Latest Institutional Purchases of Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.81K
New
$174K - $210K
1.81K $242K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
982
+ 194.07%
$94.3K - $114K
1.49K $199K
Oct 27, 2022 Q3 2022
Aj Wealth Strategies, LLC

BUY
 -
869
+ 43.6%
$83.5K - $101K
2.86K $383K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
817
New
$78.5K - $94.6K
817 $109K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
480
New
$46.1K - $55.6K
480 $64.2K
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
450
New
$43.2K - $52.1K
450 $60.2K
Oct 20, 2022 Q3 2022
Central Bank & Trust CO

BUY
 -
150
New
$14.4K - $17.4K
150 $20.1K
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
147
New
$14.1K - $17K
147 $19.7K
Nov 08, 2022 Q3 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
97
New
$9.32K - $11.2K
97 $13K
Nov 14, 2022 Q3 2022
Kenfarb & Co.

Ashland, KY
BUY
 -
78
New
$7.49K - $9.03K
78 $10.4K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
33
New
$3.17K - $3.82K
33 $4.41K
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
24
+ 0.9%
$2.31K - $2.78K
2.68K $358K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
4
+ 0.65%
$384 - $463
617 $82.5K
Q2 2022
Aug 02, 2022 Q2 2022
Capital Wealth Alliance, LLC

BUY
 -
11.3K
New
$1.13M - $1.38M
11.3K $1.51M
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
3.76K
New
$374K - $457K
3.76K $503K
Aug 15, 2022 Q2 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
3.62K
+ 100.86%
$360K - $440K
7.21K $964K
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
3.18K
New
$316K - $387K
3.18K $426K
Aug 12, 2022 Q2 2022
New South Capital Management Inc

Memphis, TN
BUY
 -
2.98K
+ 20.38%
$296K - $362K
17.6K $2.35M
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
1.75K
+ 67.72%
$174K - $213K
4.34K $580K
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
1.55K
+ 54.46%
$154K - $188K
4.38K $586K
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
895
New
$89K - $109K
895 $120K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
830
New
$82.5K - $101K
830 $111K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
650
+ 26.76%
$64.6K - $79.1K
3.08K $412K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
357
+ 268.42%
$35.5K - $43.4K
490 $65.5K
Aug 11, 2022 Q2 2022
Knott David M Jr

Syosset, NY
BUY
 -
273
New
$27.1K - $33.2K
273 $36.5K
Jul 26, 2022 Q2 2022
First Premier Bank

BUY
 -
217
New
$21.6K - $26.4K
217 $29K
Aug 10, 2022 Q2 2022
Cnb Bank

Clearfield, PA
BUY
 -
150
New
$14.9K - $18.2K
150 $20.1K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
125
+ 568.18%
$12.4K - $15.2K
147 $19.7K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
108
New
$10.7K - $13.1K
108 $14.4K
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
102
New
$10.1K - $12.4K
102 $13.6K
Jul 14, 2022 Q2 2022
Affiance Financial, LLC

BUY
 -
96
New
$9.54K - $11.7K
96 $12.8K
Aug 12, 2022 Q2 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
62
New
$6.16K - $7.54K
62 $8.29K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
47
+ 3.08%
$4.67K - $5.72K
1.57K $211K
Jul 22, 2022 Q2 2022
Bison Wealth, LLC

BUY
 -
40
New
$3.98K - $4.87K
40 $5.35K
Aug 12, 2022 Q2 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
10
+ 0.38%
$994 - $1.22K
2.65K $355K
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
7
New
$696 - $851
7 $936
Jul 13, 2022 Q2 2022
Gleason Group, Inc.

BUY
 -
7
New
$696 - $851
7 $936
Aug 04, 2022 Q2 2022
Harvest Group Wealth Management, LLC

BUY
 -
1
New
$99.4 - $122
1 $134
Q1 2022
Apr 12, 2022 Q1 2022
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
151K
New
$16.9M - $18.7M
151K $20.2M
May 02, 2022 Q1 2022
Hnp Capital LLC

BUY
 -
11.7K
New
$1.32M - $1.45M
11.7K $1.57M
May 06, 2022 Q1 2022
Curi Wealth Management, LLC

BUY
 -
451
New
$50.6K - $55.7K
451 $60.3K
Apr 15, 2022 Q1 2022
Peoples Financial Services Corp.

BUY
 -
295
New
$33.1K - $36.5K
295 $39.5K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
221
New
$24.8K - $27.3K
221 $29.6K
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
214
New
$24K - $26.4K
214 $28.6K
Apr 28, 2022 Q1 2022
Hardy Reed LLC

BUY
 -
55
New
$6.17K - $6.8K
55 $7.36K
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
46
+ 3.93%
$5.16K - $5.69K
1.22K $163K
Apr 18, 2022 Q1 2022
Cadence Bank Na

BUY
 -
29
+ 0.39%
$3.25K - $3.58K
7.55K $1.01M
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
22
+ 3.17%
$2.47K - $2.72K
716 $95.8K
Q4 2021
Feb 14, 2022 Q4 2021
Horizon Wealth Management, LLC

BUY
 -
4.66K
New
$531K - $572K
4.66K $623K

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