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 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.25KNew |
$381K - $407K
|
3.25K
$437K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
20+ 0.22% |
$2.35K - $2.5K
|
9.29K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.31% |
$821 - $876
|
2.25K
$302K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.05K+ 3.15% |
$123K - $132K
|
34.4K
$4.62M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-670K- 15.23% |
$78.6M - $83.9M
|
3.73M
$501M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.34K+ 1.34% |
$275K - $293K
|
177K
$23.8M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
699+ 9.29% |
$82K - $87.5K
|
8.23K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.5K- 3.7% |
$1.23M - $1.31M
|
272K
$36.5M
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-290- 1.92% |
$34K - $36.3K
|
14.8K
$1.99M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-45- 0.22% |
$5.28K - $5.63K
|
20.2K
$2.71M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.7K+ 104.31% |
$1.25M - $1.34M
|
20.9K
$2.81M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10- 0.13% |
$1.17K - $1.25K
|
7.78K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.73KNew |
$203K - $216K
|
1.73K
$232K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.61K+ 58.62% |
$188K - $201K
|
4.34K
$583K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-280- 10.99% |
$32.8K - $35K
|
2.27K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-280- 5.89% |
$32.8K - $35K
|
4.48K
$601K
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
107K+ 133.43% |
$12.6M - $13.4M
|
188K
$25.2M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-199- 3.09% |
$23.3K - $24.9K
|
6.25K
$839K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-793- 8.31% |
$93K - $99.2K
|
8.75K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.64K- 12.64% |
$1.01M - $1.08M
|
59.7K
$8.02M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.6K- 2.49% |
$1.47M - $1.57M
|
491K
$65.9M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
353K+ 12.82% |
$41.4M - $44.2M
|
3.11M
$417M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$212K - $226K
|
1.8K
$242K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-208- 4.85% |
$24.4K - $26K
|
4.09K
$548K
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.1K+ 267.8% |
$2.83M - $3.02M
|
33.2K
$4.45M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7K- 53.54% |
$1.84M - $1.96M
|
13.6K
$1.83M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
3.8KNew |
$446K - $475K
|
3.8K
$510K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
61+ 1.98% |
$7.16K - $7.63K
|
3.14K
$421K
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.59K- 20.44% |
$187K - $199K
|
6.19K
$832K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.56K+ 1548.48% |
$300K - $320K
|
2.72K
$365K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
125+ 1.14% |
$14.7K - $15.6K
|
11.1K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.33% |
$1.99K - $2.13K
|
5.21K
$699K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
33.9K+ 122.12% |
$3.97M - $4.24M
|
61.6K
$8.27M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.75K+ 1233.09% |
$791K - $844K
|
7.29K
$979K
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-10- 1.26% |
$1.17K - $1.25K
|
784
$105K
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-143- 59.09% |
$16.8K - $17.9K
|
99
$13.3K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-545- 5.75% |
$63.9K - $68.2K
|
8.94K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
253+ 5.6% |
$29.7K - $31.7K
|
4.77K
$640K
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.6K+ 0.95% |
$305K - $325K
|
275K
$36.9M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
165+ 825.0% |
$19.4K - $20.6K
|
185
$24.8K
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.61KNew |
$424K - $452K
|
3.61K
$485K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
17.4K+ 59.82% |
$2.04M - $2.18M
|
46.6K
$6.25M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13- 0.47% |
$1.53K - $1.63K
|
2.73K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
324+ 0.9% |
$38K - $40.5K
|
36.4K
$4.89M
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.83K- 50.0% |
$449K - $479K
|
3.83K
$514K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.9K- 16.49% |
$2.92M - $3.11M
|
126K
$16.9M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8K+ 255.74% |
$1.86M - $1.98M
|
22K
$2.96M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 422.58% |
$1.61M - $1.72M
|
17K
$2.28M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
54+ 2.59% |
$6.33K - $6.76K
|
2.14K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
568+ 14.45% |
$66.6K - $71.1K
|
4.5K
$604K
|