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Iowa Telecommunications Services Inc (NYSE:IWA)

Page Created: 2009-01-08 06:41:00-08Last Activity: 2009-01-07Industry: Telecom ServicesCountry: United States

Iowa Telecommunications Services Inc (NYSE:IWA)
Contact Information

403 West Fourth Street North, Newton, Ia 50208,, United States
Phone: 641-787-2000, Fax: 641-787-2468, Website: http://www.iowatelecom.com

Iowa Telecommunications Services Inc (NYSE:IWA)
ISIN International Securities Identification Number

ISIN(s): US4625942010

Iowa Telecommunications Services Inc (NYSE:IWA)
CUSIP Committee on Uniform Securities Identification Procedures

CUSIP(s): 462594201

Iowa Telecommunications Services Inc (NYSE:IWA)
Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
IWA IWA IWA:US New York Stock Exchange XNYS NYSE New York United States www.nyse.com

Iowa Telecommunications Services Inc (NYSE:IWA)
Rankings

 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
173
1932171312
Score:
-0.11
7371--
Brand New:
20
2374204418
Increased Existing:
37
1901--
No Change:
22
1503--
Reduced Existing:
40
1605--
Liquidated:
27
1981173913
No Comparison Available:
27
---
Funds buying shares:
57
2142188014
Buying %:
39.04 %
5476330452
Funds not buying/selling shares:
22
---
Neutral %:
15.06 %
---
Funds selling shares:
67
178615849
Selling %:
45.89 %
4127214341
   

Iowa Telecommunications Services Inc (NYSE:IWA)
Owners Details

Click on column headings to sort!
Fund Fund Type Fund Perf. Report Date Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
International Fund (Russell Investment Co) International Multi-C ... 0.00 % 2009-01-07 38,286 $506,907 $0 0.00 % New Holding 38,286 100.00 % $0
Special Growth Fund (Russell Investment Co) Small-Cap Core 0.00 % 2009-01-07 28,757 $380,743 $0 0.00 % New Holding 28,757 100.00 % $0
Equity Ii Fund (Russell Investment Co) Small-Cap Core 0.00 % 2009-01-07 10,713 $141,840 $0 0.00 % New Holding 10,713 100.00 % $0
Ishares Russell Microcap Index Fund (Ishares Trust) Specialty & Misc 7.13 % 2008-12-29 28,298 $374,666 $-3,679 -0.97 % No Compare - - % -
Hartford Small Company Fund (Hartford Mutual Funds Incct) Small-Cap Growth 10.03 % 2008-12-29 58 $768 $-8 -0.97 % New Holding 58 100.00 % $-8
Hartford Advisers Fund (Hartford Mutual Funds Incct) Mixed-Asset Target Al ... 6.05 % 2008-12-29 None - - - % Sold All -2 -100.00 % $0
Credit Suisse Institution 5.55 % 2008-12-29 31,193 $412,995 $-4,055 -0.97 % Added More 17,134 121.87 % $-2,227
Hartford Growth Fund (Hartford Mutual Funds Ii Inc) Large-Cap Growth 4.97 % 2008-12-29 58 $768 $-8 -0.97 % Added More 57 5700.00 % $-7
Ishares Russell 3000 Index Fund (Ishares Trust) Specialty & Misc 4.82 % 2008-12-29 6,489 $85,914 $-844 -0.97 % No Compare - - % -
Ishares Russell 2000 Growth Index Fund (Ishares Trust) Multi-Cap Growth 6.85 % 2008-12-29 25,153 $333,026 $-3,270 -0.97 % No Compare - - % -
Ishares Russell 2000 Index Fund (Ishares Trust) Specialty & Misc 6.43 % 2008-12-29 515,326 $6,822,916 $-66,992 -0.97 % No Compare - - % -
