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 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.5K+ 83.8% |
$2.78M - $2.89M
|
45K
$6.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
15.8K+ 30.3% |
$2.14M - $2.22M
|
67.9K
$9.36M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 21.04% |
$1.67M - $1.73M
|
70.8K
$9.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
8.51KNew |
$1.15M - $1.2M
|
8.51K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.24K+ 41.28% |
$1.12M - $1.16M
|
28.2K
$3.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.43KNew |
$872K - $906K
|
6.43K
$886K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.25K+ 2.78% |
$848K - $881K
|
232K
$31.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.89KNew |
$392K - $407K
|
2.89K
$398K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$340K - $353K
|
2.51K
$346K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23K+ 2.55% |
$303K - $315K
|
89.9K
$12.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.15K+ 47.59% |
$292K - $303K
|
6.68K
$920K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 48.41% |
$204K - $212K
|
4.62K
$637K
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 2.82% |
$171K - $178K
|
46K
$6.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.19K+ 33.37% |
$161K - $168K
|
4.75K
$655K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.09K+ 157.97% |
$148K - $154K
|
1.78K
$245K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
997+ 3.01% |
$135K - $141K
|
34.2K
$4.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
989+ 31.61% |
$134K - $139K
|
4.12K
$568K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
965+ 13.9% |
$131K - $136K
|
7.91K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
862+ 68.36% |
$117K - $121K
|
2.12K
$293K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
562+ 21.46% |
$76.2K - $79.2K
|
3.18K
$439K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
549+ 1.58% |
$74.5K - $77.4K
|
35.2K
$4.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520+ 32.46% |
$70.5K - $73.3K
|
2.12K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
504New |
$68.4K - $71K
|
504
$69.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
413+ 0.45% |
$56K - $58.2K
|
91.3K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
375+ 4.1% |
$50.9K - $52.8K
|
9.52K
$1.31M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
339+ 7.66% |
$46K - $47.8K
|
4.77K
$657K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
236+ 4.54% |
$32K - $33.3K
|
5.43K
$749K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
203+ 0.63% |
$27.5K - $28.6K
|
32.6K
$4.5M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
147+ 0.38% |
$19.9K - $20.7K
|
39K
$5.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
142+ 0.02% |
$19.3K - $20K
|
712K
$98.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
117+ 468.0% |
$15.9K - $16.5K
|
142
$19.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
112+ 0.47% |
$15.2K - $15.8K
|
23.8K
$3.27M
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
95+ 0.08% |
$12.9K - $13.4K
|
126K
$17.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
87+ 2.88% |
$11.8K - $12.3K
|
3.11K
$429K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
81+ 0.76% |
$11K - $11.4K
|
10.8K
$1.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
77+ 3.07% |
$10.4K - $10.9K
|
2.59K
$357K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
52+ 0.24% |
$7.05K - $7.33K
|
21.4K
$2.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
36+ 0.75% |
$4.88K - $5.07K
|
4.83K
$665K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
30+ 0.42% |
$4.07K - $4.23K
|
7.17K
$988K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24+ 1.31% |
$3.26K - $3.38K
|
1.86K
$256K
|
|
|
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 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
20+ 0.23% |
$2.71K - $2.82K
|
8.6K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
18+ 0.45% |
$2.44K - $2.54K
|
4.02K
$554K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
13+ 0.8% |
$1.76K - $1.83K
|
1.63K
$225K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7+ 0.01% |
$950 - $987
|
50.6K
$6.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.02% |
$950 - $987
|
37.5K
$5.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.2% |
$814 - $846
|
2.94K
$405K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$678 - $705
|
5
$689
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$678 - $705
|
11.1K
$1.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.09% |
$407 - $423
|
3.27K
$451K
|
|