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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
155K+ 12497.01% |
$19M - $20.9M
|
156K
$19.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.57K+ 109516.67% |
$806K - $889K
|
6.58K
$823K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2K+ 120.35% |
$392K - $433K
|
5.86K
$733K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
550+ 27.31% |
$67.4K - $74.4K
|
2.56K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
291+ 6.96% |
$35.7K - $39.4K
|
4.47K
$560K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
285+ 17.63% |
$34.9K - $38.5K
|
1.9K
$238K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 0.91% |
$20.5K - $22.6K
|
18.5K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
66+ 25.48% |
$8.09K - $8.93K
|
325
$40.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
48New |
$5.88K - $6.49K
|
48
$6.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.34% |
$1.23K - $1.35K
|
2.98K
$372K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5+ 0.16% |
$613 - $676
|
3.06K
$383K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3+ 0.18% |
$368 - $406
|
1.7K
$213K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
755KNew |
$96.7M - $106M
|
755K
$94.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
584K+ 6.68% |
$74.8M - $81.9M
|
9.32M
$1.17B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
520K+ 14.15% |
$66.7M - $73M
|
4.2M
$525M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
288K+ 137.16% |
$36.9M - $40.4M
|
498K
$62.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
259K+ 694.14% |
$33.1M - $36.3M
|
296K
$37M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
246KNew |
$31.4M - $34.5M
|
246K
$30.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 6.32% |
$31M - $33.9M
|
4.07M
$509M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
238K+ 391.19% |
$30.4M - $33.3M
|
298K
$37.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
179K+ 162.72% |
$22.9M - $25.1M
|
289K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 4.07% |
$16.9M - $18.5M
|
3.37M
$421M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115KNew |
$14.7M - $16.1M
|
115K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 11.61% |
$14.7M - $16.1M
|
1.1M
$138M
|
|
|
Feb 11, 2025
Q4 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
111K+ 623.8% |
$14.2M - $15.6M
|
129K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
79.2K+ 7.21% |
$10.1M - $11.1M
|
1.18M
$147M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.8K+ 3.76% |
$9.97M - $10.9M
|
2.15M
$269M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
72.1K+ 1.73% |
$9.24M - $10.1M
|
4.25M
$532M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
69.9K+ 50.18% |
$8.96M - $9.81M
|
209K
$26.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
60.9K+ 1.59% |
$7.8M - $8.54M
|
3.88M
$486M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
55.5KNew |
$7.11M - $7.79M
|
55.5K
$6.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.5K+ 41.98% |
$5.83M - $6.39M
|
154K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
42.8K+ 360.18% |
$5.48M - $6.01M
|
54.7K
$6.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.5K+ 347.68% |
$5.44M - $5.96M
|
54.7K
$6.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
38.5KNew |
$4.93M - $5.4M
|
38.5K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
36.3K+ 38.57% |
$4.65M - $5.09M
|
130K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
35.8KNew |
$4.59M - $5.03M
|
35.8K
$4.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.9K+ 10.96% |
$4.47M - $4.89M
|
353K
$44.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
34.2KNew |
$4.37M - $4.79M
|
34.2K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
34K+ 177.68% |
$4.35M - $4.77M
|
53.1K
$6.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34KNew |
$4.35M - $4.77M
|
34K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.3K+ 521.66% |
$4.27M - $4.68M
|
39.7K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.9K+ 268.97% |
$4.09M - $4.48M
|
43.8K
$5.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
30.3K+ 2.92% |
$3.88M - $4.25M
|
1.07M
$133M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
26K+ 7.38% |
$3.33M - $3.65M
|
378K
$47.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25KNew |
$3.2M - $3.5M
|
25K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.8K+ 48596.08% |
$3.17M - $3.48M
|
24.8K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.3K+ 37.04% |
$3.11M - $3.41M
|
89.9K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
22.2KNew |
$2.85M - $3.12M
|
22.2K
$2.78M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
20.4KNew |
$2.61M - $2.86M
|
20.4K
$2.55M
|
|