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 13, 2020
Q2 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-129Closed |
$7.73K - $11K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$361K - $515K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-5.98KClosed |
$358K - $511K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
60New |
$3.59K - $5.13K
|
60
$8.03K
|
|
Aug 04, 2020
Q2 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.55KClosed |
$213K - $303K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9.68KClosed |
$580K - $828K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-19- 6.79% |
$1.14K - $1.62K
|
261
$34.9K
|
|
Jul 20, 2020
Q2 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.57KClosed |
$214K - $305K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-21.6KClosed |
$1.3M - $1.85M
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-160Closed |
$9.58K - $13.7K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-4.59KClosed |
$275K - $392K
|
0
$0
|
|
Q1 2020 | |||||||
Jun 05, 2020
Q1 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-12.7KClosed |
$693K - $1.23M
|
0
$0
|
|
May 20, 2020
Q1 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-33Closed |
$1.79K - $3.19K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.49KClosed |
$136K - $241K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$54.4 - $96.8
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-15.7KClosed |
$856K - $1.52M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.3KClosed |
$288K - $513K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-68Closed |
$3.7K - $6.58K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.41KClosed |
$131K - $233K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.27KClosed |
$232K - $413K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Ckw Financial Group
|
SELL
|
- |
-46Closed |
$2.5K - $4.45K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-151Closed |
$8.21K - $14.6K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-293KClosed |
$15.9M - $28.3M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-133KClosed |
$7.23M - $12.9M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-72KClosed |
$3.91M - $6.97M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-3.19KClosed |
$174K - $309K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-12Closed |
$653 - $1.16K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.1KClosed |
$59.9K - $107K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-370Closed |
$20.1K - $35.8K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.73KClosed |
$203K - $361K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-77Closed |
$4.19K - $7.45K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
125New |
$6.8K - $12.1K
|
125
$16.7K
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-191Closed |
$10.4K - $18.5K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-166Closed |
$9.03K - $16.1K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-80Closed |
$4.35K - $7.74K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.41KClosed |
$185K - $330K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-21Closed |
$1.14K - $2.03K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-2.21KClosed |
$120K - $214K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-355Closed |
$19.3K - $34.4K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-25KClosed |
$1.36M - $2.42M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.24KClosed |
$122K - $217K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
95+ 10.97% |
$5.17K - $9.2K
|
961
$129K
|
|
Apr 22, 2020
Q1 2020
|
Middleton & CO Inc
|
SELL
|
- |
-2.4KClosed |
$131K - $232K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-27.2KClosed |
$1.48M - $2.64M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-24.5KClosed |
$1.33M - $2.37M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6.3KClosed |
$343K - $610K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.16KClosed |
$118K - $209K
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.89KClosed |
$157K - $280K
|
0
$0
|
|
Q4 2019 | |||||||
Jul 08, 2024
Q4 2019
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.73KNew |
$235K - $258K
|
2.73K
$365K
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-705KClosed |
$60.8M - $66.8M
|
0
$0
|