Latest Institutional Transactions on Proshares Tr S&P Midcap 400 Di (REGL)
This table provides information on the latest institutional transactions involving Proshares Tr S&P Midcap 400 Di (REGL) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
73+ 0.91% |
$4.86K - $5.36K
|
8.07K
$662K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.44% |
$66.6 - $73.5
|
226
$18.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.22K- 31.83% |
$148K - $163K
|
4.76K
$391K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.24K+ 2.68% |
$82.7K - $91.2K
|
47.6K
$3.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-25K- 97.15% |
$1.67M - $1.84M
|
734
$60.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-126- 38.07% |
$8.39K - $9.25K
|
205
$16.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.32K- 28.15% |
$88.2K - $97.2K
|
3.38K
$277K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100New |
$6.66K - $7.35K
|
100
$8.21K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
149New |
$9.92K - $10.9K
|
149
$12.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
818+ 44.87% |
$54.5K - $60.1K
|
2.64K
$217K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-265- 5.53% |
$17.6K - $19.5K
|
4.53K
$372K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
798New |
$53.1K - $58.6K
|
798
$65.5K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$334 - $357
|
5
$410
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-507- 4.77% |
$33.9K - $36.2K
|
10.1K
$830K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$1.91M - $2.04M
|
28.6K
$2.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14K- 30.32% |
$938K - $1M
|
32.3K
$2.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$33.4K - $35.7K
|
500
$41K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$602 - $643
|
9
$739
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7New |
$468 - $500
|
7
$575
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286New |
$19.1K - $20.4K
|
286
$23.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
832+ 16.19% |
$55.6K - $59.4K
|
5.97K
$490K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-176- 3.81% |
$11.8K - $12.6K
|
4.44K
$365K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.74K+ 59.12% |
$117K - $124K
|
4.69K
$385K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
451+ 2.47% |
$30.2K - $32.2K
|
18.7K
$1.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
65+ 1.49% |
$4.35K - $4.64K
|
4.44K
$364K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
8+ 0.05% |
$535 - $571
|
16.9K
$1.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-470- 6.13% |
$31.4K - $33.6K
|
7.19K
$590K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44+ 0.08% |
$2.97K - $3.36K
|
56K
$4.59M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.87KNew |
$261K - $296K
|
3.87K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
85New |
$5.73K - $6.5K
|
85
$6.98K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.44K- 4.63% |
$636K - $721K
|
195K
$16M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$193K - $219K
|
2.87K
$235K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.6KNew |
$243K - $275K
|
3.6K
$295K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.98KNew |
$201K - $228K
|
2.98K
$245K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-868- 2.98% |
$58.5K - $66.3K
|
28.2K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.23K+ 13.88% |
$82.7K - $93.8K
|
10.1K
$827K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-5.58K- 2.56% |
$376K - $427K
|
213K
$17.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.2K- 16.09% |
$80.9K - $91.7K
|
6.26K
$513K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.38KNew |
$483K - $554K
|
7.38K
$605K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-500- 0.68% |
$32.8K - $37.6K
|
72.7K
$5.97M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150New |
$9.83K - $11.3K
|
150
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$9.83K - $11.3K
|
150
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.54K- 2.24% |
$101K - $116K
|
67.3K
$5.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.31KNew |
$217K - $249K
|
3.31K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27New |
$1.77K - $2.03K
|
27
$2.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-300- 8.57% |
$19.7K - $22.5K
|
3.2K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22KNew |
$1.44M - $1.66M
|
22K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2K- 16.74% |
$131K - $150K
|
9.95K
$817K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1K- 22.87% |
$65.5K - $75.2K
|
3.37K
$277K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
132New |
$8.65K - $9.92K
|
132
$10.8K
|
|