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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
447K+ 5.39% |
$53.4M - $59.1M
|
8.74M
$1.21B
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
344K+ 4142.94% |
$41.1M - $45.5M
|
352K
$48.8M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139K+ 1813.0% |
$16.6M - $18.4M
|
147K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 4.18% |
$15.5M - $17.2M
|
3.24M
$449M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 12.57% |
$13.2M - $14.6M
|
988K
$137M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
92K+ 2.25% |
$11M - $12.2M
|
4.18M
$579M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60.9KNew |
$7.28M - $8.05M
|
60.9K
$8.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.8KNew |
$5.35M - $5.92M
|
44.8K
$6.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
42.9KNew |
$5.12M - $5.67M
|
42.9K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
36.1K+ 2.18% |
$4.32M - $4.78M
|
1.69M
$234M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.5KNew |
$3.88M - $4.29M
|
32.5K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3K+ 0.41% |
$3.86M - $4.27M
|
7.96M
$1.1B
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.5K+ 149.17% |
$3.77M - $4.17M
|
52.6K
$7.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.9K+ 38.81% |
$3.1M - $3.43M
|
92.6K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
22.3K+ 33.66% |
$2.66M - $2.95M
|
88.5K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
21.3K+ 2.29% |
$2.55M - $2.82M
|
952K
$132M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18.2K+ 76.43% |
$2.18M - $2.41M
|
42K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
17.4K+ 3.62% |
$2.08M - $2.3M
|
498K
$69M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16.2KNew |
$1.93M - $2.14M
|
16.2K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
15.8K+ 8.09% |
$1.89M - $2.09M
|
211K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14.6KNew |
$1.74M - $1.93M
|
14.6K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
14KNew |
$1.67M - $1.85M
|
14K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.5K+ 14.95% |
$1.49M - $1.65M
|
96.1K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.3K+ 4.33% |
$1.47M - $1.63M
|
297K
$41.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.4KNew |
$1.24M - $1.37M
|
10.4K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 76.41% |
$1.24M - $1.37M
|
23.9K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.88KNew |
$1.18M - $1.31M
|
9.88K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.22K+ 10.5% |
$1.1M - $1.22M
|
97.1K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.09KNew |
$1.09M - $1.2M
|
9.09K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.89K+ 6.22% |
$1.06M - $1.18M
|
152K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
8.41KNew |
$1.01M - $1.11M
|
8.41K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
8.3KNew |
$992K - $1.1M
|
8.3K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.23K+ 33.74% |
$745K - $824K
|
24.7K
$3.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.08K+ 117.19% |
$726K - $803K
|
11.3K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6K+ 68.97% |
$717K - $793K
|
14.7K
$2.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.9K+ 9.61% |
$706K - $781K
|
67.4K
$9.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.79K+ 3.85% |
$692K - $766K
|
156K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.07KNew |
$606K - $671K
|
5.07K
$703K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.04KNew |
$602K - $666K
|
5.04K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 3.22% |
$589K - $652K
|
158K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.88K+ 14.55% |
$583K - $645K
|
38.4K
$5.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.81K+ 90.33% |
$575K - $637K
|
10.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.81K+ 68.0% |
$574K - $636K
|
11.9K
$1.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.8KNew |
$574K - $635K
|
4.8K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.79K+ 64.65% |
$572K - $633K
|
12.2K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.71KNew |
$562K - $622K
|
4.71K
$652K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
4.65KNew |
$556K - $615K
|
4.65K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.55K+ 2.28% |
$544K - $602K
|
204K
$28.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.53KNew |
$541K - $599K
|
4.53K
$628K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.48K+ 1.52% |
$536K - $593K
|
300K
$41.6M
|