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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.3K- 10.88% |
$275K - $304K
|
18.9K
$2.47M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-300- 0.94% |
$35.9K - $39.7K
|
31.7K
$4.15M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
58.1KNew |
$6.94M - $7.68M
|
58.1K
$7.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
899+ 6.92% |
$107K - $119K
|
13.9K
$1.82M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283+ 3.37% |
$33.8K - $37.4K
|
8.69K
$1.14M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.3K+ 7.03% |
$155K - $172K
|
19.8K
$2.59M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89+ 18.78% |
$10.6K - $11.8K
|
563
$73.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-569- 4.22% |
$68K - $75.3K
|
12.9K
$1.69M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.8K- 2.46% |
$573K - $634K
|
190K
$24.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.68K+ 2.82% |
$201K - $223K
|
61.4K
$8.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.13K+ 65.26% |
$135K - $149K
|
2.86K
$374K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.13% |
$478 - $529
|
3.1K
$406K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
300+ 2.28% |
$35.9K - $39.7K
|
13.5K
$1.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-26- 0.72% |
$3.11K - $3.44K
|
3.59K
$470K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.8KNew |
$574K - $635K
|
4.8K
$629K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
85+ 3.34% |
$10.2K - $11.2K
|
2.63K
$345K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.9K+ 31.06% |
$346K - $383K
|
12.2K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
249New |
$29.8K - $32.9K
|
249
$32.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.91KNew |
$229K - $253K
|
1.91K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-133K- 56.74% |
$15.8M - $17.5M
|
101K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.81K+ 68.0% |
$574K - $636K
|
11.9K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.62KNew |
$194K - $214K
|
1.62K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
588+ 21.62% |
$70.3K - $77.8K
|
3.31K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
18New |
$2.15K - $2.38K
|
18
$2.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 21.58% |
$476K - $527K
|
22.4K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.01% |
$1.67K - $1.85K
|
106K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
76+ 63.33% |
$9.08K - $10.1K
|
196
$25.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$120 - $132
|
5.73K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-332- 8.13% |
$39.7K - $43.9K
|
3.75K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.63KNew |
$195K - $216K
|
1.63K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-34- 0.58% |
$4.06K - $4.5K
|
5.88K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
36.1K+ 2.18% |
$4.32M - $4.78M
|
1.69M
$221M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.68K- 4.17% |
$799K - $884K
|
153K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.82K- 7.38% |
$1.05M - $1.17M
|
111K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-118- 2.0% |
$14.1K - $15.6K
|
5.78K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.45% |
$359 - $397
|
664
$86.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.62K- 3.23% |
$433K - $479K
|
108K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 20.51% |
$396K - $438K
|
19.5K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
8.41KNew |
$1.01M - $1.11M
|
8.41K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47+ 0.04% |
$5.62K - $6.22K
|
112K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-171- 2.2% |
$20.4K - $22.6K
|
7.61K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 3.22% |
$589K - $652K
|
158K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-238- 4.28% |
$28.4K - $31.5K
|
5.32K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.16K+ 2.25% |
$139K - $153K
|
52.6K
$6.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.23% |
$598 - $661
|
2.15K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30- 1.75% |
$3.59K - $3.97K
|
1.69K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-55.9K- 2.93% |
$6.68M - $7.39M
|
1.86M
$243M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
829+ 2.28% |
$99.1K - $110K
|
37.3K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.91K- 1.41% |
$825K - $913K
|
484K
$63.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-263- 81.42% |
$31.4K - $34.8K
|
60
$7.86K
|