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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
748K+ 7.44% |
$82.7M - $98.8M
|
10.8M
$1.45B
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
279KNew |
$30.8M - $36.8M
|
279K
$37.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
231K+ 57.83% |
$25.5M - $30.5M
|
630K
$84.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 2.02% |
$17.9M - $21.4M
|
8.16M
$1.09B
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
135K+ 1986.22% |
$15M - $17.9M
|
142K
$19M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
134K+ 19.05% |
$14.8M - $17.7M
|
836K
$112M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
72.4K+ 24.72% |
$8.01M - $9.57M
|
365K
$48.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
64K+ 49.21% |
$7.07M - $8.45M
|
194K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
58K+ 102.94% |
$6.41M - $7.66M
|
114K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.2K+ 120.35% |
$4.44M - $5.31M
|
73.5K
$9.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.9K+ 3.39% |
$4.08M - $4.88M
|
1.13M
$151M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.8K+ 4.61% |
$3.63M - $4.33M
|
744K
$99.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
32.5K+ 13114.11% |
$3.6M - $4.3M
|
32.8K
$4.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 19.11% |
$3.54M - $4.23M
|
200K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
30.4KNew |
$3.36M - $4.01M
|
30.4K
$4.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
28KNew |
$3.09M - $3.7M
|
28K
$3.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
25.3KNew |
$2.8M - $3.35M
|
25.3K
$3.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
24.1K+ 57.68% |
$2.67M - $3.19M
|
66K
$8.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22.4K+ 67.76% |
$2.48M - $2.96M
|
55.5K
$7.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
20.8K+ 19.71% |
$2.3M - $2.74M
|
126K
$16.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
20.2K+ 55.52% |
$2.23M - $2.67M
|
56.6K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.8K+ 203.55% |
$2.19M - $2.62M
|
29.6K
$3.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
19.2K+ 2.35% |
$2.12M - $2.53M
|
836K
$112M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1K+ 195.78% |
$2M - $2.4M
|
27.4K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.1KNew |
$2M - $2.39M
|
18.1K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
17.6K+ 83.7% |
$1.94M - $2.32M
|
38.6K
$5.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$1.89M - $2.26M
|
17.1K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 0.44% |
$1.81M - $2.16M
|
3.76M
$503M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5K+ 14.05% |
$1.72M - $2.05M
|
126K
$16.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
12.2K+ 33.17% |
$1.35M - $1.62M
|
49.1K
$6.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
12.2K+ 1.31% |
$1.35M - $1.61M
|
943K
$126M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.4K+ 0.34% |
$1.26M - $1.5M
|
3.39M
$454M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 0.28% |
$1.17M - $1.39M
|
3.8M
$509M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 6.21% |
$1.17M - $1.39M
|
180K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.5K+ 7.09% |
$1.16M - $1.39M
|
159K
$21.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10.1KNew |
$1.12M - $1.34M
|
10.1K
$1.36M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
9.81KNew |
$1.09M - $1.3M
|
9.81K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.69K+ 4.57% |
$1.07M - $1.28M
|
222K
$29.7M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
9.22K+ 7.04% |
$1.02M - $1.22M
|
140K
$18.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.97K+ 20.8% |
$992K - $1.18M
|
52.1K
$6.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.68K+ 2.66% |
$960K - $1.15M
|
335K
$44.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.9K+ 2.35% |
$873K - $1.04M
|
344K
$46M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
7.14K+ 429.34% |
$790K - $943K
|
8.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.76K+ 1.6% |
$747K - $893K
|
430K
$57.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.38K+ 6.88% |
$706K - $843K
|
99.2K
$13.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.07K+ 67.39% |
$672K - $803K
|
15.1K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.03K+ 11.18% |
$666K - $796K
|
59.9K
$8.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
5.75KNew |
$636K - $760K
|
5.75K
$770K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.65K+ 19.5% |
$624K - $746K
|
34.6K
$4.63M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.64K+ 50.2% |
$624K - $745K
|
16.9K
$2.26M
|