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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 21.04% |
$1.67M - $1.73M
|
70.8K
$9.76M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.25K+ 2.78% |
$848K - $881K
|
232K
$31.9M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
339+ 7.66% |
$46K - $47.8K
|
4.77K
$657K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
324New |
$44K - $45.7K
|
324
$44.7K
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
95+ 0.08% |
$12.9K - $13.4K
|
126K
$17.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22+ 0.32% |
$2.98K - $3.1K
|
6.85K
$944K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.2% |
$814 - $846
|
2.94K
$405K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
753KNew |
$100M - $106M
|
753K
$104M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
170KNew |
$22.6M - $23.9M
|
170K
$23.4M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
141KNew |
$18.7M - $19.8M
|
141K
$19.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
134KNew |
$17.8M - $18.9M
|
134K
$18.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
92.3K+ 1496.48% |
$12.3M - $13M
|
98.5K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.1K+ 1.06% |
$11.4M - $12.1M
|
8.25M
$1.14B
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80K+ 3.06% |
$10.6M - $11.3M
|
2.7M
$372M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
77.4K+ 3272.77% |
$10.3M - $10.9M
|
79.8K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.3K+ 20.08% |
$8.94M - $9.46M
|
402K
$55.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.2K+ 1.74% |
$6.4M - $6.78M
|
2.82M
$389M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.6K+ 8.12% |
$5.79M - $6.13M
|
581K
$80M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.7K+ 5.74% |
$5.28M - $5.59M
|
732K
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 3.38% |
$5.23M - $5.54M
|
1.2M
$166M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34.5K+ 1.02% |
$4.58M - $4.85M
|
3.43M
$472M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
34.4K+ 621.57% |
$4.57M - $4.84M
|
40K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.2K+ 222.59% |
$3.48M - $3.68M
|
37.9K
$5.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
25.3K+ 167.86% |
$3.35M - $3.55M
|
40.3K
$5.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.9K+ 2.5% |
$2.78M - $2.94M
|
857K
$118M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
20.3K+ 10.47% |
$2.7M - $2.85M
|
214K
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18.5K+ 182.52% |
$2.46M - $2.61M
|
28.7K
$3.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
18.3KNew |
$2.43M - $2.57M
|
18.3K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.1K+ 290.07% |
$2.4M - $2.54M
|
24.3K
$3.35M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
17.7K+ 126.24% |
$2.36M - $2.49M
|
31.8K
$4.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$2.3M - $2.43M
|
17.3K
$2.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$2.18M - $2.3M
|
16.4K
$2.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.6K+ 1.6% |
$2.07M - $2.19M
|
993K
$137M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
14.7K+ 10.51% |
$1.96M - $2.07M
|
155K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8KNew |
$1.69M - $1.79M
|
12.8K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.5K+ 11.22% |
$1.66M - $1.76M
|
124K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 4.32% |
$1.62M - $1.72M
|
296K
$40.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.1K+ 4.33% |
$1.6M - $1.7M
|
291K
$40.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 15.66% |
$1.34M - $1.42M
|
74.7K
$10.3M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
9.62KNew |
$1.28M - $1.35M
|
9.62K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
9.14K+ 1.77% |
$1.21M - $1.29M
|
525K
$72.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.01K+ 30.44% |
$1.2M - $1.27M
|
38.6K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.9K+ 14.3% |
$1.18M - $1.25M
|
71.1K
$9.8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.84K+ 150.06% |
$1.17M - $1.24M
|
14.7K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.55KNew |
$1.14M - $1.2M
|
8.55K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.28K+ 3.02% |
$1.1M - $1.16M
|
283K
$39M
|
|
|
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
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.68KNew |
$1.02M - $1.08M
|
7.68K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.63K+ 24.8% |
$1.01M - $1.07M
|
38.4K
$5.29M
|
|