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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
207New |
$24.7K - $27.4K
|
207
$27.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
182New |
$21.8K - $24.1K
|
182
$24.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
171+ 8.17% |
$20.4K - $22.6K
|
2.26K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
148New |
$17.7K - $19.6K
|
148
$19.6K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110+ 100.0% |
$13.1K - $14.5K
|
220
$29.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
92New |
$11K - $12.2K
|
92
$12.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
87New |
$10.4K - $11.5K
|
87
$11.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
69+ 7.63% |
$8.25K - $9.13K
|
973
$129K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 48.18% |
$7.89K - $8.73K
|
203
$26.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
58+ 1.41% |
$6.93K - $7.67K
|
4.16K
$552K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46+ 0.28% |
$5.5K - $6.08K
|
16.6K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
40+ 2.07% |
$4.78K - $5.29K
|
1.98K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 0.31% |
$3.59K - $3.97K
|
9.74K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27New |
$3.23K - $3.57K
|
27
$3.58K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 1.19% |
$2.39K - $2.65K
|
1.7K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19New |
$2.27K - $2.51K
|
19
$2.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
18New |
$2.15K - $2.38K
|
18
$2.39K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16New |
$1.91K - $2.12K
|
16
$2.12K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.38% |
$1.79K - $1.98K
|
3.94K
$524K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 3.4% |
$956 - $1.06K
|
243
$32.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$239 - $265
|
2
$266
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$120 - $132
|
5.73K
$761K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.61% |
$120 - $132
|
165
$21.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.69% |
$120 - $132
|
60
$7.97K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.62% |
$120 - $132
|
163
$21.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
350KNew |
$41.1M - $43.8M
|
350K
$46.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
44.2KNew |
$5.18M - $5.53M
|
44.2K
$5.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8K+ 255.74% |
$1.86M - $1.98M
|
22K
$2.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
9.4KNew |
$1.1M - $1.18M
|
9.4K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.98KNew |
$349K - $373K
|
2.98K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.5KNew |
$293K - $313K
|
2.5K
$332K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2KNew |
$234K - $250K
|
2K
$265K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.85K+ 108.91% |
$217K - $231K
|
3.54K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$212K - $226K
|
1.8K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.7KNew |
$199K - $212K
|
1.7K
$225K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.32K+ 17.72% |
$154K - $165K
|
8.73K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.29KNew |
$151K - $162K
|
1.29K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25KNew |
$147K - $157K
|
1.25K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.22K+ 7.11% |
$143K - $153K
|
18.4K
$2.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.06KNew |
$124K - $132K
|
1.06K
$140K
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
698+ 34.33% |
$81.9K - $87.3K
|
2.73K
$363K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
687+ 29.6% |
$80.6K - $86K
|
3.01K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
678New |
$79.5K - $84.8K
|
678
$90K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
612New |
$71.8K - $76.6K
|
612
$81.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
546+ 9.84% |
$64.1K - $68.3K
|
6.09K
$809K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
517New |
$60.6K - $64.7K
|
517
$68.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
440+ 55.21% |
$51.6K - $55.1K
|
1.24K
$164K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
425New |
$49.9K - $53.2K
|
425
$56.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
353New |
$41.4K - $44.2K
|
353
$46.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
345+ 7.74% |
$40.5K - $43.2K
|
4.8K
$638K
|
|