Jackson Perspective Index 5 Fund (Jnl Investors Series Trust) Specialty & Misc 5.28 % 2008-12-29 396 $5,243 $-51 -0.97 % No Change 0 0 % -
Ishares Russell 3000 Value Index Fund (Ishares Trust) Multi-Cap Value 3.89 % 2008-12-29 1,817 $24,057 $-236 -0.97 % No Compare - - % -
Ishares Russell 3000 Growth Index Fund (Ishares Trust) Multi-Cap Growth 5.74 % 2008-12-29 285 $3,773 $-37 -0.97 % No Compare - - % -
Ishares Russell 2000 Value Index Fund (Ishares Trust) Multi-Cap Value 6.00 % 2008-12-29 199,055 $2,635,488 $-25,877 -0.97 % No Compare - - % -
Vanguard High Dividend Yield Index Fund (Vanguard Whitehall Funds) Specialty & Misc 1.74 % 2008-12-23 None - - - % Sold All -820 -100.00 % $492
Oppenheimer Main Street Opportunity Fund (Oppenheimer Main Street Opportunity Fund) Multi-Cap Core 5.53 % 2008-12-22 None - - - % Sold All -34,600 -100.00 % $20,760
California Public Employees Retirement System Institution 4.13 % 2008-12-12 42,706 $565,427 $-85,412 -13.12 % Sold Some -13,840 -24.47 % $27,680
Small Cap Value Fund (Calvert Impact Fund Inc) Small-Cap Core 2.92 % 2008-12-09 74,394 $984,977 $-196,400 -16.62 % Sold Some -21,769 -22.63 % $57,470
Blackrock Small Cap Core Equity (Blackrock Funds) Small-Cap Core -0.33 % 2008-12-08 42,100 $557,404 $-111,144 -16.62 % Sold Some -17,300 -29.12 % $45,672
Russell 2000 Small Cap Index Portfolio (Summit Mutual Funds Inc) Small-Cap Core 3.48 % 2008-12-08 2,550 $33,762 $-6,732 -16.62 % No Compare - - % -
Blackrock Asset Allocation (Blackrock Funds) Flexible Portfolio 1.77 % 2008-12-08 4,400 $58,256 $-11,616 -16.62 % Sold Some -2,600 -37.14 % $6,864
Small Cap Portfolio (Seasons Series Trust) Small-Cap Core -3.77 % 2008-12-08 None - - - % Sold All -2,032 -100.00 % $5,364
Assetmark Fundamental Index Large Company Value Fund (Assetmark Funds) Large-Cap Value 5.30 % 2008-12-08 None - - - % Sold All -462 -100.00 % $1,220
Ivy Balanced Fund (Ivy Funds) Mixed-Asset Target Al ... 12.63 % 2008-12-05 None - - - % Sold All -102,150 -100.00 % $278,870
Wisdomtree Total Dividend Fund (Wisdomtree Trust) Specialty & Misc 12.93 % 2008-12-05 1,509 $19,979 $-4,120 -17.09 % No Compare - - % -
Wisdomtree Smallcap Earnings Fund (Wisdomtree Trust) Small-Cap Core 11.89 % 2008-12-05 1,177 $15,583 $-3,213 -17.09 % No Compare - - % -
Wisdomtree Smallcap Dividend Fund (Wisdomtree Trust) Small-Cap Core 8.78 % 2008-12-05 26,182 $346,650 $-71,477 -17.09 % No Compare - - % -
Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) Multi-Cap Growth 9.80 % 2008-12-04 None - - - % Sold All -946 -100.00 % $2,583
Value Fund (American Century Capital Portfolios Inc) Multi-Cap Value 6.79 % 2008-12-04 360,000 $4,766,400 $-982,800 -17.09 % New Holding 360,000 100.00 % $-982,800
Small Cap Value Fund (American Century Capital Portfolios Inc) Small-Cap Value 10.96 % 2008-12-04 390,000 $5,163,600 $-1,064,700 -17.09 % No Compare - - % -
Mfc Global Investment Management Usa Ltd Institution 33.97 % 2008-12-03 None - - - % Sold All -15,908 -100.00 % $41,361
