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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.48K- 5.06% |
$655K - $725K
|
103K
$13.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
269+ 6.95% |
$32.2K - $35.6K
|
4.14K
$542K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
798+ 1.49% |
$95.4K - $106K
|
54.3K
$7.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-495- 23.67% |
$59.2K - $65.5K
|
1.6K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-66- 2.39% |
$7.89K - $8.73K
|
2.7K
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-169- 7.14% |
$20.2K - $22.4K
|
2.2K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.81K+ 90.33% |
$575K - $637K
|
10.1K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.62% |
$120 - $132
|
163
$21.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.26K- 34.21% |
$509K - $563K
|
8.19K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-747- 0.92% |
$89.3K - $98.8K
|
80K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-49- 0.85% |
$5.86K - $6.48K
|
5.72K
$749K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-180- 2.08% |
$21.5K - $23.8K
|
8.46K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
565+ 2.84% |
$67.5K - $74.7K
|
20.5K
$2.68M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139K+ 1813.0% |
$16.6M - $18.4M
|
147K
$19.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-642- 1.23% |
$76.7K - $84.9K
|
51.6K
$6.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-275- 2.59% |
$32.9K - $36.4K
|
10.3K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$2.27K - $2.51K
|
19
$2.49K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 48.18% |
$7.89K - $8.73K
|
203
$26.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18KNew |
$380K - $420K
|
3.18K
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
693+ 7.25% |
$82.8K - $91.6K
|
10.3K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
660New |
$78.9K - $87.3K
|
660
$86.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-318- 1.75% |
$38K - $42.1K
|
17.8K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-577- 5.11% |
$69K - $76.3K
|
10.7K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
182New |
$21.8K - $24.1K
|
182
$23.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.79K+ 3.85% |
$692K - $766K
|
156K
$20.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-266- 1.87% |
$31.8K - $35.2K
|
13.9K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.28KNew |
$153K - $170K
|
1.28K
$168K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.37K+ 37.8% |
$284K - $314K
|
8.65K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.43% |
$598 - $661
|
1.16K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-42- 1.58% |
$5.02K - $5.55K
|
2.62K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-457- 3.06% |
$54.6K - $60.4K
|
14.5K
$1.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-384- 2.2% |
$45.9K - $50.8K
|
17.1K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-2.67K- 17.39% |
$319K - $353K
|
12.7K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-54- 1.7% |
$6.45K - $7.14K
|
3.12K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167K- 7.45% |
$19.9M - $22M
|
2.07M
$271M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 2.43% |
$479K - $530K
|
169K
$22.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
85+ 0.41% |
$10.2K - $11.2K
|
20.6K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.2K- 6.36% |
$4.45M - $4.92M
|
549K
$71.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-173K- 74.06% |
$20.7M - $22.9M
|
60.7K
$7.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 0.65% |
$2.39K - $2.65K
|
3.05K
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-52- 4.16% |
$6.22K - $6.88K
|
1.2K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
556New |
$66.5K - $73.5K
|
556
$72.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 3.4% |
$956 - $1.06K
|
243
$31.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-72- 19.89% |
$8.61K - $9.52K
|
290
$38K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.94K- 38.26% |
$949K - $1.05M
|
12.8K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$359 - $397
|
3.43K
$449K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
40+ 2.07% |
$4.78K - $5.29K
|
1.98K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-162- 5.56% |
$19.4K - $21.4K
|
2.75K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
386+ 6.94% |
$46.1K - $51K
|
5.95K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
136+ 0.2% |
$16.3K - $18K
|
68.2K
$8.93M
|