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 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
225+ 8.89% |
$28.8K - $31.6K
|
2.76K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
4+ 0.15% |
$512 - $561
|
2.73K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.17K+ 35.18% |
$534K - $585K
|
16K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
200+ 9.56% |
$25.6K - $28.1K
|
2.29K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-23- 0.7% |
$2.95K - $3.23K
|
3.26K
$410K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
516New |
$66.1K - $72.4K
|
516
$64.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
38.5KNew |
$4.93M - $5.4M
|
38.5K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-911- 15.51% |
$117K - $128K
|
4.96K
$625K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.34K- 2.31% |
$172K - $188K
|
56.7K
$7.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.89K+ 0.44% |
$241K - $265K
|
435K
$54.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-219- 7.63% |
$28K - $30.7K
|
2.65K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-278- 2.1% |
$35.6K - $39K
|
13K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.1K+ 7.13% |
$268K - $294K
|
31.5K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.38K- 80.14% |
$176K - $193K
|
341
$42.9K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-42.5K- 75.27% |
$5.44M - $5.96M
|
14K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-5- 6.25% |
$640 - $702
|
75
$9.44K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-4- 0.05% |
$512 - $561
|
7.39K
$930K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.51KNew |
$193K - $212K
|
1.51K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.61K+ 2.35% |
$206K - $225K
|
69.8K
$8.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.08K- 9.57% |
$266K - $292K
|
19.6K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.07% |
$384 - $421
|
4.26K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-732- 1.35% |
$93.8K - $103K
|
53.6K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-74.6K- 72.73% |
$9.56M - $10.5M
|
28K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-11- 0.35% |
$1.41K - $1.54K
|
3.09K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-151- 2.57% |
$19.3K - $21.2K
|
5.72K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-18- 0.07% |
$2.31K - $2.53K
|
24.3K
$3.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-7- 0.32% |
$897 - $982
|
2.15K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-23- 0.62% |
$2.95K - $3.23K
|
3.7K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
548+ 50.46% |
$70.2K - $76.9K
|
1.63K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
704+ 19.63% |
$90.2K - $98.8K
|
4.29K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-241- 1.57% |
$30.9K - $33.8K
|
15.1K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-50- 1.72% |
$6.4K - $7.02K
|
2.85K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-673- 11.61% |
$86.2K - $94.4K
|
5.12K
$645K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.51% |
$384 - $421
|
589
$74.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-264- 60.0% |
$33.8K - $37K
|
176
$22.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.84KNew |
$236K - $259K
|
1.84K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
177New |
$22.7K - $24.8K
|
177
$22.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.69KNew |
$345K - $378K
|
2.69K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
339New |
$43.4K - $47.6K
|
339
$42.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-227- 6.55% |
$29.1K - $31.9K
|
3.24K
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-190- 0.83% |
$24.3K - $26.7K
|
22.6K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 10.71% |
$195K - $214K
|
15.8K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.3K- 7.11% |
$166K - $182K
|
17K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 1.04% |
$6.15K - $6.74K
|
4.56K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.55% |
$2.31K - $2.53K
|
3.26K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-893- 4.37% |
$114K - $125K
|
19.5K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
18.5KNew |
$2.37M - $2.59M
|
18.5K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
533+ 1.09% |
$68.3K - $74.8K
|
49.5K
$6.23M
|