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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
23KNew |
$1.49M - $1.69M
|
23K
$1.97M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-24.5K- 66.78% |
$1.59M - $1.81M
|
12.2K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
921New |
$60K - $67.9K
|
921
$78.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.07KNew |
$200K - $226K
|
3.07K
$263K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$6.51K - $7.37K
|
100
$8.57K
|
|
|
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
$156K
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 76.47% |
$85.4K - $91.5K
|
380
$32.6K
|
|
|
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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
76+ 21.35% |
$5.25K - $5.63K
|
432
$37K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.08KClosed |
$213K - $228K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-32- 47.76% |
$2.21K - $2.37K
|
35
$3K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.39KClosed |
$234K - $251K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-26.7KClosed |
$1.84M - $1.98M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.16KNew |
$80.2K - $86.1K
|
1.16K
$99.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.51KClosed |
$173K - $186K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-350Closed |
$24K - $25.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-109Closed |
$7.47K - $8.06K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-100Closed |
$6.85K - $7.4K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-81Closed |
$5.55K - $5.99K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-100Closed |
$6.76K - $7.28K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.86KClosed |
$463K - $499K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-24.5KClosed |
$1.65M - $1.78M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-98Closed |
$6.62K - $7.13K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-76- 2.17% |
$5.14K - $5.53K
|
3.42K
$293K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
450New |
$30.4K - $32.7K
|
450
$38.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.56KClosed |
$444K - $478K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 14, 2024
Q2 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-137- 4.15% |
$9.58K - $10.2K
|
3.17K
$271K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-786Closed |
$54.9K - $58.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93Closed |
$6.5K - $6.95K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$699 - $748
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.96KClosed |
$207K - $221K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50Closed |
$3.11K - $3.55K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-181Closed |
$11.3K - $12.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-51.9KClosed |
$3.23M - $3.69M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 05, 2023
Q4 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
250New |
$13.3K - $15.8K
|
250
$21.4K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-20Closed |
$1.06K - $1.27K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-510Closed |
$27.1K - $32.3K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-153Closed |
$8.14K - $9.69K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-159Closed |
$8.46K - $10.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-365Closed |
$18.6K - $20.8K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-20Closed |
$1.02K - $1.14K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7- 0.03% |
$295 - $407
|
22.1K
$1.9M
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21Closed |
$886 - $1.22K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Nvwm, LLC
|
SELL
|
- |
-4.11KClosed |
$174K - $239K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-870Closed |
$36.7K - $50.5K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-200Closed |
$8.44K - $11.6K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-28Closed |
$1.18K - $1.63K
|
0
$0
|
|