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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18New |
$1.83K - $1.98K
|
18
$2.48K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-9- 81.82% |
$914 - $989
|
2
$276
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
59+ 45.38% |
$5.99K - $6.48K
|
189
$26.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-137- 53.94% |
$13.9K - $15K
|
117
$16.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-400- 19.21% |
$40.6K - $43.9K
|
1.68K
$232K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-400- 19.21% |
$40.6K - $43.9K
|
1.68K
$232K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-972- 43.01% |
$98.7K - $107K
|
1.29K
$178K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.02KNew |
$103K - $112K
|
1.02K
$140K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
190New |
$19.3K - $20.9K
|
190
$26.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
89New |
$9.03K - $9.78K
|
89
$12.3K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
3.68KNew |
$374K - $404K
|
3.68K
$508K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
153New |
$15.5K - $16.8K
|
153
$21.1K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 35.14% |
$13.2K - $14.3K
|
240
$33.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-47- 6.15% |
$4.77K - $5.16K
|
717
$98.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-27.3K- 93.66% |
$2.77M - $3M
|
1.85K
$255K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-4- 0.21% |
$406 - $439
|
1.92K
$264K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-12Closed |
$1.2K - $1.39K
|
0
$0
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-835- 75.57% |
$83.7K - $97.1K
|
270
$37.2K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.2KClosed |
$622K - $721K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
39+ 0.48% |
$3.91K - $4.53K
|
8.11K
$1.12M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
74+ 69.81% |
$7.42K - $8.6K
|
180
$24.8K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
97+ 808.33% |
$9.72K - $11.3K
|
109
$15K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-530- 21.81% |
$53.1K - $61.6K
|
1.9K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-3- 0.15% |
$301 - $349
|
2.05K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
15.1K+ 76.36% |
$1.51M - $1.75M
|
34.8K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-848- 5.6% |
$85K - $98.6K
|
14.3K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
202New |
$20.2K - $23.5K
|
202
$27.8K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.34K+ 6.93% |
$334K - $388K
|
51.5K
$7.1M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
40.7KNew |
$4.08M - $4.73M
|
40.7K
$5.61M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
65New |
$6.51K - $7.55K
|
65
$8.96K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$301 - $349
|
3.31K
$457K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16K+ 12226.72% |
$1.61M - $1.86M
|
16.1K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
814New |
$81.6K - $94.6K
|
814
$112K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.17KNew |
$218K - $252K
|
2.17K
$299K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-30- 1.44% |
$3.01K - $3.49K
|
2.06K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.5KNew |
$4.36M - $5.05M
|
43.5K
$5.99M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
136New |
$13.6K - $15.8K
|
136
$18.7K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1New |
$100 - $116
|
1
$138
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
24New |
$2.41K - $2.79K
|
24
$3.31K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
715+ 2.56% |
$71.7K - $83.1K
|
28.6K
$3.95M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
123KNew |
$12.3M - $14.3M
|
123K
$16.9M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
946+ 349.08% |
$94.8K - $110K
|
1.22K
$168K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.48K- 3.92% |
$349K - $405K
|
85.3K
$11.8M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.27% |
$100 - $116
|
378
$52.1K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-53- 1.54% |
$5.31K - $6.16K
|
3.4K
$468K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-190- 5.88% |
$19K - $22.1K
|
3.04K
$419K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
265New |
$26.6K - $30.8K
|
265
$36.5K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-900- 69.23% |
$90.2K - $105K
|
400
$55.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
71New |
$7.12K - $8.25K
|
71
$9.79K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.26KNew |
$227K - $263K
|
2.26K
$312K
|
|