Hartford Smallcap Growth Hls Fund (Hartford Hls Series Fund Ii Inc) Small-Cap Growth 9.11 % 2008-12-01 8 $106 $-16 -13.40 % No Compare - - % -
Ing American Century Large Company Value Portfolio (Ing Partners Inc) Large-Cap Value 2.50 % 2008-12-01 16,300 $215,812 $-33,415 -13.40 % No Compare - - % -
Occ Value (Allianz Funds) Large-Cap Value 3.30 % 2008-12-01 978,200 $12,951,368 $-2,005,310 -13.40 % Sold Some -2,934,600 -75.00 % $6,015,930
Index 500 Fund (Penn Series Funds Inc) S&P 500 Index 1.84 % 2008-12-01 272 $3,601 $-558 -13.40 % New Holding 272 100.00 % $-558
Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) Multi-Cap Core 2.30 % 2008-12-01 600 $7,944 $-1,230 -13.40 % No Change 0 0 % -
Ast International Value Portfolio (Advanced Series Trust) Multi-Cap Value 4.38 % 2008-12-01 170,500 $2,257,420 $-349,525 -13.40 % New Holding 170,500 100.00 % $-349,525
Rochdale Atlas Portfolio (Rochdale Investment Trust) Specialty & Misc 1.57 % 2008-11-28 None - - - % Sold All -17,000 -100.00 % $34,850
Vanguard Total Stock Market Index Fund (Vanguard Index Funds) Multi-Cap Core 1.95 % 2008-11-28 221,171 $2,928,304 $-453,401 -13.40 % Added More 8,081 3.79 % $-16,566
Wilmington Fundamentally Weighted Large Company Fund (Wt Mutual Fund) Large-Cap Core 1.95 % 2008-11-28 380 $5,031 $-779 -13.40 % No Compare - - % -
Vanguard Extended Market Index Fund (Vanguard Index Funds) Mid-Cap Core 4.27 % 2008-11-28 163,252 $2,161,456 $-334,667 -13.40 % Added More 8,026 5.17 % $-16,453
Vanguard 500 Index Fund (Vanguard Index Funds) S&P 500 Index 1.94 % 2008-11-28 532,136 $7,045,481 $-1,090,879 -13.40 % No Compare - - % -
Vanguard Value Index Fund (Vanguard Index Funds) Large-Cap Value 0.12 % 2008-11-28 None - - - % Sold All -199,132 -100.00 % $408,221
Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) Mixed-Asset Target Al ... 7.10 % 2008-11-26 11,971 $158,496 $-19,872 -11.14 % No Compare - - % -
Dws Small Cap Index Vip (Dws Investments Vit Funds) Small-Cap Core 11.07 % 2008-11-26 8,400 $111,216 $-13,944 -11.14 % No Compare - - % -
Eqbond Index Portfolio (Eq Advisors Trust) Specialty & Misc 10.79 % 2008-11-26 19,900 $263,476 $-33,034 -11.14 % No Change 0 0 % -
Eqoppenheimer Main Street Opportunity Portfolio (Eq Advisors Trust) Specialty & Misc 9.38 % 2008-11-26 590 $7,812 $-979 -11.14 % Added More 60 11.32 % $-100
Eqoppenheimer Main Street Small Cap Portfolio (Eq Advisors Trust) Small-Cap Core 11.57 % 2008-11-26 4,570 $60,507 $-7,586 -11.14 % New Holding 4,570 100.00 % $-7,586
Hartford Advisers Hls Fund (Hartford Series Fund Inc) Specialty & Misc 7.60 % 2008-11-26 4 $53 $-7 -11.14 % New Holding 4 100.00 % $-7
Biotechnology Fund (Rydex Variable Trust) Health/Biotech 9.59 % 2008-11-26 350 $4,634 $-581 -11.14 % No Compare - - % -
Etrade Russell 2000 Index Fund (E Trade Funds) Small-Cap Core 8.24 % 2008-11-26 None - - - % Sold All -2,924 -100.00 % $4,854
Smallcap Value Account (Principal Variable Contracts Fund Inc) Small-Cap Value 18.19 % 2008-11-26 21,600 $285,984 $-35,856 -11.14 % No Compare - - % -
