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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 17.98% |
$129K - $142K
|
4.91K
$681K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-264- 40.55% |
$31.6K - $34.9K
|
387
$53.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.1K+ 10.51% |
$131K - $145K
|
11.6K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.72K- 92.14% |
$803K - $889K
|
573
$79.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-65- 0.77% |
$7.77K - $8.6K
|
8.39K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
22.3K+ 33.66% |
$2.66M - $2.95M
|
88.5K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.51% |
$4.9K - $5.42K
|
8.12K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.83K- 5.1% |
$218K - $242K
|
34K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-311- 9.47% |
$37.2K - $41.1K
|
2.97K
$412K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-405- 16.84% |
$48.4K - $53.6K
|
2K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.5K+ 14.95% |
$1.49M - $1.65M
|
96.1K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
92New |
$11K - $12.2K
|
92
$12.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.12% |
$478 - $529
|
3.36K
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-54- 0.41% |
$6.45K - $7.14K
|
13K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.95K- 8.47% |
$233K - $258K
|
21.1K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2+ 0.08% |
$239 - $265
|
2.58K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 7.14% |
$122K - $135K
|
15.4K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.37% |
$1.43K - $1.59K
|
3.26K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$205K - $227K
|
1.72K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2- 0.05% |
$239 - $265
|
3.94K
$546K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 3.81% |
$215K - $238K
|
49K
$6.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.35% |
$239 - $265
|
569
$78.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.61% |
$120 - $132
|
165
$22.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
278+ 7.67% |
$33.2K - $36.8K
|
3.9K
$541K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-385- 0.91% |
$46K - $50.9K
|
41.9K
$5.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
15.8K+ 8.09% |
$1.89M - $2.09M
|
211K
$29.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.86K- 20.39% |
$701K - $775K
|
22.9K
$3.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
345+ 1.16% |
$41.2K - $45.6K
|
30K
$4.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-83.6K- 95.64% |
$9.99M - $11.1M
|
3.81K
$527K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
41+ 2.22% |
$4.9K - $5.42K
|
1.88K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-46- 0.96% |
$5.5K - $6.08K
|
4.72K
$655K
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
125+ 0.26% |
$14.9K - $16.5K
|
48.5K
$6.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.77K+ 10.74% |
$212K - $235K
|
18.3K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
344K+ 4142.94% |
$41.1M - $45.5M
|
352K
$48.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-36- 0.49% |
$4.3K - $4.76K
|
7.35K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.05% |
$120 - $132
|
2.12K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-595- 16.45% |
$71.1K - $78.7K
|
3.02K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
289+ 0.14% |
$34.5K - $38.2K
|
203K
$28.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.53KNew |
$541K - $599K
|
4.53K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-16.8K- 37.11% |
$2M - $2.22M
|
28.4K
$3.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5.87K- 63.82% |
$702K - $776K
|
3.33K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-131K- 38.48% |
$15.7M - $17.4M
|
210K
$29.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-324K- 7.81% |
$38.7M - $42.8M
|
3.82M
$530M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$120 - $132
|
4.33K
$600K
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
230+ 9.99% |
$27.5K - $30.4K
|
2.53K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-294- 1.83% |
$35.1K - $38.9K
|
15.8K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
148New |
$17.7K - $19.6K
|
148
$20.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.14K- 25.38% |
$256K - $283K
|
6.29K
$872K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.4K- 25.92% |
$2.2M - $2.43M
|
52.6K
$7.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-70- 1.08% |
$8.37K - $9.26K
|
6.4K
$888K
|