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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
34.2KNew |
$4.37M - $4.79M
|
34.2K
$4.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$128 - $140
|
3.7K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-378- 6.92% |
$48.4K - $53K
|
5.09K
$601K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.21K- 2.37% |
$155K - $170K
|
49.8K
$5.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-40- 1.9% |
$5.12K - $5.61K
|
2.06K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
203New |
$26K - $28.5K
|
203
$24K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
55New |
$7.04K - $7.72K
|
55
$6.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 1.13% |
$34.6K - $37.9K
|
23.6K
$2.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-257- 2.2% |
$32.9K - $36.1K
|
11.4K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-225- 1.37% |
$28.8K - $31.6K
|
16.2K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
729+ 42.16% |
$93.4K - $102K
|
2.46K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
430+ 6.2% |
$55.1K - $60.3K
|
7.36K
$870K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.71KNew |
$219K - $240K
|
1.71K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-75- 2.46% |
$9.61K - $10.5K
|
2.97K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-99- 1.28% |
$12.7K - $13.9K
|
7.63K
$902K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.67K+ 106.02% |
$214K - $235K
|
3.25K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$8.2K - $8.98K
|
64
$7.57K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53New |
$6.79K - $7.44K
|
53
$6.27K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
236+ 3.88% |
$30.2K - $33.1K
|
6.31K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 11.68% |
$38.4K - $42.1K
|
2.27K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9K+ 49.7% |
$499K - $547K
|
11.7K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 86.67% |
$1.67K - $1.82K
|
28
$3.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.09% |
$512 - $561
|
4.25K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.76% |
$1.67K - $1.82K
|
751
$88.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
210+ 10.71% |
$26.9K - $29.5K
|
2.17K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 1.91% |
$6.4K - $7.02K
|
2.57K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-65- 40.88% |
$8.33K - $9.12K
|
94
$11.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.89K+ 4.42% |
$498K - $546K
|
91.9K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.83KNew |
$619K - $678K
|
4.83K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-298- 1.41% |
$38.2K - $41.8K
|
20.8K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-188- 3.59% |
$24.1K - $26.4K
|
5.04K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.18KNew |
$279K - $306K
|
2.18K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
751+ 10.08% |
$96.2K - $105K
|
8.2K
$969K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-69- 1.84% |
$8.84K - $9.68K
|
3.68K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
246KNew |
$31.4M - $34.5M
|
246K
$29M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
27+ 1.67% |
$3.46K - $3.79K
|
1.64K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$128 - $140
|
1.79K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-34- 1.25% |
$4.35K - $4.77K
|
2.68K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2+ 0.07% |
$256 - $281
|
2.8K
$331K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
206+ 8.56% |
$26.4K - $28.9K
|
2.61K
$309K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.79% |
$128 - $140
|
127
$15K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 1.89% |
$1.15K - $1.26K
|
466
$55.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-664- 10.25% |
$85K - $93.2K
|
5.81K
$687K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$128 - $140
|
193
$22.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.15K - $1.26K
|
9
$1.06K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1- 0.36% |
$128 - $140
|
279
$33K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-214- 2.43% |
$25.6K - $28.3K
|
8.59K
$1.02M
|
|
|
Apr 01, 2025
Q3 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-28- 0.02% |
$3.35K - $3.7K
|
127K
$15M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-325- 15.98% |
$38.8K - $43K
|
1.71K
$202K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 5.95% |
$160K - $177K
|
23.8K
$2.81M
|
|