Jennison Small Company Fund Inc (Jennison Small Co Fund Inc) Small-Cap Core 12.83 % 2008-11-26 None - - - % Sold All -911,800 -100.00 % $1,513,588
Asset Allocation Portfolio (Anchor Series Trust) Specialty & Misc 8.75 % 2008-11-26 3,900 $51,636 $-6,474 -11.14 % New Holding 3,900 100.00 % $-6,474
Vanguard Institutional Index Fund (Vanguard Institutional Index Funds) Specialty & Misc 6.26 % 2008-11-26 12,636 $167,301 $-20,976 -11.14 % No Compare - - % -
Oppenheimer Main Street Small Cap Fund (Oppenheimer Main Street Small Cap Fund) Small-Cap Core -4.23 % 2008-11-25 None - - - % Sold All -210,500 -100.00 % $349,430
Value Portfolio (Diversified Investors Portfolios) Multi-Cap Value 15.01 % 2008-11-24 None - - - % Sold All -44,500 -100.00 % $39,160
Value Fund (Diversified Investors Funds Group Ii) Small-Cap Core 13.71 % 2008-11-24 None - - - % Sold All -89,000 -100.00 % $78,320
Value Fund (Diversified Investors Funds Group) Multi-Cap Value 13.71 % 2008-11-24 None - - - % Sold All -89,000 -100.00 % $78,320
Kiewit Investment Fund Lllp Institution 21.71 % 2008-11-21 100 $1,324 $-17 -1.26 % No Compare - - % -
Dreman Value Management L L C Institution 20.17 % 2008-11-21 1,556,127 $20,603,121 $-264,542 -1.26 % Sold Some -1,366,547 -46.75 % $232,313
Rochdale Investment Management Llc Institution 18.84 % 2008-11-21 605,197 $8,012,808 $-102,883 -1.26 % Added More 75,028 14.15 % $-12,755
Stifel Nicolaus And Co Inc Mo Institution 25.48 % 2008-11-20 35,160 $465,518 $-5,977 -1.26 % Sold Some -8,474 -19.42 % $1,441
Allianz Global Investors Of America L P Institution 28.51 % 2008-11-20 None - - - % Sold All -1,047,300 -100.00 % $178,041
Goldman Sachs Group Inc Institution 7.67 % 2008-11-19 508,708 $6,735,294 $-1,027,590 -13.23 % Added More 153,192 43.09 % $-309,448
Aggressive Equity Fund (Russell Investment Funds) Specialty & Misc 10.62 % 2008-11-18 7,228 $95,699 $-14,601 -13.23 % Sold Some -1,600 -18.12 % $3,232
Norges Bank Institution 5.66 % 2008-11-17 82,416 $1,091,188 $-148,349 -11.96 % No Change 0 0 % -
Us Bancorp De Institution 2.41 % 2008-11-17 1,200 $15,888 $-2,160 -11.96 % No Change 0 0 % -
Axa Institution 6.36 % 2008-11-14 22,600 $299,224 $-40,680 -11.96 % Added More 700 3.19 % $-1,260
Fmr Corp Institution 6.72 % 2008-11-14 147,270 $1,949,855 $-265,086 -11.96 % New Holding 147,270 100.00 % $-265,086
Systematic Financial Management Lp Institution 5.28 % 2008-11-14 None - - - % Sold All -1,640 -100.00 % $2,952
Zebra Capital Management Llc Institution 10.26 % 2008-11-14 347 $4,594 $-625 -11.96 % Added More 159 84.57 % $-286
Fifth Third Bancorp Institution 1.94 % 2008-11-14 16,907 $223,849 $-30,433 -11.96 % Added More 13,167 352.05 % $-23,701
Ing Groep Nv Institution 6.43 % 2008-11-14 16,300 $215,812 $-29,340 -11.96 % No Compare - - % -
Teachers Advisors Inc Institution 5.65 % 2008-11-14 23,733 $314,225 $-42,719 -11.96 % Added More 2,400 11.25 % $-4,320
Royal Bank Of Canada Institution -0.48 % 2008-11-14 27,385 $362,577 $-49,293 -11.96 % Sold Some -672 -2.39 % $1,210
