Latest Institutional Transactions on Ishares Russell Midcap Value E (IWS)
This table provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2+ 0.04% |
$256 - $281
|
4.73K
$609K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
201+ 0.98% |
$25.7K - $28.2K
|
20.7K
$2.66M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-205- 8.83% |
$26.3K - $28.8K
|
2.12K
$273K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
18+ 0.46% |
$2.31K - $2.53K
|
3.96K
$510K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
20.4KNew |
$2.61M - $2.86M
|
20.4K
$2.62M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
249New |
$31.9K - $34.9K
|
249
$32.1K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-957- 5.07% |
$123K - $134K
|
17.9K
$2.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
641New |
$82.1K - $89.9K
|
641
$82.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.4K- 33.69% |
$1.47M - $1.61M
|
22.5K
$2.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.44KNew |
$441K - $483K
|
3.44K
$443K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
23+ 0.05% |
$2.95K - $3.23K
|
43.8K
$5.64M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-67- 1.87% |
$8.58K - $9.4K
|
3.52K
$453K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-110- 0.4% |
$14.1K - $15.4K
|
27.6K
$3.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
107+ 1.96% |
$13.7K - $15K
|
5.57K
$716K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
119New |
$15.2K - $16.7K
|
119
$15.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 1.24% |
$1.41K - $1.54K
|
900
$116K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
10.8KNew |
$1.38M - $1.52M
|
10.8K
$1.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
564+ 4.25% |
$72.2K - $79.1K
|
13.8K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.99K- 6.4% |
$254K - $279K
|
29K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-290- 8.77% |
$37.1K - $40.7K
|
3.02K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.9K+ 268.97% |
$4.09M - $4.48M
|
43.8K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.26K+ 14.21% |
$674K - $739K
|
42.3K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.77K+ 4.72% |
$611K - $670K
|
106K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
247+ 4.27% |
$31.6K - $34.7K
|
6.03K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.6KNew |
$589K - $645K
|
4.6K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.42K- 41.97% |
$1.21M - $1.32M
|
13K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5- 0.83% |
$640 - $702
|
601
$77.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.45% |
$384 - $421
|
667
$85.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.1K+ 4.83% |
$653K - $715K
|
111K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-500- 0.33% |
$64K - $70.2K
|
152K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.89KNew |
$241K - $265K
|
1.89K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
79+ 31.6% |
$10.1K - $11.1K
|
329
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$243K - $266K
|
1.9K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-76- 38.78% |
$9.73K - $10.7K
|
120
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-211- 3.72% |
$27K - $29.6K
|
5.46K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.6K+ 1453.99% |
$1.35M - $1.48M
|
11.3K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
520K+ 14.15% |
$66.7M - $73M
|
4.2M
$540M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-5- 0.21% |
$640 - $702
|
2.33K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.55K+ 10.63% |
$966K - $1.06M
|
78.5K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7- 0.43% |
$897 - $982
|
1.61K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
362+ 0.39% |
$46.4K - $50.8K
|
93K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-270- 1.34% |
$34.6K - $37.9K
|
19.9K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.94K- 33.33% |
$889K - $974K
|
13.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
242+ 8.72% |
$31K - $34K
|
3.02K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.61KNew |
$334K - $366K
|
2.61K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.18K+ 180.55% |
$663K - $727K
|
8.05K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 3.57% |
$12.8K - $14K
|
2.9K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.76K+ 62.59% |
$610K - $668K
|
12.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.81K+ 111.74% |
$745K - $816K
|
11K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.26KNew |
$418K - $458K
|
3.26K
$420K
|