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 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1K+ 37.42% |
$111K - $132K
|
3.68K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
983+ 19.38% |
$109K - $130K
|
6.06K
$811K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
980+ 30.22% |
$108K - $129K
|
4.22K
$566K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
921+ 5.12% |
$102K - $122K
|
18.9K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
887+ 13.92% |
$98.1K - $117K
|
7.26K
$972K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
865New |
$95.7K - $114K
|
865
$116K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
833+ 16.57% |
$92.1K - $110K
|
5.86K
$785K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
783+ 9.64% |
$86.6K - $103K
|
8.9K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
776+ 646.67% |
$85.8K - $103K
|
896
$120K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
775New |
$85.7K - $102K
|
775
$104K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
754+ 15.75% |
$83.4K - $99.6K
|
5.54K
$742K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
750+ 42.06% |
$82.9K - $99.1K
|
2.53K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
742+ 469.62% |
$82.1K - $98K
|
900
$121K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
732+ 2.86% |
$80.9K - $96.7K
|
26.4K
$3.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
725+ 36.75% |
$80.2K - $95.8K
|
2.7K
$361K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
718+ 3.47% |
$79.4K - $94.9K
|
21.4K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
695+ 1.93% |
$76.9K - $91.8K
|
36.8K
$4.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
690+ 6.66% |
$76.3K - $91.2K
|
11.1K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
683New |
$75.5K - $90.3K
|
683
$91.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
682+ 0.74% |
$75.4K - $90.1K
|
92.5K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
681+ 11.93% |
$75.3K - $90K
|
6.39K
$855K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
671+ 2.13% |
$74.2K - $88.7K
|
32.2K
$4.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
658New |
$72.8K - $86.9K
|
658
$88.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
655+ 21.1% |
$72.4K - $86.6K
|
3.76K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
634+ 30.2% |
$70.1K - $83.8K
|
2.73K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
633+ 7.14% |
$70K - $83.6K
|
9.5K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
629+ 1.69% |
$69.6K - $83.1K
|
37.8K
$5.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
625+ 28.23% |
$69.1K - $82.6K
|
2.84K
$380K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
610+ 28.37% |
$67.5K - $80.6K
|
2.76K
$370K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
608+ 22.53% |
$67.2K - $80.3K
|
3.31K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
556+ 21.68% |
$61.5K - $73.5K
|
3.12K
$418K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
550+ 0.44% |
$60.8K - $72.7K
|
127K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
527+ 25.88% |
$58.3K - $69.6K
|
2.56K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
514+ 20.14% |
$56.8K - $67.9K
|
3.07K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
508+ 26.56% |
$56.2K - $67.1K
|
2.42K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
506+ 27.29% |
$56K - $66.9K
|
2.36K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
495+ 2.13% |
$54.7K - $65.4K
|
23.8K
$3.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
468+ 5.49% |
$51.8K - $61.8K
|
8.99K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
420+ 13.27% |
$46.4K - $55.5K
|
3.59K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
415+ 532.05% |
$45.9K - $54.8K
|
493
$66K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
409+ 5.58% |
$45.2K - $54K
|
7.74K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400+ 14.3% |
$44.2K - $52.9K
|
3.2K
$428K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
399New |
$44.1K - $52.7K
|
399
$53.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
397+ 4.69% |
$43.9K - $52.5K
|
8.86K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
368+ 10.43% |
$40.7K - $48.6K
|
3.9K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
367+ 5.95% |
$40.6K - $48.5K
|
6.54K
$875K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
362+ 12.16% |
$40K - $47.8K
|
3.34K
$447K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
338+ 13.34% |
$37.4K - $44.7K
|
2.87K
$384K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
331+ 1.69% |
$36.6K - $43.7K
|
20K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
316+ 5.66% |
$34.9K - $41.8K
|
5.9K
$790K
|