Rbc Dain Rauscher Inc Institution 4.79 % 2008-11-14 1,775 $23,501 $-3,195 -11.96 % Sold Some -200 -10.12 % $360
Citadel L P Institution 8.99 % 2008-11-14 10,083 $133,499 $-18,149 -11.96 % New Holding 10,083 100.00 % $-18,149
Jennison Associates Llc Institution 6.80 % 2008-11-14 1,473,000 $19,502,520 $-2,651,400 -11.96 % Sold Some -275,096 -15.73 % $495,173
1798 Global Partners Ltd Institution 6.64 % 2008-11-14 None - - - % Sold All -26,000 -100.00 % $46,800
Bank Of America Corp Institution 4.80 % 2008-11-14 14,623 $193,609 $-26,321 -11.96 % Sold Some -8,769 -37.48 % $15,784
Pnc Financial Services Group Inc Institution 3.76 % 2008-11-14 1,540 $20,390 $-2,772 -11.96 % Added More 500 48.07 % $-900
Hartford Investment Management Co Institution 5.40 % 2008-11-14 72,517 $960,125 $-130,531 -11.96 % Added More 65,747 971.15 % $-118,345
Oppenheimer Funds Inc Institution 7.99 % 2008-11-14 435,127 $5,761,081 $-783,229 -11.96 % Added More 98,257 29.16 % $-176,863
Citigroup Inc Institution 7.30 % 2008-11-14 77,207 $1,022,221 $-138,973 -11.96 % Added More 2,822 3.79 % $-5,080
American International Group Inc Institution 5.08 % 2008-11-14 246,183 $3,259,463 $-443,129 -11.96 % Added More 214,609 679.70 % $-386,296
Morgan Stanley Institution 5.69 % 2008-11-14 85,721 $1,134,946 $-154,298 -11.96 % Sold Some -165,993 -65.94 % $298,787
Tiaa Cref Investment Management Llc Institution 5.28 % 2008-11-14 181,417 $2,401,961 $-326,551 -11.96 % Sold Some -28,544 -13.59 % $51,379
Renaissance Technologies Corp Institution 8.36 % 2008-11-14 1,176,000 $15,570,240 $-2,116,800 -11.96 % Added More 3,400 0.28 % $-6,120
Iwamoto Kong And Co Inc Institution 3.08 % 2008-11-14 2,000 $26,480 $-3,600 -11.96 % New Holding 2,000 100.00 % $-3,600
Wells Fargo And Co Institution 5.91 % 2008-11-14 22,025 $291,611 $-39,645 -11.96 % No Change 0 0 % -
Advisory Research Inc Institution 7.38 % 2008-11-14 84,600 $1,120,104 $-152,280 -11.96 % No Change 0 0 % -
Fifth Third Asset Management Inc Institution 4.56 % 2008-11-14 167,189 $2,213,582 $-300,940 -11.96 % Sold Some -23,047 -12.11 % $41,485
Ing Investments Llc Institution 6.70 % 2008-11-14 None - - - % Sold All -17,700 -100.00 % $31,860
Geode Capital Management Llc Institution 4.26 % 2008-11-14 98,470 $1,303,743 $-177,246 -11.96 % Added More 19,564 24.79 % $-35,215
Peoples United Financial Inc Institution 3.04 % 2008-11-14 3,350 $44,354 $-6,030 -11.96 % No Change 0 0 % -
Epoch Investment Partners Inc Institution 5.42 % 2008-11-14 43,800 $579,912 $-78,840 -11.96 % No Change 0 0 % -
Rbc Capital Markets Arbitrage S A Institution 4.58 % 2008-11-14 None - - - % Sold All -16,300 -100.00 % $29,340
Dreman Small Cap Value Portfolio (Met Investors Series Trust) Small-Cap Value 9.22 % 2008-11-14 169,340 $2,242,062 $-304,812 -11.96 % Added More 7,600 4.69 % $-13,680
Barclays Plc Institution 9.25 % 2008-11-14 100 $1,324 $-180 -11.96 % No Change 0 0 % -
Amvescap Plc Institution 7.62 % 2008-11-13 181,392 $2,401,630 $-273,902 -10.23 % Sold Some -66,088 -26.70 % $99,793
