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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.6K+ 84.85% |
$619K - $740K
|
12.2K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.46K+ 7.06% |
$604K - $721K
|
82.8K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.16KNew |
$570K - $681K
|
5.16K
$690K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.05KNew |
$558K - $667K
|
5.05K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.05K+ 5.5% |
$558K - $667K
|
96.8K
$13M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
4.95KNew |
$548K - $654K
|
4.95K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$532K - $636K
|
4.81K
$644K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.75K+ 0.49% |
$525K - $628K
|
977K
$131M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.65K+ 175.79% |
$514K - $614K
|
7.29K
$976K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
4.54K+ 173.9% |
$502K - $600K
|
7.16K
$958K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.43K+ 91.08% |
$490K - $585K
|
9.29K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.37K+ 2.61% |
$483K - $577K
|
172K
$23M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.32KNew |
$478K - $571K
|
4.32K
$579K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.32K+ 5.75% |
$478K - $571K
|
79.4K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.31K+ 26.38% |
$476K - $569K
|
20.6K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.03K+ 68.8% |
$446K - $533K
|
9.89K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.02K+ 160.41% |
$445K - $532K
|
6.53K
$875K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.01K+ 96.51% |
$443K - $529K
|
8.16K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 0.93% |
$442K - $528K
|
434K
$58.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.98K+ 37.64% |
$440K - $526K
|
14.6K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.85KNew |
$426K - $509K
|
3.85K
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.7K+ 3.1% |
$409K - $488K
|
123K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.69K+ 167.04% |
$407K - $487K
|
5.89K
$789K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.58K+ 17.5% |
$396K - $473K
|
24K
$3.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
3.49K+ 10.2% |
$385K - $461K
|
37.6K
$5.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3.48KNew |
$385K - $460K
|
3.48K
$466K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.42KNew |
$378K - $452K
|
3.42K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.37K+ 2.56% |
$373K - $446K
|
135K
$18.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.34K+ 4.84% |
$369K - $441K
|
72.2K
$9.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.31KNew |
$366K - $437K
|
3.31K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.17K+ 129.41% |
$350K - $419K
|
5.62K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.09K+ 26.84% |
$342K - $408K
|
14.6K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.02K+ 1.08% |
$334K - $399K
|
283K
$38M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3K+ 116.73% |
$332K - $396K
|
5.57K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3KNew |
$331K - $396K
|
3K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.87K+ 22.49% |
$318K - $380K
|
15.7K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.75K+ 1.68% |
$304K - $363K
|
167K
$22.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.66K+ 0.23% |
$294K - $351K
|
1.16M
$156M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.59KNew |
$287K - $342K
|
2.59K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.56K+ 17.91% |
$284K - $339K
|
16.9K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.52K+ 27.91% |
$278K - $333K
|
11.5K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.52K+ 13.84% |
$278K - $332K
|
20.7K
$2.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.5K+ 51.12% |
$277K - $330K
|
7.39K
$990K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.49K+ 101.38% |
$276K - $329K
|
4.95K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.47K+ 65.61% |
$273K - $326K
|
6.23K
$835K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.46K+ 5.14% |
$272K - $325K
|
50.3K
$6.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.44K+ 6.42% |
$270K - $323K
|
40.5K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.43K+ 3.44% |
$268K - $321K
|
73K
$9.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.42K+ 84.34% |
$267K - $320K
|
5.29K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.36K+ 6.65% |
$261K - $312K
|
37.8K
$5.07M
|