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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
641K+ 6.88% |
$78.6M - $86.7M
|
9.96M
$1.22B
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
620KNew |
$76M - $83.8M
|
620K
$76.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
399KNew |
$48.9M - $54M
|
399K
$49M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
176KNew |
$21.6M - $23.8M
|
176K
$21.6M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
128KNew |
$15.7M - $17.3M
|
128K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 5.08% |
$13.4M - $14.8M
|
2.26M
$277M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
107K+ 92.83% |
$13.1M - $14.4M
|
222K
$27.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
104K+ 2.45% |
$12.7M - $14.1M
|
4.36M
$535M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
98K+ 46.83% |
$12M - $13.3M
|
307K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.7K+ 0.85% |
$8.3M - $9.15M
|
8M
$982M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
60.4K+ 1.56% |
$7.41M - $8.17M
|
3.94M
$484M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
59.3KNew |
$7.27M - $8.02M
|
59.3K
$7.28M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.1K+ 5.36% |
$7.24M - $7.99M
|
1.16M
$143M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.8K+ 35.91% |
$7.21M - $7.95M
|
222K
$27.3M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
51.4K+ 2.0% |
$6.3M - $6.95M
|
2.62M
$322M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
50.5K+ 224.92% |
$6.19M - $6.83M
|
72.9K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.6KNew |
$5.84M - $6.44M
|
47.6K
$5.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
45K+ 11.89% |
$5.52M - $6.08M
|
423K
$52M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.8K+ 31.8% |
$5.25M - $5.79M
|
177K
$21.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
42.5K+ 6.36% |
$5.21M - $5.75M
|
711K
$87.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.9K+ 13.47% |
$4.89M - $5.39M
|
336K
$41.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.2K+ 11.32% |
$4.07M - $4.49M
|
326K
$40.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.4K+ 1642.19% |
$3.86M - $4.25M
|
33.4K
$4.1M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
30.3KNew |
$3.71M - $4.09M
|
30.3K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.3KNew |
$3.46M - $3.82M
|
28.3K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
27.4KNew |
$3.35M - $3.7M
|
27.4K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24.1KNew |
$2.95M - $3.25M
|
24.1K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
21KNew |
$2.57M - $2.84M
|
21K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.5K+ 121.55% |
$2.39M - $2.63M
|
35.5K
$4.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
16K+ 78.51% |
$1.96M - $2.17M
|
36.4K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$1.73M - $1.91M
|
14.1K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 4.94% |
$1.62M - $1.79M
|
280K
$34.4M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
12.9K+ 52.87% |
$1.58M - $1.74M
|
37.2K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.7K+ 54.51% |
$1.32M - $1.45M
|
30.4K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 6.59% |
$1.27M - $1.4M
|
167K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.52K+ 38.34% |
$1.17M - $1.29M
|
34.4K
$4.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.28K+ 4.58% |
$1.14M - $1.25M
|
212K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.1K+ 93.46% |
$1.12M - $1.23M
|
18.8K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.02KNew |
$1.11M - $1.22M
|
9.02K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.38KNew |
$1.03M - $1.13M
|
8.38K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.14K+ 58.65% |
$998K - $1.1M
|
22K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.89K+ 7.45% |
$967K - $1.07M
|
114K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.92K+ 5.55% |
$848K - $936K
|
132K
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.69K+ 171.19% |
$820K - $904K
|
10.6K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.57K+ 109516.67% |
$806K - $889K
|
6.58K
$807K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.28K+ 55.44% |
$769K - $849K
|
17.6K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.16K+ 3.82% |
$755K - $833K
|
167K
$20.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.12K+ 3.75% |
$750K - $828K
|
169K
$20.8M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.65K+ 0.58% |
$693K - $765K
|
972K
$119M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.55K+ 4589.26% |
$681K - $751K
|
5.67K
$696K
|