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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-292- 4.6% |
$22.8K - $24.4K
|
6.06K
$488K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3KNew |
$235K - $251K
|
3K
$242K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-110- 31.88% |
$8.59K - $9.21K
|
235
$18.9K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39.3K- 98.25% |
$3.07M - $3.29M
|
700
$56.4K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.54K- 15.54% |
$667K - $715K
|
46.4K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
330+ 9.24% |
$25.8K - $27.6K
|
3.9K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-103- 0.17% |
$8.05K - $8.62K
|
58.9K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9K+ 8.36% |
$1.08M - $1.16M
|
180K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 4.69% |
$1.84M - $1.97M
|
526K
$42.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.3K+ 477.61% |
$2.44M - $2.62M
|
37.8K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.94K- 42.71% |
$152K - $163K
|
2.61K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
80+ 0.78% |
$6.25K - $6.7K
|
10.4K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
73K+ 100.0% |
$5.7M - $6.11M
|
146K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.25% |
$1.17K - $1.26K
|
5.99K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-69- 2.06% |
$5.39K - $5.78K
|
3.28K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.9K- 2.72% |
$4.91M - $5.26M
|
2.25M
$181M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
78KNew |
$6.1M - $6.53M
|
78K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-160- 2.77% |
$12.5K - $13.4K
|
5.62K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.04KNew |
$316K - $338K
|
4.04K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
43.9KNew |
$3.43M - $3.67M
|
43.9K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-635- 10.54% |
$49.6K - $53.1K
|
5.39K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.97K+ 22.5% |
$154K - $164K
|
10.7K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 5.6% |
$82.3K - $88.2K
|
17.8K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
325+ 19.02% |
$25.4K - $27.2K
|
2.03K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-276- 9.57% |
$21.6K - $23.1K
|
2.61K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.31KNew |
$336K - $360K
|
4.31K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53- 1.63% |
$4.14K - $4.44K
|
3.19K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.56K- 2.62% |
$669K - $717K
|
318K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.87K- 1.26% |
$302K - $324K
|
303K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-90- 0.29% |
$7.03K - $7.53K
|
30.9K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-524- 8.81% |
$40.9K - $43.9K
|
5.42K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-350- 6.26% |
$27.3K - $29.3K
|
5.24K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.8K+ 5.34% |
$610K - $653K
|
154K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
329+ 9.13% |
$25.7K - $27.5K
|
3.93K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$3.91K - $4.19K
|
50
$4.03K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
15New |
$1.17K - $1.26K
|
15
$1.21K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.2K- 7.57% |
$3.45M - $3.7M
|
539K
$43.4M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
647+ 3.05% |
$50.5K - $54.2K
|
21.9K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-181- 58.2% |
$14.1K - $15.1K
|
130
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
227+ 0.29% |
$17.7K - $19K
|
77.9K
$6.28M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22KClosed |
$94.9K - $102K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$195K - $209K
|
2.5K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.28KNew |
$491K - $526K
|
6.28K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
673+ 6.27% |
$52.6K - $56.3K
|
11.4K
$920K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-73- 0.33% |
$5.7K - $6.11K
|
21.8K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-35- 0.39% |
$2.73K - $2.93K
|
8.94K
$720K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
150+ 10.51% |
$11.7K - $12.6K
|
1.58K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
64.1K+ 2.63% |
$5.01M - $5.37M
|
2.51M
$202M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.1K- 12.25% |
$7.35M - $7.88M
|
674K
$54.3M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.65KNew |
$207K - $222K
|
2.65K
$214K
|