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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
65+ 1.49% |
$4.35K - $4.64K
|
4.44K
$367K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
8+ 0.05% |
$535 - $571
|
16.9K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-470- 6.13% |
$31.4K - $33.6K
|
7.19K
$595K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44+ 0.08% |
$2.97K - $3.36K
|
56K
$4.63M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.44K- 4.63% |
$636K - $721K
|
195K
$16.1M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
85New |
$5.73K - $6.5K
|
85
$7.03K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$193K - $219K
|
2.87K
$237K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-868- 2.98% |
$58.5K - $66.3K
|
28.2K
$2.34M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.23K+ 13.88% |
$82.7K - $93.8K
|
10.1K
$833K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.98KNew |
$201K - $228K
|
2.98K
$246K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-5.58K- 2.56% |
$376K - $427K
|
213K
$17.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.2K- 16.09% |
$80.9K - $91.7K
|
6.26K
$517K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-500- 0.68% |
$32.8K - $37.6K
|
72.7K
$6.01M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150New |
$9.83K - $11.3K
|
150
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.54K- 2.24% |
$101K - $116K
|
67.3K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27New |
$1.77K - $2.03K
|
27
$2.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.31KNew |
$217K - $249K
|
3.31K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$9.83K - $11.3K
|
150
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-300- 8.57% |
$19.7K - $22.5K
|
3.2K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2K- 16.74% |
$131K - $150K
|
9.95K
$823K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22KNew |
$1.44M - $1.66M
|
22K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1K- 22.87% |
$65.5K - $75.2K
|
3.37K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
132New |
$8.65K - $9.92K
|
132
$10.9K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.6KNew |
$236K - $271K
|
3.6K
$298K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
148New |
$9.7K - $11.1K
|
148
$12.2K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-40.8K- 92.32% |
$2.67M - $3.07M
|
3.4K
$281K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-68- 68.0% |
$4.46K - $5.11K
|
32
$2.65K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
6.97K+ 6.28% |
$457K - $524K
|
118K
$9.75M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.48KNew |
$490K - $562K
|
7.48K
$619K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
350+ 4.47% |
$22.6K - $26.2K
|
8.18K
$677K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-374- 48.57% |
$24.1K - $28K
|
396
$32.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
402New |
$25.9K - $30.1K
|
402
$33.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
BUY
|
- |
7.61K+ 171.42% |
$490K - $570K
|
12.1K
$996K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4KClosed |
$260K - $295K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-401Closed |
$26.1K - $29.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-150Closed |
$9.77K - $11.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-133Closed |
$8.66K - $9.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.54% |
$1.17K - $1.33K
|
3.38K
$280K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
23KNew |
$1.49M - $1.69M
|
23K
$1.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-24.5K- 66.78% |
$1.59M - $1.81M
|
12.2K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
921New |
$60K - $67.9K
|
921
$76.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.07KNew |
$200K - $226K
|
3.07K
$254K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$6.51K - $7.37K
|
100
$8.27K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.26KClosed |
$212K - $240K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
9+ 0.5% |
$586 - $663
|
1.82K
$151K
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 76.47% |
$85.4K - $91.5K
|
380
$31.4K
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-4.3KClosed |
$297K - $319K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-51.5KClosed |
$3.56M - $3.82M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-97Closed |
$6.7K - $7.19K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.08KClosed |
$213K - $228K
|
0
$0
|
|