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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
97New |
$9.32K - $11.2K
|
97
$11.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
78New |
$7.49K - $9.03K
|
78
$9.57K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
49New |
$4.71K - $5.67K
|
49
$6.01K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
33New |
$3.17K - $3.82K
|
33
$4.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.9% |
$2.31K - $2.78K
|
2.68K
$329K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4+ 0.65% |
$384 - $463
|
617
$75.7K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.3KNew |
$1.13M - $1.38M
|
11.3K
$1.39M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.76KNew |
$374K - $457K
|
3.76K
$462K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.62K+ 100.86% |
$360K - $440K
|
7.21K
$885K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.18KNew |
$316K - $387K
|
3.18K
$391K
|
|
|
Aug 12, 2022
Q2 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.98K+ 20.38% |
$296K - $362K
|
17.6K
$2.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.75K+ 67.72% |
$174K - $213K
|
4.34K
$533K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.55K+ 54.46% |
$154K - $188K
|
4.38K
$538K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
895New |
$89K - $109K
|
895
$110K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
830New |
$82.5K - $101K
|
830
$102K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
650+ 26.76% |
$64.6K - $79.1K
|
3.08K
$378K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
357+ 268.42% |
$35.5K - $43.4K
|
490
$60.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
273New |
$27.1K - $33.2K
|
273
$33.5K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
217New |
$21.6K - $26.4K
|
217
$26.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150New |
$14.9K - $18.2K
|
150
$18.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
125+ 568.18% |
$12.4K - $15.2K
|
147
$18K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
108New |
$10.7K - $13.1K
|
108
$13.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
102New |
$10.1K - $12.4K
|
102
$12.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
96New |
$9.54K - $11.7K
|
96
$11.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
62New |
$6.16K - $7.54K
|
62
$7.61K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
47+ 3.08% |
$4.67K - $5.72K
|
1.57K
$193K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
40New |
$3.98K - $4.87K
|
40
$4.91K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.38% |
$994 - $1.22K
|
2.65K
$326K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$696 - $851
|
7
$859
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
7New |
$696 - $851
|
7
$859
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1New |
$99.4 - $122
|
1
$123
|
|
| Q1 2022 | |||||||
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
151KNew |
$16.9M - $18.7M
|
151K
$18.5M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
11.7KNew |
$1.32M - $1.45M
|
11.7K
$1.44M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
451New |
$50.6K - $55.7K
|
451
$55.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
295New |
$33.1K - $36.5K
|
295
$36.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
221New |
$24.8K - $27.3K
|
221
$27.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
214New |
$24K - $26.4K
|
214
$26.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
55New |
$6.17K - $6.8K
|
55
$6.75K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
46+ 3.93% |
$5.16K - $5.69K
|
1.22K
$149K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
29+ 0.39% |
$3.25K - $3.58K
|
7.55K
$926K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 3.17% |
$2.47K - $2.72K
|
716
$87.9K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.66KNew |
$531K - $572K
|
4.66K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.81KNew |
$320K - $344K
|
2.81K
$344K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.03KNew |
$231K - $249K
|
2.03K
$249K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
540New |
$61.6K - $66.3K
|
540
$66.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
203New |
$23.2K - $24.9K
|
203
$24.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
80+ 17.17% |
$9.12K - $9.82K
|
546
$67K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
55New |
$6.27K - $6.75K
|
55
$6.75K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
49New |
$5.59K - $6.01K
|
49
$6.01K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
45New |
$5.13K - $5.52K
|
45
$5.52K
|
|