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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.02KNew |
$103K - $112K
|
1.02K
$125K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
387New |
$39.3K - $42.5K
|
387
$47.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
372+ 12400.0% |
$37.8K - $40.9K
|
375
$46K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
319+ 9.28% |
$32.4K - $35K
|
3.76K
$461K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
190New |
$19.3K - $20.9K
|
190
$23.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
165+ 128.91% |
$16.7K - $18.1K
|
293
$36K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
153New |
$15.5K - $16.8K
|
153
$18.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
150+ 8.16% |
$15.2K - $16.5K
|
1.99K
$244K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
125New |
$12.7K - $13.7K
|
125
$15.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
89New |
$9.03K - $9.78K
|
89
$10.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
59+ 45.38% |
$5.99K - $6.48K
|
189
$23.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
52+ 2.6% |
$5.28K - $5.71K
|
2.05K
$252K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
41+ 8.63% |
$4.16K - $4.5K
|
516
$63.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
33+ 3.05% |
$3.35K - $3.62K
|
1.11K
$137K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18New |
$1.83K - $1.98K
|
18
$2.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$102 - $110
|
1
$123
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.6% |
$102 - $110
|
168
$20.6K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
123KNew |
$12.3M - $14.3M
|
123K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.5KNew |
$4.36M - $5.05M
|
43.5K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
40.7KNew |
$4.08M - $4.73M
|
40.7K
$4.99M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16K+ 12226.72% |
$1.61M - $1.86M
|
16.1K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
15.1K+ 76.36% |
$1.51M - $1.75M
|
34.8K
$4.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.99KNew |
$700K - $812K
|
6.99K
$858K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.34K+ 6.93% |
$334K - $388K
|
51.5K
$6.32M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.59K+ 177.49% |
$259K - $301K
|
4.04K
$496K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.26KNew |
$227K - $263K
|
2.26K
$278K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.17KNew |
$218K - $252K
|
2.17K
$266K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.07KNew |
$107K - $124K
|
1.07K
$131K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
946+ 349.08% |
$94.8K - $110K
|
1.22K
$149K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
814New |
$81.6K - $94.6K
|
814
$99.9K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
715+ 2.56% |
$71.7K - $83.1K
|
28.6K
$3.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
304New |
$30.5K - $35.3K
|
304
$37.3K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
265New |
$26.6K - $30.8K
|
265
$32.5K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
202New |
$20.2K - $23.5K
|
202
$24.8K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
136New |
$13.6K - $15.8K
|
136
$16.7K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
97+ 808.33% |
$9.72K - $11.3K
|
109
$13.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.88% |
$9.12K - $10.6K
|
4.94K
$606K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
74+ 69.81% |
$7.42K - $8.6K
|
180
$22.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
71New |
$7.12K - $8.25K
|
71
$8.72K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
65New |
$6.51K - $7.55K
|
65
$7.98K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
39+ 0.48% |
$3.91K - $4.53K
|
8.11K
$995K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
24New |
$2.41K - $2.79K
|
24
$2.95K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10New |
$1K - $1.16K
|
10
$1.23K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$301 - $349
|
3.31K
$407K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1New |
$100 - $116
|
1
$123
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.27% |
$100 - $116
|
378
$46.4K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
12.7KNew |
$1.22M - $1.42M
|
12.7K
$1.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
10.5KNew |
$1.02M - $1.18M
|
10.5K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
8.12KNew |
$784K - $907K
|
8.12K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.26KNew |
$604K - $699K
|
6.26K
$768K
|
|