Latest Institutional Transactions on Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 29, 2020 Q3 2020
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-375
Closed
$28K - $31.9K
0 $0
Oct 28, 2020 Q3 2020
Reynders Mc Veigh Capital Management, LLC

SELL
 -
-6.09K
Closed
$456K - $518K
0 $0
Oct 23, 2020 Q3 2020
Macroview Investment Management LLC

SELL
 -
-28
Closed
$2.09K - $2.38K
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
4.21K
New
$315K - $358K
4.21K $497K
Oct 23, 2020 Q3 2020
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-4.65K
Closed
$348K - $395K
0 $0
Oct 22, 2020 Q3 2020
Procyon Advisors, LLC

SELL
 -
-484
Closed
$36.2K - $41.2K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-3.48K
Closed
$260K - $296K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-21.2K
- 46.91%
$1.27M - $1.81M
24K $2.83M
May 10, 2021 Q2 2020
Vaughan & CO Securities, Inc.

SELL
 -
-596
Closed
$35.7K - $51K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-329
Closed
$19.7K - $28.1K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-460
Closed
$27.6K - $39.3K
0 $0
Aug 14, 2020 Q2 2020
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-1.46K
- 22.47%
$87.5K - $125K
5.04K $596K
Aug 13, 2020 Q2 2020
Fusion Family Wealth LLC

SELL
 -
-129
Closed
$7.73K - $11K
0 $0
Aug 11, 2020 Q2 2020
Bigelow Investment Advisors, LLC

SELL
 -
-6.02K
Closed
$361K - $515K
0 $0
Aug 11, 2020 Q2 2020
Bbr Partners, LLC

New York, NY
SELL
 -
-5.98K
Closed
$358K - $511K
0 $0
Aug 07, 2020 Q2 2020
Us Bancorp \De\

BUY
 PUT
60
New
$3.59K - $5.13K
60 $7.09K
Aug 04, 2020 Q2 2020
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-3.55K
Closed
$213K - $303K
0 $0
Jul 24, 2020 Q2 2020
Ziegler Capital Management, LLC

SELL
 -
-9.68K
Closed
$580K - $828K
0 $0
Jul 24, 2020 Q2 2020
Focused Wealth Management, Inc

SELL
 -
-19
- 6.79%
$1.14K - $1.62K
261 $30.9K
Jul 20, 2020 Q2 2020
Mc Naughton Wealth Management, LLC

SELL
 -
-3.57K
Closed
$214K - $305K
0 $0
Jul 16, 2020 Q2 2020
Spearhead Capital Advisors, LLC

Wellington, FL
SELL
 -
-21.6K
Closed
$1.3M - $1.85M
0 $0
Jul 14, 2020 Q2 2020
Engrave Wealth Partners LLC

SELL
 -
-160
Closed
$9.58K - $13.7K
0 $0
Jul 14, 2020 Q2 2020
Ma Private Wealth

SELL
 -
-4.59K
Closed
$275K - $392K
0 $0
Q1 2020
Jun 05, 2020 Q1 2020
Telemus Capital, LLC

SELL
 -
-12.7K
Closed
$693K - $1.23M
0 $0
May 20, 2020 Q1 2020
Bay Harbor Wealth Management, LLC

SELL
 -
-33
Closed
$1.79K - $3.19K
0 $0
May 15, 2020 Q1 2020
Smith, Moore & Co.

Clayton, MO
SELL
 -
-2.49K
Closed
$136K - $241K
0 $0
May 15, 2020 Q1 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1
Closed
$54.4 - $96.8
0 $0
May 15, 2020 Q1 2020
Menard Financial Group LLC

Houston, TX
SELL
 -
-15.7K
Closed
$856K - $1.52M
0 $0
May 14, 2020 Q1 2020
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-5.3K
Closed
$288K - $513K
0 $0
May 14, 2020 Q1 2020
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-68
Closed
$3.7K - $6.58K
0 $0
May 13, 2020 Q1 2020
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-2.41K
Closed
$131K - $233K
0 $0
May 13, 2020 Q1 2020
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-4.27K
Closed
$232K - $413K
0 $0
May 12, 2020 Q1 2020
Ckw Financial Group

SELL
 -
-46
Closed
$2.5K - $4.45K
0 $0
May 12, 2020 Q1 2020
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-151
Closed
$8.21K - $14.6K
0 $0
May 11, 2020 Q1 2020
Main Management ETF Advisors, LLC

San Francisco, CA
SELL
 -
-293K
Closed
$15.9M - $28.3M
0 $0
May 11, 2020 Q1 2020
Main Management LLC

San Francisco, CA
SELL
 -
-133K
Closed
$7.23M - $12.9M
0 $0
May 11, 2020 Q1 2020
Ironsides Asset Advisors, LLC

Rocky Mount, NC
SELL
 -
-72K
Closed
$3.91M - $6.97M
0 $0
May 08, 2020 Q1 2020
Wrapmanager Inc

SELL
 -
-3.19K
Closed
$174K - $309K
0 $0
May 07, 2020 Q1 2020
Bell Rock Capital LLC

SELL
 -
-12
Closed
$653 - $1.16K
0 $0
May 07, 2020 Q1 2020
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-1.1K
Closed
$59.9K - $107K
0 $0
May 07, 2020 Q1 2020
Personal Wealth Partners

Bloomington, MN
SELL
 -
-370
Closed
$20.1K - $35.8K
0 $0
May 07, 2020 Q1 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-3.73K
Closed
$203K - $361K
0 $0
May 07, 2020 Q1 2020
Td Capital Management LLC

Memphis, TN
SELL
 -
-77
Closed
$4.19K - $7.45K
0 $0
May 05, 2020 Q1 2020
Horan Securities, Inc.

BUY
 -
125
New
$6.8K - $12.1K
125 $14.8K
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-191
Closed
$10.4K - $18.5K
0 $0
May 04, 2020 Q1 2020
Lws Wealth Advisors, Inc.

SELL
 -
-166
Closed
$9.03K - $16.1K
0 $0
May 01, 2020 Q1 2020
Hartford Financial Management Inc.

SELL
 -
-80
Closed
$4.35K - $7.74K
0 $0
Apr 30, 2020 Q1 2020
Capital Wealth Planning, LLC

SELL
 -
-3.41K
Closed
$185K - $330K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-21
Closed
$1.14K - $2.03K
0 $0

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