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 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 1.9% |
$315K - $336K
|
139K
$18.6M
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
16.4K+ 517.16% |
$1.92M - $2.05M
|
19.6K
$2.63M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 52.17% |
$5.63K - $6.01K
|
44
$5.91K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-119K- 56.01% |
$13.9M - $14.9M
|
93.3K
$12.5M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 33.25% |
$127K - $135K
|
2.17K
$291K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.72K+ 5.82% |
$788K - $840K
|
122K
$16.4M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.98KNew |
$349K - $373K
|
2.98K
$400K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5- 0.09% |
$587 - $626
|
5.55K
$745K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.51K+ 8.65% |
$1.12M - $1.19M
|
119K
$16M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
678New |
$79.5K - $84.8K
|
678
$91K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
738+ 9.56% |
$86.6K - $92.3K
|
8.45K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.01KNew |
$235K - $251K
|
2.01K
$269K
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 1.17% |
$2.46K - $2.63K
|
1.82K
$245K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.09% |
$587 - $626
|
5.56K
$746K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.35K+ 22.11% |
$393K - $419K
|
18.5K
$2.49M
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-176- 0.13% |
$20.6K - $22K
|
139K
$18.7M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
282+ 17.47% |
$33.1K - $35.3K
|
1.9K
$255K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-94- 3.14% |
$11K - $11.8K
|
2.9K
$390K
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.63KNew |
$425K - $454K
|
3.63K
$487K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-54.1K- 13.64% |
$6.34M - $6.77M
|
342K
$46M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-781- 23.02% |
$91.6K - $97.7K
|
2.61K
$351K
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9+ 0.28% |
$1.06K - $1.13K
|
3.25K
$437K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87.4K+ 20518.54% |
$10.3M - $10.9M
|
87.8K
$11.8M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.39K+ 30.22% |
$163K - $174K
|
5.99K
$804K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
36New |
$4.22K - $4.5K
|
36
$4.83K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-135- 0.16% |
$15.8K - $16.9K
|
83.6K
$11.2M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-348- 2.05% |
$40.8K - $43.5K
|
16.7K
$2.24M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
647+ 0.58% |
$75.9K - $81K
|
112K
$15M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.06% |
$117 - $125
|
1.74K
$234K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-188K- 14.6% |
$22.1M - $23.6M
|
1.1M
$148M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.37K- 4.88% |
$161K - $172K
|
26.8K
$3.59M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 1.21% |
$2.58K - $2.75K
|
1.8K
$241K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
101+ 2.12% |
$11.8K - $12.6K
|
4.86K
$652K
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
9.4KNew |
$1.1M - $1.18M
|
9.4K
$1.26M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-391- 12.88% |
$45.9K - $48.9K
|
2.64K
$355K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-138- 1.61% |
$16.2K - $17.3K
|
8.41K
$1.13M
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
464+ 1.81% |
$54.4K - $58.1K
|
26K
$3.5M
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
97.7K+ 112.74% |
$11.5M - $12.2M
|
184K
$24.7M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.79K- 96.66% |
$679K - $724K
|
200
$26.9K
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.34K- 31.12% |
$157K - $168K
|
2.96K
$398K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-88- 3.27% |
$10.3K - $11K
|
2.61K
$350K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
370+ 3.57% |
$43.4K - $46.3K
|
10.7K
$1.44M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-62.4K- 7.28% |
$7.31M - $7.8M
|
794K
$107M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.66K+ 80.26% |
$195K - $208K
|
3.73K
$500K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-211- 8.91% |
$24.8K - $26.4K
|
2.16K
$290K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.55K+ 38.23% |
$182K - $194K
|
5.6K
$752K
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.71K+ 33.8% |
$201K - $214K
|
6.78K
$910K
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-40- 0.6% |
$4.69K - $5.01K
|
6.61K
$887K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.35% |
$704 - $751
|
1.71K
$230K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.17% |
$352 - $375
|
1.73K
$232K
|