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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-2.21KClosed |
$120K - $214K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-355Closed |
$19.3K - $34.4K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-25KClosed |
$1.36M - $2.42M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.24KClosed |
$122K - $217K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
95+ 10.97% |
$5.17K - $9.2K
|
961
$114K
|
|
|
Apr 22, 2020
Q1 2020
|
Middleton & CO Inc
|
SELL
|
- |
-2.4KClosed |
$131K - $232K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-27.2KClosed |
$1.48M - $2.64M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-24.5KClosed |
$1.33M - $2.37M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6.3KClosed |
$343K - $610K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.16KClosed |
$118K - $209K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.89KClosed |
$157K - $280K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jul 08, 2024
Q4 2019
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.73KNew |
$235K - $258K
|
2.73K
$322K
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-705KClosed |
$60.8M - $66.8M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.86KClosed |
$246K - $271K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.15KClosed |
$271K - $298K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.62KNew |
$140K - $154K
|
1.62K
$192K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
306New |
$26.4K - $29K
|
306
$36.2K
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Advantage, Inc.
|
SELL
|
- |
-225Closed |
$19.4K - $21.3K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Iron Financial, LLC
|
SELL
|
- |
-4.37KClosed |
$376K - $414K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-10Closed |
$863 - $948
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
75New |
$6.47K - $7.11K
|
75
$8.87K
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-80Closed |
$6.9K - $7.58K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-408Closed |
$35.2K - $38.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 09, 2023
Q3 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-90- 45.0% |
$7.6K - $8.2K
|
110
$13K
|
|
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-16Closed |
$1.35K - $1.46K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-726Closed |
$61.3K - $66.2K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-18Closed |
$1.52K - $1.64K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.22KClosed |
$103K - $111K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-45Closed |
$3.8K - $4.1K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-40Closed |
$3.38K - $3.65K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.14KClosed |
$265K - $286K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
260New |
$21.9K - $23.7K
|
260
$30.7K
|
|
|
Nov 01, 2019
Q3 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-11.6KClosed |
$976K - $1.05M
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-250Closed |
$21.1K - $22.8K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-80Closed |
$6.75K - $7.29K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.42KClosed |
$204K - $221K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-150Closed |
$12.7K - $13.7K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
Bremer Bank National Association
|
SELL
|
- |
-2.39KClosed |
$202K - $218K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-20Closed |
$1.68K - $1.79K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.1KClosed |
$596K - $637K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
160+ 16000.0% |
$13.4K - $14.4K
|
161
$19K
|
|
|
Aug 14, 2019
Q2 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.4KClosed |
$201K - $215K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5Closed |
$420 - $449
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.9KClosed |
$912K - $975K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.18KClosed |
$98.6K - $105K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1Closed |
$83.9 - $89.7
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-12.6KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-57Closed |
$4.78K - $5.12K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-183Closed |
$15.4K - $16.4K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-300Closed |
$25.2K - $26.9K
|
0
$0
|
|