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, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.31K- 15.22% |
$271K - $289K
|
12.9K
$1.73M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20- 4.05% |
$2.35K - $2.5K
|
474
$63.6K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-55.9K- 3.27% |
$6.55M - $6.99M
|
1.65M
$222M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.4K- 14.38% |
$2.16M - $2.31M
|
110K
$14.7M
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
10.3KNew |
$1.21M - $1.29M
|
10.3K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.91K+ 322.03% |
$693K - $739K
|
7.74K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.28K- 16.48% |
$150K - $160K
|
6.48K
$870K
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.01K- 2.65% |
$236K - $251K
|
73.9K
$9.92M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12KNew |
$484K - $516K
|
4.12K
$554K
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2.5K- 15.86% |
$293K - $313K
|
13.3K
$1.78M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-907- 34.87% |
$106K - $113K
|
1.69K
$227K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93- 0.44% |
$10.9K - $11.6K
|
21.1K
$2.84M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.5K+ 6.6% |
$176K - $188K
|
24.3K
$3.26M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
129+ 0.55% |
$15.1K - $16.1K
|
23.7K
$3.18M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-386- 10.76% |
$45.3K - $48.3K
|
3.2K
$430K
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-1.03K- 17.2% |
$121K - $129K
|
4.95K
$665K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 1.56% |
$9.38K - $10K
|
5.22K
$701K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-380- 0.55% |
$44.6K - $47.5K
|
68.5K
$9.2M
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
20+ 0.34% |
$2.35K - $2.5K
|
5.94K
$797K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
165+ 8.67% |
$19.4K - $20.6K
|
2.07K
$278K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-412- 16.61% |
$48.3K - $51.6K
|
2.07K
$278K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
114K+ 95.68% |
$13.4M - $14.3M
|
234K
$31.4M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.79K- 5.92% |
$562K - $600K
|
76.2K
$10.2M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
727+ 5592.31% |
$85.3K - $91K
|
740
$99.4K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
35New |
$4.11K - $4.38K
|
35
$4.7K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-339- 46.44% |
$39.8K - $42.4K
|
391
$52.5K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.66KNew |
$547K - $583K
|
4.66K
$626K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-95.4K- 3.77% |
$11.2M - $11.9M
|
2.44M
$327M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.65KNew |
$1.13M - $1.21M
|
9.65K
$1.3M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-332- 2.31% |
$38.9K - $41.5K
|
14K
$1.88M
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-158- 1.2% |
$18.5K - $19.8K
|
13.1K
$1.75M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-47- 1.5% |
$5.51K - $5.88K
|
3.1K
$416K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.1K- 2.62% |
$2.24M - $2.38M
|
708K
$95.1M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.58K+ 1.28% |
$420K - $448K
|
285K
$38.2M
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
205+ 12.8% |
$24K - $25.7K
|
1.81K
$243K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.36K+ 1.5% |
$277K - $296K
|
160K
$21.5M
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-48.2K- 25.14% |
$5.65M - $6.03M
|
143K
$19.3M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4+ 0.07% |
$469 - $501
|
5.91K
$793K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.1% |
$2.35K - $2.5K
|
19.9K
$2.67M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.03% |
$17.6K - $18.8K
|
14.5K
$1.94M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 12.22% |
$193K - $206K
|
15.1K
$2.03M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-301- 3.37% |
$35.3K - $37.7K
|
8.64K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$1.22M - $1.31M
|
10.4K
$1.4M
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
6.29K+ 26.93% |
$738K - $787K
|
29.6K
$3.98M
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.07K+ 2.36% |
$243K - $259K
|
89.7K
$12.1M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 1.61% |
$1.64K - $1.75K
|
885
$119K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37.9K- 2.46% |
$4.45M - $4.75M
|
1.51M
$202M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-50- 0.46% |
$5.87K - $6.26K
|
10.8K
$1.45M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-483- 21.97% |
$56.7K - $60.4K
|
1.72K
$230K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
30+ 0.61% |
$3.52K - $3.75K
|
4.94K
$663K
|