Latest Institutional Purchases of Ishares Russell Midcap Value E (IWS)
This list provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
753KNew |
$100M - $106M
|
753K
$103M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
170KNew |
$22.6M - $23.9M
|
170K
$23.4M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80K+ 3.06% |
$10.6M - $11.3M
|
2.7M
$371M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
77.4K+ 3272.77% |
$10.3M - $10.9M
|
79.8K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.2K+ 1.74% |
$6.4M - $6.78M
|
2.82M
$388M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
20.3K+ 10.47% |
$2.7M - $2.85M
|
214K
$29.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$2.3M - $2.43M
|
17.3K
$2.37M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
9.62KNew |
$1.28M - $1.35M
|
9.62K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
7.97K+ 0.95% |
$1.06M - $1.12M
|
844K
$116M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
7.95KNew |
$1.06M - $1.12M
|
7.95K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.68KNew |
$1.02M - $1.08M
|
7.68K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.63K+ 24.8% |
$1.01M - $1.07M
|
38.4K
$5.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.08K+ 141.85% |
$941K - $996K
|
12.1K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.05K+ 58.28% |
$804K - $851K
|
16.4K
$2.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.9K+ 5.42% |
$784K - $830K
|
115K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.6K+ 8.12% |
$610K - $646K
|
61.2K
$8.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.36KNew |
$579K - $613K
|
4.36K
$598K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.24K+ 3.02% |
$564K - $597K
|
145K
$19.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.04KNew |
$536K - $568K
|
4.04K
$554K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.72K+ 5.94% |
$494K - $523K
|
66.4K
$9.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.69K+ 17.76% |
$491K - $519K
|
24.5K
$3.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.69KNew |
$490K - $518K
|
3.69K
$506K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.64K+ 1.64% |
$484K - $512K
|
225K
$30.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.38K+ 176.59% |
$449K - $475K
|
5.29K
$727K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.09K+ 2.26% |
$411K - $435K
|
140K
$19.2M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.03K+ 4.25% |
$403K - $426K
|
74.4K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.03K+ 5.46% |
$402K - $426K
|
58.5K
$8.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.03KNew |
$402K - $425K
|
3.03K
$415K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3K+ 77.01% |
$399K - $422K
|
6.9K
$947K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.96KNew |
$393K - $416K
|
2.96K
$406K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.61KNew |
$346K - $367K
|
2.61K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.39K+ 8.59% |
$317K - $336K
|
30.2K
$4.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.38K+ 27.29% |
$316K - $335K
|
11.1K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.29K+ 39.46% |
$305K - $322K
|
8.1K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28KNew |
$303K - $321K
|
2.28K
$313K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
2.1K+ 4.21% |
$279K - $296K
|
52.1K
$7.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.04K+ 60.69% |
$270K - $286K
|
5.39K
$740K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1.74KNew |
$232K - $245K
|
1.74K
$239K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.73KNew |
$230K - $243K
|
1.73K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.69KNew |
$224K - $237K
|
1.69K
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.67KNew |
$221K - $234K
|
1.67K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
1.65K+ 12.14% |
$219K - $232K
|
15.3K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.64KNew |
$218K - $230K
|
1.64K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.51KNew |
$200K - $212K
|
1.51K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$199K - $210K
|
1.5K
$206K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
1.49KNew |
$197K - $209K
|
1.49K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$196K - $208K
|
1.48K
$203K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.48KNew |
$196K - $207K
|
1.48K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.47KNew |
$196K - $207K
|
1.47K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.45KNew |
$192K - $204K
|
1.45K
$199K
|