Latest Institutional Purchases of Proshares Tr S&P Midcap 400 Di (REGL)
This list provides information on the latest institutional transactions involving Proshares Tr S&P Midcap 400 Di (REGL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
$666K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.44% |
$66.6 - $73.5
|
226
$18.7K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$1.91M - $2.04M
|
28.6K
$2.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.74K+ 59.12% |
$117K - $124K
|
4.69K
$387K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
832+ 16.19% |
$55.6K - $59.4K
|
5.97K
$493K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
451+ 2.47% |
$30.2K - $32.2K
|
18.7K
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286New |
$19.1K - $20.4K
|
286
$23.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
65+ 1.49% |
$4.35K - $4.64K
|
4.44K
$367K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
8+ 0.05% |
$535 - $571
|
16.9K
$1.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$334 - $357
|
5
$413
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.98KNew |
$201K - $228K
|
2.98K
$246K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$193K - $219K
|
2.87K
$237K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.23K+ 13.88% |
$82.7K - $93.8K
|
10.1K
$831K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
85New |
$5.73K - $6.5K
|
85
$7.02K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44+ 0.08% |
$2.97K - $3.36K
|
56K
$4.62M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22KNew |
$1.44M - $1.66M
|
22K
$1.82M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.48KNew |
$490K - $562K
|
7.48K
$618K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
6.97K+ 6.28% |
$457K - $524K
|
118K
$9.74M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.6KNew |
$236K - $271K
|
3.6K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.31KNew |
$217K - $249K
|
3.31K
$273K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150New |
$9.83K - $11.3K
|
150
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$9.83K - $11.3K
|
150
$12.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
148New |
$9.7K - $11.1K
|
148
$12.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
132New |
$8.65K - $9.92K
|
132
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27New |
$1.77K - $2.03K
|
27
$2.23K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
BUY
|
- |
7.61K+ 171.42% |
$490K - $570K
|
12.1K
$995K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
402New |
$25.9K - $30.1K
|
402
$33.2K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
23KNew |
$1.49M - $1.69M
|
23K
$1.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.07KNew |
$200K - $226K
|
3.07K
$253K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
921New |
$60K - $67.9K
|
921
$76K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$6.51K - $7.37K
|
100
$8.26K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.54% |
$1.17K - $1.33K
|
3.38K
$279K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
9+ 0.5% |
$586 - $663
|
1.82K
$151K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.16KNew |
$80.2K - $86.1K
|
1.16K
$95.9K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
76+ 21.35% |
$5.25K - $5.63K
|
432
$35.7K
|
|
| Q3 2021 | |||||||
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
450New |
$30.4K - $32.7K
|
450
$37.2K
|
|
|
Oct 02, 2025
Q3 2021
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
108+ 97.3% |
$7.3K - $7.86K
|
219
$18.1K
|
|
| Q4 2020 | |||||||
|
Sep 05, 2023
Q4 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
250New |
$13.3K - $15.8K
|
250
$20.6K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Hartford Financial Management Inc.
|
BUY
|
- |
4KNew |
$224K - $243K
|
4K
$330K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$948K
|
|