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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.32K+ 12.09% |
$284K - $313K
|
21.5K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.2K+ 0.87% |
$270K - $298K
|
255K
$34.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.17K+ 4.0% |
$266K - $293K
|
56.3K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.11KNew |
$259K - $286K
|
2.11K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.09KNew |
$256K - $283K
|
2.09K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.05K+ 39.39% |
$252K - $278K
|
7.27K
$972K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.05K+ 12.72% |
$252K - $278K
|
18.2K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$245K - $270K
|
2K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.93K+ 1.87% |
$237K - $261K
|
105K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 14.78% |
$236K - $260K
|
14.9K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.84K+ 2.05% |
$225K - $249K
|
91.7K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 3.68% |
$223K - $247K
|
51.4K
$6.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.78KNew |
$219K - $241K
|
1.78K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.76K+ 32.74% |
$216K - $238K
|
7.13K
$953K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.63K+ 64.27% |
$200K - $220K
|
4.16K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.6KNew |
$196K - $216K
|
1.6K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.59KNew |
$195K - $215K
|
1.59K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.58K+ 10.93% |
$194K - $214K
|
16.1K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.52K+ 9.44% |
$186K - $205K
|
17.6K
$2.35M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.37KNew |
$168K - $185K
|
1.37K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.35K+ 1.27% |
$165K - $182K
|
108K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.32K+ 40.61% |
$162K - $179K
|
4.57K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.32K+ 15.64% |
$161K - $178K
|
9.73K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.3K+ 14.6% |
$159K - $175K
|
10.2K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.27K+ 18.6% |
$155K - $171K
|
8.08K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 1.17% |
$149K - $165K
|
105K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.19K+ 84.12% |
$146K - $161K
|
2.61K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.13K+ 2.27% |
$138K - $152K
|
50.8K
$6.79M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$136K - $150K
|
1.11K
$148K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.1K+ 27.5% |
$135K - $149K
|
5.1K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.04K+ 25.31% |
$128K - $141K
|
5.15K
$689K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 48.99% |
$124K - $137K
|
3.08K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
969+ 8.38% |
$119K - $131K
|
12.5K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
943+ 0.73% |
$116K - $128K
|
131K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
935+ 152.03% |
$115K - $126K
|
1.55K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
926+ 0.35% |
$114K - $125K
|
269K
$36M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
860+ 2.41% |
$105K - $116K
|
36.6K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
842+ 4.91% |
$103K - $114K
|
18K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791+ 0.22% |
$97K - $107K
|
354K
$47.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
776+ 16.73% |
$95.1K - $105K
|
5.41K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
758+ 27.54% |
$92.9K - $103K
|
3.51K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
748+ 1.07% |
$91.7K - $101K
|
70.5K
$9.43M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
711+ 47.98% |
$87.2K - $96.2K
|
2.19K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
696+ 8.52% |
$85.3K - $94.1K
|
8.86K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
682+ 26.78% |
$83.6K - $92.2K
|
3.23K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
681+ 2.99% |
$83.5K - $92.1K
|
23.4K
$3.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
673+ 26.74% |
$82.5K - $91K
|
3.19K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
654+ 5.75% |
$80.2K - $88.4K
|
12K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
650+ 11.36% |
$79.7K - $87.9K
|
6.37K
$852K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
636+ 11.63% |
$78K - $86K
|
6.1K
$816K
|