Latest Institutional Purchases of Ishares Russell Midcap Value E (IWS)
This list provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.45KNew |
$492K - $524K
|
4.45K
$596K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.43KNew |
$379K - $404K
|
3.43K
$459K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
111New |
$12.3K - $13.1K
|
111
$14.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
24New |
$2.65K - $2.83K
|
24
$3.21K
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
22New |
$2.43K - $2.59K
|
22
$2.94K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
72New |
$6.86K - $8.06K
|
72
$9.64K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
59.7KNew |
$4.83M - $5.79M
|
59.7K
$7.99M
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.31KNew |
$754K - $903K
|
9.31K
$1.25M
|
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
BUY
|
- |
1.01KNew |
$81.4K - $97.5K
|
1.01K
$135K
|
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
102New |
$8.25K - $9.89K
|
102
$13.7K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.21KNew |
$315K - $358K
|
4.21K
$563K
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
60New |
$3.59K - $5.13K
|
60
$8.03K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Investors Research Corp
|
BUY
|
- |
143+ 123.28% |
$7.78K - $13.8K
|
259
$34.7K
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
125New |
$6.8K - $12.1K
|
125
$16.7K
|
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
95+ 10.97% |
$5.17K - $9.2K
|
961
$129K
|
|
| Q4 2019 | |||||||
|
Jul 08, 2024
Q4 2019
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.73KNew |
$235K - $258K
|
2.73K
$365K
|
|
|
Feb 12, 2020
Q4 2019
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.62KNew |
$140K - $154K
|
1.62K
$217K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
306New |
$26.4K - $29K
|
306
$41K
|
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
75New |
$6.47K - $7.11K
|
75
$10K
|
|
| Q3 2019 | |||||||
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
260New |
$21.9K - $23.7K
|
260
$34.8K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
160+ 16000.0% |
$13.4K - $14.4K
|
161
$21.6K
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.71% |
$83.9 - $89.7
|
141
$18.9K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7.23KNew |
$544K - $632K
|
7.23K
$968K
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
248New |
$17.9K - $22.4K
|
248
$33.2K
|
|
| Q3 2018 | |||||||
|
Oct 17, 2018
Q3 2018
|
Founders Financial Securities LLC
|
BUY
|
- |
97.9KNew |
$8.63M - $9.04M
|
97.9K
$13.1M
|
|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
21.1KNew |
$1.86M - $1.95M
|
21.1K
$2.83M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
18.2KNew |
$1.6M - $1.68M
|
18.2K
$2.44M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
4.8KNew |
$406K - $432K
|
4.8K
$643K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.37KNew |
N/A
|
3.37K
$451K
|
|
|
Aug 09, 2017
Q2 2017
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
434New |
N/A
|
434
$58.1K
|
|
| Q4 2016 | |||||||
|
Apr 17, 2019
Q4 2016
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.14KNew |
N/A
|
6.14K
$822K
|
|