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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
129New |
$16.5K - $18.1K
|
129
$17.3K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
119New |
$15.2K - $16.7K
|
119
$15.9K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
113New |
$14.5K - $15.9K
|
113
$15.1K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 3.57% |
$12.8K - $14K
|
2.9K
$389K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$13.4K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$13.4K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
82New |
$10.5K - $11.5K
|
82
$11K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
79+ 42.7% |
$10.1K - $11.1K
|
264
$35.4K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75+ 3.7% |
$9.61K - $10.5K
|
2.1K
$282K
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
67+ 1.61% |
$8.58K - $9.4K
|
4.22K
$565K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
55New |
$7.04K - $7.72K
|
55
$7.37K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53New |
$6.79K - $7.44K
|
53
$7.1K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$5.64K - $6.17K
|
44
$5.89K
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
40+ 0.14% |
$5.12K - $5.61K
|
27.8K
$3.73M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.36K
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.36K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
37New |
$4.74K - $5.19K
|
37
$4.95K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
34New |
$4.35K - $4.77K
|
34
$4.55K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$3.2K - $3.51K
|
25
$3.35K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$2.82K - $3.09K
|
22
$2.95K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 25.0% |
$1.92K - $2.1K
|
75
$10K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 86.67% |
$1.67K - $1.82K
|
28
$3.75K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.15K - $1.26K
|
9
$1.21K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$512 - $561
|
4.07K
$545K
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $140
|
6.65K
$890K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139K+ 1813.0% |
$16.6M - $18.4M
|
147K
$19.7M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60.9KNew |
$7.28M - $8.05M
|
60.9K
$8.15M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
15.8K+ 8.09% |
$1.89M - $2.09M
|
211K
$28.2M
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
15.2KNew |
$1.81M - $2.01M
|
15.2K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14.6KNew |
$1.74M - $1.93M
|
14.6K
$1.95M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.4KNew |
$1.24M - $1.37M
|
10.4K
$1.39M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
8.3KNew |
$992K - $1.1M
|
8.3K
$1.11M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.8KNew |
$574K - $635K
|
4.8K
$643K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
4.65KNew |
$556K - $615K
|
4.65K
$623K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.53KNew |
$541K - $599K
|
4.53K
$606K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 2.43% |
$479K - $530K
|
169K
$22.6M
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.76KNew |
$450K - $497K
|
3.76K
$504K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.26KNew |
$270K - $299K
|
2.26K
$303K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.72KNew |
$205K - $227K
|
1.72K
$230K
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$182K - $201K
|
1.52K
$204K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.13K+ 65.26% |
$135K - $149K
|
2.86K
$383K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
873+ 0.97% |
$104K - $115K
|
90.6K
$12.1M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
660New |
$78.9K - $87.3K
|
660
$88.4K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
485+ 5.46% |
$58K - $64.1K
|
9.37K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
456+ 5066.67% |
$54.5K - $60.3K
|
465
$62.3K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
420New |
$50.2K - $55.5K
|
420
$56.2K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
386+ 6.94% |
$46.1K - $51K
|
5.95K
$796K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
249New |
$29.8K - $32.9K
|
249
$33.3K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
249New |
$29.8K - $32.9K
|
249
$33.3K
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
248New |
$29.6K - $32.8K
|
248
$33.2K
|