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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-54- 3.15% |
$6.45K - $7.14K
|
1.66K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.08K- 23.15% |
$129K - $143K
|
3.58K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58- 0.04% |
$6.93K - $7.67K
|
161K
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-178- 3.04% |
$21.3K - $23.5K
|
5.67K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
10+ 0.44% |
$1.2K - $1.32K
|
2.26K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.76KNew |
$450K - $497K
|
3.76K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
956+ 19.76% |
$114K - $126K
|
5.8K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
447K+ 5.39% |
$53.4M - $59.1M
|
8.74M
$1.18B
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-151- 1.67% |
$18K - $20K
|
8.87K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4K+ 64.04% |
$478K - $529K
|
10.2K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-36K- 13.24% |
$4.31M - $4.76M
|
236K
$32M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.37% |
$120 - $132
|
271
$36.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-110- 1.46% |
$13.1K - $14.5K
|
7.43K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-655- 14.56% |
$78.3K - $86.6K
|
3.84K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.7K- 7.09% |
$2.71M - $3M
|
298K
$40.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.74KNew |
$327K - $362K
|
2.74K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
233+ 4.72% |
$27.8K - $30.8K
|
5.17K
$701K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-260- 58.96% |
$31.1K - $34.4K
|
181
$24.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-42.2K- 2.8% |
$5.04M - $5.58M
|
1.46M
$199M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-134- 6.81% |
$16K - $17.7K
|
1.83K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.89K+ 6.83% |
$345K - $382K
|
45.2K
$6.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.31K+ 0.47% |
$395K - $437K
|
711K
$96.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
121+ 2.79% |
$14.5K - $16K
|
4.46K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$239 - $265
|
2
$271
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-82- 1.06% |
$9.8K - $10.8K
|
7.67K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 10.34% |
$359 - $397
|
26
$3.53K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-451- 8.05% |
$53.9K - $59.6K
|
5.15K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
285+ 10.98% |
$34.1K - $37.7K
|
2.88K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-61- 0.23% |
$7.29K - $8.07K
|
26K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51New |
$6.1K - $6.74K
|
51
$6.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74+ 0.25% |
$8.84K - $9.79K
|
29.4K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
209+ 11.57% |
$25K - $27.6K
|
2.02K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-445- 6.57% |
$53.2K - $58.9K
|
6.33K
$859K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
42.9KNew |
$5.12M - $5.67M
|
42.9K
$5.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.95K- 9.56% |
$353K - $391K
|
27.9K
$3.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 12.57% |
$13.2M - $14.6M
|
988K
$134M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-44.2K- 95.13% |
$5.29M - $5.85M
|
2.26K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-843- 6.03% |
$101K - $111K
|
13.1K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.32% |
$717 - $794
|
1.9K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.92K- 26.06% |
$229K - $254K
|
5.45K
$739K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 17.87% |
$367K - $406K
|
14.1K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-260- 4.55% |
$31.1K - $34.4K
|
5.46K
$740K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
335New |
$40K - $44.3K
|
335
$45.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.04% |
$120 - $132
|
2.61K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-31.3K- 63.74% |
$3.74M - $4.14M
|
17.8K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
873+ 0.97% |
$104K - $115K
|
90.6K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-89K- 3.65% |
$10.6M - $11.8M
|
2.35M
$318M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
160+ 800.0% |
$19.1K - $21.2K
|
180
$24.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
207+ 1.8% |
$24.7K - $27.4K
|
11.7K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.8K- 2.21% |
$215K - $238K
|
79.7K
$10.8M
|