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, 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
$30.4K
|
|
|
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
$2.59M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
18.2KNew |
$1.6M - $1.68M
|
18.2K
$2.23M
|
|
|
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
|
|
|
Oct 17, 2018
Q3 2018
|
Founders Financial Securities LLC
|
BUY
|
- |
97.9KNew |
$8.63M - $9.04M
|
97.9K
$12M
|
|
|
Oct 11, 2018
Q3 2018
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$97.1K - $102K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-371Closed |
$31.4K - $33.4K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
4.8KNew |
$406K - $432K
|
4.8K
$589K
|
|
|
Aug 08, 2018
Q2 2018
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-57- 1.29% |
$4.82K - $5.13K
|
4.38K
$537K
|
|
|
Jul 27, 2018
Q2 2018
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-301KClosed |
$25.5M - $27.1M
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Hartford Investment Management CO
|
SELL
|
- |
-140KClosed |
$11.8M - $12.6M
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-89Closed |
$7.53K - $8.01K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-825Closed |
$69.2K - $76.6K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-119Closed |
$9.99K - $11K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.59KClosed |
$553K - $611K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.73KClosed |
$229K - $253K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$1.34M - $1.49M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-160Closed |
$13.4K - $14.9K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.87KClosed |
$408K - $452K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27KClosed |
$190K - $211K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-900Closed |
$75.5K - $83.5K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.25KClosed |
$189K - $209K
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-103Closed |
$8.64K - $9.56K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.1KClosed |
$92.2K - $102K
|
0
$0
|
|
|
Apr 13, 2018
Q1 2018
|
Calamos Wealth Management LLC
|
SELL
|
- |
-16.4KClosed |
$1.38M - $1.52M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-311KClosed |
$26.5M - $27.8M
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-255Closed |
$21.8K - $22.8K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-107KClosed |
$9.13M - $9.58M
|
0
$0
|
|