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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
520K+ 14.15% |
$66.7M - $73M
|
4.2M
$496M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-5- 0.21% |
$640 - $702
|
2.33K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.55K+ 10.63% |
$966K - $1.06M
|
78.5K
$9.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7- 0.43% |
$897 - $982
|
1.61K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
362+ 0.39% |
$46.4K - $50.8K
|
93K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-270- 1.34% |
$34.6K - $37.9K
|
19.9K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.94K- 33.33% |
$889K - $974K
|
13.9K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
242+ 8.72% |
$31K - $34K
|
3.02K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.61KNew |
$334K - $366K
|
2.61K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.18K+ 180.55% |
$663K - $727K
|
8.05K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 3.57% |
$12.8K - $14K
|
2.9K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.76K+ 62.59% |
$610K - $668K
|
12.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.81K+ 111.74% |
$745K - $816K
|
11K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.26KNew |
$418K - $458K
|
3.26K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.02K+ 0.3% |
$643K - $705K
|
1.7M
$200M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.22K+ 2.82% |
$412K - $451K
|
117K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.8K+ 48596.08% |
$3.17M - $3.48M
|
24.8K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.42K+ 19.18% |
$181K - $199K
|
8.79K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-60.1K- 3.24% |
$7.7M - $8.43M
|
1.8M
$212M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-159- 5.78% |
$20.4K - $22.3K
|
2.59K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.16K+ 6.45% |
$1.05M - $1.15M
|
135K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
579+ 27.3% |
$74.2K - $81.2K
|
2.7K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
36.3K+ 38.57% |
$4.65M - $5.09M
|
130K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
651+ 5.19% |
$83.4K - $91.3K
|
13.2K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1K- 10.12% |
$128K - $140K
|
8.88K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-49- 0.59% |
$6.28K - $6.88K
|
8.23K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
42.8K+ 360.18% |
$5.48M - $6.01M
|
54.7K
$6.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
259K+ 694.14% |
$33.1M - $36.3M
|
296K
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 4.07% |
$16.9M - $18.5M
|
3.37M
$398M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-21K- 51.57% |
$2.68M - $2.94M
|
19.7K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.8K- 1.22% |
$1.9M - $2.08M
|
1.2M
$142M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.67KNew |
$214K - $234K
|
1.67K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.2K+ 19.43% |
$2.34M - $2.56M
|
112K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-484- 0.42% |
$62K - $67.9K
|
115K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-558- 16.6% |
$71.5K - $78.3K
|
2.8K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.1K+ 16.31% |
$2.58M - $2.82M
|
143K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10- 0.31% |
$1.28K - $1.4K
|
3.2K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.47K- 11.19% |
$188K - $206K
|
11.7K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
373+ 10.0% |
$47.8K - $52.3K
|
4.1K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.05K- 32.29% |
$135K - $148K
|
2.21K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.86% |
$256 - $281
|
234
$27.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
2.5KNew |
$320K - $351K
|
2.5K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
18.4KNew |
$2.36M - $2.59M
|
18.4K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.14KNew |
$786K - $861K
|
6.14K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
496New |
$63.5K - $69.6K
|
496
$58.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.07KNew |
$265K - $290K
|
2.07K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$3.2K - $3.51K
|
25
$2.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6.54KNew |
$838K - $918K
|
6.54K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.6K- 0.41% |
$4.17M - $4.57M
|
7.93M
$938M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-124- 1.08% |
$15.9K - $17.4K
|
11.4K
$1.34M
|