883Closed |
$74.1K - $79.2K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-22Closed |
$1.85K - $1.97K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-150Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-235Closed |
$17.7K - $20.6K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Tcw Group Inc
|
SELL
|
- |
-36.7KClosed |
$2.76M - $3.21M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-60Closed |
$4.52K - $5.25K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-360Closed |
$27.1K - $31.5K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-5.49KClosed |
$413K - $480K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7.23KNew |
$544K - $632K
|
7.23K
$981K
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-156Closed |
$11.7K - $13.6K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.6KClosed |
$1.48M - $1.72M
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 09, 2019
Q4 2018
|
Hollencrest Capital Management
|
SELL
|
- |
-243- 1.03% |
$17.6K - $21.9K
|
23.4K
$3.17M
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-82Closed |
$5.93K - $7.4K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.29KClosed |
$165K - $206K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-880Closed |
$63.6K - $79.4K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Granite Investment Partners, LLC
|
SELL
|
- |
-406Closed |
$29.3K - $36.6K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Gratus Capital LLC
|
SELL
|
- |
-2.63KClosed |
$190K - $237K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-8.35KClosed |
$603K - $753K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.35KClosed |
$603K - $753K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
248New |
$17.9K - $22.4K
|
248
$33.6K
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-346Closed |
$25K - $31.2K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-395Closed |
$28.5K - $35.6K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-46Closed |
$3.32K - $4.15K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.25KClosed |
$596K - $744K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.44KClosed |
$321K - $400K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-33.8KClosed |
$2.44M - $3.05M
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.05KClosed |
$293K - $365K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-45Closed |
$3.25K - $4.06K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-277Closed |
$20K - $25K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
21.1KNew |
$1.86M - $1.95M
|
21.1K
$2.87M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
18.2KNew |
$1.6M - $1.68M
|
18.2K
$2.47M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-56.1KClosed |
$4.94M - $5.18M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.12KClosed |
$98.5K - $103K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-5.24KClosed |
$461K - $484K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-166Closed |
$14.6K - $15.3K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-194Closed |
$17.1K - $17.9K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-96Closed |
$8.46K - $8.86K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Bank Of The West
|
SELL
|
- |
-2.44KClosed |
$215K - $226K
|
0
$0
|
|