Northern Trust Corp Institution 7.22 % 2008-11-13 273,908 $3,626,542 $-413,601 -10.23 % Added More 21,388 8.46 % $-32,296
American Century Companies Inc Institution 7.18 % 2008-11-13 414,800 $5,491,952 $-626,348 -10.23 % New Holding 414,800 100.00 % $-626,348
Jacobs Levy Equity Management Inc Institution 12.80 % 2008-11-13 None - - - % Sold All -10,300 -100.00 % $15,553
Kbc Group Nv Institution 3.07 % 2008-11-13 16,000 $211,840 $-24,160 -10.23 % No Change 0 0 % -
Gartmore Mutual Fund Capital Trust Institution 8.21 % 2008-11-13 36,800 $487,232 $-55,568 -10.23 % No Compare - - % -
Ubs Ag Institution 10.88 % 2008-11-13 123,136 $1,630,321 $-185,935 -10.23 % Added More 2,637 2.18 % $-3,982
Summit Investment Partners Inc Institution 8.07 % 2008-11-13 2,550 $33,762 $-3,851 -10.23 % Added More 341 15.43 % $-515
Managed Account Advisors Llc Institution 8.12 % 2008-11-13 None - - - % Sold All -122 -100.00 % $184
Spark Lp Institution 10.54 % 2008-11-13 10,800 $142,992 $-16,308 -10.23 % Sold Some -19,300 -64.11 % $29,143
Waddell And Reed Financial Inc Institution 7.44 % 2008-11-13 308,091 $4,079,125 $-465,217 -10.23 % Sold Some -250,150 -44.81 % $377,727
J P Morgan Chase And Co Institution 8.58 % 2008-11-13 95,115 $1,259,323 $-143,624 -10.23 % Sold Some -11,578 -10.85 % $17,483
Fixed Income Securities Inc Institution 10.28 % 2008-11-13 3,749 $49,637 $-5,661 -10.23 % Sold Some -862 -18.69 % $1,302
Legg Mason Trust Company National Association Institution 7.69 % 2008-11-13 4,500 $59,580 $-6,795 -10.23 % No Change 0 0 % -
Croft Leominster Inc Institution 11.05 % 2008-11-13 13,415 $177,615 $-20,257 -10.23 % Sold Some -325 -2.36 % $491
Merrill Lynch And Co Inc Institution 7.32 % 2008-11-13 451,837 $5,982,322 $-682,274 -10.23 % Sold Some -7,932 -1.72 % $11,977
Tradeworx Inc Institution 27.80 % 2008-11-12 None - - - % Sold All -15,211 -100.00 % $22,969
Padco Advisors Ii Inc Institution 8.31 % 2008-11-12 667 $8,831 $-1,007 -10.23 % Added More 527 376.42 % $-796
Raymond James And Associates Institution 6.66 % 2008-11-12 107,570 $1,424,227 $-162,431 -10.23 % Sold Some -5,800 -5.11 % $8,758
Schroder Investment Management Group Institution 10.59 % 2008-11-12 205,600 $2,722,144 $-310,456 -10.23 % Added More 1,995 0.97 % $-3,012
Raymond James Trust Co Institution 7.32 % 2008-11-12 12,470 $165,103 $-18,830 -10.23 % Sold Some -2,000 -13.82 % $3,020
Profund Advisors Llc Institution 8.35 % 2008-11-12 10,404 $137,749 $-15,710 -10.23 % New Holding 10,404 100.00 % $-15,710
New York Life Investment Management Llc Institution 8.26 % 2008-11-12 4,427 $58,613 $-6,685 -10.23 % Sold Some -754 -14.55 % $1,139
Rmr Advisors Inc Institution 10.31 % 2008-11-12 71,300 $944,012 $-107,663 -10.23 % Sold Some -62,000 -46.51 % $93,620
First National Bank Of Omaha Institution 5.95 % 2008-11-12 1,000 $13,240 $-1,510 -10.23 % Added More 199 24.84 % $-300
General Motors Investment Management Corp Institution 11.32 % 2008-11-12 55,245 $731,444 $-83,420 -10.23 % Added More 6,149 12.52 % $-9,285
