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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
| Q3 2017 | |||||||
|
Nov 09, 2023
Q3 2017
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-611- 75.62% |
$51.6K - $51.9K
|
197
$26.4K
|
|
|
Nov 13, 2017
Q3 2017
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$202K - $203K
|
0
$0
|
|
|
Nov 07, 2017
Q3 2017
|
Harfst & Associates, Inc.
|
SELL
|
- |
-394Closed |
$33.2K - $33.5K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.37KNew |
N/A
|
3.37K
$451K
|
|
|
Aug 09, 2017
Q2 2017
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
434New |
N/A
|
434
$58.1K
|
|
| Q1 2017 | |||||||
|
Jan 03, 2024
Q1 2017
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.25K- 95.4% |
N/A
|
60
$8.03K
|
|
| Q4 2016 | |||||||
|
Apr 17, 2019
Q4 2016
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.14KNew |
N/A
|
6.14K
$822K
|
|
| Q4 2015 | |||||||
|
Oct 18, 2018
Q4 2015
|
Kovack Advisors, Inc.
|
SELL
|
- |
-13.7KClosed |
N/A
|
0
$0
|
|