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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
92K+ 2.25% |
$11M - $12.2M
|
4.18M
$547M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16.2KNew |
$1.93M - $2.14M
|
16.2K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-101- 1.92% |
$12.1K - $13.4K
|
5.15K
$675K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-951- 9.87% |
$114K - $126K
|
8.68K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.51K- 0.31% |
$300K - $332K
|
818K
$107M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
315+ 2.26% |
$37.6K - $41.7K
|
14.2K
$1.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-223- 6.36% |
$26.7K - $29.5K
|
3.29K
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-569- 1.79% |
$68K - $75.3K
|
31.3K
$4.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.48K+ 1.52% |
$536K - $593K
|
300K
$39.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
137+ 4.8% |
$16.4K - $18.1K
|
2.99K
$392K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-232- 4.13% |
$27.7K - $30.7K
|
5.39K
$706K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-53- 1.26% |
$6.33K - $7.01K
|
4.16K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-171- 0.39% |
$20.4K - $22.6K
|
43.7K
$5.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3K+ 95.88% |
$359K - $397K
|
6.14K
$803K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
189+ 2.76% |
$22.6K - $25K
|
7.04K
$922K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.31K - $1.45K
|
4.61K
$603K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-334- 2.62% |
$39.9K - $44.2K
|
12.4K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.23K+ 33.74% |
$745K - $824K
|
24.7K
$3.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-15- 0.33% |
$1.79K - $1.98K
|
4.47K
$586K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 38.51% |
$58.7K - $64.9K
|
784
$103K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
26+ 0.44% |
$3.11K - $3.44K
|
5.96K
$781K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.37% |
$837 - $926
|
1.91K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-207- 34.16% |
$24.7K - $27.4K
|
399
$52.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
19+ 0.27% |
$2.27K - $2.51K
|
6.93K
$908K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-242- 8.02% |
$28.9K - $32K
|
2.78K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
612+ 11.2% |
$73.1K - $80.9K
|
6.08K
$796K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-64- 2.3% |
$7.65K - $8.46K
|
2.72K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
990+ 4.24% |
$118K - $131K
|
24.4K
$3.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
207New |
$24.7K - $27.4K
|
207
$27.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-41- 0.9% |
$4.9K - $5.42K
|
4.53K
$593K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
599+ 1.86% |
$71.6K - $79.2K
|
32.9K
$4.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-7.3K- 4.0% |
$873K - $966K
|
175K
$22.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.03% |
$239 - $265
|
7.5K
$982K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$120 - $132
|
5.55K
$727K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-14.6K- 38.98% |
$1.74M - $1.92M
|
22.8K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.69% |
$120 - $132
|
60
$7.86K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
676+ 25.94% |
$80.8K - $89.4K
|
3.28K
$430K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.21K+ 37.76% |
$264K - $292K
|
8.06K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
231+ 9.82% |
$27.6K - $30.5K
|
2.58K
$338K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-42- 0.41% |
$5.02K - $5.55K
|
10.1K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.3K- 16.49% |
$155K - $172K
|
6.58K
$861K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1+ 0.06% |
$120 - $132
|
1.71K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.93K- 45.79% |
$350K - $387K
|
3.47K
$454K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.18K+ 8.09% |
$141K - $156K
|
15.7K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 2.41% |
$4.78K - $5.29K
|
1.62K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.12K- 20.76% |
$133K - $147K
|
4.26K
$557K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4+ 0.08% |
$478 - $529
|
4.92K
$644K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.08% |
$239 - $265
|
2.42K
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-45- 2.55% |
$5.38K - $5.95K
|
1.72K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
226+ 2.21% |
$27K - $29.9K
|
10.4K
$1.37M
|