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 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.3KNew |
$3.46M - $3.82M
|
28.3K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
27.4KNew |
$3.35M - $3.7M
|
27.4K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24.1KNew |
$2.95M - $3.25M
|
24.1K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
21KNew |
$2.57M - $2.84M
|
21K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.5K+ 121.55% |
$2.39M - $2.63M
|
35.5K
$4.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
16K+ 78.51% |
$1.96M - $2.17M
|
36.4K
$4.87M
|
|
|
May 08, 2025
Q1 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$1.73M - $1.91M
|
14.1K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 4.94% |
$1.62M - $1.79M
|
280K
$37.5M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
12.9K+ 52.87% |
$1.58M - $1.74M
|
37.2K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.7K+ 54.51% |
$1.32M - $1.45M
|
30.4K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 6.59% |
$1.27M - $1.4M
|
167K
$22.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.52K+ 38.34% |
$1.17M - $1.29M
|
34.4K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.1K+ 93.46% |
$1.12M - $1.23M
|
18.8K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.02KNew |
$1.11M - $1.22M
|
9.02K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.38KNew |
$1.03M - $1.13M
|
8.38K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.14K+ 58.65% |
$998K - $1.1M
|
22K
$2.95M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.11KNew |
$994K - $1.1M
|
8.11K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.89K+ 7.45% |
$967K - $1.07M
|
114K
$15.2M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.45KNew |
$913K - $1.01M
|
7.45K
$996K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.92K+ 5.55% |
$848K - $936K
|
132K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.69K+ 171.19% |
$820K - $904K
|
10.6K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.28K+ 55.44% |
$769K - $849K
|
17.6K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.16K+ 3.82% |
$755K - $833K
|
167K
$22.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.12K+ 3.75% |
$750K - $828K
|
169K
$22.6M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.65K+ 0.58% |
$693K - $765K
|
972K
$130M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.57K+ 218.58% |
$682K - $753K
|
8.11K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.55K+ 4589.26% |
$681K - $751K
|
5.67K
$759K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.05K+ 4.42% |
$619K - $683K
|
119K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.91K+ 2.98% |
$602K - $664K
|
170K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.59K+ 3.2% |
$563K - $621K
|
148K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.38K+ 70.65% |
$537K - $592K
|
10.6K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.04K+ 2.53% |
$495K - $546K
|
164K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
3.79K+ 20.5% |
$464K - $512K
|
22.3K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.76KNew |
$461K - $509K
|
3.76K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.34K+ 2.63% |
$409K - $452K
|
131K
$17.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 4.73% |
$381K - $420K
|
68.9K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.1KNew |
$380K - $419K
|
3.1K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3KNew |
$368K - $406K
|
3K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.87KNew |
$352K - $388K
|
2.87K
$384K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.85KNew |
$350K - $386K
|
2.85K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.8K+ 7.27% |
$343K - $379K
|
41.3K
$5.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.71K+ 13.6% |
$332K - $366K
|
22.6K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.64K+ 4.49% |
$324K - $358K
|
61.5K
$8.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.57KNew |
$315K - $348K
|
2.57K
$344K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.5KNew |
$306K - $338K
|
2.5K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.43KNew |
$298K - $329K
|
2.43K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.43K+ 62.66% |
$298K - $329K
|
6.32K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.42KNew |
$297K - $327K
|
2.42K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.42KNew |
$296K - $327K
|
2.42K
$323K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.41K+ 23.24% |
$295K - $326K
|
12.8K
$1.71M
|