Padco Advisors Inc Institution 9.15 % 2008-11-12 1,700 $22,508 $-2,567 -10.23 % New Holding 1,700 100.00 % $-2,567
Gsa Capital Partners Llp Institution 11.06 % 2008-11-12 None - - - % Sold All -22,702 -100.00 % $34,280
Proshare Advisors Llc Institution 5.03 % 2008-11-12 9,988 $132,241 $-15,082 -10.23 % New Holding 9,988 100.00 % $-15,082
Barclays Global Investors Uk Holdings Ltd Institution 7.75 % 2008-11-12 1,720,925 $22,785,047 $-2,598,597 -10.23 % Added More 265,000 18.20 % $-400,150
Research Affiliates Llc Institution 7.80 % 2008-11-12 33,917 $449,061 $-51,215 -10.23 % Sold Some -564 -1.63 % $852
Hbk Sorce Advisory Llc Institution 4.39 % 2008-11-12 13,080 $173,179 $-19,751 -10.23 % No Change 0 0 % -
Ameriprise Financial Inc Institution 0.17 % 2008-11-10 40,510 $536,352 $-79,400 -12.89 % Sold Some -700 -1.69 % $1,372
Thrivent Financial For Lutherans Institution -1.86 % 2008-11-07 None - - - % Sold All -168,200 -100.00 % $336,400
Claymoremorningstar Information Super Sector Index Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -0.92 % 2008-11-07 None - - - % Sold All -38 -100.00 % $76
Vanguard Group Inc Institution 0.77 % 2008-11-06 1,058,962 $14,020,657 $-1,874,363 -11.79 % Added More 1,041,125 5836.88 % $-1,842,791
Bridgewater Investment Management Llc Institution 0.40 % 2008-11-06 960 $12,710 $-1,699 -11.79 % Added More 560 140.00 % $-991
Metropolitan Life Insurance Co Institution 0.71 % 2008-11-06 27,116 $359,016 $-47,995 -11.79 % No Change 0 0 % -
Schwab Charles Investment Management Inc Institution 0.73 % 2008-11-06 59,730 $790,825 $-105,722 -11.79 % No Change 0 0 % -
Ing Investment Management Co Institution -3.82 % 2008-11-05 7,400 $97,976 $-19,832 -16.83 % Added More 2,400 48.00 % $-6,432
Investment Counselors Of Maryland Llc Institution -5.71 % 2008-11-05 574,050 $7,600,422 $-1,538,454 -16.83 % Sold Some -1,100 -0.19 % $2,948
Turner Investment Partners Inc Institution -5.44 % 2008-11-05 26,970 $357,083 $-72,280 -16.83 % New Holding 26,970 100.00 % $-72,280
Mackenzie Financial Corp Institution -5.56 % 2008-11-05 38,903 $515,076 $-104,260 -16.83 % Sold Some -42,700 -52.32 % $114,436
M And T Bank Corp Institution -6.71 % 2008-11-03 2,150 $28,466 $-5,741 -16.78 % No Change 0 0 % -
Acadia Trust Na Institution -2.07 % 2008-11-03 400 $5,296 $-1,068 -16.78 % No Change 0 0 % -
Prudential Financial Inc Institution -5.26 % 2008-11-03 54,140 $716,814 $-144,554 -16.78 % Sold Some -5,400 -9.06 % $14,418
Russell Frank Co Institution -5.66 % 2008-11-03 119,727 $1,585,185 $-319,671 -16.78 % Sold Some -7,944 -6.22 % $21,210
Bank Of New York Mellon Corp Institution -5.79 % 2008-10-31 173,878 $2,302,145 $-326,891 -12.43 % Added More 10,860 6.66 % $-20,417
Blackrock Inc Institution -5.08 % 2008-10-30 15,500 $205,220 $-13,485 -6.16 % Sold Some -59,700 -79.38 % $51,939
Blackrock Investment Management Llc Institution -2.65 % 2008-10-30 109,042 $1,443,716 $-94,867 -6.16 % Sold Some -16,300 -13.00 % $14,181
State Board Of Administration Of Florida Retirement System Institution -4.18 % 2008-10-30 22,449 $297,225 $-19,531 -6.16 % Added More 100 0.44 % $-87
