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 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
962New |
$93.9K - $113K
|
962
$129K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
853New |
$83.3K - $99.9K
|
853
$114K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
375New |
$36.6K - $43.9K
|
375
$50.2K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
354+ 2.36% |
$34.6K - $41.4K
|
15.3K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
225New |
$22K - $26.3K
|
225
$30.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
222New |
$21.7K - $26K
|
222
$29.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
183New |
$17.9K - $21.4K
|
183
$24.5K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
160New |
$15.6K - $18.7K
|
160
$21.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
126New |
$12.3K - $14.8K
|
126
$16.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
114New |
$11.1K - $13.3K
|
114
$15.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$10.6K - $12.8K
|
109
$14.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
76+ 11.31% |
$7.42K - $8.9K
|
748
$100K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
75New |
$7.32K - $8.78K
|
75
$10K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
61New |
$5.96K - $7.14K
|
61
$8.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 9.6% |
$4.88K - $5.85K
|
571
$76.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
45New |
$4.39K - $5.27K
|
45
$6.02K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
38New |
$3.71K - $4.45K
|
38
$5.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22New |
$2.15K - $2.58K
|
22
$2.94K
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.51% |
$1.76K - $2.11K
|
3.52K
$471K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17New |
$1.66K - $1.99K
|
17
$2.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12New |
$1.17K - $1.4K
|
12
$1.61K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$781 - $937
|
8
$1.07K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4New |
$391 - $468
|
4
$535
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.06% |
$97.6 - $117
|
95
$12.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.9KNew |
$1.44M - $1.59M
|
13.9K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.07KNew |
$525K - $582K
|
5.07K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.07KNew |
$421K - $467K
|
4.07K
$544K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.76KNew |
$389K - $431K
|
3.76K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.27KNew |
$339K - $375K
|
3.27K
$438K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.88KNew |
$298K - $330K
|
2.88K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.52KNew |
$261K - $289K
|
2.52K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.28KNew |
$236K - $261K
|
2.28K
$305K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.57K+ 51.73% |
$163K - $181K
|
4.62K
$618K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.4KNew |
$145K - $161K
|
1.4K
$187K
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
1.01KNew |
$105K - $116K
|
1.01K
$135K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
854New |
$88.4K - $97.9K
|
854
$114K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
808New |
$83.6K - $92.7K
|
808
$108K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
769+ 26.1% |
$79.6K - $88.2K
|
3.72K
$497K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
350New |
$36.2K - $40.1K
|
350
$46.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
309+ 882.86% |
$32K - $35.4K
|
344
$46K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 42.99% |
$24.4K - $27.1K
|
785
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
166+ 3.66% |
$17.2K - $19K
|
4.7K
$629K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
141New |
$14.6K - $16.2K
|
141
$18.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$10.3K - $11.5K
|
100
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40New |
$4.14K - $4.59K
|
40
$5.35K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
38New |
$3.93K - $4.36K
|
38
$5.08K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
28New |
$2.9K - $3.21K
|
28
$3.75K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22+ 0.87% |
$2.28K - $2.52K
|
2.55K
$341K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
17New |
$1.76K - $1.95K
|
17
$2.27K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$1.55K - $1.72K
|
15
$2.01K
|
|