Latest Institutional Transactions on Proshares Tr S&P Midcap 400 Di (REGL)
This table provides information on the latest institutional transactions involving Proshares Tr S&P Midcap 400 Di (REGL) 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-95- 1.53% |
$7.62K - $8.44K
|
6.11K
$503K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9K+ 187.61% |
$2.87M - $3.18M
|
55K
$4.52M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.05K- 4.04% |
$164K - $182K
|
48.6K
$4M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-172- 2.79% |
$13.8K - $15.3K
|
6K
$494K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-322- 6.04% |
$25.8K - $28.6K
|
5.01K
$412K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 0.6% |
$4.81K - $5.33K
|
10.1K
$827K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.3K+ 144.48% |
$2.59M - $2.87M
|
54.7K
$4.5M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$160 - $178
|
2.49K
$205K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.17K- 9.94% |
$494K - $547K
|
55.9K
$4.6M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-69- 1.87% |
$5.53K - $6.13K
|
3.62K
$298K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
263+ 10.29% |
$21.1K - $23.4K
|
2.82K
$232K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-107- 0.87% |
$8.58K - $9.5K
|
12.1K
$998K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 1.25% |
$1.12K - $1.24K
|
1.13K
$93.2K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
90+ 1.68% |
$7.22K - $7.99K
|
5.44K
$447K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 1.98% |
$4.81K - $5.33K
|
3.09K
$254K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.8K+ 8.0% |
$144K - $159K
|
24.2K
$1.99M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-290- 4.08% |
$23.3K - $25.7K
|
6.81K
$561K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 0.09% |
$1.84K - $2.04K
|
26.4K
$2.17M
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.5K- 3.03% |
$121K - $134K
|
48.1K
$3.96M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.98K+ 2.5% |
$399K - $442K
|
204K
$16.8M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.67K- 51.61% |
$214K - $237K
|
2.5K
$206K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-367- 6.69% |
$29.4K - $32.6K
|
5.12K
$421K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5- 0.07% |
$401 - $444
|
7.63K
$628K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.14K+ 4.12% |
$91.6K - $101K
|
28.9K
$2.38M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 3.23% |
$17.2K - $19.1K
|
6.45K
$531K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385+ 0.94% |
$30.9K - $34.2K
|
41.3K
$3.4M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
196+ 7.1% |
$15.7K - $17.4K
|
2.96K
$243K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 0.71% |
$1.6K - $1.78K
|
2.78K
$229K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.3K+ 31.1% |
$505K - $559K
|
26.6K
$2.19M
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
67+ 0.57% |
$5.37K - $5.95K
|
11.8K
$974K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.93KNew |
$395K - $437K
|
4.93K
$405K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
703+ 2.49% |
$56.4K - $62.4K
|
28.9K
$2.38M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.62KNew |
$210K - $232K
|
2.62K
$215K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-31- 0.73% |
$2.49K - $2.75K
|
4.19K
$345K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
124+ 3.66% |
$9.94K - $11K
|
3.51K
$289K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-27- 0.57% |
$2.16K - $2.4K
|
4.71K
$388K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
390New |
$31.3K - $34.6K
|
390
$32.1K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
416+ 5.41% |
$33.4K - $36.9K
|
8.11K
$667K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-873- 5.57% |
$70K - $77.5K
|
14.8K
$1.22M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
189+ 1.21% |
$15.2K - $16.8K
|
15.9K
$1.31M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.9K+ 11.38% |
$1.45M - $1.64M
|
195K
$16.1M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-100- 2.01% |
$7.25K - $8.24K
|
4.87K
$400K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
52.3KNew |
$3.79M - $4.3M
|
52.3K
$4.3M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
337New |
$24.4K - $27.8K
|
337
$27.7K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.03% |
$72.5 - $82.4
|
3.6K
$296K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-595- 5.29% |
$43.1K - $49K
|
10.7K
$878K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.17% |
$725 - $824
|
5.98K
$492K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
59K+ 2.58% |
$4.28M - $4.86M
|
2.35M
$193M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
42+ 1.05% |
$3.05K - $3.46K
|
4.02K
$331K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.72K- 64.13% |
$559K - $635K
|
4.32K
$355K
|