Dimensional Fund Advisors Inc Institution -4.19 % 2008-10-30 628,508 $8,321,446 $-546,802 -6.16 % Sold Some -2,100 -0.33 % $1,827
Blackrock Advisors Llc Institution -3.59 % 2008-10-30 46,500 $615,660 $-40,455 -6.16 % Sold Some -19,900 -29.96 % $17,313
Ultra Telecommunications Proshares (Proshares Trust) Telecommunication 3.84 % 2008-10-30 4,273 $56,575 $-3,718 -6.16 % No Compare - - % -
Blackrock Group Ltd Institution 2.18 % 2008-10-30 211,420 $2,799,201 $-183,935 -6.16 % Sold Some -98,900 -31.87 % $86,043
International Core Equity Portfolio (Dfa Investment Dimensions Group Inc) International Small-M ... -3.48 % 2008-10-30 6,000 $79,440 $-5,220 -6.16 % Added More 1,500 33.33 % $-1,305
Small Cap Index Fund (Valic Co I) Small-Cap Core -3.31 % 2008-10-30 26,948 $356,792 $-23,445 -6.16 % Added More 1,547 6.09 % $-1,346
Dws Dreman Small Cap Value Fund (Dws Value Series Inc) Small-Cap Value 6.43 % 2008-10-29 977,600 $12,943,424 $-1,261,104 -8.87 % No Compare - - % -
Financial Architects Inc Institution -1.68 % 2008-10-28 500 $6,620 $-950 -12.54 % No Change 0 0 % -
Parametric Portfolio Associates Institution -1.34 % 2008-10-28 33,842 $448,068 $-64,300 -12.54 % Sold Some -15,076 -30.81 % $28,644
Public Employees Retirement System Of Ohio Institution 8.03 % 2008-10-27 92,380 $1,223,111 $-154,275 -11.20 % No Change 0 0 % -
Rothschild Investment Corp Institution 4.64 % 2008-10-24 28,850 $381,974 $-47,314 -11.02 % Sold Some -250 -0.85 % $410
Security National Trust Co Institution 0.86 % 2008-10-23 2,800 $37,072 $-8,120 -17.96 % No Change 0 0 % -
Osprey Partners Investment Management Llc Institution -7.74 % 2008-10-21 23,450 $310,478 $-85,593 -21.61 % New Holding 23,450 100.00 % $-85,593
Cubic Asset Management Llc Institution -4.23 % 2008-10-16 30,300 $401,172 $-105,444 -20.81 % No Change 0 0 % -
Ramond James Financial Services Inc Institution 1.43 % 2008-10-15 51,410 $680,668 $-124,926 -15.50 % Added More 175 0.34 % $-425
Channing Capital Management Llc Institution -5.27 % 2008-10-09 182,963 $2,422,430 $-316,526 -11.55 % Added More 33,007 22.01 % $-57,102
Tocqueville Asset Management Lp Institution -7.62 % 2008-10-08 20,050 $265,462 $-56,541 -17.55 % Sold Some -12,500 -38.40 % $35,250
Dreman Contrarian Small Cap Value Fund (Dreman Contrarian Funds) Small-Cap Value -17.91 % 2008-09-29 55,900 $740,116 $-285,090 -27.80 % Added More 11,000 24.49 % $-56,100
Powershares Dynamic Market Portfolio (Powershares Exchange Traded Fund Trust) Specialty & Misc -16.55 % 2008-09-29 28,859 $382,093 $-147,181 -27.80 % New Holding 28,859 100.00 % $-147,181
Global Small Cap Fund (Old Westbury Funds Inc) Global Small/Mid-Cap ... -27.03 % 2008-09-25 7,200 $95,328 $-43,920 -31.54 % No Compare - - % -
Raeburn Advisers Llc Institution -31.53 % 2008-08-04 25,586 $338,759 $-105,926 -23.82 % No Change 0 0 % -
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Listed 173 holdings.
 

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