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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.76KNew |
$198K - $221K
|
1.76K
$216K
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.68KNew |
$189K - $211K
|
1.68K
$206K
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.66KNew |
$187K - $208K
|
1.66K
$204K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.65KNew |
$186K - $207K
|
1.65K
$203K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$147K - $163K
|
1.3K
$160K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 2765.22% |
$143K - $159K
|
1.32K
$162K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.11KNew |
$125K - $139K
|
1.11K
$136K
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
886New |
$99.6K - $111K
|
886
$109K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
640+ 32.23% |
$72K - $80.2K
|
2.63K
$322K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
626New |
$70.4K - $78.5K
|
626
$76.8K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
520New |
$58.5K - $65.2K
|
520
$63.8K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$40.5K - $45.1K
|
360
$44.2K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
310New |
$34.9K - $38.9K
|
310
$38.1K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
303New |
$34.1K - $38K
|
303
$37.2K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
86+ 27.74% |
$9.67K - $10.8K
|
396
$48.6K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
84New |
$9.44K - $10.5K
|
84
$10.3K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
77New |
$8.66K - $9.65K
|
77
$9.45K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
65New |
$7.31K - $8.15K
|
65
$7.98K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 36.36% |
$6.75K - $7.52K
|
225
$27.6K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
42New |
$4.72K - $5.26K
|
42
$5.16K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
28+ 1.68% |
$3.15K - $3.51K
|
1.69K
$208K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26+ 4.91% |
$2.92K - $3.26K
|
556
$68.2K
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
13+ 0.63% |
$1.46K - $1.63K
|
2.08K
$256K
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
11+ 3.7% |
$1.24K - $1.38K
|
308
$37.8K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.58% |
$899 - $1K
|
1.4K
$171K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$112 - $125
|
6.41K
$787K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Sasco Capital Inc
|
BUY
|
- |
314KNew |
$30.7M - $36.8M
|
314K
$38.5M
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
126KNew |
$12.3M - $14.8M
|
126K
$15.5M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
56.1KNew |
$5.47M - $6.57M
|
56.1K
$6.88M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.07KNew |
$885K - $1.06M
|
9.07K
$1.11M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.75K+ 13.13% |
$659K - $790K
|
58.1K
$7.14M
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
3.8KNew |
$371K - $445K
|
3.8K
$466K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.31KNew |
$226K - $271K
|
2.31K
$284K
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.13KNew |
$208K - $249K
|
2.13K
$261K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2KNew |
$195K - $234K
|
2K
$246K
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.82KNew |
$177K - $213K
|
1.82K
$223K
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.8KNew |
$175K - $210K
|
1.8K
$220K
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.79KNew |
$175K - $210K
|
1.79K
$220K
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.76KNew |
$171K - $205K
|
1.76K
$215K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.74KNew |
$169K - $203K
|
1.74K
$213K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$146K - $176K
|
1.5K
$184K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
990New |
$96.7K - $116K
|
990
$122K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
962New |
$93.9K - $113K
|
962
$118K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
853New |
$83.3K - $99.9K
|
853
$105K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
375New |
$36.6K - $43.9K
|
375
$46K
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
354+ 2.36% |
$34.6K - $41.4K
|
15.3K
$1.88M
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
225New |
$22K - $26.3K
|
225
$27.6K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
222New |
$21.7K - $26K
|
222
$27.3K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
183New |
$17.9K - $21.4K
|
183
$22.5K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
160New |
$15.6K - $18.7K
|
160
$19.6K
|