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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
755KNew |
$96.7M - $106M
|
755K
$99.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
584K+ 6.68% |
$74.8M - $81.9M
|
9.32M
$1.22B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
520K+ 14.15% |
$66.7M - $73M
|
4.2M
$551M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
288K+ 137.16% |
$36.9M - $40.4M
|
498K
$65.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
259K+ 694.14% |
$33.1M - $36.3M
|
296K
$38.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
246KNew |
$31.4M - $34.5M
|
246K
$32.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 6.32% |
$31M - $33.9M
|
4.07M
$534M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
238K+ 391.19% |
$30.4M - $33.3M
|
298K
$39.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
179K+ 162.72% |
$22.9M - $25.1M
|
289K
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 4.07% |
$16.9M - $18.5M
|
3.37M
$442M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115KNew |
$14.7M - $16.1M
|
115K
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 11.61% |
$14.7M - $16.1M
|
1.1M
$145M
|
|
|
Feb 11, 2025
Q4 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
111K+ 623.8% |
$14.2M - $15.6M
|
129K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
79.2K+ 7.21% |
$10.1M - $11.1M
|
1.18M
$155M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.8K+ 3.76% |
$9.97M - $10.9M
|
2.15M
$282M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
72.1K+ 1.73% |
$9.24M - $10.1M
|
4.25M
$558M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
69.9K+ 50.18% |
$8.96M - $9.81M
|
209K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
60.9K+ 1.59% |
$7.8M - $8.54M
|
3.88M
$510M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
55.5KNew |
$7.11M - $7.79M
|
55.5K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
45.7KNew |
$5.85M - $6.41M
|
45.7K
$6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.5K+ 41.98% |
$5.83M - $6.39M
|
154K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
42.8K+ 360.18% |
$5.48M - $6.01M
|
54.7K
$7.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.5K+ 347.68% |
$5.44M - $5.96M
|
54.7K
$7.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
38.5KNew |
$4.93M - $5.4M
|
38.5K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
36.3K+ 38.57% |
$4.65M - $5.09M
|
130K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
35.8KNew |
$4.59M - $5.03M
|
35.8K
$4.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.9K+ 10.96% |
$4.47M - $4.89M
|
353K
$46.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
34.2KNew |
$4.37M - $4.79M
|
34.2K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
34K+ 177.68% |
$4.35M - $4.77M
|
53.1K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34KNew |
$4.35M - $4.77M
|
34K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.3K+ 521.66% |
$4.27M - $4.68M
|
39.7K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.9K+ 268.97% |
$4.09M - $4.48M
|
43.8K
$5.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
30.3K+ 2.92% |
$3.88M - $4.25M
|
1.07M
$140M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
26K+ 7.38% |
$3.33M - $3.65M
|
378K
$49.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25KNew |
$3.2M - $3.5M
|
25K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.8K+ 48596.08% |
$3.17M - $3.48M
|
24.8K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.3K+ 37.04% |
$3.11M - $3.41M
|
89.9K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
22.2KNew |
$2.85M - $3.12M
|
22.2K
$2.92M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
20.4KNew |
$2.61M - $2.86M
|
20.4K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.1K+ 16.31% |
$2.58M - $2.82M
|
143K
$18.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.7K+ 953.39% |
$2.52M - $2.76M
|
21.8K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.8K+ 795.98% |
$2.41M - $2.64M
|
21.2K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.7KNew |
$2.39M - $2.62M
|
18.7K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
18.5KNew |
$2.37M - $2.59M
|
18.5K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
18.4KNew |
$2.36M - $2.59M
|
18.4K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.2K+ 19.43% |
$2.34M - $2.56M
|
112K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16.6K+ 3.33% |
$2.12M - $2.33M
|
515K
$67.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.2K+ 49.33% |
$2.08M - $2.28M
|
49.1K
$6.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.1K+ 2.26% |
$2.06M - $2.26M
|
727K
$95.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$1.99M - $2.18M
|
15.5K
$2.04M
|