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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-229- 3.58% |
$29.3K - $32.1K
|
6.17K
$777K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
145+ 6.07% |
$18.6K - $20.3K
|
2.53K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
135+ 3.79% |
$17.3K - $18.9K
|
3.7K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
288K+ 137.16% |
$36.9M - $40.4M
|
498K
$62.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
123+ 0.91% |
$15.8K - $17.3K
|
13.6K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
535+ 6.3% |
$68.5K - $75.1K
|
9.02K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
238K+ 391.19% |
$30.4M - $33.3M
|
298K
$37.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-102- 2.28% |
$13.1K - $14.3K
|
4.36K
$549K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$12.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
72.1K+ 1.73% |
$9.24M - $10.1M
|
4.25M
$535M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18- 1.05% |
$2.31K - $2.53K
|
1.69K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
139+ 8.14% |
$17.8K - $19.5K
|
1.85K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.82K+ 516.68% |
$746K - $817K
|
6.95K
$875K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45+ 2.1% |
$5.76K - $6.31K
|
2.19K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200New |
$25.6K - $28.1K
|
200
$25.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
113New |
$14.5K - $15.9K
|
113
$14.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.2K+ 49.33% |
$2.08M - $2.28M
|
49.1K
$6.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
584K+ 6.68% |
$74.8M - $81.9M
|
9.32M
$1.17B
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.04KNew |
$261K - $286K
|
2.04K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
905New |
$116K - $127K
|
905
$114K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 0.26% |
$2.43K - $2.67K
|
7.25K
$912K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75+ 3.7% |
$9.61K - $10.5K
|
2.1K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.56K- 2.31% |
$200K - $219K
|
65.8K
$8.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-373- 2.86% |
$47.8K - $52.3K
|
12.7K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.19K+ 2.44% |
$152K - $166K
|
49.7K
$6.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
49+ 1.39% |
$6.28K - $6.88K
|
3.57K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
103+ 1.28% |
$13.2K - $14.5K
|
8.17K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.18K+ 86.94% |
$151K - $165K
|
2.53K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
624+ 1.5% |
$79.9K - $87.6K
|
42.2K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-98- 0.43% |
$12.6K - $13.8K
|
22.9K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34KNew |
$4.35M - $4.77M
|
34K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.31KNew |
$296K - $324K
|
2.31K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.8KNew |
$359K - $393K
|
2.8K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.39K- 8.41% |
$306K - $335K
|
26K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-280- 2.34% |
$35.9K - $39.3K
|
11.7K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
196+ 0.65% |
$25.1K - $27.5K
|
30.4K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26- 1.6% |
$3.33K - $3.65K
|
1.6K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.51K- 1.89% |
$193K - $212K
|
78.5K
$9.88M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
147+ 2.93% |
$18.8K - $20.6K
|
5.17K
$650K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14- 0.54% |
$1.79K - $1.96K
|
2.56K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-882- 9.05% |
$113K - $124K
|
8.86K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1K+ 11.92% |
$128K - $140K
|
9.39K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.9K+ 1.57% |
$1.91M - $2.1M
|
967K
$122M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.51KNew |
$321K - $352K
|
2.51K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.02K- 21.71% |
$386K - $423K
|
10.9K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3+ 0.12% |
$384 - $421
|
2.54K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.72K+ 3.01% |
$220K - $241K
|
58.9K
$7.41M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.34K+ 2.94% |
$300K - $329K
|
82K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
871+ 4.76% |
$112K - $122K
|
19.2K
$2.41M
|